by Richard Perry and Jeff Schreifels | Nov 25, 2022 | Communication, Letters, PS, Strategy | Caseloads, Communication, Qualifying
One of the strategies in caseload development that we highly recommend is qualifying the donor before a MGO adds her to his caseload. Why? Because most donors who meet your major gift criteria will not want to relate to you. That is why you need to find the donors who...
by Richard Perry and Jeff Schreifels | Nov 3, 2017 | Communication, Integrity, Strategy | Customer Service, Discipline, Moves Management
There’s a funny thing about a promise or commitment. They are so easy to make and, many times, so difficult to deliver on. As I write this I can think of a small list of promises I made in the last several months. I will keep all of them, because that is the right...
by Richard Perry and Jeff Schreifels | Jun 2, 2017 | Attrition, Communication, Thanking | Donor Retention, Impact, Moves Management
“I don’t understand why the donor stopped giving,” the MGO said. “They seemed so interested in what I had proposed last year. They gave, but they have been silent ever since.” Stop and analyze each part of this statement: I don’t understand why the donor stopped...
by Richard Perry and Jeff Schreifels | Mar 10, 2017 | Communication, Differing Interests | Conflict, Couples, Donor Visits
The husband loves the organization; the wife doesn’t. But they share decision-making on donations. How should you handle a disinterested spouse or partner? In another situation, the wife loves the organization but the husband was offended by a staff member at a recent...
by Richard Perry and Jeff Schreifels | Dec 28, 2016 | Communication, expectations, jobs | Accountability, Development Directors, Major Gift Officers, Management, Uncategorized
In the world of “Doing What’s Expected,” there’s bound to be some element of disappointment, failure, misunderstanding, hiding and frustration. But there is also joy, when it all works right. If you go home at night with the feeling of having missed the mark in your...