by Richard Perry and Jeff Schreifels | Oct 24, 2022 | Careers, Donor Service, Frontline Fundraiser | Donor-Centered, Fundraising, Giving
To illustrate the deep impact that you have as a frontline fundraiser in matching your donor’s passions to the mission, I’d like to share a story. I was sitting in my college classroom on the last day of class. There was a guy I knew a bit who sat on my...
by Robert Shafis | Oct 7, 2022 | Planned Giving, Year-end Giving, Year-end Planning | Fundraising, Giving, Planned giving
As we approach the end of 2022, there are some key considerations to keep in mind for your donors who plan to send in a year-end gift. After all the changes made in 2020 and 2021, with pandemic-related expansions for charitable income tax deductions, 2022 returns us...
by Richard Perry and Jeff Schreifels | Aug 5, 2022 | Economic downturn, Economics, Giving, Philanthropy | Economics, Giving, Passions and Interests, Philanthropy
Doom and gloom are upon us. Everywhere you turn, there’s talk about how giving is going down, how inflation and the economy are going to wreak havoc with your fundraising plans and goals, and there’s a huge giving crisis. All suggesting that you, as a frontline...
by Robert Shafis | Jul 8, 2022 | Bequests, Estate Giving, Planned Gifts, Planned Giving | Giving, Non-Profits, Planned giving
Online will and estate planning services are used by many non-profit organizations, with varying results. I thought it might be interesting to review some of the good points and bad points inherent in them. As always, it’s a battle to balance each of the points and...
by Richard Perry and Jeff Schreifels | May 23, 2022 | Economic Recession, Giving, Passions and Interests | Fundraising, Giving, Passions and Interests
There’s a lot of noise out there about how inflation and a troubled economy are going to impact giving trends. And in many of our sector’s media channels, there are articles and news releases telling us to expect a drop in giving in the coming months and year. It...
by Richard Perry and Jeff Schreifels | May 20, 2022 | Relationship Building, Relationships, Transformational Gifts, Transformational giving | Giving, Meaningful Connections, Relationships, Transformational Gift
It was seven years ago that they first connected. That marked the start of a beautiful relationship that consisted of meaningful touch points, impact reports, tours of programs, solicitations, and meetings with leadership. The frontline fundraiser would ask the donor...