by Richard Perry and Jeff Schreifels | Mar 16, 2016 | CEO, Communication, Managing Up | Development Directors, Leadership, Major Gifts, Management, Teamwork, Uncategorized
Over the years, Richard and I have figured out a number of barriers that prevent non-profits from having successful major gift programs. Not having the right staff, lack of support by the board, not investing sufficiently… these are a few of those barriers. Probably...
by Richard Perry and Jeff Schreifels | Feb 5, 2016 | Communication, Donor Behavior, Donor Surveys, Strategies | Marketing Plans, Moves Management, Relationships, Strategic Plans, Uncategorized
I love this post from Seth Godin, as it not only captures my experience with opinions, but it is also an important point for you to consider in major gifts: It doesn’t matter what people say. Watch what they do. The story is told of a focus group for a new $100...
by Richard Perry and Jeff Schreifels | Jan 27, 2016 | Communication, Telecommuting, Working remotely | Discipline, Major Gift Officers, Management, Non-Profits, Uncategorized
Veritus Group has worked with hundreds of major gift officers over the years. A great many of them (roughly 25%) actually work out of their homes, full time or part-time, one to three days per week. For many non-profits, especially those that are national in scope,...
by Richard Perry and Jeff Schreifels | Jan 13, 2016 | Communication, Impact Reporting, Receipting, Thank You | Major Gifts, Moves Management, Relationships, Strategic Plans, Uncategorized
Last year, Bank of America asked their high net worth clients what was important to them. The answer that came back was not surprising to Jeff and me. It boils down to two big areas: Essential: Health, family and financial security. Important: Connectedness, personal...
by Richard Perry and Jeff Schreifels | Dec 18, 2015 | Communication, Fundraising, listening, Practice | Discipline, Donor-Centered, Major Gift Officers, Major Gifts, Relationships, Uncategorized
We often hear from major gift officers that it’s so hard to get a meeting with a donor. They also say that they need more training on how to actually talk to a donor once they get into a meeting. We find that most MGOs are fine sending notes, or emailing updates to...