by Guest Contributor | Nov 10, 2023 | Dual Asks, major gifts, Planned Giving, Year-end Giving | Asking, Major Gifts, Planned giving
As the year draws to a close, you are likely gearing up to make the most of the year-end giving season. This is a crucial time to secure funds that will drive your mission forward. However, one strategy that often gets overlooked is the partnership between major gifts...
by Richard Perry and Jeff Schreifels | Mar 10, 2023 | Donor Communication, Donor Relations, major gifts, Results, Stewardship | Communication, Major Gift Officers, Meaningful Connections, Relationships, Stewardship, Stress
One of the most frustrating things about being a frontline fundraiser is that donors don’t do what you want them to. I mean, if they would just answer your email, pick up the phone, agree to your meeting, and say yes every time you asked for a gift, your life would be...
by Richard Perry and Jeff Schreifels | Mar 8, 2023 | Communication, Giving, major gifts, Stewardship, Strategic Plans, Success | Communication, Giving, Major Gift Officers, Relationships, Reporting Back, Stewardship, Strategic Plans
Just recently, one of our coaches at Veritus posted in our Slack celebrations channel about an MGO she is working with. This MGO grew her relationship with a donor who gave $50,000 in 2020 and then recently gave a $1,000,000 gift, with more to come. How did the MGO do...
by Richard Perry and Jeff Schreifels | Jan 15, 2021 | major gifts, Organizing, The Veritus Way | Jobs, Management, Structure
The other day, I wrote about feeling overwhelmed. Somewhere I read that if you’re feeling overwhelmed and anxious and you can’t focus, one of the best things you can do when you wake up in the morning is make your bed. (Tweet it!) So I’ve practiced it, and it...
by Richard Perry and Jeff Schreifels | Dec 11, 2020 | major gifts, Mid-level, Transitions | Communication, Relationships
Here’s a classic situation we all face in major gifts: how to transition a donor from one strategic function to another and maintain the integrity and personal touch of relationship. This is summed up in a question Jeff and I received several weeks ago: “I struggle...