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Use the Power of University Research and Data Departments Wisely

Use the Power of University Research and Data Departments Wisely

by Richard Perry and Jeff Schreifels | Jul 15, 2020 | Portfolios, Research | Data, Higher Education, Management, Qualifying

Research and data are important to fundraising, but universities shouldn’t put them in charge of determining a final caseload.

Goal Setting: How to Do It!

Goal Setting: How to Do It!

by Richard Perry and Jeff Schreifels | Oct 23, 2019 | Goals, Research | Management, Planning

Major gift officers don’t have to fear goals. Goals are there to help you focus and to keep you accountable.

The Reluctant Major Donor

The Reluctant Major Donor

by Richard Perry and Jeff Schreifels | Sep 25, 2019 | preferences, Research, Trust | Communication, Donor-Centered, Qualifying

It can be frustrating when donors tell you they don’t want to talk or meet with you, but you know they’re still interested.

Summertime Lesson #2: Figure Out Who Your Donors Are

Summertime Lesson #2: Figure Out Who Your Donors Are

by Richard Perry and Jeff Schreifels | Jul 5, 2019 | Research, Summer planning | Database, Donor-Centered

Figure out who your donors are and what makes them tick. Only through personal contact and solid research are you going to learn this.

Evaluating Giving Potential without Wealth Data Info

Evaluating Giving Potential without Wealth Data Info

by Richard Perry and Jeff Schreifels | Sep 14, 2018 | Potential, Research | Cultivation, Moves Management, Qualifying

If you don’t have access to a wealth-screening program, there’s still a lot you can do to find the giving potential of your donors.

Don’t Believe Any Wealth Indicator Scores

Don’t Believe Any Wealth Indicator Scores

by Richard Perry and Jeff Schreifels | Oct 20, 2017 | leadership, Research, Wealth Analysis | Caseloads, Data, Management, Qualifying

We are dismayed at how many non-profit leaders are misusing donor wealth scores. Wealth indicator research results are only one (good) tool among many.

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