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What’s the Antidote to Frustration? Persistence.

What’s the Antidote to Frustration? Persistence.

by Richard Perry and Jeff Schreifels | Mar 10, 2023 | Donor Communication, Donor Relations, major gifts, Results, Stewardship | Communication, Major Gift Officers, Meaningful Connections, Relationships, Stewardship, Stress

When met with persistence, frustration from low donor engagement becomes nothing more than a reminder to work your plan. Results will follow.

Two Simple Steps Helped a Donor Go from $50,000 to $1,000,000

Two Simple Steps Helped a Donor Go from $50,000 to $1,000,000

by Richard Perry and Jeff Schreifels | Mar 8, 2023 | Communication, Giving, major gifts, Stewardship, Strategic Plans, Success | Communication, Giving, Major Gift Officers, Relationships, Reporting Back, Stewardship, Strategic Plans

There are no shortcuts to a transformational gift. But, if you consistently take these two simple steps, you can experience amazing success.

How to Approach Donor Stewardship in Planned Giving: New Podcast Episode

How to Approach Donor Stewardship in Planned Giving: New Podcast Episode

by Richard Perry and Jeff Schreifels | Jun 3, 2022 | Legacy Society, Planned Gift, Planned Giving, Reporting Back, Stewardship | Donor-Centered, Planned giving, Reporting Back, Stewardship

On this podcast episode, Jeff, Richard, and Bob have a conversation about best practices for donor stewardship in planned giving.

Should You Have a Legacy Society?

Should You Have a Legacy Society?

by Richard Perry and Jeff Schreifels | Nov 29, 2021 | Legacy, Legacy Society, Planned Gifts | Planned giving, Stewardship

Should you have a legacy society as part of your planned giving program?

Don’t Re-engage Past Donors

Don’t Re-engage Past Donors

by Richard Perry and Jeff Schreifels | Feb 26, 2021 | acquisition, Attrition, lapsed donors, re-engagement | Cultivation, Stewardship

Don’t worry about donors who left 3-5 years ago; spend time keeping other current donors from leaving, too.

Three Critical Elements of Planned Giving

Three Critical Elements of Planned Giving

by Richard Perry and Jeff Schreifels | Jan 29, 2021 | Planned Giving | Planned giving, Qualifying, Stewardship

The three legs of a mature and productive planned giving program are lead generation, fundraising and stewardship. How are you staffing them?

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