by Karen Kendrick | Feb 14, 2022 | Communication, Personal Touches | Major Donors, Major Gifts, Meaningful Connections, Touch Points
I was recently on a Live Community Q&A call for our Veritus Group Academy participants and was inspired by the conversation. It was the first call of the year, and the ideas of what to do with your major donors this time of year were flowing. There was so much...
by Richard Perry and Jeff Schreifels | Sep 22, 2021 | Personal Touches, Personalization, Strategic Plans | Donor-Centered, Touch Points
You have a desire to be known. We all do. There’s nothing like someone calling you by your name, or a colleague recalling something you mentioned in a conversation months ago. That feeling is amazing. “Wow, I can’t believe they remember something I said that long...
by Richard Perry and Jeff Schreifels | Oct 23, 2017 | Donor Service, Personal Touches, Planning | Donor-Centered, Relationships, Touch Points
We do a lot of planning at Veritus. Right now we’re working with about 120 major gift officers, and they all have goals and strategic plans for all of their donors. So, yeah, a ton of planning. In the process of creating a 12-month strategic plan, there is a lot of...
by Richard Perry and Jeff Schreifels | Mar 27, 2015 | Personal Touches, Thank you notes | Major Gift Officers, Major Gifts, Strategic Plans, Uncategorized
Last week I had a birthday. Yep, I’m getting old. What I found amazing is that I received four birthday cards, handwritten, by local folks I do business with. I received a card from my dentist, my doctor, the car dealer where I bought my car and a local restaurant I...
by Richard Perry and Jeff Schreifels | Nov 19, 2014 | Caseload donors, Executive Directors, Personal Touches | Donor-Centered, Fundraising, Philanthropy, Uncategorized
Recently, I was at a weekend event for one of our clients. At the event was a mix of volunteers, donors and prospective donors. Because this is not a large organization, most of the major gift cultivation and stewardship is done by their executive director. This...