by Jeff Schreifels | Apr 12, 2024 | introduction cycle, Mid-Level Officer, Mid-Level Program, Mid-Level Programs, Qualifying Donors | Mid-Level, Mid-level donors, Qualifying
Learn how the Veritus Introductory Series can help bring your mid-level donors to a deeper relationship with your organization.
by Richard Perry and Jeff Schreifels | Dec 30, 2022 | Caseload Management, MGOs, Portfolio Management, Qualifying Donors, Relationships | Caseloads, Communication, Qualifying
If you can’t answer these questions about your caseload donors, then they’re not yet qualified for your portfolio.
by Richard Perry and Jeff Schreifels | Dec 26, 2022 | Caseload Management, Communication, Qualification, Qualifying Donors | Qualifying, Relationships, Stewardship
Qualifying donors takes time and hard work, but it’s worth it. When you’re talking to the right donors, it makes your job a lot easier.
by Richard Perry and Jeff Schreifels | Oct 29, 2014 | Donor Retention, Major Gift Pipeline, Qualifying Donors | Major Gifts, Mid-level donors, Stewardship, Uncategorized
You have likely been in the situation where a current or new donor reaches the $500+ cumulative level of giving, and either the MGO drops everything to handle her, or the donor is handed off to someone who should not be dealing with donors – or the donor just sits in...
by Richard Perry and Jeff Schreifels | Apr 14, 2014 | Donors, gratitude, Money, Qualifying Donors, Stewardship | Donor-Centered, Moves Management, Philanthropy, Uncategorized
Paul and Rebecca (not their real names) started giving to a social service organization in the early 90’s. They were a conservative couple from an average neighborhood. But they wanted to do good in their community, so their first gift was $50 to a direct mail...
by Richard Perry and Jeff Schreifels | Mar 17, 2014 | Accountability, Caseload Value, Managing, Qualifying Donors, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Philanthropy, Uncategorized
If I gave you $1,000,000, but told you I needed to control the investment, and then after one full year the investment became $520,000, and by the end of the second year it became $330,000, you would think I was either the worst financial advisor or just plain crazy....