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Blame the Tax Code Overhaul for Declining Revenue?

Blame the Tax Code Overhaul for Declining Revenue?

by Richard Perry and Jeff Schreifels | Dec 9, 2019 | Giving, Receipting, Stewardship, Thanking | Donor Attrition, Donor Retention, Fundraising

Declines in most non-profits have nothing to do with tax law changes; it has everything to do with valuing donors.

The Biggest Obstacle to Giving

The Biggest Obstacle to Giving

by Richard Perry and Jeff Schreifels | Sep 7, 2018 | Giving, Strategy | Moves Management, Passions and Interests, Philanthropy

Why will your donor not give a gift? They probably do not believe their gift will accomplish something that deeply interests them

Hyperventilating Over Tax Reform

Hyperventilating Over Tax Reform

by Richard Perry and Jeff Schreifels | Feb 7, 2018 | Giving, tax deductions, Tax reform | Money, Non-Profits, Passions and Interests

Our advice is not to focus on the new tax law’s effect at all but, instead, to focus on how you can help each of your caseload donors understand how their giving is making a tremendous difference on the planet.

Unrealistic Expectations

Unrealistic Expectations

by Richard Perry and Jeff Schreifels | Feb 15, 2017 | Giving, leadership, Management | Major Gift Officers, Major Gifts

“…This donor has a ton of money, and I thought I would be much further along by now.” The question we ask in these situations is “how are you setting your expectations?”…”

View Your Donor as a Partner for a Healthy Relationship

View Your Donor as a Partner for a Healthy Relationship

by Richard Perry and Jeff Schreifels | Jan 6, 2017 | Giving, Money | Non-Profits, Passions and Interests, Philanthropy, Relationships, Uncategorized

Jeff and I place this trait – viewing donors as partners – as a critical piece of a healthy relationship with the donors on your caseload.

Giving Ebbs and Flows, but the Trend Line is Up

Giving Ebbs and Flows, but the Trend Line is Up

by Richard Perry and Jeff Schreifels | Sep 9, 2016 | Cash Flow, Giving, Goals, major gifts | Caseloads, Donor Attrition, Donor Retention, Goal-setting, Uncategorized

Major gift outsiders can’t seem to get it: sometimes giving from a donor goes down. But we should continue to walk with them in the down times.

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