by Jeff Schreifels | May 8, 2024 | Budget, Goal Setting, Goal-setting, Major Gift Goals, Major Gift Programs, Revenue | Budget, Budgets, Finance, Fundraising, Goal-setting
One of my favorite strategies that we’ve implemented into our major gifts coaching is the idea of an aspirational goal. But before I get to that, let me back up and talk a bit more about how we think about and approach goal setting overall. In our major gifts system,...
by Richard Perry and Jeff Schreifels | Feb 22, 2019 | Cultivation, Goal-setting, Management | Caseloads, Qualifying, Tiering
If you’ve been reading our blog for any length of time, you know that Richard and I continually preach that your portfolio should only have qualified donors in them. Again, qualified to us means, in addition to meeting an amount-given threshold, the donor has actually...
by Richard Perry and Jeff Schreifels | Aug 22, 2018 | Goal-setting, Planning | Communication, Customer Service, Donor-Centered
Decades ago if you were a non-profit, just getting out a thank you receipt in the mail to a donor was considered a great accomplishment, and the donor was thrilled. Then donors became more sophisticated and demanding. They wanted that thank you receipt within 48...