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Richard Perry and Jeff Schreifels

Goal Setting: How to Do It!

4 min read

Goal Setting: How to Do It!

If you’ve been a reader of this blog for a bit, you know that we’re constantly telling you – as part of The Veritus Way of major gifts – that you need to set individual revenue goals for every one of the donors in your portfolio. We don’t set goals because we want to create a punishment system for...

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15 Questions to Help You Go Deeper with Donors

2 min read

15 Questions to Help You Go Deeper with Donors

To be a great major gift officer, we believe you must be curious about your donors. Why? Because your job is understanding their passions and interests and why they have them. This will help you...

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What Can You Change?

2 min read

What Can You Change?

In the last 5 years there have been written hundreds of articles, blog posts, conference presentations, and retreats all centered on creating a culture of philanthropy. I wonder if it’s moving the...

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2 min read

Summertime Lesson #6: Get Some Rest and Get Inspired!

Sixth in a series: Six Things You Can Do This Summer to Help You Win in the 4th Quarter!

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2 min read

Summertime Lesson #5: Get Deep with Some Donors. Do Something Crazy!

Fifth in a series: Six Things You Can Do This Summer to Help You Win in the 4th Quarter! You have roughly six weeks left in your summer. And since summer gives many of us the opportunity to do things...

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2 min read

Summertime Lesson #4: Learn Something New!

Fourth in a series: Six Things You Can Do This Summer to Help You Win in the 4th Quarter!

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2 min read

Summertime Lesson #3: Get Ahead of the Game!

Third in a series: Six Things You Can Do This Summer to Help You Win in the 4th Quarter! In my first post of this series I wrote, in part, about putting together a little “half-year” report on your...

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2 min read

Summertime Lesson #2: Figure Out Who Your Donors Are

Second in a series: Six Things You Can Do This Summer to Help You Win in the 4th Quarter!

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3 min read

Summertime Lesson #1: Create New Plans for Donors Behind Goal

First in a series: Six Things You Can Do This Summer to Help You Win in the 4th Quarter! Summertime, and the living is easy… I love that song from the musical “Porgy and Bess.” Unfortunately, I run...

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14 Ways to Tell Your Donor She Made a Difference

3 min read

14 Ways to Tell Your Donor She Made a Difference

“How do I tell my donor she made a difference?” the MGO asked. “I mean, there are only so many ways to do that.” Good question. Jeff and I routinely tell MGOs that there’s no limit to how many times...

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