by Guest Contributor | Nov 27, 2023 | Caseload Management, Priorities, Strategic Plan, Year-end, Year-end Fundraising | Caseloads, Major Donors, Permission-Based Asking, Prioritizing, Qualifying, Strategic Plans, Structure
It’s year-end and you’ve just landed a new job – now what? How are you going to ask donors for a gift when you don’t even know them? Or maybe you’ve had a portfolio, but it’s WAY too big, so there’s no way you can reach everyone. How do you know where to focus your...
by Richard Perry and Jeff Schreifels | Dec 14, 2020 | estate planning, Planned Gifts, taxes, Year-end | Planned giving
OK, 2020 is about to close. And folks are out there scrambling on the last minute details of Christmas and “doing what needs to be done” on financial planning/charitable giving for the end of the year. We asked our Director of Planned Giving Services, Bob Shafis, to...
by Richard Perry and Jeff Schreifels | Sep 18, 2020 | Marketing, retail, Year-end | Marketing Plans, Planning
It’s always good to watch what retailers are doing when you’re making your own plans for caseload management and communication. That’s why this information caught my attention when Lisa Robertson (our Client Experience Leader) sent this to me. It’s an article entitled...
by Richard Perry and Jeff Schreifels | Sep 16, 2020 | Cultivation, Year-end | Annual Fund, Budgets, Passions and Interests
“We’re finding that donors are willing to make their gifts earlier this year to help with this crisis, but we worry about the impact on our budget and cash flow at the end of the year. Any suggestions?” That’s the question that recently came in from one of our webinar...
by Richard Perry and Jeff Schreifels | Dec 6, 2019 | Asks, Offers, Year-end | Asking, Donor Offers
It’s an amazing dynamic when you can stop and see the logic of it. I’m talking about how the lack of specificity in fundraising suppresses and diminishes giving. But so many managers and leaders miss this point. And Jeff and I don’t understand why – because it’s not...