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No Degree, CFRE, or Accreditation Needed

No Degree, CFRE, or Accreditation Needed

by Richard Perry and Jeff Schreifels | Mar 16, 2022 | CFRE Certification, Hiring Criteria, hiring process | Hiring, Hiring and Retaining Staff, Jobs

A good friend of mine and I argue about this all the time. And we always get to a certain point in the conversation where we have to declare a truce. We just cannot agree. The whole thing boils down to this question: “Does having a degree or certification like CFRE or...
Hiring A Planned Giving Officer – Tips and Resources

Hiring A Planned Giving Officer – Tips and Resources

by Richard Perry and Jeff Schreifels | Sep 13, 2021 | Hiring Criteria, Job Descriptions, Planned Giving Officer | Hiring, Planned giving, Uncategorized

You’ve decided to hire a Planned Giving Officer (PGO), and you’re looking for input on qualities, skills, and job description. We will get into that in a moment. But first, Jeff and I want to congratulate you on your decision to add a role dedicated to this important...
Three Steps to Make Sure You’re Hiring the Right Person

Three Steps to Make Sure You’re Hiring the Right Person

by Jeff Schreifels | Feb 16, 2024 | Hiring Criteria, Hiring MGOs, hiring process, MGO Retention | Hiring, Hiring and Retaining Staff, Jobs, Management, Non-Profits

I get it. You need to start or expand your mid, major of planned giving team. And there is pressure to “get going” and get the program ramped up, so you need to hire ASAP.  With this pressure on you, you have a high potential for failure in hiring the right person....
Stop Hiring the Wrong Person

Stop Hiring the Wrong Person

by Richard Perry and Jeff Schreifels | Jun 11, 2021 | Hiring Criteria, Hiring MGOs, hiring process | Hiring, Management

I get it. You need to start or expand your mid, major of planned giving team, and you need to hire ASAP because there is pressure to “get going” and get the program ramped up. With this pressure on you, you have a high potential for failure in hiring the right person....

Top Performing MGOs are Strategic Solicitors (#4 of 4)

by Richard Perry and Jeff Schreifels | Mar 16, 2015 | Donor Information, Hiring Criteria, Job Performance, Training | Hiring, Major Gifts, Moves Management, Uncategorized

We’ve arrived at the fourth and final characteristic of a successful MGO, which is strategic solicitor. The last three posts have explored the first three other characteristics. If you have not read them, you can find them with the links at the end of this post. This...
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