by Richard Perry and Jeff Schreifels | Feb 5, 2014 | Caseload Value, Managing, Qualifying Donors, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
“Review and clean up my caseload?” the Major Gift Officer asked. “Why do I need to do that?” And I explained, again, why every MGO needs to have a caseload of donors who, a) want to have a relationship with the organization and the MGO and, b) are active in supporting...
by Richard Perry and Jeff Schreifels | Jan 15, 2014 | Development Directors, Director of Major Gifts, Donors, Fundraising, Stewardship | Major Gifts, Non-Profits, Philanthropy, Uncategorized
I have a friend who likes to jokingly say to me, “Richard, do you believe what you believe?” And I laugh and respond that I do. But then, as I ponder it a bit more, I wonder if I really do believe everything I believe. I think I believe some things, but when placed...
by Richard Perry and Jeff Schreifels | Jan 13, 2014 | Donors, Stewardship, tor of Major Gifts | Development Directors, Major Gifts, Philanthropy, Uncategorized
Last week I wrote a post on listening to donors. Please read it if you haven’t already. We’ve had a number of responses, which motivated me to write a little more on the subject. Dana wrote and said: “This article articulates a concern of many of us in this field –...
by Richard Perry and Jeff Schreifels | Jan 8, 2014 | Development Directors, Donors, Fundraising, gratitude, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Non-Profits, Philanthropy, Uncategorized
“Listen to me, please!” That’s what millions of donors will be saying this year. I was reminded of this important topic when I had a chance meeting last week with the wife of a friend. She proceeded to launch into a five-minute tirade on how she and her husband have...
by Richard Perry and Jeff Schreifels | Dec 23, 2013 | Director of Major Gifts, Donors, Stewardship | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
Don’t think the year is over, because it isn’t. Jeff and I have one last piece of advice before the year ends in just a few days. And that advice has two very simple points: Take time right now – not later – right now – to go through your caseload and see which...