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Richard Perry and Jeff Schreifels

2 min read

How to Get Program Impact Information for Your Donor

“So, tell me what you did with my money,” the donor said. And the silence and lack of response drove her away. Jeff and I hear stories like this every week. Every week! Sadly, this is one of the major causes of donor attrition – the donor gave a gift but did not receive information back on how that...

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Setting Boundaries with Donors Fosters Healthy Relationships

2 min read

Setting Boundaries with Donors Fosters Healthy Relationships

Sixth in the series: Six Traits of Healthy Donor Relationships You probably would never think of saying “no” to a donor. But in a healthy relationship, sometimes you have to. It feels...

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View Your Donor as a Partner for a Healthy Relationship

2 min read

View Your Donor as a Partner for a Healthy Relationship

Second in the Series: Six Traits of Healthy Donor Relationships The planet and its people are hurting. We’re living in a broken world with a lot of things that are not going well. This is why good...

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Non-Profit Leaders, There is No Shortcut in Major Gifts

3 min read

Non-Profit Leaders, There is No Shortcut in Major Gifts

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...

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2 min read

Intro to Five Relationship Steps in Getting Meetings

Last week, Jeff wrote about how difficult it is for MGOs to get meetings with donors. His blog was in response to many requests we are getting from our readers and the MGOs we manage to give more...

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Giving Ebbs and Flows, but the Trend Line is Up

2 min read

Giving Ebbs and Flows, but the Trend Line is Up - Veritus Group

#5 in the series How a Caseload Grows Over Time Budget time in any organization, commercial or non-profit, is when revenue forecasts are always made. Someone will invariably say, “We need growth of...

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The Economics of a Mature Caseload

3 min read

The Economics of a Mature Caseload

#4 in the series How a Caseload Grows Over Time “Aren’t you just moving old money around?” the finance person asked, as he sought comfort that the major gift program was really working. So I stated...

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Freshen Your Core Caseload to Counter Donor Attrition

2 min read

Freshen Your Core Caseload to Counter Donor Attrition

#3 in the series How a Caseload Grows Over Time We have just completed a major study on how a major donor caseload behaves over time. I will address the economics of the caseload in the next blog....

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The Two Major Donor Segments on Your Caseload

3 min read

The Two Major Donor Segments on Your Caseload

#2 of the series How a Caseload Grows Over Time In my last blog, I talked about your major gift caseload as an incubator for transformational giving. Here is how that works. In our training on...

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Your Core Caseload: An Incubator for Transformational Giving

3 min read

Your Core Caseload: An Incubator for Transformational Giving

This is the first in a five-part series called How a Caseload Grows Over Time. There are two reasons it is very important for major gift officers to understand how this works:

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