We All Need a Confidant at Work
Recently, I was driving to dinner with a client when she remarked, "You know, Jeff, I wouldn't be able to survive without Mary helping me with my caseload. She knows my donors, she knows me and, without her, I wouldn't be as effective. I really value her knowledge and her help."
I thought to myself, "how refreshing to hear this." Here is a successful manager of a whole host of major gifts officers (MGOs) with her own caseload to boot, and here she is telling me that without Mary she could not be effective. Mary happens to work in donor relations and helps this particular nonprofit's MGOs with stewarding their donors, giving them ideas to create a better relationship with the MGOs' donors.
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.