by Richard Perry and Jeff Schreifels | Jun 2, 2014 | Case Statements, Money, Offers, Results, Stewardship | Donor-Centered, Fundraising, Major Gifts, Uncategorized
It was the late 1980’s. I was a guest in the home of a Fortune 500 executive in Vail, Colorado. It was a cavernous house where, on several occasions, I got lost trying to navigate my way back to the guest quarters. I had been invited to this couple’s house to...
by Richard Perry and Jeff Schreifels | Feb 12, 2014 | Donors, Fundraising, Managing, Overhead, Results, Stewardship | Major Gift Officers, Major Gifts, Non-Profits, Uncategorized
It used to be that all the average charity would have to do was simply ask and the donor would simply give, no questions asked, whether they be in the donor’s mind or in actuality. All of that has changed, but this change has not dawned on many non-profits or major...
by Richard Perry and Jeff Schreifels | Dec 20, 2013 | Donors, Fundraising, gratitude, Qualifying Donors, Results, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Philanthropy, Uncategorized
It was a new relationship – an MGO meeting our Veritus team and approach for the first time. When we first met there was a great deal of emotion and suspicion present in the room. There were a lot of questions. What were we up to? What was our motive? What are we...
by Richard Perry and Jeff Schreifels | Dec 13, 2013 | Caseload Value, Donors, Fundraising, Results, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Non-Profits, Philanthropy, Uncategorized
According to the Atlas of Giving in an article published December 8th in the Wall Street Journal, giving is up 12% over last year. There are two reasons for this. To begin with, the stock market is booming and, secondly, income taxes are higher. “People are starting...
by Richard Perry and Jeff Schreifels | Nov 22, 2013 | Development Directors, Donors, Fundraising, Results, Stewardship | Major Gift Officers, Major Gifts, Uncategorized
All of us in major gifts know that there are different stages in the major gift process. Many brilliant major gift people have written about it. Words like identification, cultivation, solicitation and stewardship come to mind as descriptors of some major stages or...
by Richard Perry and Jeff Schreifels | Nov 15, 2013 | Director of Major Gifts, Donors, Fundraising, Results, Stewardship | Major Gift Officers, Major Gifts, Philanthropy
One of my greatest strengths is my ability to get right to the point. It is also one of my greatest weaknesses. Getting to the point saves time and clarifies the path quickly, and that is why I like it. I can usually get to the point of any conversation or...