The Do’s and Don’ts of Donor Visits
Recently our Client Experience Leaders were sharing some best practices and tips that we give to our clients when they’re getting ready for donor visits, and I realized this list might be helpful to other fundraisers out there, too. When done properly, donor...
Are Your Donor Strategy Meetings a Waste of Time?
How often have you left a donor strategy meeting with your team and thought, “That was a total waste of time.” It’s an hour of everyone reporting on what they’ve done well, only sharing successes (sometimes even repeating the same ones, meeting after meeting). It...
A Donor Performance Report Delivers a Practical & Relational Gift
You’re headed out to a handful of donor meetings. You’ve done your research, thought through open-ended questions you want to ask, and identified the next step in your journey of building a relationship of trust. And you’ve come prepared with information on the...
Focus on Building Relationships, Not Reaching Metrics
Second in a 5-Part Series: Great Opportunities at Universities I was told from a top university research director that I might get into trouble for writing this post. That’s because universities’ major gift program culture is extremely centered on metrics, and...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
