by Richard Perry and Jeff Schreifels | Oct 20, 2017 | leadership, Research, Wealth Analysis | Caseloads, Data, Management, Qualifying
Okay, so I purposely wrote the title of this post to be provocative. But I did so because Richard and I are dismayed at how many non-profit managers and leaders are misusing wealth scores on their donors. They think they can use these to bypass the hard work it takes...
by Richard Perry and Jeff Schreifels | Mar 27, 2017 | Research, Transformational Gifts | Major Gifts, Strategic Plans, Upgrading
You have a donor who has given $10,000 every year for the past 5 years. What do you do to upgrade a donor to the next tier? This question is probably one of the most-asked questions Richard and I get from clients and readers. People are throwing up their hands and...
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...
by Richard Perry and Jeff Schreifels | Jun 20, 2016 | Persistence, Philanthropy, Relationship Building, Research | Discipline, Donor-Centered, Major Gift Officers, Moves Management, Relationships, Uncategorized
In my last post, I wrote about the importance of taking your time to build relationships with donors. Major gift fundraising is a “long game.” This is not direct-response fundraising, where you send out an appeal and within the first 10 days of response, you how well...
by Richard Perry and Jeff Schreifels | May 23, 2016 | Mega Donors, Perseverance, Research | Goal-setting, Major Gifts, Relationships, Stewardship, Strategic Plans, Uncategorized
It’s gnawing at you. You know that there are a few donors on your caseload that, given the right relationship and an amazing offer, would have the ability to give a six- or seven-figure gift to your organization. However, you may be ignoring them a bit because you are...