by Richard Perry and Jeff Schreifels | Apr 14, 2023 | Caseload Management, Donor Capacity, Major Gift Portfolios, Strategic Plan, Wealth Data, Wealth Indicators | Caseloads, Fundraising, Giving, High Givers, Strategic Plans, Structure
I can’t believe I’m still writing about this, but in talking to many MGOs recently, we’re still returning to this issue: using donor capacity rankings (or wealth ratings) as the first criteria when building a major gifts portfolio. Just recently I heard of a large...
by Richard Perry and Jeff Schreifels | Apr 12, 2023 | Culture of Philanthropy, Fundraising, Giving | Culture of Philanthropy, Fundraising, Giving
I’ve been feeling a bit melancholy lately. I’m not exactly sure why. Perhaps it’s the daily news I’m reading. Perhaps it’s the lingering winter scoffing at us for wanting spring so badly. It also could be that I’ve had a few conversations recently with non-profits...
by Richard Perry and Jeff Schreifels | Mar 24, 2023 | Donor Communication, Donor Motivation, Impact, Making a Difference, Philanthropy | Curiousity, Donor Conversation, Giving, Impact, Meaningful Connections, Mission, Motivation, Passions and Interests
Every human being on the face of the earth – no matter what race or gender, no matter what country or culture – every human being wants to know that they matter to someone else, to the group they are in, to their place and standing on the planet. Ask yourself the...
by Richard Perry and Jeff Schreifels | Mar 8, 2023 | Communication, Giving, major gifts, Stewardship, Strategic Plans, Success | Communication, Giving, Major Gift Officers, Relationships, Reporting Back, Stewardship, Strategic Plans
Just recently, one of our coaches at Veritus posted in our Slack celebrations channel about an MGO she is working with. This MGO grew her relationship with a donor who gave $50,000 in 2020 and then recently gave a $1,000,000 gift, with more to come. How did the MGO do...
by Richard Perry and Jeff Schreifels | Jan 20, 2023 | Donor Communication, Donor Relations, Giving, Major Donors, Transformational Gifts | Donor-Centered, Giving, Major Donors, Major Gifts, Transformational Gift
Among your major donors, there are maybe 2 or 3 individuals who have both the capacity and the inclination to give a transformational gift to your organization. But before they do that, they want to feel confident in the following: They need to know that they can...
by Richard Perry and Jeff Schreifels | Nov 2, 2022 | Economic Recession, Fundraising, Planning | Economics, Fundraising, Giving, Planning
We are often asked about the state of major gift fundraising during difficult economic times. Fundraisers often wonder, will people give less? Should they budget less? Or move into stewardship mode with donors, versus asking them for gifts? How should fundraisers...