by Richard Perry and Jeff Schreifels | Sep 17, 2021 | Ethics, Ethics in Fundraising, honesty, Transparency | Donor-Centered, Leadership
I remember when I was a kid, I broke one of my dad’s tools in the garage because I was playing around with it. I knew he would be mad because I wasn’t allowed to play with that particular tool. What did I do? I hid it so that he wouldn’t find it and know that it was...
by Richard Perry and Jeff Schreifels | Sep 13, 2021 | Hiring Criteria, Job Descriptions, Planned Giving Officer | Hiring, Planned giving, Uncategorized
You’ve decided to hire a Planned Giving Officer (PGO), and you’re looking for input on qualities, skills, and job description. We will get into that in a moment. But first, Jeff and I want to congratulate you on your decision to add a role dedicated to this important...
by Richard Perry and Jeff Schreifels | Sep 10, 2021 | Assessments, Legacy, Planned Giving Associate, Planned Giving Officer | Planned giving
You cannot imagine the times Jeff and I have found, at organizations large and small, that there is just one person who handles planned giving AND major gifts for the organization. This happens a lot in smaller organizations where the labor economics are driving the...
by Richard Perry and Jeff Schreifels | Sep 6, 2021 | Giving Drivers, Increased Giving, pandemic, Passions & Interests | COVID-19, Giving, Major Donors
“My donor can’t give more.” When we hear this, it is usually pure speculation on the part of the front-line fundraiser. Speculation driven by a belief that the reason the donor is giving the money in the first place is purely economic, i.e. “they can afford it” or...
by Richard Perry and Jeff Schreifels | Sep 9, 2019 | donor-centric, Fundraising | Communication, Metrics, Moves Management
Yes, that title was meant to be provocative, but it was also meant to get you thinking. How does your donor like to be communicated with? Not how do YOU or your organization like to communicate – but how does your donor want to be communicated with, that best suits...