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...
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...
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...
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...
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...
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...