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“I Don’t Want to Plan!”

“I Don’t Want to Plan!”

by Richard Perry and Jeff Schreifels | Sep 20, 2019 | Database, Excel, Marketing Impact Chart | Discipline, Moves Management, Planning

Planning your work with donors seems artificial and time-consuming. But once you’ve done it, you’re free to build relationships more effectively.

The Agony of Recording Your Moves

The Agony of Recording Your Moves

by Richard Perry and Jeff Schreifels | Oct 11, 2013 | Database, Fundraising, Moves Management | Major Gifts, Marketing Plans, Moves Management, Uncategorized

If there is one thing that almost all major gift officers and development professionals can agree on, it’s how much they hate going into their databases to record the “moves” they have made with their donors. Unfortunately, many deal with this “hate” by NOT recording...

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