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Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans

Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans

by Robert Shafis | Mar 22, 2023 | Asking, Donor Conversations, Donor Relations, Philanthropy, Planned Giving, Planned Giving Officer | Asking, Communication, Cultivation, Curiousity, Donor Conversation, Permission-Based Asking, Philanthropy, Planned giving

There’s a lot of fear around asking donors about planned gifts, but there doesn’t have to be. Here’s how to get the conversation started.

Get Rid of Your Giving Club

Get Rid of Your Giving Club

by Richard Perry and Jeff Schreifels | Mar 1, 2023 | Cultivation, Donor Relations, Membership Programs, Transactional Fundraising, Transformational Gifts | Cultivation, Fundraising, Meaningful Connections, Relationships, Transformational Gift

When you look at the data, your giving club may be doing more harm than good. How can you break out of that transactional mindset?

My First Meeting with an MGO as a Donor

My First Meeting with an MGO as a Donor

by Richard Perry and Jeff Schreifels | Mar 15, 2021 | Donors, Fundraisers, Zoom | Communication, Cultivation, Donor Visits

I recently had my opportunity to meet with a major gift officer where I was the donor. The experience went so well that I had to tell you what happened.

Principles of Connecting with Donors on Social Media

Principles of Connecting with Donors on Social Media

by Richard Perry and Jeff Schreifels | Mar 5, 2021 | preferences, social media | Communication, Cultivation

Here are three operating principles you should have in mind as you consider connecting with donors using social media.

Don’t Re-engage Past Donors

Don’t Re-engage Past Donors

by Richard Perry and Jeff Schreifels | Feb 26, 2021 | acquisition, Attrition, lapsed donors, re-engagement | Cultivation, Stewardship

Don’t worry about donors who left 3-5 years ago; spend time keeping other current donors from leaving, too.

Should You Be Your Donor’s Facebook Friend?

Should You Be Your Donor’s Facebook Friend?

by Richard Perry and Jeff Schreifels | Feb 24, 2021 | donor friendship, social media | Communication, Cultivation

Friendships with donors can be messy. Keep an eye on the line between professional and personal.

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