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Four Ways to Use Video Touch Points With Your Major Donors

Four Ways to Use Video Touch Points With Your Major Donors

by Richard Perry and Jeff Schreifels | Jun 6, 2022 | Donor Communication, touch points, Video | Communication, Marketing Plans, Touch Points

Video is the way of the future. Check out these creative ideas for using video touch points in your donor communications.

Five Things You Must Do in Caseload Management at the Beginning of This Year

Five Things You Must Do in Caseload Management at the Beginning of This Year

by Richard Perry and Jeff Schreifels | Feb 9, 2022 | Caseload Planning, New Year, Refreshing your caseload | Caseloads, Major Gifts, Marketing Plans

Learn five actions you must take at the beginning of a new year to be successful in your caseload management.

The Marketing Communications Dilemma

The Marketing Communications Dilemma

by Richard Perry and Jeff Schreifels | Apr 26, 2021 | materials, Public Relations, publicity | Communication, Management, Marketing Plans

Non-profit marketing work is important, but it must be guided by the needs and interests of donors and potential donors.

Get Ready Now for Year End – Everyone Else Is

Get Ready Now for Year End – Everyone Else Is

by Richard Perry and Jeff Schreifels | Sep 18, 2020 | Marketing, retail, Year-end | Marketing Plans, Planning

Retail activity for 2020 tells us that you need to start now in preparing for your year-end activities with your caseload donors. They are!

Make Sure You Have the Facts!

Make Sure You Have the Facts!

by Richard Perry and Jeff Schreifels | Dec 20, 2019 | Fundraising, Management, Non-Profits, Results | Data, Marketing Plans, Metrics, Qualifying

What is true? What is real? In major gifts we get so focused on getting the money that we hardly stop to figure out who we should be relating to.

The Conundrum of Managing

The Conundrum of Managing

by Richard Perry and Jeff Schreifels | Nov 20, 2019 | Planning, Trust | Management, Marketing Plans, Strategic Plans

In non-profits, managers are so crucial to the success of a major gift program and the success of major gift officers.

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