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
I can’t believe I’m still writing about this, but in talking to many MGOs recently, we’re still returning to this issue: using donor capacity rankings (or wealth ratings) as the first criteria when building a major gifts portfolio. Just recently I heard of a large...
by Richard Perry and Jeff Schreifels | Apr 12, 2023 | Culture of Philanthropy, Fundraising, Giving | Culture of Philanthropy, Fundraising, Giving
I’ve been feeling a bit melancholy lately. I’m not exactly sure why. Perhaps it’s the daily news I’m reading. Perhaps it’s the lingering winter scoffing at us for wanting spring so badly. It also could be that I’ve had a few conversations recently with non-profits...
by Richard Perry and Jeff Schreifels | Apr 10, 2023 | Donor Communication, Donor Conversations, Donor Relations, Fundraising, Impact | Communication, Donor Conversation, Fundraising, Impact, Major Gifts
The worst way to start a conversation with a qualified donor on your caseload is to bring up any topic related to money. Like… After a gift: “We received your gift of X yesterday. Wow, that was an amazing and generous gift! Thank you.” Before an ask or leading into an...
by Richard Perry and Jeff Schreifels | Apr 5, 2023 | Authenticity, Donor Communication, Passions and Interests, Relationships | Communication, Meaningful Connections, Passions and Interests, Relationships
It’s a difficult thing to manage. You really want to care about your donor and help them fulfill their passions and interests, but you also want the money. You have goals to meet, and the pressure is increasing. So, without really intending to, you run the risk of...
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
In my last post, I urged frontline fundraisers to not worry about the outside forces they can’t control, and to focus on executing their fundraising plan for each donor in their portfolio… the one thing they do have control over. Now, I want to specifically address...