by Richard Perry and Jeff Schreifels | Mar 8, 2017 | Cultivation, Giving Frequency, Stewardship | Prospecting, Strategic Plans, Uncategorized
There are two words in fundraising that cause my stomach to tighten every time I hear them: prospect and annual (as in annual fund). These two words live together in the minds, discourse, and language of thousands of fundraisers. I don’t know how their use got...
by Richard Perry and Jeff Schreifels | Feb 27, 2017 | CEO, Cultivation, leadership, Multi-year Pledge, Stewardship | Donor-Centered, Relationships
You have them in your portfolio right now: donors who have made a multi-year pledge. Some may have committed to a gift over 3 years, and others 5 years. Some have given to either a long-term project or a capital campaign. Are you doing all you can to get the donor to...
by Richard Perry and Jeff Schreifels | Jan 13, 2017 | Cultivation, listening, Proof of Performance, Stewardship, Strategy | Communication, Donor Visits, Donor-Centered, Relationships, Uncategorized
Fifth in the series: Six Traits of Healthy Donor Relationships I could go on forever with lists on how to communicate effectively. But it all boils down, in my opinion, to two big points: You listen well and capture the meaning AND intent of your donors. You give them...
by Richard Perry and Jeff Schreifels | Nov 14, 2016 | Cultivation, High Net Worth, Stewardship | Donor-Centered, Impact, Moves Management, Strategic Plans, Uncategorized
How to Effectively Manage Your Portfolio, Part 2 Have you been treating all of your donors the same? Before I start working with an MGO to help her put a structure to her caseload, I always ask her to tell me how she currently works with her portfolio, and to tell me...