by Richard Perry and Jeff Schreifels | Aug 14, 2020 | New Major Donors, Service, Welcome Series | Donor-Centered, Moves Management, Relationships
For many years I worked at a direct-response fundraising agency. I learned a ton of stuff back then that has greatly helped me with major gift fundraising. It’s amazing how the discipline of direct-response fundraising has inspired our thinking and strategies for...
by Richard Perry and Jeff Schreifels | Jun 24, 2020 | Advisors, Consultants, Planned Gifts, Service | Planned giving
Seventh in a series: The Seven Deadly Sins of Planned Giving I just love talking to our Director of Planned Giving Services Robert Shafis about this sin of planned giving. He gets really animated. He says: “Look, if the staff is spending more than 10% of their time...
by Richard Perry and Jeff Schreifels | Jun 22, 2020 | Plan for every donor, Planned Giving Associate, Service | Planned giving, Stewardship
Sixth in a series: The Seven Deadly Sins of Planned Giving When I first sat down with Bob Shafis (our Director of Planned Giving Services), I asked him what was one of the biggest problems in planned giving that no one talks about. He said, “That’s easy, non-profits...
by Richard Perry and Jeff Schreifels | May 31, 2023 | Culture of Philanthropy, Customer Service, Donor Experience, Donor Service, Donor-Centered, Service, Stewardship | Culture of Philanthropy, Customer Service, Donor-Centered, Relationships, Stewardship
Most non-profits are not focused on serving their donors. It’s a shame, because if they did provide their donors with excellent service, the actual investment compared to the eventual return would be overwhelming. But it takes a lot of upfront investment before your...
by Richard Perry and Jeff Schreifels | Dec 2, 2019 | Donor Service, Service, Tommy Bahama | Donor-Centered, Leadership
Most non-profits do a terrible job of serving their donors. It’s a shame, because if they did provide their donors with great care, the actual investment compared to the eventual return would be overwhelming. Richard and I see this over and over again from the...