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Knowing What to Talk About

Knowing What to Talk About

by Richard Perry and Jeff Schreifels | Aug 19, 2019 | MIC, Moves Management, Strategy | Communication, Donor-Centered, Passions and Interests

You’ll always know what to talk about with donors if you pay attention to their passions and interests, and lose your immediate focus on money.

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.

Create Plans and Goals for Every Major Donor

Create Plans and Goals for Every Major Donor

by Richard Perry and Jeff Schreifels | Jul 14, 2017 | Goals, MIC, plans | Moves Management, Strategic Plans

Major Gift Officers who want to be successful must create a strategy for every donor in their caseload. It’s a lot of hard, up-front work, but it pays of for months to come!

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.

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Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.

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