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5 Things to Do When You Get Back from the Holidays [Podcast Episode]

5 Things to Do When You Get Back from the Holidays [Podcast Episode]

by Richard Perry and Jeff Schreifels | Jan 6, 2023 | Caseload Management, Major Gift Planning, Planning, Self-care, Thanking | Fundraising, Major Gift Officers, MGOs, Planning, Self-care

When you get back to the office after the holidays, here are a few tips that will help you hit the ground running this month.

7 Steps for Effective Donor Strategy Meetings

7 Steps for Effective Donor Strategy Meetings

by Richard Perry and Jeff Schreifels | Aug 19, 2022 | Major Gift Planning, Strategic Plan, Strategy | Leadership, Management, Strategic Plans

MGOs need outside help, encouragement, and strategy from others. Here’s a practical guide to how to conduct donor strategy meetings, so that you will end up being more effective as you relate to your donors.

Don’t Write Off Older Donors

Don’t Write Off Older Donors

by Richard Perry and Jeff Schreifels | May 1, 2015 | Generation X, Major Gift Planning, Millennials | Donor-Centered, Fundraising, Major Gifts, Uncategorized

The Millennial and GenX groups just do not give as much as the Boomers and Matures – at least not yet. And spending a ton of time trying to persuade them to give at the level the others give is a waste of time and resources.

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