by Richard Perry and Jeff Schreifels | Dec 22, 2017 | Year-end Giving | Asking, Fundraising
Your last mail solicitation may be out the door, but there are still things you can do now before the end of the year to reach your fundraising goals.
by Richard Perry and Jeff Schreifels | Dec 8, 2014 | Bull Market, Capital Gains, IRA, Stocks, Tax Planning, Year-end Giving | Giving, Major Gifts, Uncategorized
When the market goes up, MGOs need to move into action to remind donors that year-end gifts can help with the tax implications of capital gains.
by Richard Perry and Jeff Schreifels | Nov 3, 2014 | Confidence, Solicitation, Year-end Giving | Major Gifts, Moves Management, Uncategorized
The MGO could not believe that his high-capacity donor would actually say it, but he had. They were just finishing up a round of golf, and the donor turned to the MGO and said: “Bill (not his real name), I would really like to do something significant at year-end. Why...
by Richard Perry and Jeff Schreifels | Sep 15, 2014 | Donors, Stock Gifts, Year-end Giving | Development Directors, Major Gift Officers, Major Gifts, Uncategorized
It’s September, and it’s almost Christmas. I know this statement can be irritating; if you’re like me, you are annoyed by the Christmas promotions that are happening earlier every year. But here is one area you need to be thinking about and planning for right now as...