by Guest Contributor | Sep 13, 2023 | Donor Communication, Donor Relations, Email, introduction cycle, Job Transition, Letters, Roles and Responsibilities | Communication, Donor Conversation, Qualifying, Stewardship
Are you taking over a portfolio and aren’t quite sure how to introduce yourself to donors that were once being managed by another fundraiser? Or maybe you’re moving into a new role at an organization with a well-known CEO who carries a lot of sway with your donors? Or...
by Richard Perry and Jeff Schreifels | Dec 9, 2022 | Letters, Stand out, Thanking, Year-end | Communication, Donor-Centered, Meaningful Connections, Thanking
I know you’re in the midst of meeting and soliciting donors, figuring out stock transfers, sending out last minute proposals, and finishing up plans for next year – but in all the craziness of this time of year, take at least one full day between now and the end of...
by Richard Perry and Jeff Schreifels | May 2, 2018 | Examples, Letters, Phone | Communication, Moves Management, Qualifying
Qualifying a donor for your caseload is not easy. That’s why I was intrigued how Linda Bak of the SPCA/Tampa Bay did it. She did not have emails or phone numbers for six donors, so she sent this letter to each of them. Three responded! That’s pretty good. Take a read:...
by Richard Perry and Jeff Schreifels | Nov 25, 2022 | Communication, Letters, PS, Strategy | Caseloads, Communication, Qualifying
One of the strategies in caseload development that we highly recommend is qualifying the donor before a MGO adds her to his caseload. Why? Because most donors who meet your major gift criteria will not want to relate to you. That is why you need to find the donors who...
by Richard Perry and Jeff Schreifels | Jan 10, 2018 | Letters, Strategy | Caseloads, Communication, Qualifying
One of the strategies in caseload development that we highly recommend is qualifying the donor before a MGO adds her to his caseload. Why? Because most donors who meet your major gift criteria will not want to relate to you. That is why you need to find the donors who...