by Richard Perry and Jeff Schreifels | Mar 4, 2016 | Admin support, Back Office, Data Processing, Donor Care, Offer Development, Receipting, Research, support, Systems | Hiring, Impact, Major Gifts, Management, Non-Profits, Overworked, Teamwork, Uncategorized
One of our blog readers recently commented that many speakers, consultants and category experts write and speak a great deal about the “donor-facing” side of major gifts, but hardly anyone talks about the back end. Good point. Without a fully functional and...
by Richard Perry and Jeff Schreifels | Nov 13, 2015 | Collateral Materials, Research, Simplicity | Development Directors, Major Gift Officers, Major Gifts, Philanthropy, Relationships, Uncategorized
Probably one of the greatest excuses I hear from major gift officers on why they haven’t set up meetings to visit donors is this: “Well, I don’t have a nice brochure or case statement to show them.” Or this one: “I haven’t done enough research on the donor yet. I...
by Richard Perry and Jeff Schreifels | Jun 12, 2015 | Customer Service, Google, Research, Wealth Indicators, Zillow | Donor Visits, Donor-Centered, Moves Management, Relationships, Uncategorized
Summer is the perfect time to do things you’ve neglected to do all year. One of those things is to do more research on your donors. By now, you should have your A-level donors down, but those B and C level donors* need more attention. Sometimes we stress those A-level...
by Richard Perry and Jeff Schreifels | Aug 20, 2014 | Large gifts, Research, Trust | Major Gift Officers, Major Gifts, Philanthropy, Uncategorized
I have to tell you I’m tired of it. I’m tired of hearing from MGOs that they don’t have donors on their caseloads that give high five, six and seven figure gifts. If you are an MGO and you have at least 75 to 100 donors on your caseload (remember 150 is a full...
by Richard Perry and Jeff Schreifels | Oct 9, 2013 | Asking, Fundraising, leadership, Research | Donor-Centered, Major Gifts, Philanthropy, Uncategorized
Ahhh… England. Land of double-decker buses, Big Ben, passionate “football” fans, afternoon tea… and some bad fundraising advice. Recently, our Veritus Group U.K director, Stephen Butler, sent me an article from Civil Society, written by a fundraising consultant,...