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Get a Big Vision

Get a Big Vision

by Richard Perry and Jeff Schreifels | Feb 21, 2018 | Growth, Joy, Vision | Leadership, Management, Planning, Strategic Plans

I’ve been doing a lot of major gift data assessments lately, and there is one theme that is consistent in all of the data I’ve been reviewing from organizations like yours. It’s… You Have So Much More Potential! My guess is that it’s the same with your major gift...
How Strong is Your Portfolio?

How Strong is Your Portfolio?

by Richard Perry and Jeff Schreifels | Jan 31, 2018 | Growth, Major donor portfolios, revenue per donor | Caseloads, Fundraising, Return on Investment

I’ve reviewed a lot of major gift portfolios lately, and I’ve seen too many whose growth is stagnant. My analysis has shown many instances of revenue over a four-year period with losses of up to 10-15%, or gains only in the 1-7% range. That’s less than 2% growth a...
Strengthening Your Portfolio Over Time

Strengthening Your Portfolio Over Time

by Richard Perry and Jeff Schreifels | Nov 21, 2016 | Focus, Growth, Portfolios, Tiering | Caseloads, Discipline, Uncategorized

#5 in the series How to Manage Your Portfolio Effectively I think one of the toughest things for us at Veritus Group, when we work with non-profit managers or leaders, is their expectation that major gift income will just magically grow overnight. The idea that...
The Economics of a Mature Caseload

The Economics of a Mature Caseload

by Richard Perry and Jeff Schreifels | Sep 7, 2016 | Attrition, Average Gifts, Growth | Caseloads, Donor Attrition, Economics, Uncategorized

#4 in the series How a Caseload Grows Over Time “Aren’t you just moving old money around?” the finance person asked, as he sought comfort that the major gift program was really working. So I stated the “case” for major gifts once again, like I have done hundreds of...
When Should You Hire a Major Gift Officer?

When Should You Hire a Major Gift Officer?

by Richard Perry and Jeff Schreifels | Aug 24, 2016 | Growth, Starting a Major Gifts Program, Vision | Fundraising, Hiring, Uncategorized

You want to develop a major gift program for your non-profit, but you’re not sure you have enough donors to warrant hiring a major gift officer. Or you are growing your major gift program, and you’re wondering when it makes sense to hire another major gift officer to...
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