by Richard Perry and Jeff Schreifels | May 5, 2023 | Budget, Budgeting, Budgets, Communications, Fundraising, Marketing, Non-Profit Leadership, Organization Structure, organizational structure | Budget, Budgets, Finance, Strategic Plans, Structure
It’s budget time. And the debates begin. How much budget to allocate for fundraising? How much for communications? How much for marketing? And those debates migrate to who owns each of the functions. One non-profit leader believes that it all belongs together, and...
by Richard Perry and Jeff Schreifels | Mar 13, 2023 | Collaboration, Finances, Fundraising, Money, Program Information | Culture of Philanthropy, Finance, Fundraising, Money, Programs, Teamwork
“Do you want the money?” the frontline fundraiser said to the program person. “Do you want more money to continue your program?” she clarified with additional emphasis and urgency. And when the program person wagged his head in agreement, she added: “Then give me the...
by Richard Perry and Jeff Schreifels | Jun 24, 2022 | Economic Recession, Fundraising, Non-Profits | Economics, Finance, Non-Profits
Back in May, Richard wrote an article on why inflation and a troubled economy should not affect giving. He explained that if you bring a compelling offer that matches your donor’s passions and interests, your donor will give. Richard made that bold statement based on...
by Robert Shafis | Jun 17, 2022 | Finance, Nonprofit management, Planned Giving | Economics, Finance, Non-Profits, Planned giving
Charitable Gift Annuities (CGAs) are one of the most popular planned gift alternatives, and many charities actively manage pools of a few dozen to hundreds. But a big change is coming soon concerning the recommended rates that non-profits should offer. The American...
by Jeff Schreifels | Dec 27, 2023 | Finances, Fundraising ratios, Investment, Net Revenue, Non-profit Management, Overhead, Return on Investment | Finance, Management, Overhead, Pipeline Development, Return on Investment
There are far too many non-profit leaders who are obsessed with having a high return on investment (ROI) – so they don’t take any risks, don’t support their staff, fail to properly invest in their major gift pipeline and ultimately don’t grow as an organization....
by Richard Perry and Jeff Schreifels | Apr 29, 2020 | Revenue, revenue diversification | Finance, Structure, systems
It’s never been a good idea to have only one option in any situation. I learned that years ago when I found myself stuck in a nasty situation with no way out. What was the problem? I had relied on one path, one way, one option and decided it was irritating,...