by Richard Perry and Jeff Schreifels | Sep 9, 2016 | Cash Flow, Giving, Goals, major gifts | Caseloads, Donor Attrition, Donor Retention, Goal-setting, Uncategorized
#5 in the series How a Caseload Grows Over Time Budget time in any organization, commercial or non-profit, is when revenue forecasts are always made. Someone will invariably say, “We need growth of X% this coming year.” And that becomes the mark that everyone needs to...
by Richard Perry and Jeff Schreifels | Sep 5, 2016 | Capacity, Current Giving, Upgrading | Caseloads, Donor Attrition, Donor Retention, Major Gifts, Uncategorized
#3 in the series How a Caseload Grows Over Time We have just completed a major study on how a major donor caseload behaves over time. I will address the economics of the caseload in the next blog. Today, I want to talk to you about the composition of the caseload and...
by Richard Perry and Jeff Schreifels | Aug 31, 2016 | Donor Attrition, Value Attrition | Caseloads, Donor Attrition, Donor Retention, Qualifying, Uncategorized
This is the first in a five-part series called How a Caseload Grows Over Time. There are two reasons it is very important for major gift officers to understand how this works: It’s a rational and objective explanation for the doubters and critics around you as to A)...
by Richard Perry and Jeff Schreifels | Jul 27, 2016 | Cultivation, Mid-Level Donor Program, Pipeline | Caseloads, Donor Retention, Mid-level donors, Uncategorized
When Richard started Veritus Group, and I later joined him, we started out working with clients to create, build and manage only major gift programs. But after several years, we began noticing that our clients still had a problem with their donor file that was not...
by Richard Perry and Jeff Schreifels | Jul 18, 2016 | Donor Pipeline, Donor Pyramid, Mid-level Rep | Direct Response, Donor Retention, Major Gifts, Mid-level donors, Uncategorized
Do you have a mid-level donor program? If not, are you thinking about starting one? Before you do, we want to pass on some important things we’ve learned in the last three years, so that your program can be the best it can be. The whole reason Veritus Group even got...
by Richard Perry and Jeff Schreifels | Jul 8, 2016 | Portfolio Management, Research, ROI | Discipline, Donor Retention, Major Gift Officers, Mid-level donors, Moves Management, Uncategorized
A few years ago the comedienne Kathy Griffin had a reality show called “My Life on the D List.” Essentially she made fun of herself as a non-“A-list” celebrity and the lack of respect those celebrities get from the public. It was a funny show, but there were many...