by Guest Contributor | May 29, 2023 | Mid-level, Portfolio Management, The Veritus Way, touch points | Donor-Centered, Mid-level donors, Pipeline Development, The Veritus Way, Touch Points
Welcome back to the second part of our mid-level Q&A. For those of you who may have missed our last blog, we answered questions about how to handle mid-level donors you don’t hear back from, how to qualify mid-level donors (spoiler alert, you don’t), and the...
by Jeff Schreifels | Oct 2, 2024 | Accountability, Portfolio Management, Tiering Donors | Caseloads, Focus, Tiering
Many years ago, I was working with an MGO to help create her donor portfolio. We were going through a process called the “gut check” to separate which donors were actually qualified from those that weren’t. We came upon one donor whom the MGO described in great...
by Richard Perry and Jeff Schreifels | Dec 30, 2022 | Caseload Management, MGOs, Portfolio Management, Qualifying Donors, Relationships | Caseloads, Communication, Qualifying
Is every donor in your portfolio qualified? More often than not, the answer we get from frontline fundraisers is “of course” when we start working with them. Knowing that we’re going to get this answer, we conduct a “gut-check” exercise by asking these questions: When...
by Richard Perry and Jeff Schreifels | Jan 8, 2018 | Caseloads, Moves Management, Portfolio Management | Donor Retention, Prioritizing, Tiering
A few years ago the comedienne Kathy Griffin had a reality show called “My Life on the D List.” Essentially she made fun of herself as a non-“A-list” celebrity and the lack of respect those celebrities get from the public. It was a funny show, but there were many...
by Richard Perry and Jeff Schreifels | Jul 8, 2016 | Portfolio Management, Research, ROI | Discipline, Donor Retention, Major Gift Officers, Mid-level donors, Moves Management, Uncategorized
A few years ago the comedienne Kathy Griffin had a reality show called “My Life on the D List.” Essentially she made fun of herself as a non-“A-list” celebrity and the lack of respect those celebrities get from the public. It was a funny show, but there were many...