Then we ask this: “What is your caseload attrition rate, and what is the value attrition year to year?”
Blank stares, sweat starting to bead up on brow, face turning red …
Most major-gift programs we have evaluated are judged on whether they made their overall goals each year. That’s one criteria. However, we find that seems to be the only criteria. When that is the only criteria we find, it’s masking some bad donor behavior.
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Jeff Schreifels
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Jeff Schreifels is the principal owner of Veritus Group — an agency that partners with nonprofits to create, build and manage mid-level fundraising, major gifts and planned giving programs. In his 32-plus year career, Jeff has worked with hundreds of nonprofits, helping to raise more than $400 million in revenue.
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