by Richard Perry and Jeff Schreifels | Apr 26, 2023 | Fundraising, Major Gift Fundraising, Nonprofit management, Revenue, Strategic Plan | Major Donors, Major Gifts, Performance, Strategic Plans, The Veritus Way
I just finished reading several blogs and reflections from AFP-ICON, which just wrapped up in New Orleans, and it sounds like people are extremely nervous! Why? Because a recent report by the Fundraising Effectiveness Project shows that for the first time since 2013,...
by Richard Perry and Jeff Schreifels | Apr 14, 2023 | Caseload Management, Donor Capacity, Major Gift Portfolios, Strategic Plan, Wealth Data, Wealth Indicators | Caseloads, Fundraising, Giving, High Givers, Strategic Plans, Structure
I can’t believe I’m still writing about this, but in talking to many MGOs recently, we’re still returning to this issue: using donor capacity rankings (or wealth ratings) as the first criteria when building a major gifts portfolio. Just recently I heard of a large...
by Richard Perry and Jeff Schreifels | Mar 31, 2023 | Accountability, Keys to Success, Management, Non-Profit Leadership, Strategic Plan, Work Your Plan | Accountability, Executive Directors, Fundraising, Leadership, Non-Profits
In my last post, I urged frontline fundraisers to not worry about the outside forces they can’t control, and to focus on executing their fundraising plan for each donor in their portfolio… the one thing they do have control over. Now, I want to specifically address...
by Richard Perry and Jeff Schreifels | Mar 29, 2023 | Major Gift Officers, Plan for every donor, Strategic Plan, Work Your Plan | Focus, Major Gift Officers, Planning, Professional Development, Strategic Plans
With all the economic uncertainty swirling around and non-profit leaders and managers wringing their hands in worry about revenue, I want to assure you that there is one thing you need to be focusing on right now… WORKING YOUR PLAN! If you think about it, the only...
by Richard Perry and Jeff Schreifels | Feb 28, 2020 | Donor-Centered, Strategic Plan | Communication, Cultivation, Qualifying
Fifth in a Six-Part Series: What Should I Do If…? “How can I get a donor to talk to me?” said thousands of major gift officers. This is one of the most-asked questions we get at Veritus. We’ve written extensively on this subject. But it’s always worth writing and...