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 | Oct 30, 2017 | Relationships, Strategy, Wealth Indicators | Management, Metrics, Moves Management
We have been saying it all along, and now others are saying it: things are not right in the development function of many non-profits. In a recent article in Education Dive, Autumn Arnett writes: “…a recent survey of university gift officers, conducted by Ruffalo Noel...
by Richard Perry and Jeff Schreifels | Apr 4, 2016 | Donor Motivations, Wealth Indicators | Caseloads, Donor Attrition, Donor Retention, Moves Management, Qualifying, Uncategorized
In just the last day I have received four unwelcome offers: Attention: we are buying and selling laptops Try us for a month. No contracts. Great leads Discover our April edition… 300,000 businesses reveal their top reasons for using our service. You must experience...
by Richard Perry and Jeff Schreifels | Jun 12, 2015 | Customer Service, Google, Research, Wealth Indicators, Zillow | Donor Visits, Donor-Centered, Moves Management, Relationships, Uncategorized
Summer is the perfect time to do things you’ve neglected to do all year. One of those things is to do more research on your donors. By now, you should have your A-level donors down, but those B and C level donors* need more attention. Sometimes we stress those A-level...