by Richard Perry and Jeff Schreifels | Sep 8, 2021 | Assessments, Bequests, Legacy, Planned Gifts | Planned giving
Did you get your share of the $41 billion dollars in the United States that donors willed to their favorite charities in 2020? If not, you’re likely one of those managers and leaders who think that investing in planned giving is a luxury – something you do IF there...
by Richard Perry and Jeff Schreifels | Apr 5, 2024 | Assessments, Donor Attrition, Donor File, Donor Pipeline, Mid-Level Program | Data, Mid-level donors, Pipeline Development, Value Attrition
If you’re looking to grow your major gifts program, you need to establish a strong pipeline of donors that spans from new donor acquisition through major and planned gifts. But oftentimes, there’s not a smooth flow of donors from one level of giving to the...
by Richard Perry and Jeff Schreifels | Jun 10, 2015 | Assessments, Goals, major gifts | Goal-setting, Management, Strategic Plans, Uncategorized
Part 1 of a series: How to Make an Impact This Summer That Will Lead to a Successful Year-End Ahh… the lazy days of summertime. Sit back, clean up your office or cubicle, maybe go for that 4 days a week, 10 hour a day summer option… leave early on Thursdays…...