by Richard Perry and Jeff Schreifels | May 9, 2016 | Impact Reporting, Program, Proof of Performance, Retention | Accountability, Donor Retention, Impact, Major Gifts, Non-Profits, Stewardship, Uncategorized
This is just amazing. Amazing. I have never seen anything like it, and I wanted to pass it on to you as an example of what you can do in general, and in support of major gifts, to let your donors know how their gifts are working for good. Miriam’s Kitchen, a...
by Richard Perry and Jeff Schreifels | Apr 27, 2016 | Attitude, Getting Appointments, Meeting Donors | Major Gifts, Moves Management, Stewardship, Uncategorized
“I don’t know what their problem is,” said the MGO. “They have a lot of money. And we all know that money takes care of everything.” And that summed up what this MGO thought of his high capacity donor’s failure to get back to him when he said he would. The donor had...
by Richard Perry and Jeff Schreifels | Apr 25, 2016 | Authenticity, Connection, Customer Service, Donor Trips, emotion | Donor-Centered, Moves Management, Relationships, Stewardship, Uncategorized
As major gift fundraisers, I think we do a great job of providing opportunities for donors to give, thanking them for gifts, and providing them even more opportunities to give. What I think we have more work to do on, though, is giving our donors a great experience....
by Richard Perry and Jeff Schreifels | Apr 8, 2016 | Communication Preferences, Donor Choices | Caseloads, Donor Retention, Passions and Interests, Qualifying, Stewardship, Uncategorized
If you’ve been reading this series on Qualifying Donors, you now have gone through the mind-bending exercise of creating a caseload pool. Now you can begin qualifying donors for your caseload. At this point it is important to remember why you are doing this. Just...
by Richard Perry and Jeff Schreifels | Apr 1, 2016 | Caseload Composition, Economics of Major Gifts, Use of Time | Caseloads, Major Gifts, Qualifying, Stewardship, Uncategorized
We are frequently asked, “Why are you asking me to qualify donors?” There are three reasons: Not every donor who meets your major gift criteria actually wants to relate to you. You only have so much time. You (and your organization) need to be wise stewards of the...
by Richard Perry and Jeff Schreifels | Dec 23, 2015 | Donors, Marketing Impact Chart, Strategic Plans, Strategy | Major Gift Officers, Marketing Plans, Moves Management, Stewardship, Strategic Plans, Uncategorized
The look on her face said it all. “You want me to create a strategy for every single one of the donors on my caseload? Are you kidding me?” This is usually the reaction our team at Veritus Group gets, when we tell MGOs that this will be one of the first things they...