by Richard Perry and Jeff Schreifels | Oct 26, 2016 | Cultivation, Large gifts, Strategy | Donor Retention, Donor-Centered, Moves Management, Uncategorized
What can you do with your caseload donors to outrageously fulfill their interests and passions? Here is a perfect example of how awareness builds into major giving.
by Richard Perry and Jeff Schreifels | Mar 14, 2016 | Donor Capacity, Donor Research, Fear, Large gifts, Major Donors, Upgrading Donors, Wealth Research | Fundraising, Major Gifts, Uncategorized
If major donors are right in your donor file, but you don’t believe they are, you will not look for them. If they can give more, but you don’t believe they can, then you will not ask them.
by Richard Perry and Jeff Schreifels | Oct 6, 2014 | Caseload Value, Donor Research, Large gifts, Proposals | Donor-Centered, Major Gifts, Relationships
Ann had prepared really well. In fact she had done her research, gathered the facts about the project, and even secured some really good stories. She was ready. So when she sat down with Rachel and her husband John to present the proposal and do the ask, she was very...
by Richard Perry and Jeff Schreifels | Aug 20, 2014 | Large gifts, Research, Trust | Major Gift Officers, Major Gifts, Philanthropy, Uncategorized
I have to tell you I’m tired of it. I’m tired of hearing from MGOs that they don’t have donors on their caseloads that give high five, six and seven figure gifts. If you are an MGO and you have at least 75 to 100 donors on your caseload (remember 150 is a full...