by Richard Perry and Jeff Schreifels | Nov 23, 2020 | Accountability, audit, Reporting | Focus, Planned giving, Return on Investment
“How an organization counts planned gifts is often a convoluted mess, despite having some pretty clear best practices from the National Association of Charitable Gift Planners and CASE.” This is what Bob Shafis, our Director of Planned Giving Services, told me...
by Richard Perry and Jeff Schreifels | Feb 12, 2020 | Programs, Reporting | Cultivation, Donor Offers, Passions and Interests
Fourth in a Series: How to Identify Donor Passions and Interests So you’ve identified your caseload donor’s passions and interests and the driver(s) behind them. Now what do you do? Several things as follows: Match them to the program category and sub-category of your...
by Richard Perry and Jeff Schreifels | Sep 2, 2019 | Communication, Reporting | Impact, Leadership, Reporting Back
Second in a Four-Part Series: How to Create Value for Your Donors I cannot overstate this. Reporting on the impact of your donor’s gift will make or break your success as a major gift officer, the success of your organization’s major gift program, and whether or not...
by Richard Perry and Jeff Schreifels | Apr 8, 2019 | Outcomes, Reporting, Retention | Donor Attrition, Donor Retention, Reporting Back
The donor had given $25,000 for a project that the MGO had presented to him – a project with intended outcomes he was very excited about. But there was a problem. The MGO couldn’t get proof of performance information from the program people. And, as much as he tried,...
by Richard Perry and Jeff Schreifels | Dec 21, 2018 | Proof of Performance, Reporting | Reporting Back, Thanking, Touch Points
“How do I tell my donor she made a difference?” the MGO asked. “I mean, there are only so many ways to do that.” Good question. Jeff and I routinely tell MGOs that there is no limit to how many times they should tell a donor he is making a difference. You could do it...