by Richard Perry and Jeff Schreifels | Sep 19, 2016 | Focus, Goals, Road-map | Goal-setting, Major Gift Officers, Marketing Plans, Strategic Plans, Uncategorized
Almost every morning I drag myself out of bed and drive to my local YMCA to do lap swimming. I like this Y because it’s in a working class neighborhood, and when the doors open at 6am I’m the youngest one standing in line waiting to get in. Not a lot of hard bodies...
by Richard Perry and Jeff Schreifels | Sep 2, 2016 | Focus, Mega Donors, Priorities, Transformational giving | Caseloads, Moves Management, Stewardship, Uncategorized
#2 of the series How a Caseload Grows Over Time In my last blog, I talked about your major gift caseload as an incubator for transformational giving. Here is how that works. In our training on building a caseload, we talk about qualifying donors so that you identify...
by Richard Perry and Jeff Schreifels | Aug 26, 2016 | Collaboration, Departments, Focus, leadership | Donor-Centered, Management, Non-Profits, Teamwork, Uncategorized
Several months ago I was sitting at a conference table, fruitlessly trying to convince the Director of Direct Response Marketing to continue the mid-level program we were working on together. We were conducting a pilot program with this particular organization, and we...
by Richard Perry and Jeff Schreifels | Aug 3, 2016 | Cultivation, Focus, Planning | Asking, Major Gift Officers, Moves Management, Uncategorized
It has always amazed me that many people, when faced with a challenge or opportunity, immediately get on the hunt for some innovative creative solution, rather than just doing the basic things. Call it the silver bullet or whatever you want – many seem to share the...
by Richard Perry and Jeff Schreifels | Aug 1, 2016 | Focus, Teamwork | Accountability, Discipline, Goal-setting, Management, Uncategorized
Lately I’ve been with a number of people who are struggling with accountability in their life and work. Here are good people who say they want someone to hold them accountable to either their work or to an action they need to take to better themselves in some way… but...