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The Elements of a Good Contact Report

The Elements of a Good Contact Report

by Richard Perry and Jeff Schreifels | Jan 4, 2021 | administrative work, contact reporting | Communication, Donor Visits, Moves Management

When you talk to or meet with a donor, make sure you record it afterward. Remembering what happened is important!

Setting Donor Revenue Goals in Light of COVID

Setting Donor Revenue Goals in Light of COVID

by Richard Perry and Jeff Schreifels | Sep 25, 2020 | Budgeting, revenue forecast | Budgets, Communication, Donor Visits

Start a conversation with each donor that honors them while getting you the information you need for your revenue forecast.

Steps to Creating Compelling Donor Offers

Steps to Creating Compelling Donor Offers

by Richard Perry and Jeff Schreifels | Jun 1, 2020 | Offers | Donor Visits, Donor-Centered, Impact

When you show a donor the great things they can accomplish, you give them the courage to be generous.

Take Your Donor to a New Place Without Ever Meeting Face-to-Face

Take Your Donor to a New Place Without Ever Meeting Face-to-Face

by Jeff Schreifels | Jun 16, 2023 | Major Gift Officers, Meaningful Connections, Transactional Giving, Transformational giving | Donor Visits, Donor-Centered, Metrics

Transformational giving is about taking your donor to a new place, not out to lunch. Here’s how to revitalize your approach to fundraising.

The Dirty Secret about Donor Meetings

The Dirty Secret about Donor Meetings

by Richard Perry and Jeff Schreifels | May 22, 2020 | leadership, Management, Meaningful Connections | Donor Visits, Donor-Centered, Metrics

Donors don’t naturally want to meet with fundraisers. Only when you’re building a partnership with them do they become interested.

Be Human

Be Human

by Richard Perry and Jeff Schreifels | May 15, 2020 | Connection, Vulnerability | Communication, Donor Visits

This is a great time to make deep connections with your donors – if you’re willing to be appropriately vulnerable.

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