by Richard Perry and Jeff Schreifels | Dec 26, 2013 | Accountability, Caseload Value, Management | Data, Development Directors, Marketing Plans, Uncategorized
Well, here we are, just days away from a new year. Richard and I hope this was a fantastic year for you. If it was, you have so much to build from, and if it was not so great, the good news is that you get to start over again and make next year a success! For the...
by Richard Perry and Jeff Schreifels | Dec 23, 2013 | Director of Major Gifts, Donors, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
Don’t think the year is over, because it isn’t. Jeff and I have one last piece of advice before the year ends in just a few days. And that advice has two very simple points: Take time right now – not later – right now – to go through your caseload and see which...
by Richard Perry and Jeff Schreifels | Dec 20, 2013 | Donors, Fundraising, gratitude, Qualifying Donors, Results, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Philanthropy, Uncategorized
It was a new relationship – an MGO meeting our Veritus team and approach for the first time. When we first met there was a great deal of emotion and suspicion present in the room. There were a lot of questions. What were we up to? What was our motive? What are we...
by Richard Perry and Jeff Schreifels | Dec 13, 2013 | Caseload Value, Donors, Fundraising, Results, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Non-Profits, Philanthropy, Uncategorized
According to the Atlas of Giving in an article published December 8th in the Wall Street Journal, giving is up 12% over last year. There are two reasons for this. To begin with, the stock market is booming and, secondly, income taxes are higher. “People are starting...
by Richard Perry and Jeff Schreifels | Dec 11, 2013 | Donors, Fundraising, Money, Non-Profits, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Non-Profits, Philanthropy, Uncategorized
Last week I was in Denver meeting with the CEO and a board member of a client we are currently working with. We were having lunch and I was explaining how important it is in major gifts to uncover the donor’s passions and interests, and then serve the donor by...
by Richard Perry and Jeff Schreifels | Nov 25, 2013 | Donors, Fundraising, leadership, Managing, Non-Profits | Development Directors, Major Gift Officers, Non-Profits, Philanthropy, Uncategorized
Often, the reason the major gifts function in an organization does not work is because the organization itself is not organized properly. Or the leaders in the organization don’t have a clear view of what the various functions in the organization are supposed to do....