by Richard Perry and Jeff Schreifels | Aug 10, 2015 | Major Gift Credit, Performance Evaluation, Reporting | Donor Retention, Major Gift Officers, Major Gifts, Management, Uncategorized
In most every situation our team goes into, there is always someone who is justifiably concerned, sometimes obsessed with who gets the credit in the major gift program. Most often it is a person in finance who is worn down by development people who, according to them,...
by Richard Perry and Jeff Schreifels | Aug 7, 2015 | Performance Evaluation, Reporting, Results | Major Gifts, Management, Metrics, Uncategorized
It was an interesting conversation. I was taking the position that “meaningful connections” and amount raised are what matters in measuring MGO performance, and the manager was arguing that it was the number of face-to-face visits and amount raised. We were going back...
by Richard Perry and Jeff Schreifels | Aug 5, 2015 | Compensation, Performance Evaluation, Reporting, Results | Goal-setting, Major Gift Officers, Management, Metrics, Uncategorized
If there is one thing Jeff and I just love, it’s knowing how major gifts programs work. This probably comes out of our background in direct marketing where we measured everything. There is a cost revenue metric attached to most every direct marketing activity, and we...
by Richard Perry and Jeff Schreifels | Feb 11, 2015 | Hiring Criteria, Human resources, Managing, Performance Evaluation | Hiring, Major Gift Officers, Major Gifts, Management, Uncategorized
In Part 1 of this two-part series on Hiring Criteria I talked about the importance of making sure that anyone you hire for a fundraising/MGO position has the right attitude. If you have not read that post, please read it now for context on what I am going to say next....
by Richard Perry and Jeff Schreifels | Jan 30, 2015 | Evaluation, Forecasting, Greatness, Performance Evaluation | Goal-setting, Leadership, Major Gift Officers, Management, Metrics, Moves Management, Uncategorized
This post is specifically directed to managers of MGOs, and to MGOs who don’t really have a manager. Yeah, I know, you might have someone to report to, but if you’re honest they are not really managing how you do your work. Unfortunately, there seem to be quite a few...