by Guest Contributor | Feb 12, 2024 | Communication Preferences, Donor Communication, Donor Conversations, Donor Preferences, Phone, Phone calls, texting | Communication, Donor Conversation, Relationships, Stewardship
I recently re-read an article in the Washington Post on the new phone etiquette. Their hot take? “Text first and never leave a voice mail.” And while I get the sentiment behind that, it’s not universal – certainly not when it comes to communication with donors, many...
by Richard Perry | Sep 25, 2023 | Curiosity, Donor Preferences, Donor-Centered | Accountability, Communication, Curiousity, Customer Service, Donor-Centered
It’s no secret that we all have our preferences about all kinds of things. Stop and think what you prefer in food, vacations, clothes, cars, friends, sports, communication, politics, movies, humor etc. It’s a huge list. And very specific. Focus on that one word:...
by Richard Perry and Jeff Schreifels | Aug 9, 2019 | Donor Preferences, Solicitations | Communication, Direct Response, Donor-Centered
At Veritus, we get asked all the time whether or not a major donor should get fund appeal letters, email solicitations, etc. if the donor is in the portfolio of a major gift officer. The short answer is YES! Typically, most major donors move through your major gift...
by Richard Perry and Jeff Schreifels | Mar 13, 2019 | Donor Impact Portfolio, Donor Preferences | Budget, Passions and Interests, Programs
Several months ago, I was sitting at a conference table with a prospective client, talking about the process needed to create our Donor Impact Portfolio. The Donor Impact Portfolio, when it’s complete, is a list of all the organization’s programs and projects, broken...