by Richard Perry and Jeff Schreifels | May 29, 2019 | administrative work, contact reporting | Communication, Donor Visits, Moves Management
We’ve been getting a number of requests to give our input on what makes up a good contact report – what you record in your database after contact with a donor. My friend and colleague Carter Wade surveyed our Client Experience Leaders and also did some research on his...
by Richard Perry and Jeff Schreifels | May 24, 2019 | New donors, Phone calls | Caseloads, Communication, Donor Visits
We often get calls from MGOs asking how they should approach their first donor contact – that phone call or meeting where you are finally talking to the donor live. We have written a lot about this topic but Diana Frazier, our Senior Client Experience Leader, has put...
by Richard Perry and Jeff Schreifels | May 22, 2019 | Asking | Communication, Donor Visits
You’re getting ready to make a call to a donor and your mind freezes. How should you prepare? What should you say? What if there’s trouble? These are just a few of the questions and concerns every MGO has when preparing to make a call to a donor. Jeff and I and our...
by Richard Perry and Jeff Schreifels | Nov 30, 2022 | Donor Communication, Technology, Video | Communication, Donor Visits, Fundraising
You don’t need a film crew or a professional to get this done. All you need is your phone and you can make a video like this one. This was produced by Linda Bak from Tampa Bay SPCA. It’s just under two minutes, and the results have been fantastic. One donor gave a...
by Richard Perry and Jeff Schreifels | Dec 7, 2018 | Technology, Video | Communication, Donor Visits
You don’t need a film crew or a professional to get this done. All you need is your phone and you can make a video like this one. This was produced by Linda Bak from Tampa Bay SPCA. It’s just under two minutes, and the results have been fantastic. One donor gave a...
by Richard Perry and Jeff Schreifels | Nov 26, 2018 | Management, Meaningful Touches | Donor Visits, Metrics, Strategic Plans
I’m sure the title of my blog post shocked you, but it’s true. Not all of the donors in your portfolio will want to meet with you in person. But that doesn’t mean they don’t want to have a relationship with you. As Richard and I are always preaching, only about 1/3 of...