by Richard Perry and Jeff Schreifels | Nov 20, 2019 | Planning, Trust | Management, Marketing Plans, Strategic Plans
Managing a major gift officer is not easy. On the one hand, your job is to allow the MGO the freedom to build relationships with their portfolio. On the other hand, you need to make sure they’re actually soliciting donors to help you make your organization’s budget...
by Richard Perry and Jeff Schreifels | Nov 18, 2019 | ego, insecurity | Accountability, Management, Mentoring
There’s something about being told what to do that evokes those parental voices we all rebel against. As a younger man, I would bristle when someone told me what to do or even gave input on what I was doing. It’s like I couldn’t help myself. Later in life, I bought...
by Richard Perry and Jeff Schreifels | Dec 5, 2022 | Bonuses, Compensation, Focus | Evaluation, Management, Money, Motivation
There’s something about money that, if you don’t watch it, it will grab hold of you and change you. Sometimes for good. Other times in ways you may not like. Money is not inherently bad. But it’s what it will do to you if you let it. That’s why the subject of paying...
by Richard Perry and Jeff Schreifels | Nov 13, 2019 | Bonuses, Compensation, Focus | Evaluation, Management, Motivation
There’s something about money that, if you don’t watch it, it will grab hold of you and change you. Sometimes for good. Other times in ways you may not like. Money is not inherently bad. But it’s what it will do to you if you let it. That’s why the subject of paying...
by Richard Perry and Jeff Schreifels | Oct 28, 2019 | discipline, Major Gift Fundraisers | Major Gifts, Management, Structure
Many major gift fundraisers resist structure. They like the “freedom” to go out and connect with donors, have breakfast, lunch, and dinner appointments, do events, get on planes, meet new people, and not feel constrained by a plan. But in our opinion, this is an...
by Richard Perry and Jeff Schreifels | Oct 23, 2019 | Goals, Research | Goal-setting, Management, Planning
If you’ve been a reader of this blog for a bit, you know that we’re constantly telling you – as part of The Veritus Way of major gifts – that you need to set individual revenue goals for every one of the donors in your portfolio. We don’t set goals because we want to...