by Richard Perry and Jeff Schreifels | Mar 10, 2014 | Donors, Managing, Money, Stewardship | Development Directors, Major Gifts, Philanthropy, Uncategorized
There is a bit of a controversy in major gifts about how often to ask a major donor for a gift. Some say you should only ask once a year – this would be the “annual fund folks” who hold this opinion. Jeff has written about the need to kill the annual fund in his post...
by Richard Perry and Jeff Schreifels | Feb 17, 2014 | Director of Major Gifts, Donors, Fundraising, Money | Development Directors, Major Gifts, Non-Profits, Philanthropy, Uncategorized
When I used the word “sell” as in “what programs do you have to sell to your donors?” some MGOs take offense and say: “Richard, we don’t sell stuff to donors!” OK. Present it. Explain it to donors. Whatever. The point is that in major gifts, the successful MGO...
by Richard Perry and Jeff Schreifels | Dec 16, 2013 | Development Directors, Director of Major Gifts, Donors, Money | Major Gifts, Philanthropy, Uncategorized
Here is a great idea related to year-end stock gifts. First, please remember that the stock market is up substantially AND the tax rates are also up. These two situations are creating a situation where donors with a lot of appreciated stock and increased tax burden...
by Richard Perry and Jeff Schreifels | Dec 11, 2013 | Donors, Fundraising, Money, Non-Profits, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Non-Profits, Philanthropy, Uncategorized
Last week I was in Denver meeting with the CEO and a board member of a client we are currently working with. We were having lunch and I was explaining how important it is in major gifts to uncover the donor’s passions and interests, and then serve the donor by...
by Richard Perry and Jeff Schreifels | Jun 5, 2013 | Development Directors, Director of Major Gifts, Donors, Fundraising, gratitude, Money | Major Gifts, Philanthropy, Uncategorized
“What do you mean you lost the check?” the manager almost yelled. “How could you do it? It was $75,000, for goodness sakes! 75,000 dollars of someone’s life!” It was not a pretty situation. I wasn’t there, but I heard about it in great detail just a week after it...