by Richard Perry and Jeff Schreifels | Apr 14, 2023 | Caseload Management, Donor Capacity, Major Gift Portfolios, Strategic Plan, Wealth Data, Wealth Indicators | Caseloads, Fundraising, Giving, High Givers, Strategic Plans, Structure
I can’t believe I’m still writing about this, but in talking to many MGOs recently, we’re still returning to this issue: using donor capacity rankings (or wealth ratings) as the first criteria when building a major gifts portfolio. Just recently I heard of a large...
by Richard Perry and Jeff Schreifels | Mar 20, 2023 | Major Gift Officers, Manage by Objectives, Management, Non-Profit Leadership, Scheduling | Hiring and Retaining Staff, Leadership, Major Gift Officers, Management, Non-Profits, Overworked, Performance, Structure
One of the greatest lessons that Richard gave me as he mentored me over the years has been to manage by objectives (versus micromanaging a person by tasks, hours, et cetera). If you manage by objectives, you give your employee the freedom to do the work in a way that...
by Richard Perry and Jeff Schreifels | Sep 26, 2022 | Donor Pipeline, Nonprofit management, Organization Structure | Management, Pipeline Development, Structure
Most non-profits don’t realize there’s a connection between their organization’s structure and their donor pipeline. But if your organization isn’t set up to support the donor journey, the effects are tangible. You’ll see clogs at all levels of the pipeline and...
by Richard Perry and Jeff Schreifels | Sep 5, 2022 | Donor Pipeline, Major Gift Pipeline, Nonprofit management | Major Gifts, Pipeline Development, Structure
Here’s a donor pipeline and an example of what not to do in fundraising. The numbers show active donors in range-of-giving categories. It is a perfect example of a dying major gifts pipeline. There are several things to note here. 99.62% of the total donors – 161,841...
by Richard Perry and Jeff Schreifels | Aug 29, 2022 | Culture of Philanthropy, Donor Experience, Donor-Centered, Organization Structure | Culture of Philanthropy, Donor Attrition, Donor-Centered, Pipeline Development, Structure
It’s a sad fact that non-profit organizations are not treating their donors well. In the donor data we’ve analyzed from hundreds of organizations, average donor attrition rates are around 40-60%. So why are donors giving less, or going away altogether? One of the main...
by Richard Perry and Jeff Schreifels | Jun 13, 2022 | Donor Pipeline, Management, Nonprofit management, organizational structure | Management, Pipeline Development, Structure, Structure
It’s always amazing to Jeff and me how the donor pipeline, as a strategic element of fundraising, is either ignored or mismanaged in most non-profits. The reason we know this is that we cannot see the pipeline in the organization structure of the non-profit. Here’s...