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Who Sets Donor Strategy?

Who Sets Donor Strategy?

by Richard Perry and Jeff Schreifels | Oct 12, 2020 | Analytics, Donor Research, Management, Qualification | Caseloads, Data, Metrics

Donor research should support MGOs, not tell them what to do. That’s the manager’s job.

Use the Power of University Research and Data Departments Wisely

Use the Power of University Research and Data Departments Wisely

by Richard Perry and Jeff Schreifels | Jul 15, 2020 | Portfolios, Research | Data, Higher Education, Management, Qualifying

Research and data are important to fundraising, but universities shouldn’t put them in charge of determining a final caseload.

Make Sure You Have the Facts!

Make Sure You Have the Facts!

by Richard Perry and Jeff Schreifels | Dec 20, 2019 | Fundraising, Management, Non-Profits, Results | Data, Marketing Plans, Metrics, Qualifying

What is true? What is real? In major gifts we get so focused on getting the money that we hardly stop to figure out who we should be relating to.

Be Careful with Those Wealth Ratings

Be Careful with Those Wealth Ratings

by Richard Perry and Jeff Schreifels | Jan 19, 2018 | Stories, wealth info, Weath ratings | Data, Moves Management, Storytelling

The donor’s story is a much greater indicator of how a request for donation might pique their interests and passions and result in a major gift. Don’t be sidetracked with wealth ratings.

Don’t Believe Any Wealth Indicator Scores

Don’t Believe Any Wealth Indicator Scores

by Richard Perry and Jeff Schreifels | Oct 20, 2017 | leadership, Research, Wealth Analysis | Caseloads, Data, Management, Qualifying

We are dismayed at how many non-profit leaders are misusing donor wealth scores. Wealth indicator research results are only one (good) tool among many.

Clean Up Your Data and Reap the Rewards

Clean Up Your Data and Reap the Rewards

by Richard Perry and Jeff Schreifels | Jan 27, 2017 | Data, MGOs, Philantrophy | Data, Major Donors

It’s time to “clean up” and straighten out your data issues.

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