by Richard Perry and Jeff Schreifels | Apr 21, 2021 | application, principles | Management, Metrics
Here’s the thing about people like Jeff and me. Not everything we say is true. Well, hang on – it IS true, but it might not be your experience. For instance, we say you need to have a caseload pool of 450 donors who meet your major gift criteria in order to qualify...
by Jeff Schreifels | Jul 1, 2024 | Mid-Level Officer, Mid-Level Program, Skills | Jobs, Management, Mid-Level, Professional Development
First in a two-part series Mid-level is hot right now! Everyone is talking about the need to create a solid mid-level program, and we couldn’t be happier about it – because it’s a key component in creating a successful pipeline into major and planned gifts. More and...
by Richard Perry and Jeff Schreifels | Apr 5, 2021 | attribution, Credit, PGOs | Accountability, Management, Planned giving
“I should get credit for that planned giving commitment,” said the Planned Giving Officer (PGO). “No, you shouldn’t,” said the manager. “And here’s why.” And then the discussion, sometimes an argument, starts. It’s a difficult path for any manager, as well as the PGO....
by Richard Perry and Jeff Schreifels | Apr 2, 2021 | Success, Truth | Accountability, Management
Why do boundaries, fences, restraints bother and frustrate us so much? One reason is that somewhere in our past someone has unfairly boxed us in, and we’ve decided not to let that happen again. Or, we’ve been trained, through the bad experiences of the past, to...
by Richard Perry and Jeff Schreifels | Mar 26, 2021 | ROI, staffing | Management, Structure, Value Attrition
Look at it this way. Your donor file has 1,800 active major donors who have given, on average, $3,600 cumulative a year. Only one out of every three of those donors will choose to relate personally to someone in your organization. So, focus on 600 of those donors for...
by Richard Perry and Jeff Schreifels | Mar 10, 2021 | Front-line Fundraisers, self-talk | Management, Strategic Plans
You know that Richard and I write a lot about how fundraisers create stories in their heads about donors. We feel it’s one of the biggest barriers to engaging donors, developing real relationships and realizing transformational gifts. It’s why we see either very high...