by Richard Perry and Jeff Schreifels | Jan 17, 2014 | Caseload Value, Director of Major Gifts, leadership, Managing | Development Directors, Major Gift Officers, Major Gifts, Philanthropy, Uncategorized
There’s quite a bit of noise out there in the major gift world on moves management – what next step to take, how to approach the donor, how to frame the ask, etc. And still, with all of that information, Jeff and I find hundreds of MGOs frustrated in their jobs. This...
by Richard Perry and Jeff Schreifels | Jan 15, 2014 | Development Directors, Director of Major Gifts, Donors, Fundraising, Stewardship | Major Gifts, Non-Profits, Philanthropy, Uncategorized
I have a friend who likes to jokingly say to me, “Richard, do you believe what you believe?” And I laugh and respond that I do. But then, as I ponder it a bit more, I wonder if I really do believe everything I believe. I think I believe some things, but when placed...
by Richard Perry and Jeff Schreifels | Dec 23, 2013 | Director of Major Gifts, Donors, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
Don’t think the year is over, because it isn’t. Jeff and I have one last piece of advice before the year ends in just a few days. And that advice has two very simple points: Take time right now – not later – right now – to go through your caseload and see which...
by Richard Perry and Jeff Schreifels | Dec 18, 2013 | Director of Major Gifts, Donors, Qualifying Donors, Stewardship | Major Gift Officers, Major Gifts, Philanthropy, Uncategorized
I had to put this cartoon in here, not only because it’s funny, but because it perfectly illustrates the experience most donors have with the organizations they support. Listening to donors is truly a lost art, and I think the major reason for this is that everyone...
by Richard Perry and Jeff Schreifels | Dec 16, 2013 | Development Directors, Director of Major Gifts, Donors, Money | Major Gifts, Philanthropy, Uncategorized
Here is a great idea related to year-end stock gifts. First, please remember that the stock market is up substantially AND the tax rates are also up. These two situations are creating a situation where donors with a lot of appreciated stock and increased tax burden...
by Richard Perry and Jeff Schreifels | Nov 20, 2013 | Director of Major Gifts, leadership, Managing | Development Directors, Hiring, Major Gift Officers, Major Gifts, Uncategorized
“We need to hire a major gift officer,” the manager said. “I have all these lists of what makes for a good one, but how can I know what’s most important?” I’ve had the same thought myself. In fact, over the years of doing this work, I have written many lists that...