by Richard Perry and Jeff Schreifels | Dec 23, 2019 | Fundraising, Plan for every donor | Donor-Centered, Moves Management, Stewardship
7 Keys to a Successful Major Gift Program – Key #3: Do You Have the Right Moves? My head is spinning, and I think I’m going crazy. Seriously. What’s got me wound up is hearing (once again) from a very capable MGO that every donor on his caseload has the same passions...
by Richard Perry and Jeff Schreifels | May 31, 2023 | Culture of Philanthropy, Customer Service, Donor Experience, Donor Service, Donor-Centered, Service, Stewardship | Culture of Philanthropy, Customer Service, Donor-Centered, Relationships, Stewardship
Most non-profits are not focused on serving their donors. It’s a shame, because if they did provide their donors with excellent service, the actual investment compared to the eventual return would be overwhelming. But it takes a lot of upfront investment before your...
by Richard Perry and Jeff Schreifels | Feb 1, 2023 | campaigns, Major Donors, Major Gift Fundraising, Multi-year Pledge, Pledges, Stewardship | Cultivation, Major Donors, Major Gifts, Planning, Relationships, Stewardship
We’ve always felt that a donor who makes a pledge over multiple years is both a blessing and a curse for a major gift officer. It’s a blessing because you have “locked in” a certain gift amount over a period of years. But we’ve also seen it as a curse because it’s now...
by Richard Perry and Jeff Schreifels | Oct 4, 2019 | campaigns, Multi-year Pledge, Stewardship | Cultivation, Planning, Stewardship
We’ve always felt that a donor who makes a pledge over multiple years is both a blessing and a curse for a major gift officer. It’s a blessing because you have “locked in” a certain gift amount over a period of years. But we’ve also seen it as a curse because it’s now...
by Jeff Schreifels | Jul 12, 2023 | Fundraising, Non-Profits, Potential | Pipeline Development, Prospecting, Relationships, Stewardship
Unless you’re a non-profit that has no donors at all, you do not need to find new donors for your major gift program. Yet it absolutely amazes Richard and me how many non-profit leaders and managers feel they must go out and find new donors so they can fund their...
by Richard Perry and Jeff Schreifels | Jul 19, 2019 | Attrition, Goals, Retention | Caseloads, Evaluation, Stewardship
Part 1 of a 5-part series: The Mid-Year Major Gift Check Up List We’re approaching the middle of the calendar year, and now is a good time to check in on how you’re doing with the donors on your caseload. Why the middle of the calendar year? Because you’re a mere six...