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 | Nov 26, 2018 | Management, Meaningful Touches | Donor Visits, Metrics, Strategic Plans
I’m sure the title of my blog post shocked you, but it’s true. Not all of the donors in your portfolio will want to meet with you in person. But that doesn’t mean they don’t want to have a relationship with you. As Richard and I are always preaching, only about 1/3 of...
by Richard Perry and Jeff Schreifels | Nov 5, 2018 | Management, Organization | Non-Profits, Pipeline Development, Structure
Third in a Series: Unhealthy Major Gift Practices I have seen a lot of crazy organizational structures in my 40 years of working in fundraising. And I could go into a long monologue on each example to illustrate what I mean – but that would be a waste of your time....
by Richard Perry and Jeff Schreifels | Sep 19, 2018 | leadership, Management | Jobs, MGOs
“I was in sales for 15 years, and I just got hired to be a non-profit major gift fundraiser. What should I do to learn how to do this work?” “I was a development director for 10 years in a very small shop, and now I’ve moved on to become an MGO at a larger...
by Richard Perry and Jeff Schreifels | Aug 10, 2018 | Management, Refreshing your caseload | Budgets, Caseloads, Pipeline Development
I stopped giving to the organization in 1997. Yet I am still on their mailing list, receiving very expensive direct mail appeals, reminding me that I was once a great donor and my support meant so much – and could I give again? 1997. That was so many years ago. And...