by Guest Contributor | Mar 13, 2024 | Artificial Intelligence, Big Data, Data, Donor Database, Technology | AI, Data, Database
Guest post by Monika Burchfield, Client Experience Leader Growing up, I watched The Jetsons, a cartoon about the future that included robots, flying cars, video meetings, and conveyer belt wardrobes. While we’re still waiting for a few of those to become a part of...
by Jeff Schreifels | Jan 22, 2024 | Donor-Centered, Job Performance, Meaningful Connections, Metrics, Performance Evaluation | Data, Donor-Centered, Evaluation, Meaningful Connections, Metrics
Something that has been irritating me lately is that I’m hearing how non-profits, worried that 2023 was not as good financially, are going back to using old metrics to “manage” frontline fundraisers. It seems that we cannot learn from the past, so we have to continue...
by Robert Shafis | Apr 21, 2023 | Assessments, Commitment, Donor Database, Planned Giving, Qualifying Donors | Data, Database, Planned giving, Qualifying, Stewardship
If you have a data set of 10,000 donors who have been giving for at least ten years and have made a gift within the past three years, I’d bet you have about 67-81 donors (with an average of 74) with a planned giving value of between $2.9-5.2 million! You may look at...
by Richard Perry and Jeff Schreifels | Apr 5, 2024 | Assessments, Donor Attrition, Donor File, Donor Pipeline, Mid-Level Program | Data, Mid-level donors, Pipeline Development, Value Attrition
If you’re looking to grow your major gifts program, you need to establish a strong pipeline of donors that spans from new donor acquisition through major and planned gifts. But oftentimes, there’s not a smooth flow of donors from one level of giving to the...
by Jeff Schreifels | Sep 25, 2024 | Analytics, Donor Research, Management, Qualification | Caseloads, Data, Major Gift Officers, Metrics, Strategy, Teamwork
There seems to be confusion from leaders and managers about who should be creating the strategy for how you, as a major gift officer, should be cultivating, stewarding, and soliciting your donors. Just this past week, several development directors tried to make the...
by Richard Perry and Jeff Schreifels | Jul 15, 2020 | Portfolios, Research | Data, Higher Education, Management, Qualifying
Fourth in a 5-Part Series: Great Opportunities at Universities About a year ago, I was conducting an intense one-day training for a large university on the west coast for all their MGOs and development staff. The first part of our training was centered on our...