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Stop Worrying About the Economy and Work Your Plan!

Stop Worrying About the Economy and Work Your Plan!

by Richard Perry and Jeff Schreifels | Mar 29, 2023 | Major Gift Officers, Plan for every donor, Strategic Plan, Work Your Plan | Focus, Major Gift Officers, Planning, Professional Development, Strategic Plans

Amid the chaos of uncertainty, focus on the one thing that you can control: working the strategic plan you have for each of your donors.

5 Things to Do When You Get Back from the Holidays [Podcast Episode]

5 Things to Do When You Get Back from the Holidays [Podcast Episode]

by Richard Perry and Jeff Schreifels | Jan 6, 2023 | Caseload Management, Major Gift Planning, Planning, Self-care, Thanking | Fundraising, Major Gift Officers, MGOs, Planning, Self-care

When you get back to the office after the holidays, here are a few tips that will help you hit the ground running this month.

A Roadmap for Fundraisers in Difficult Economic Times

A Roadmap for Fundraisers in Difficult Economic Times

by Richard Perry and Jeff Schreifels | Nov 2, 2022 | Economic Recession, Fundraising, Planning | Economics, Fundraising, Giving, Planning

When the economy slows, here are the steps that fundraisers and leaders should follow so that their major gifts program continues to thrive.

Tips to Better Serve Your Donors [Podcast Episode]

Tips to Better Serve Your Donors [Podcast Episode]

by Richard Perry and Jeff Schreifels | Oct 17, 2022 | Donor-Centered, Fundraising, Planning | Donor-Centered, Fundraising, Planning

In this podcast episode, we’ll share fundraising tips for year-end, along with the trends we’re seeing with our clients this season.

Overcoming Roadblocks to Create Strategic Donor Plans

Overcoming Roadblocks to Create Strategic Donor Plans

by Karen Kendrick | Jan 14, 2022 | Individual Goals, Individual plans, Obstacles | Caseloads, Planning, Strategic Plans

It can feel overwhelming to start creating strategic donor plans, especially if you don’t know where to begin.

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.

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