by Richard Perry and Jeff Schreifels | Apr 20, 2018 | Focus, Managing | Accountability, Leadership, Management
We love accountability at Veritus. In fact, we believe it is the “secret” to success in major gifts and for you, the major gift fundraiser. How do we create this focus and accountability? We meet every week (or almost every week) with each one of the major gift...
by Richard Perry and Jeff Schreifels | Apr 16, 2018 | Donor Attrition, Donor-Centered, New Money, Retention | Management, Prospecting, Return on Investment
I just heard another tragic story of a MGO who has been beaten up by her boss with a demand for new money in her very first year of employment. It makes me angry and sad. Angry, because this boss does not understand how major gifts works and, because of his ignorance,...
by Richard Perry and Jeff Schreifels | Apr 13, 2018 | Part-time Caseloads | Caseloads, Jobs, Management
You don’t have the budget to hire a full-time MGO, or you don’t have enough current donors to have a full-time MGO. But you want to either start a major gift program or you have donors that need to be on a partial caseload. What do you do and how do you calculate a...
by Richard Perry and Jeff Schreifels | Apr 4, 2018 | Generosity, Kindness | Management, Relationships
Sometimes it’s hard to be kind and generous when others are picking away at you. This is true in any relationship, both personal and professional. That’s why when Jeff sent me the link to an article on kindness and generosity that was published in The Atlantic several...
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 30, 2018 | Empathy, Results, Servant-Leadership | Leadership, Management, Non-Profits
To tell you the truth, we have been pretty harsh on the lack of good management of major gift officers over the years in our blog. This is because Richard and I believe that the non-profit sector has done a pretty poor job of valuing and training managers. This leads...