by Richard Perry and Jeff Schreifels | Sep 2, 2016 | Focus, Mega Donors, Priorities, Transformational giving | Caseloads, Moves Management, Stewardship, Uncategorized
#2 of the series How a Caseload Grows Over Time In my last blog, I talked about your major gift caseload as an incubator for transformational giving. Here is how that works. In our training on building a caseload, we talk about qualifying donors so that you identify...
by Richard Perry and Jeff Schreifels | Jul 29, 2016 | Communication, Email, Letters | Donor-Centered, Moves Management, Stewardship
Recently, I was at a dinner with a few colleagues in the fundraising business. One of them posed this question: “What percentage of mail today is asking for a gift from a charity?” I blurted out, “70%!” Others said 40 or 50%, and one said 85%. And the answer is?...
by Richard Perry and Jeff Schreifels | Jun 29, 2016 | Harming Donors, Major Donors, Solicitation, Strategy | Moves Management, Relationships, Stewardship, Uncategorized
It happened at a large southwestern non-profit. A woman had inherited a substantial amount of wealth from her father, and over the years (when both she and her husband were in good health) she had given this non-profit over $80 million, plus other property and even...
by Richard Perry and Jeff Schreifels | Jun 3, 2016 | Donor Care, Receipting, Reporting, Retention, Thanking | Donor Retention, Donor-Centered, Moves Management, Relationships, Stewardship
You’ve had the experience – you do something for someone and nothing comes back. Silence. Crickets. I had the experience just last week. I honestly did not set out to GET something for taking an action that should have generated an appreciative response. I just did it...
by Richard Perry and Jeff Schreifels | May 30, 2016 | Fundraising copy, Influence, Strategy | Communication, Major Gift Officers, Moves Management, Stewardship, Uncategorized
It had not 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 would not answer them because he was afraid of losing their support. So he shared more...
by Richard Perry and Jeff Schreifels | May 23, 2016 | Mega Donors, Perseverance, Research | Goal-setting, Major Gifts, Relationships, Stewardship, Strategic Plans, Uncategorized
It’s gnawing at you. You know that there are a few donors on your caseload that, given the right relationship and an amazing offer, would have the ability to give a six- or seven-figure gift to your organization. However, you may be ignoring them a bit because you are...