by Richard Perry and Jeff Schreifels | Jan 29, 2021 | Planned Giving | Planned giving, Qualifying, Stewardship
It’s always been amazing to me how fundraisers position planned giving as a very complex and difficult strategy to secure funds from people when they die, rather than seeing it as a way to help the living fulfill their passions and interests. Now, it’s true that most...
by Richard Perry and Jeff Schreifels | Sep 11, 2020 | Bequests, Net Revenue, Planned Giving | Economics, Planned giving
I don’t know one non-profit that couldn’t use more net revenue. Yet, in hundreds of thousands of organizations, potential net revenue sits in databases and never gets realized. Yes, it’s sitting there from donors waiting to be asked for it, yet you do nothing about...
by Richard Perry and Jeff Schreifels | Dec 31, 2014 | Anne Nash, Planned Giving, Strategic Gift Design | Major Gifts, Strategic Plans, Teamwork, Uncategorized
In this series of seven posts, you will learn the indispensable categories of work that we at Veritus believe are required for any major gift program to be successful. (You can read all of these together in our free White Paper.) In my last entry, I talked about how...
by Richard Perry and Jeff Schreifels | Aug 24, 2012 | Development Directors, Philanthropy, Planned Giving, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Philanthropy, Uncategorized
Much like the topic of major and mid-level gifts I wrote about a few days ago, there is an uncomfortable chasm between planned giving and major gifts in most non-profits today. Often the gap between the two is caused by a management system that doesn’t integrate the...
by Richard Perry and Jeff Schreifels | Feb 27, 2012 | Development Directors, Director of Major Gifts, Fundraising, Philanthropy, Planned Giving | Development Directors, Major Gift Officers, Philanthropy, Uncategorized
Whenever I used to hear the words “planned giving”, my eyes would glaze over. It was like hearing about some foreign country that I never really wanted to visit. Earlier in my career, when meeting with clients for planning sessions, we’d come up with lots of great...