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Richard Perry and Jeff Schreifels

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 the “case” for major gifts once again, like I have done hundreds of times before. Here is what it...

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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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3 min read

Creating a Mid-Level Donor Program for YOUR Non-profit

When Richard started Veritus Group, and I later joined him, we started out working with clients to create, build and manage only major gift programs. But after several years, we began noticing that...

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3 min read

Donors on the “C” List

A few years ago the comedienne Kathy Griffin had a reality show called “My Life on the D List.” Essentially she made fun of herself as a non-“A-list” celebrity and the lack of respect those...

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3 min read

What Do Your Donors Experience? Part 2

In my last post, I talked about what it meant to have a strong brand for a non-profit. It’s giving your donors a great experience. Not just when they become a new donor to your organization, but all...

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3 min read

A Major Donor Tells You How to Ask

I sat down with a major donor several weeks ago when I was in New York City. We started talking about her philanthropy, what she was trying to accomplish, what were some of her frustrations as a...

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3 min read

When Do You Say NO to a Donor?

If you have been trained correctly as a development professional, you are donor-centered, providing outstanding customer service and essentially striving to say “yes” to donors. I mean, just about...

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2 min read

Finding that Elusive Big Gift

Whenever I attend a fundraising conference there is always at least one major gift seminar about how to find a donor who can give a six or seven figure gift. In fact, just a couple of weeks ago I was...

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