by Richard Perry and Jeff Schreifels | Dec 13, 2019 | Capacity, Wealth Screening | Passions and Interests, Qualifying
“All that wealth screening software is a waste of time. It’s just not helpful.” This is what Jeff and I hear all the time. That’s why I found this article by Patrick Bryden helpful. Patrick is the Marketing Manager at iWave. Take a look at the article for all the...
by Richard Perry and Jeff Schreifels | Feb 1, 2017 | Capacity, Wealth | High Givers, Major Donors
Several weeks ago we received some not-so-surprising news from a client in the western U.S. I say “not so surprising” because we see the very same thing with other clients all the time. But it was surprising to this client. Here’s what happened....
by Richard Perry and Jeff Schreifels | Sep 5, 2016 | Capacity, Current Giving, Upgrading | Caseloads, Donor Attrition, Donor Retention, Major Gifts, Uncategorized
#3 in the series How a Caseload Grows Over Time We have just completed a major study on how a major donor caseload behaves over time. I will address the economics of the caseload in the next blog. Today, I want to talk to you about the composition of the caseload and...