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 | Dec 2, 2019 | Donor Service, Service, Tommy Bahama | Donor-Centered, Leadership
Most non-profits do a terrible job of serving their donors. It’s a shame, because if they did provide their donors with great care, the actual investment compared to the eventual return would be overwhelming. Richard and I see this over and over again from the...
by Richard Perry and Jeff Schreifels | Oct 23, 2017 | Donor Service, Personal Touches, Planning | Donor-Centered, Relationships, Touch Points
We do a lot of planning at Veritus. Right now we’re working with about 120 major gift officers, and they all have goals and strategic plans for all of their donors. So, yeah, a ton of planning. In the process of creating a 12-month strategic plan, there is a lot of...
by Richard Perry and Jeff Schreifels | Mar 17, 2017 | Donor Service, leadership | Major Gifts, Protocols, systems
Recently, one of our Veritus client managers told me a story about one of our clients she is working with. Here is her story: I was on a plane flying to a client meeting, and that gave me some time to review in-depth the donor caseloads of each of the MGOs I’m...
by Richard Perry and Jeff Schreifels | Jun 24, 2016 | Attitude, Donor Service, MGO Profile, Service | Communication, Major Gifts, Moves Management, Relationships, Uncategorized
I’ve never met Ruby, but I am sure I would love her if I had. Ruby is the profile of an above-average ideal customer service person of a company in Portland, Oregon. Owner Jill Nelson founded the company in 2003 when she realized, as she puts it, that “business owners...