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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.

19 Fundraising Tips to Make Summer Successful!

19 Fundraising Tips to Make Summer Successful!

by Richard Perry and Jeff Schreifels | Jun 7, 2021 | Donor strategy, Summer, Summer planning | Fundraising, Planning

Learn 19 fundraising tips that will help you have a successful summer.

7 Ways to Stand Out with Your Donors

7 Ways to Stand Out with Your Donors

by Richard Perry and Jeff Schreifels | Mar 12, 2021 | Reporting Back, Thanking | Planning, Strategic Plans, Touch Points

What are you going to do so that you stand out in your donor’s mind, capture their heart, and have them always take your call?

Your Linear Donor Plan Should Be Dynamic

Your Linear Donor Plan Should Be Dynamic

by Richard Perry and Jeff Schreifels | Sep 21, 2020 | Plan for every donor | Cultivation, Passions and Interests, Planning

If you think linearly with your caseload donor and the plan you have for her, you’ll miss a lot of opportunity for engagement.

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!

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