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I Don’t Like the Term “Moves Management”

I Don’t Like the Term “Moves Management”

by Jeff Schreifels | Sep 20, 2023 | Cultivation, Moves Management, Stewardship, Strategic Plan | Cultivation, Moves Management, Stewardship, Strategic Plans

Instead of moves management and grouping donors by relationship stage, fundraisers should have a mindset of cultivating donors all the time.

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?

A Major Donor’s Perspective on What Makes a Great First Meeting

A Major Donor’s Perspective on What Makes a Great First Meeting

by Jeff Schreifels | Jul 10, 2023 | Donors, Fundraisers, Zoom | Communication, Cultivation, Donor Visits

There’s no one-size-fits-all approach to a first meeting, but this framework is sure to inspire donors to connect more deeply with your organization.

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.

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