by Richard Perry and Jeff Schreifels | Jun 2, 2021 | Finances, Fundraising ratios, Net Revenue | Management, 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 | Nov 23, 2020 | Accountability, audit, Reporting | Focus, Planned giving, Return on Investment
“How an organization counts planned gifts is often a convoluted mess, despite having some pretty clear best practices from the National Association of Charitable Gift Planners and CASE.” This is what Bob Shafis, our Director of Planned Giving Services, told me...
by Richard Perry and Jeff Schreifels | Nov 4, 2020 | major gifts, Net Revenue, Strategy | Budgets, Management, Return on Investment
Fourth in a six-part series: Truth Bombs About Major Gifts You cannot start or invest in a major gift program and see immediate results. The problem in our industry is that non-profit leaders and managers don’t understand that. They don’t understand that for two...
by Richard Perry and Jeff Schreifels | Sep 14, 2020 | Investment, PGOs, Revenue | Economics, Planned giving, Return on Investment
Most non-profit leaders are reluctant to start a planned giving program because they don’t see the immediate value. The thinking is, “Why should I create a program that won’t benefit the organization for another 10-15 years? I mean, I’m not even going to be here that...
by Richard Perry and Jeff Schreifels | Feb 3, 2023 | Employee Retention, Hidden costs, Major Gift Officers, Turnover | Hiring and Retaining Staff, Major Gift Officers, Management, Non-Profits, Return on Investment
Your organization isn’t the only one in trouble. Non-profits around the world are struggling to retain good employees, specifically fundraisers – and even more specifically, major gift fundraisers. As we all know, major gift fundraisers are changing jobs every 1.8 to...
by Richard Perry and Jeff Schreifels | Jun 17, 2019 | Hidden costs, Program Investment | Management, Non-Profits, Return on Investment
Your organization isn’t the only one in trouble. Non-profits around the world are struggling to retain good employees, specifically fundraisers – and even more specifically, major gift fundraisers. As we all know, major gift fundraisers are changing jobs every 1.8 to...