by Richard Perry and Jeff Schreifels | Mar 18, 2020 | Meaningful Connections, Social Distancing | Donor Visits, Touch Points
These are unprecedented and strange times. Quite honestly, for me it feels disorienting. We humans aren’t made for social distancing. We’re wired to connect. But here we are. You’re probably working from home as you read this, or there’s a tight restriction in your...
by Richard Perry and Jeff Schreifels | Jul 31, 2019 | Meaningful Connections, Relationships | Management, Metrics, Moves Management
There are a lot of opinions about metrics in major gift fundraising. We believe there are too many out there that are easily abused. Obviously, if you’ve created a revenue goal for each of your major gift officers and have cash-flowed those goals by month, that will...
by Jeff Schreifels | Aug 2, 2023 | Communication, Donor meetings, Meaningful Connections | Major Gift Officers, Meaningful Connections, Metrics
To be blunt, the metrics used to evaluate many major gift programs these days don’t make much sense to Richard and me. Especially the metrics around how many face-to-face meetings or phone calls you need to make every month with the donors in your portfolio. We find...
by Richard Perry and Jeff Schreifels | May 17, 2019 | Communication, Donor meetings, Meaningful Connections | Metrics, Moves Management
To be blunt, the metrics used to evaluate many major gift programs these days don’t make much sense to Richard and me, especially the metrics around how many face-to-face meetings or phone calls you need to make every month with the donors in your portfolio. We find...
by Richard Perry and Jeff Schreifels | Jan 14, 2019 | Email, Meaningful Connections, Vacation | Communication, Donor-Centered, Moves Management
It’s a fact – you need to be out of the office or unavailable sometimes, for any number of reasons. You’re visiting donors. You’re on vacation. You have a personal reason (medical, relational, family, etc.) Or any other reason. You have to be out of the office. But...