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“I Don’t Want to Plan!”

“I Don’t Want to Plan!”

by Richard Perry and Jeff Schreifels | Sep 20, 2019 | Database, Excel, Marketing Impact Chart | Discipline, Moves Management, Planning

Planning your work with donors seems artificial and time-consuming. But once you’ve done it, you’re free to build relationships more effectively.

Why You Need to Plan Moves for Each Donor on Your Caseload

Why You Need to Plan Moves for Each Donor on Your Caseload

by Richard Perry and Jeff Schreifels | Jul 4, 2018 | Marketing Impact Chart, MIC, Personalization | Goal-setting, Metrics, Planning

To be a successful major gifts fundraiser, you need individual goals and communication plans for each and every major donor. We give you a free tool to plan and track these.

Creating Strategic Plans and Goals for Every Major Donor

Creating Strategic Plans and Goals for Every Major Donor

by Richard Perry and Jeff Schreifels | Jan 21, 2016 | Individual Goals, Marketing Impact Chart, MIC, Strategy | Accountability, Discipline, Goal-setting, Major Gift Officers, Moves Management, Passions and Interests, Strategic Plans, Uncategorized, White Paper

In this paper, we’re going to share with major gift officers a step-by-step process on how to put together a strategic plan for each donor on their caseload.

How to Create a Dynamic Strategy for Every Single Donor

How to Create a Dynamic Strategy for Every Single Donor

by Richard Perry and Jeff Schreifels | Dec 23, 2015 | Donors, Marketing Impact Chart, Strategic Plans, Strategy | Major Gift Officers, Marketing Plans, Moves Management, Stewardship, Strategic Plans, Uncategorized

This is a step-by-step process on how a major gifts officer can and should put together a strategic plan for each major donor.

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