by Richard Perry and Jeff Schreifels | Jul 22, 2019 | Donor-Centered, Priorities | Moves Management, Relationships, Tiering
Part 2 of a 5-part series: The Mid-Year Major Gift Check Up List It’s really hard for me to believe that a seasoned major gift professional will, in a moment of major gift suicide, tell his team to just “mail the caseload an ask!” And yet it happens all the time. When...
by Richard Perry and Jeff Schreifels | Jan 1, 2018 | Priorities, Routine, Scheduling | Major Gift Officers, Overworked, Prioritizing
Over the years we have worked with hundreds of major gift officers. Some are good, some are not so good, and some are extraordinary. We’re working with a number of extraordinary ones right now. The other day, I asked one of these great MGOs to tell me what a typical...
by Richard Perry and Jeff Schreifels | Sep 2, 2016 | Focus, Mega Donors, Priorities, Transformational giving | Caseloads, Moves Management, Stewardship, Uncategorized
#2 of the series How a Caseload Grows Over Time In my last blog, I talked about your major gift caseload as an incubator for transformational giving. Here is how that works. In our training on building a caseload, we talk about qualifying donors so that you identify...
by Richard Perry and Jeff Schreifels | Jun 26, 2015 | Focus, Priorities, Time Management | Donor Retention, Moves Management, Qualifying, Uncategorized
You’ve done everything right. You’ve accepted the major gift principle that not all donors who meet a financial metric will want to relate to you. You’ve laboriously gone through a larger list of donors who meet your major gift criteria, and you’ve qualified a group...
by Richard Perry and Jeff Schreifels | Jun 24, 2015 | Criteria, Focus, New donors, Priorities | Discipline, Major Gift Officers, Major Gifts, Management, Prospecting, Strategic Plans, Uncategorized
It is an amazing thing to watch – truly amazing. Some authority figure casually decides to hire a MGO to chase what Jeff and I would call “ghosts and rabbits.” It’s wishful thinking at its best – and stupidity at its worst. I know that’s strong language, but I just...