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Are You Prepared for the Next Recession?

Are You Prepared for the Next Recession?

by Richard Perry and Jeff Schreifels | Dec 14, 2018 | Economic downturn, Economic Recession, Planning | Economics, Planning, Structure

The talk of an economic downturn and/or recession is starting to be heard among many economists right now. Do you remember the last one? Richard and I do, because that is when we rebranded Richard’s major gift consultancy as Veritus Group and started aggressively...
Take Your Time!

Take Your Time!

by Richard Perry and Jeff Schreifels | Dec 5, 2018 | Moves Management, Strategy | Economics, Planning, Return on Investment

“If we start a major gift program this month, I’m sure we can have some good returns two or three months from now. Don’t you agree?” No, we don’t. But unfortunately, Jeff and I and the rest of our team hear some form of this very phrase regularly – where an authority...
You Reap What You Sow

You Reap What You Sow

by Richard Perry and Jeff Schreifels | Dec 15, 2017 | Investment, Non-Profits | Economics, Management, Mid-level donors

One of the great things I get to do every week is analyze major donor data from many different organizations. Over the years Richard and I have reviewed hundreds of non-profits’ data. The data reveals how their major gift programs are performing, what the potential...
The Unrealistic Expectations of Management

The Unrealistic Expectations of Management

by Richard Perry and Jeff Schreifels | Dec 4, 2017 | Budget, Forecast, Goals | Economics, Goal-setting, Management

I will never forget the meeting. We had just started working with his 2 major gift officers, and the manager came in and said: “Richard, I don’t care about your forecast or what the donors have been giving. What I want is new money.” And then he walked out. Well, I...
Creating Forecasts and Budgets for Major Gifts

Creating Forecasts and Budgets for Major Gifts

by Richard Perry and Jeff Schreifels | Dec 1, 2017 | Budgets, Planning | Economics, Goal-setting, Management

Did you yawn when you saw the title of this blog? I mean, who cares about forecasts and budgets for major gifts? Certainly a MGO doesn’t have any interest in this topic, right? But you should, because it creates one basis for your job evaluation. If a major gift...
The Three Economic Elements of a Major Gift Caseload

The Three Economic Elements of a Major Gift Caseload

by Richard Perry and Jeff Schreifels | Sep 29, 2017 | Caseload Management, Tiering | Caseloads, Donor-Centered, Economics

A major gift caseload is not just a bunch of donors who meet a certain giving or capacity criteria. It is true that current giving and capacity play into the selection of a caseload pool, from which you should qualify out those donors who actually want to connect. It...
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