by Richard Perry and Jeff Schreifels | Aug 19, 2020 | Cultivation, Stewardship | Donor Offers, Donor-Centered, Passions and Interests
I’ve experienced it many times. So have you. A well-meaning person in our lives comes to us with a lot of energy and excitement about the wonderful thing they’ve acquired for us. They hand it to us – it might be wrapped or in a bag – and they wait, excitedly, to see...
by Richard Perry and Jeff Schreifels | Aug 10, 2020 | Accountability, Stewardship, Strategy | Discipline, Moves Management, Strategic Plans
The look on her face said it all. “You want me to create a strategy for every single one of the donors on my caseload? Are you kidding me?” This is usually the reaction our team at Veritus Group gets when we tell MGOs that this will be one of the first things they...
by Richard Perry and Jeff Schreifels | Dec 27, 2019 | Management, Stewardship | Fundraising, Philanthropy, Planned giving
7 Keys of Major Gifts – Key #5: Turning Planned Giving into Strategic Giving With trillions of dollars transferring from one generation to another in the next few decades, planned gift options are an essential part of an ideal comprehensive major gift program. If you...
by Richard Perry and Jeff Schreifels | Dec 9, 2019 | Giving, Receipting, Stewardship, Thanking | Donor Attrition, Donor Retention, Fundraising
It’s easy to blame the 2017 Tax Cuts and Jobs Act for the decline in your organization’s revenue. After all, Trump’s overhaul of the tax system has reduced the itemized charitable contributions so far this tax season by $54 billion! (See this July 11th MarketWatch...
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...