by Guest Contributor | Nov 27, 2023 | Caseload Management, Priorities, Strategic Plan, Year-end, Year-end Fundraising | Caseloads, Major Donors, Permission-Based Asking, Prioritizing, Qualifying, Strategic Plans, Structure
It’s year-end and you’ve just landed a new job – now what? How are you going to ask donors for a gift when you don’t even know them? Or maybe you’ve had a portfolio, but it’s WAY too big, so there’s no way you can reach everyone. How do you know where to focus your...
by Veritus Group | Jul 31, 2023 | Caseload Management, Metrics, Strategic planning, Tasks, Time Management | Caseloads, Metrics, Planning, Prioritizing, Strategic Plans, Structure
Recently, we were talking to a client about how to help their fundraisers stay on track. They know the general idea and direction they should be heading, but when it comes to the day-to-day question of “Where should I be spending my time?” there’s often confusion or a...
by Richard Perry and Jeff Schreifels | Mar 25, 2022 | Job Description, Major Gift Officer, Performance | Major Gift Officers, Major Gifts, Prioritizing
A couple of years ago, I was helping to manage a Major Gift Officer at a medium-sized non-profit. Mary (not her real name) was a veteran fundraiser who was struggling with making her revenue goals when I met her. Her manager was concerned because she had been a...
by Richard Perry and Jeff Schreifels | May 17, 2024 | Donor strategy, Summer, Summer planning | Communication, Fundraising, Planning, Prioritizing, Professional Development, Self-care
May is already in full swing, and summer will soon be officially upon us. I spent 8 years as a development director for two non-profits in Philadelphia earlier in my career, and I loved summer. That’s because it wasn’t as crazy with events as other times. And, people...
by Richard Perry and Jeff Schreifels | Aug 12, 2019 | Economics, leadership | Focus, Overworked, Prioritizing
Recently Richard and I conducted a free Q&A Webinar. We received a ton of questions from development professionals working for smaller non-profits. Here’s a question we heard from many of them: “I’m a one-person development shop and I do everything. I’ve been...
by Richard Perry and Jeff Schreifels | Oct 19, 2018 | execution, Leaders, major gifts | Leadership, MGO Characteristics, Prioritizing
First in a five-part series: It’s NOT Rocket Science In launching this series in my last post, I urged you to embrace the fact that as a major gift fundraiser, YOU are a leader. This is extremely important as I highlight each area of the five that Tom Peters says are...