by Richard Perry and Jeff Schreifels | Apr 15, 2020 | Meaningful Connections, Plan for every donor | Events, Metrics
“When will we get back to normal again?” This is what I’m hearing from many people as we enter the fifth week of this intense crisis in the US. Richard and I have been talking daily over the last month, and we’re pondering: what are we learning from all this? what has...
by Richard Perry and Jeff Schreifels | Dec 23, 2019 | Fundraising, Plan for every donor | Donor-Centered, Moves Management, Stewardship
7 Keys to a Successful Major Gift Program – Key #3: Do You Have the Right Moves? My head is spinning, and I think I’m going crazy. Seriously. What’s got me wound up is hearing (once again) from a very capable MGO that every donor on his caseload has the same passions...
by Richard Perry and Jeff Schreifels | Oct 7, 2019 | Consistency, Plan for every donor | Communication, Thanking, Touch Points
One of the “pushbacks” we get from major gift officers about “The Veritus Way” is the need to create at least one touch point per month, PER DONOR, for everyone in your portfolio. Over the course of a year, that’s 1,800 touch points. That’s where the pushback comes...
by Richard Perry and Jeff Schreifels | Sep 13, 2019 | Passions and Interests, Plan for every donor | Discipline, Goal-setting, Planning
“Why do I need to have a goal for every donor on my caseload?” the MGO asked. “And how does that fit with your philosophy that major gift fundraising is not about the money?” Good question. First, it’s important to note that there’s a dual purpose for every donor on...