by Robert Shafis | Apr 21, 2023 | Assessments, Commitment, Donor Database, Planned Giving, Qualifying Donors | Data, Database, Planned giving, Qualifying, Stewardship
Data assessments are an incredibly powerful tool to uncover the tremendous planned giving value that is hidden in your donor database.
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.
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.
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.
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.
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.