by Richard Perry and Jeff Schreifels | Jan 4, 2021 | 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 | Nov 20, 2020 | Donor Retention | Impact, Moves Management, Thanking
Fifth in a Series: Things Major Donors Love (or Hate) I’ve always been a student of cause and effect and asking “so what?” Some of my friends say it’s irritating. Examples… Someone is describing a process – all the elements and sequencing, the cool attributes of this...
by Richard Perry and Jeff Schreifels | Nov 18, 2020 | Receipting, Retention, Thanking | Impact, Moves Management, Reporting Back
Fourth in a Series: Things Major Donors Love (or Hate) You’ve had the experience: you do something for someone and nothing comes back. Silence. Crickets. I had an experience like this. I honestly didn’t set out to GET something back for taking an action that should...
by Richard Perry and Jeff Schreifels | Nov 16, 2020 | appointments, Influence, Strategy | Communication, Fundraising, Moves Management
Third in a Series: Things Major Donors Love (or Hate) I had given a decent gift to the organization – not a large one – but enough to qualify for major donor status. I was immediately assigned to a major gift officer. Because I was an involved supporter of this...
by Richard Perry and Jeff Schreifels | Nov 13, 2020 | Fundraising copy, Influence, Strategy | Communication, Major Donors, Moves Management
Second in a Series: Things Major Donors Love (or Hate) It hadn’t gone well. The project Bill and Samantha had signed up for was just a tiny shred of what the MGO had sold them – and now they had questions. Tough questions. But the MGO wouldn’t answer them because he...
by Richard Perry and Jeff Schreifels | Nov 11, 2020 | Fundraising copy, Strategy, Telling the truth | Communication, Moves Management
First in a Series: Things Major Donors Love (or Hate) I’ve been observing and relating to donors for over 40 years. And they’ve told me a lot of things. There are some things they love and hate in their relationships with the causes they support. I’ve made a list and...