by Richard Perry and Jeff Schreifels | Jul 15, 2020 | Portfolios, Research | Data, Higher Education, Management, Qualifying
Fourth in a 5-Part Series: Great Opportunities at Universities About a year ago, I was conducting an intense one-day training for a large university on the west coast for all their MGOs and development staff. The first part of our training was centered on our...
by Richard Perry and Jeff Schreifels | Oct 23, 2019 | Goals, Research | Goal-setting, Management, Planning
If you’ve been a reader of this blog for a bit, you know that we’re constantly telling you – as part of The Veritus Way of major gifts – that you need to set individual revenue goals for every one of the donors in your portfolio. We don’t set goals because we want to...
by Richard Perry and Jeff Schreifels | Sep 25, 2019 | preferences, Research, Trust | Communication, Donor-Centered, Qualifying
You have one or two of them, right now, in your portfolio. It’s a major donor who just doesn’t want to communicate in person or on the phone with you. It’s frustrating for you, because they’re giving significantly to your organization, and you feel you could do so...
by Richard Perry and Jeff Schreifels | Jul 5, 2019 | Research, Summer planning | Database, Donor-Centered
Second in a series: Six Things You Can Do This Summer to Help You Win in the 4th Quarter! I know summer can be kind of frustrating for major gift officers because many of your donors are on vacation, or the program people are away and not doing a whole lot, so it can...
by Richard Perry and Jeff Schreifels | Sep 14, 2018 | Potential, Research | Cultivation, Moves Management, Qualifying
“What’s the most effective and efficient way to evaluate our donor database for giving potential if we don’t have wealth screening software?” That was the question posed to Jeff and me recently when we did a live Q & A with blog readers and Major Gift...