by Jeff Schreifels | Oct 9, 2024 | Assessments, Donor File, Insight | Asking, Data, Donor Attrition, Evaluation, Fundraising, Non-Profits, Value Attrition
One of the privileges I have in my work is that I get to review every donor assessment that we do. Over the last 15 years, I’ve reviewed well over a 1,000 of them. I love reviewing them because it gives me great insight on donor behavior, trends, and how much...
by Karen Kendrick | Mar 18, 2024 | Assessments, Change Management, Data, Donor Retention, Donor Value Attrition, The Veritus Way | Data, Donor Attrition, Donor Retention, Metrics, Overcoming Objections, Performance, Relationships, Retention, The Veritus Way
Are you a non-profit leader who sees the writing on the wall that maybe your membership program has hit a plateau? If so, you’re not alone! Here’s an example of what this might feel like. The membership program or giving society that your organization has relied on...
by Robert Shafis | Apr 21, 2023 | Assessments, Commitment, Donor Database, Planned Giving, Qualifying Donors | Data, Database, Planned giving, Qualifying, Stewardship
If you have a data set of 10,000 donors who have been giving for at least ten years and have made a gift within the past three years, I’d bet you have about 67-81 donors (with an average of 74) with a planned giving value of between $2.9-5.2 million! You may look at...
by Richard Perry | Aug 4, 2023 | Assessments, Legacy, Planned Giving Associate, Planned Giving Officer | Major Gifts, Planned giving, Stewardship
You cannot imagine the times Jeff and I have found, at organizations large and small, that there is just one person who handles planned giving AND major gifts for the organization. This happens a lot in smaller organizations where the labor economics are driving the...
by Richard Perry and Jeff Schreifels | Sep 10, 2021 | Assessments, Legacy, Planned Giving Associate, Planned Giving Officer | Planned giving
You cannot imagine the times Jeff and I have found, at organizations large and small, that there is just one person who handles planned giving AND major gifts for the organization. This happens a lot in smaller organizations where the labor economics are driving the...