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Your Linear Donor Plan Should Be Dynamic

Your Linear Donor Plan Should Be Dynamic

by Richard Perry and Jeff Schreifels | Sep 21, 2020 | Plan for every donor | Cultivation, Passions and Interests, Planning

If you think linearly with your caseload donor and the plan you have for her, you’ll miss a lot of opportunity for engagement.

Are You Ready?

Are You Ready?

by Richard Perry and Jeff Schreifels | Sep 4, 2020 | 4th Quarter, Goals, Plan for every donor | Major Gifts, Planning, Strategic Plans

By having a solid plan for the 4th quarter, you’ll be free to be creative and you’ll know exactly what you should do with your donors.

Sixth Deadly Sin of Planned Giving: No Plan for Stewardship

Sixth Deadly Sin of Planned Giving: No Plan for Stewardship

by Richard Perry and Jeff Schreifels | Jun 22, 2020 | Plan for every donor, Planned Giving Associate, Service | Planned giving, Stewardship

Without a stewardship plan, you could lose over half of the revenue that you’re currently expecting from planned gifts.

Fourth Deadly Sin of Planned Giving: No Plan for Every Donor

Fourth Deadly Sin of Planned Giving: No Plan for Every Donor

by Richard Perry and Jeff Schreifels | Jun 17, 2020 | PGO, Plan for every donor | Planned giving, Strategic Plans, Structure

Every successful Planned Giving Officer has a strategic plan in place for each donor, designed to build trust between the donor and the organization.

Do You Want to Go Back to the Way It Used to Be?

Do You Want to Go Back to the Way It Used to Be?

by Richard Perry and Jeff Schreifels | Apr 15, 2020 | Meaningful Connections, Plan for every donor | Events, Metrics

When this crisis eases, let’s not go back to trying to meet a monthly metric. Let’s focus on meaningful connections that build relationships, instead.

Do You Have the Right Moves?

Do You Have the Right Moves?

by Richard Perry and Jeff Schreifels | Dec 23, 2019 | Fundraising, Plan for every donor | Donor-Centered, Moves Management, Stewardship

Having the right moves is so critical to success in major gifts. We know this! But, too often, we just put our hands out and go for the money.

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