by Jeff Schreifels | Dec 13, 2023 | Donor meetings, Donor planning, Donor visits, Meaningful Connection, Meeting Preparation, Meetings | Donor Visits, Meaningful Connections, Strategic Plans
Recently our Client Experience Leaders were sharing some best practices and tips that we give to our clients when they’re getting ready for donor visits, and I realized this list might be helpful to other fundraisers out there, too. When done properly, donor...
by Richard Perry and Jeff Schreifels | Mar 7, 2016 | Caseload, Donor planning, Focus | Discipline, Goal-setting, Major Gift Officers, Moves Management, Qualifying, Uncategorized
We are often asked the question “am I doing this major gifts thing right?” You can find the answer for yourself by going through this list of questions; if all of them have a “yes” answer from you, you can be secure in knowing that you are doing things right. Are you...
