by Richard Perry | Oct 21, 2024 | Bold Asks, Donor Offers, Major Gift Planning, Planning | Asking, Donor Offers, Fundraising, Giving, High Givers, Major Donors, Major Gift Officers, Planning
There were two events last month I want to tell you about. They are opposite. In one, the frontline fundraiser was ready. In the other, he wasn’t. And it was an opportunity lost. Context: Jeff and I and our team of frontline fundraising coaches are constantly telling...
by Richard Perry and Jeff Schreifels | Jan 26, 2024 | Budget, Budgeting, Goal Setting, Individual Goals, Planning | Budget, Budgets, Finance, Goal-setting
When we work with fundraisers on goal-setting for individual donors, we recommend that they create both a budget goal that aligns to the organization’s official budget AND an aspirational goal to help them dream big about opportunities to partner with their donors for...
by Karen Kendrick | Dec 15, 2023 | Communication, Donor Communication, Email, Holidays, Planning | Communication, Planning, Structure, Year-End
Everyone at the office is just about ready to shut down their laptops for some time off during the holidays. But you don’t want to leave your donors hanging. What if they have questions about sending in a last-minute year-end gift? Now, this doesn’t mean you or your...
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 or start up your computer again after a holiday, it always takes a while to get re-oriented. To help you refocus on your goals, here are a few tips for where to allocate your time in the first weeks of January. We hope you had a...
by Richard Perry and Jeff Schreifels | Nov 2, 2022 | Economic Recession, Fundraising, Planning | Economics, Fundraising, Giving, Planning
We are often asked about the state of major gift fundraising during difficult economic times. Fundraisers often wonder, will people give less? Should they budget less? Or move into stewardship mode with donors, versus asking them for gifts? How should fundraisers...