by Richard Perry and Jeff Schreifels | May 31, 2023 | Culture of Philanthropy, Customer Service, Donor Experience, Donor Service, Donor-Centered, Service, Stewardship | Culture of Philanthropy, Customer Service, Donor-Centered, Relationships, Stewardship
Most non-profits are not focused on serving their donors. It’s a shame, because if they did provide their donors with excellent service, the actual investment compared to the eventual return would be overwhelming. But it takes a lot of upfront investment before your...
by Richard Perry and Jeff Schreifels | Jul 22, 2019 | Donor-Centered, Priorities | Moves Management, Relationships, Tiering
Part 2 of a 5-part series: The Mid-Year Major Gift Check Up List It’s really hard for me to believe that a seasoned major gift professional will, in a moment of major gift suicide, tell his team to just “mail the caseload an ask!” And yet it happens all the time. When...
by Richard Perry and Jeff Schreifels | Apr 16, 2018 | Donor Attrition, Donor-Centered, New Money, Retention | Management, Prospecting, Return on Investment
I just heard another tragic story of a MGO who has been beaten up by her boss with a demand for new money in her very first year of employment. It makes me angry and sad. Angry, because this boss does not understand how major gifts works and, because of his ignorance,...
by Richard Perry and Jeff Schreifels | Jul 12, 2017 | Donor-Centered, donor-focused, major gifts | Cultivation, Major Gifts, Stewardship
If there is one area of “moves management” that has never set well with me, it’s the word stewardship. Stewardship is what you are supposed to do with donors after they give you a gift. I don’t like it because it conveys a more passive approach to the relationship...
by Richard Perry and Jeff Schreifels | Jul 5, 2017 | Donor-Centered, Philanthropy, Qualifying | Leadership, Major Gift Officers, Prospecting
I’m angry. You’ve heard me tell the story of an MGO who reached out to us at Veritus, desperate to understand what was wrong with her. “I feel like I’m doing everything wrong. I read your blog posts about major gifts and that feels right to me, but my boss is saying I...