by Richard Perry and Jeff Schreifels | Oct 31, 2016 | Contact Report, Data, Strategy | Discipline, Major Gift Officers, Management, Moves Management, Uncategorized
We have been getting a number of requests to give our input on what makes up a good contact report – what you record in your database after contact with a donor. My friend and colleague Carter Wade surveyed our Associates and also did some research on his own to come...
by Richard Perry and Jeff Schreifels | Oct 28, 2016 | Asks, objections, Offers, Proposals | Asking, Communication, Donor Visits, Moves Management, Relationships, Uncategorized
Several weeks ago I was at a conference with the good MGOs of the Central Territory of The Salvation Army. I was going through the points from my series on The Relationship Path to Getting Meetings. As I started my presentation I asked the group the following...
by Richard Perry and Jeff Schreifels | Oct 26, 2016 | Cultivation, Large gifts, Strategy | Donor Retention, Donor-Centered, Moves Management, Uncategorized
Here is a perfect example of how awareness builds into major giving. This story was sent in by a friend of ours in response to my series on “Relational Steps to Getting Meetings.” I have disguised the specifics in order to protect the identity of the university and...
by Richard Perry and Jeff Schreifels | Oct 24, 2016 | Authentic, gratitude, Thanking, Thanksgiving | Donor-Centered, Events, Relationships, Uncategorized
I love Thanksgiving. It’s my favorite holiday. Besides all the great food and football, for me it is an amazing blessing to have one day where we talk with family and friends about what we are grateful for. Earlier in my career as a development director I loved this...
by Richard Perry and Jeff Schreifels | Oct 21, 2016 | Culture of Philanthropy, Investment, Patience | Leadership, Management, Teamwork, Uncategorized
Major Gift work is not easy. Yet when I read the headlines of our industry magazines and web sites, everyone seems to have either an easy way to do major gifts, or some kind of major gift fundraising “hack” where you don’t have to work too hard to get great results....