by Richard Perry and Jeff Schreifels | Nov 11, 2016 | Focus, Tiering | Accountability, Caseloads, Discipline, Major Gift Officers, Uncategorized
First in a Five-part Series: How to Manage Your Portfolio Effectively Are you worried about your major donor portfolio’s donor retention rates? Are you concerned that your donor value attrition rates are too high? You should be. Over the years that Veritus has done...
by Richard Perry and Jeff Schreifels | Nov 9, 2016 | | Uncategorized
Last week, Richard wrote an excellent post about the role of storytelling in major gifts. Basically, he said it’s essential to know your organization’s story in order to create effective offers that inspired your donors to give. I loved his idea for creating a new...
by Richard Perry and Jeff Schreifels | Nov 7, 2016 | Blended Positions, Focus | Discipline, Economics, Planned giving, Uncategorized
Jeff and I are often asked if MGOs should be engaged in planned giving work. Without taking even a second to reply, we say NO. And here’s why. The MGO does not have the time. If you have a fully qualified caseload of donors, you do not have time to do ANYTHING but...
by Richard Perry and Jeff Schreifels | Nov 4, 2016 | Stories, Strategy | Communication, Donor Retention, Impact, Moves Management, Uncategorized
I wish DODs, VPs of Advancement, CEOs and Executive Directors had the courage and the money to hire a Manager of Stories as a full-time position in their organization. You might be laughing as you read this. “A Manager of Stories, Richard? Really?!?” you might say....
by Richard Perry and Jeff Schreifels | Nov 2, 2016 | Donor Information, Donor Interests, listening, Strategy | Donor Retention, Donor-Centered, Moves Management, Uncategorized
I have to admit that I am not a good listener. Actually, I listen well IF the subject interests me; then no one listens better than me. But listening in general is not one of my strengths. So I constantly have to practice to make myself respect those around me and...