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Why Is It So Easy to Get Off Track?

Why Is It So Easy to Get Off Track?

by Richard Perry and Jeff Schreifels | Dec 8, 2021 | Distractions, Goals, Vision | Accountability, Focus

If you’re feeling distracted and off track this time of year, pause, think about what you’re doing, go back to your plans, and refocus your time and energy.

Are You Ready?

Are You Ready?

by Richard Perry and Jeff Schreifels | Sep 4, 2020 | 4th Quarter, Goals, Plan for every donor | Major Gifts, Planning, Strategic Plans

By having a solid plan for the 4th quarter, you’ll be free to be creative and you’ll know exactly what you should do with your donors.

Why Is It So Easy to Get Off Track?

Why Is It So Easy to Get Off Track?

by Richard Perry and Jeff Schreifels | Nov 27, 2019 | Distractions, Goals, Vision | Accountability, Focus

If you’re feeling distracted this time of year, pause, think about what you’re doing, go back to your plans, and refocus your time and energy.

How to Get a Transformational Gift

How to Get a Transformational Gift

by Richard Perry and Jeff Schreifels | Nov 1, 2019 | Donor goals, Goals, Long-term plan | Planning, Proposals, Transformational Gift

Transformational gifts from donors don’t happen overnight. They take long-term planning, goal-setting, and the involvement of lots of people.

Goal Setting: How to Do It!

Goal Setting: How to Do It!

by Richard Perry and Jeff Schreifels | Oct 23, 2019 | Goals, Research | Management, Planning

Major gift officers don’t have to fear goals. Goals are there to help you focus and to keep you accountable.

Mid-Year Check Up #1: Look to See Who’s Been Left Behind

Mid-Year Check Up #1: Look to See Who’s Been Left Behind

by Richard Perry and Jeff Schreifels | Jul 19, 2019 | Attrition, Goals, Retention | Caseloads, Evaluation, Stewardship

Now is a good time to check in and see what’s going on with your donors and determine whether anyone has been left behind.

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