by Richard Perry and Jeff Schreifels | Sep 27, 2017 | Patience, Starting a Program, Value Attrition | Boards, Economics, Management
It’s a serious dilemma. The organization needs the money; they have the donors to deliver the money, but there is no major gift strategy in place to secure the money. This confluence of need, opportunity and planning usually results in a lot of impatient leaders. Just...
by Richard Perry and Jeff Schreifels | Sep 11, 2017 | Attrition, Retention | Economics, Management
“We need more money. That’s why we’re starting a major gift program.” This is how many leaders think the economy of a major gifts program works. They decide to do it and – BAM! – the money starts to flow in immediately. Because they think that way, it sets up an...
by Richard Perry and Jeff Schreifels | Mar 1, 2017 | Cultivation, Reporting Back, Retention | Donor Retention, Economics, Giving
It’s a fact: here in the United States donors are giving less. And Jeff and I suspect that this is happening in other countries as well. There is one major reason for this… but first, the facts and the research. In a December 27, 2016 article in The Atlantic, Alexia...
by Richard Perry and Jeff Schreifels | Nov 7, 2016 | Blended Positions, Focus | Discipline, Economics, Planned giving, Uncategorized
Jeff and I are often asked if MGOs should be engaged in planned giving work. Without taking even a second to reply, we say NO. And here’s why. The MGO does not have the time. If you have a fully qualified caseload of donors, you do not have time to do ANYTHING but...
by Richard Perry and Jeff Schreifels | Sep 7, 2016 | Attrition, Average Gifts, Growth | Caseloads, Donor Attrition, Economics, Uncategorized
#4 in the series How a Caseload Grows Over Time “Aren’t you just moving old money around?” the finance person asked, as he sought comfort that the major gift program was really working. So I stated the “case” for major gifts once again, like I have done hundreds of...