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5 Things to Do When You Get Back from the Holidays [Podcast Episode]

5 Things to Do When You Get Back from the Holidays [Podcast Episode]

by Richard Perry and Jeff Schreifels | Jan 6, 2023 | Caseload Management, Major Gift Planning, Planning, Self-care, Thanking | Fundraising, Major Gift Officers, MGOs, Planning, Self-care

When you get back to the office after the holidays, here are a few tips that will help you hit the ground running this month.

A Roadmap for Fundraisers in Difficult Economic Times

A Roadmap for Fundraisers in Difficult Economic Times

by Richard Perry and Jeff Schreifels | Nov 2, 2022 | Economic Recession, Fundraising, Planning | Economics, Fundraising, Giving, Planning

When the economy slows, here are the steps that fundraisers and leaders should follow so that their major gifts program continues to thrive.

Tips to Better Serve Your Donors [Podcast Episode]

Tips to Better Serve Your Donors [Podcast Episode]

by Richard Perry and Jeff Schreifels | Oct 17, 2022 | Donor-Centered, Fundraising, Planning | Donor-Centered, Fundraising, Planning

In this podcast episode, we’ll share fundraising tips for year-end, along with the trends we’re seeing with our clients this season.

I Can’t Do It All… But Perhaps You Can!

I Can’t Do It All… But Perhaps You Can!

by Richard Perry and Jeff Schreifels | Nov 10, 2021 | Planning, Strategy, Time Management | Caseloads, Overworked, The Veritus Way

Implementing a new major gifts approach is never easy. But you can do it while also managing your existing responsibilities.

When the Plan Changes… You’ll Still Be Glad You Had One

When the Plan Changes… You’ll Still Be Glad You Had One

by Richard Perry and Jeff Schreifels | May 19, 2023 | Caseload Planning, Donor Communication, Donor-Centered, Planning, Touchpoints | Communication, Goal-setting, Strategic Plans, Structure, The Veritus Way, Touch Points

Having a plan for each of your donors is essential, no matter what changes may come. Your plan will evolve as the relationship does.

Why Having a Plan Can Save You

Why Having a Plan Can Save You

by Richard Perry and Jeff Schreifels | May 13, 2020 | Donor-Centered, Planning | Goal-setting, Strategic Plans

Having a plan for each of your donors will give you a road map to your relationship with them.

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