by Richard Perry and Jeff Schreifels | Jul 29, 2013 | Caseload Value, Fundraising ratios, Managing, Qualifying Donors, ROI | Major Gift Officers, Major Gifts, Non-Profits, Philanthropy, Uncategorized
We are often asked about the principles that govern the creation and management of a caseload. In too many situations, Jeff and I find that there are no principles or rules for adding and deleting donors to and from a caseload at all. In fact, no one has even...
by Richard Perry and Jeff Schreifels | Jun 3, 2013 | Director of Major Gifts, Donors, Fundraising, Qualifying Donors | Major Gift Officers, Major Gifts, Uncategorized
You know the feeling. You are trying to connect with your caseload donor and either you get no response or a slightly negative or hostile response, like the dog above with bared teeth telling you to stay back! Now, don’t get me wrong. I am not comparing your good...
by Richard Perry and Jeff Schreifels | May 10, 2013 | Caseload Value, Development Directors, Director of Major Gifts, Managing, Qualifying Donors | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
You have 150 qualified donors on your caseload and you’ve been told not to exceed that amount. You are assigned a specific geography. This means that your job is to serve the donors in your area. But now, because of an effective direct marketing program, there are...
by Richard Perry and Jeff Schreifels | Apr 8, 2013 | Donors, Fundraising, Qualifying Donors | Major Gifts, Philanthropy, Uncategorized
It was not surprising to read the article in The Atlantic Monthly, “Why The Rich Don’t Give To Charity”. Read it quickly, then come back so we can talk…. If you can’t read it, here are the big points, quoting from the article: One of the most surprising, and perhaps...
by Richard Perry and Jeff Schreifels | Mar 6, 2013 | Accountability, Caseload Value, Development Directors, Director of Major Gifts, Donors, Fundraising, Fundraising ratios, gratitude, leadership, Managing, Money, Non-Profits, Overhead, Qualifying Donors, Results, ROI, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Non-Profits, Overhead, Philanthropy, Uncategorized
Several weeks ago I got into a rather heated argument with a finance person in a large non-profit who was taking an aggressive and spirit-robbing position on the value of a Major Gift Officer. “What good are they doing anyway?” he said. “They take credit for money...