by Richard Perry and Jeff Schreifels | Aug 6, 2018 | Communication, Preparation, Vacation | Evaluation, Strategic Plans, Thanking
For major gift fundraisers, traditionally the month of August was always a time to relax a bit. Not anymore! While you do need to take some time to rest, Richard and I believe it’s one of the more crucial months for your work. Why? Because while many of your donors...
by Richard Perry and Jeff Schreifels | Jun 27, 2018 | Evaluation, Measuring, Performance | Evaluation, Management, Metrics
If there is one thing Jeff and I just love, it’s knowing how major gifts programs work. This probably comes out of our background in direct marketing where we measured everything. There is a cost revenue metric attached to most every direct marketing activity, and we...
by Richard Perry and Jeff Schreifels | Apr 2, 2018 | Focus, Quarterly reports | Evaluation, Management, Planning
Whether you are in the first quarter of the new year, the third quarter of your fiscal year or somewhere in between, Richard and I believe it’s always good at the beginning of April to assess caseload performance against what you expected over the first three months...
by Richard Perry and Jeff Schreifels | Mar 16, 2018 | Focus | Evaluation, Management, Planning
Once every month, I look at all my activities for the last 30 days to see how they align to my longer-term objectives. So, for you as a MGO, one of your objectives might be to increase the number of meaningful connections you make with your caseload donors. When you...
by Richard Perry and Jeff Schreifels | Dec 18, 2017 | Reflection, Thanking | Evaluation, Metrics, Planning
Back in November I wrote about what you should be doing in December to finish strong. I really hope it’s going well. Today, I want to suggest what you can do in January that will set the stage for an incredible 2018. Your theme for January should be about evaluation....
by Richard Perry and Jeff Schreifels | Apr 10, 2017 | | Evaluation, Major Gift Officers, Performance
#5 in the series: Five Things Leaders Need to Know about Major Gifts The CEO looked me square in the eyes and said, “We need to have major gift representation in most of the major markets in the United States. Plus I think there is revenue in Europe. So putting...