by Richard Perry and Jeff Schreifels | Apr 14, 2023 | Caseload Management, Donor Capacity, Major Gift Portfolios, Strategic Plan, Wealth Data, Wealth Indicators | Caseloads, Fundraising, Giving, High Givers, Strategic Plans, Structure
Here are the problems you’ll encounter if you rely on donor capacity and wealth ratings as your primary method of building a portfolio.
by Richard Perry and Jeff Schreifels | Apr 12, 2023 | Culture of Philanthropy, Fundraising, Giving | Culture of Philanthropy, Fundraising, Giving
When non-profit leadership has a negative attitude about fundraising, it is detrimental to the organization’s mission.
by Richard Perry and Jeff Schreifels | Apr 10, 2023 | Donor Communication, Donor Conversations, Donor Relations, Fundraising, Impact | Communication, Donor Conversation, Fundraising, Impact, Major Gifts
When you start a conversation with a donor, do you begin by talking about the money, or the difference they’ve made for your mission?
by Richard Perry and Jeff Schreifels | Apr 5, 2023 | Authenticity, Donor Communication, Passions and Interests, Relationships | Communication, Meaningful Connections, Passions and Interests, Relationships
When working your plan, you must engage donors with your heart – not just your head. Otherwise, a fake relationship will result. Here’s how to get started.
by Richard Perry and Jeff Schreifels | Mar 31, 2023 | Accountability, Keys to Success, Management, Non-Profit Leadership, Strategic Plan, Work Your Plan | Accountability, Executive Directors, Fundraising, Leadership, Non-Profits
If you can follow these two management strategies, your frontline fundraisers are bound to (successfully) work their plan.
by Richard Perry and Jeff Schreifels | Mar 29, 2023 | Major Gift Officers, Plan for every donor, Strategic Plan, Work Your Plan | Focus, Major Gift Officers, Planning, Professional Development, Strategic Plans
Amid the chaos of uncertainty, focus on the one thing that you can control: working the strategic plan you have for each of your donors.
by Richard Perry and Jeff Schreifels | Mar 24, 2023 | Donor Communication, Donor Motivation, Impact, Making a Difference, Philanthropy | Curiousity, Donor Conversation, Giving, Impact, Meaningful Connections, Mission, Motivation, Passions and Interests
No matter the organization, no matter the mission, donors everywhere share the same deepest longing. Its simplicity might surprise you.
by Richard Perry and Jeff Schreifels | Mar 20, 2023 | Major Gift Officers, Manage by Objectives, Management, Non-Profit Leadership, Scheduling | Hiring and Retaining Staff, Leadership, Major Gift Officers, Management, Non-Profits, Overworked, Performance, Structure
A two-part series for frontline fundraisers and their managers.
by Richard Perry and Jeff Schreifels | Mar 17, 2023 | Cultivation, Major Gift Officers, Relationship Building, Scheduling, Work Life Balance | Jobs, Major Gift Officers, Management, MGO Characteristics, Performance, Self-care
A two-part series for frontline fundraisers and their managers.
by Richard Perry and Jeff Schreifels | Mar 13, 2023 | Collaboration, Finances, Fundraising, Money, Program Information | Culture of Philanthropy, Finance, Fundraising, Money, Programs, Teamwork
Frontline fundraisers need access to program information that reflects donors’ passions and interests. Otherwise, revenue will suffer.