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How to Approach Donor Stewardship in Planned Giving: New Podcast Episode

How to Approach Donor Stewardship in Planned Giving: New Podcast Episode

by Richard Perry and Jeff Schreifels | Jun 3, 2022 | Legacy Society, Planned Gift, Planned Giving, Reporting Back, Stewardship | Donor-Centered, Planned giving, Reporting Back, Stewardship

On this podcast episode, Jeff, Richard, and Bob have a conversation about best practices for donor stewardship in planned giving.

You’re Bleeding Donors and Dollars!

You’re Bleeding Donors and Dollars!

by Richard Perry and Jeff Schreifels | Mar 2, 2022 | cultivating donors, Stewardship, Value Retention | Donor Attrition, Donor Retention, Value Attrition

Value retention is bad across the non-profit sector but it’s particularly low in the healthcare sector. Here’s what you can do instead.

Prepare for Impact (Reporting)!

Prepare for Impact (Reporting)!

by Richard Perry and Jeff Schreifels | Dec 10, 2021 | Impact Reporting, Stewardship, Year-end Giving | Impact, Reporting Back

Are you finding your team doesn’t have time for impact reporting? Learn what to do.

Have You Lost Your Imagination and Passion for Your Work?

Have You Lost Your Imagination and Passion for Your Work?

by Richard Perry and Jeff Schreifels | Sep 15, 2021 | Donor strategy, Passion, Stewardship | Fundraising, Self-care

Before the busy fall fundraising season begins, check in to see if you need to reignite your passion for your work.

Giving the Wrong Gift to a Donor

Giving the Wrong Gift to a Donor

by Richard Perry and Jeff Schreifels | Aug 19, 2020 | Cultivation, Stewardship | Donor Offers, Donor-Centered, Passions and Interests

Are you taking the time to offer donors something they’re actually interested in?

How to Create a Dynamic Strategy for Every Single Donor: A Step-by-Step Process

How to Create a Dynamic Strategy for Every Single Donor: A Step-by-Step Process

by Richard Perry and Jeff Schreifels | Aug 10, 2020 | Accountability, Stewardship, Strategy | Discipline, Moves Management, Strategic Plans

Here’s a step-by-step process on how to put together a strategic plan for each donor. Once MGOs find it’s possible, they use it to stay on task and become successful.

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