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Is There Really a Perfect Choice in Donor Management?

Is There Really a Perfect Choice in Donor Management?

by Karen Kendrick | Jan 5, 2022 | Mission, Self-Awareness, Self-care | Focus, Goal-setting, Planning

Learn how to overcome the obstacles that make developing an effective caseload and donor management strategy overwhelming and challenging.

Why Is It So Easy to Get Off Track?

Why Is It So Easy to Get Off Track?

by Richard Perry and Jeff Schreifels | Dec 8, 2021 | Distractions, Goals, Vision | Accountability, Focus

If you’re feeling distracted and off track this time of year, pause, think about what you’re doing, go back to your plans, and refocus your time and energy.

You Can’t Spend All Your Time with a Donor Just Because You Like Them

You Can’t Spend All Your Time with a Donor Just Because You Like Them

by Richard Perry and Jeff Schreifels | Mar 22, 2021 | Accountability, Portfolio Management | Caseloads, Focus, Tiering

Here’s how you tier your portfolio for major gifts.

Counting Planned Gifts – A Convoluted Mess

Counting Planned Gifts – A Convoluted Mess

by Richard Perry and Jeff Schreifels | Nov 23, 2020 | Accountability, audit, Reporting | Focus, Planned giving, Return on Investment

At the end of your fiscal year, please take steps to do an evaluation of your planned giving program.

Name & Contact Info Is All That Is Needed

Name & Contact Info Is All That Is Needed

by Richard Perry and Jeff Schreifels | Aug 26, 2020 | current donors, Fundraising, MGOs | Cultivation, Focus, Prospecting

An address book full of rich people won’t help you to find new major donors. Focus instead on the well-off people who already give to your non-profit.

Leaders Focus on Pixie Dust and Squirrels

Leaders Focus on Pixie Dust and Squirrels

by Richard Perry and Jeff Schreifels | Aug 21, 2020 | board meetings, path dependence | Focus, Leadership

What course are you on as a leader or manager? Are you letting your conversations and meetings get distracted by pixie dust and squirrels?

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