by Richard Perry and Jeff Schreifels | Jul 25, 2014 | Goals, major gifts, Philanthropy | Major Gift Officers, Major Gifts, Metrics, Uncategorized
Wherever Richard and I go out to talk about major gifts, we are always asked what metrics people should use to evaluate major gift officers. Or they will ask, what is the most important metric to use? Well, I’m not going to hold you in suspense. The two most important...
by Richard Perry and Jeff Schreifels | Jul 7, 2014 | Direct Response, Non-Profits, Philanthropy | Donor-Centered, Major Gifts, Non-Profits
A question that Richard and I often get from development directors and MGOs is whether or not caseload donors should get regular direct-response appeals (mail and email) just like the rest of the donor file. Our answer is always: Absolutely. Okay, so I heard a lot of...
by Richard Perry and Jeff Schreifels | Jul 4, 2014 | Asking, Director of Major Gifts, Non-Profits, Philanthropy | Discipline, Donor-Centered, Major Gift Officers, Philanthropy, Uncategorized
Recently, I was sitting across the table from the CEO of a very large non-profit we work with. He said, “Jeff, tell me how our MGOs are doing.” “Well,” I said, “all of your MGOs have exceeded their revenue goals, and overall your major gift program is up 70% in...
by Richard Perry and Jeff Schreifels | Jun 20, 2014 | major gifts, Persistence, Philanthropy | Donor Visits, Donor-Centered, Major Gift Officers, Programs, Uncategorized
Recently, I’ve been working with a major gift officer, “Janice” in the San Francisco Bay area. We’ve been trying to help her get to know the donors on her caseload. Previously, this MGO had been so distracted with other things – managing people, running events and...
by Richard Perry and Jeff Schreifels | Apr 28, 2014 | Accountability, Management, Philanthropy | Boards, Development Directors, Major Gifts, Volunteering
If you don’t have a major gift program, Richard and I would counsel you to INVEST in one right now. Before you do anything else, this is where you will see the biggest return for your non-profit. However, if you are in a smaller organization, you may not have a board...