by Richard Perry and Jeff Schreifels | Oct 21, 2019 | Perseverance, Process, Success | Caseloads, Qualifying
A Four-Part Series on Donor Qualification Stages of Implementation Stage 4: Breakthrough and Success One thing Jeff and I and our team of front-line colleagues know for sure: the donor qualification strategy and system works. If you stick with it, it will deliver a...
by Richard Perry and Jeff Schreifels | Jul 26, 2019 | major gifts | Caseloads, Major Donors, Transformational Gift
Part 4 of a 5-part series: The Mid-Year Major Gift Check Up List There are two donors in your current caseload who can give your organization a six or seven figure gift! “What?! In my caseload?” Yep. How do I know this? Because I have not, in all my career, ever seen...
by Richard Perry and Jeff Schreifels | Jul 19, 2019 | Attrition, Goals, Retention | Caseloads, Evaluation, Stewardship
Part 1 of a 5-part series: The Mid-Year Major Gift Check Up List We’re approaching the middle of the calendar year, and now is a good time to check in on how you’re doing with the donors on your caseload. Why the middle of the calendar year? Because you’re a mere six...
by Richard Perry and Jeff Schreifels | Jul 8, 2019 | Analysis, Summer planning | Caseloads, Donor-Centered
Third in a series: Six Things You Can Do This Summer to Help You Win in the 4th Quarter! In my first post of this series I wrote, in part, about putting together a little “half-year” report on your caseload for your manager to let him or her know that you are on top...
by Richard Perry and Jeff Schreifels | Jul 1, 2019 | Budgets, expectations, Forecasting | Caseloads, Economics, Transformational Gift
Where’s the money? Jeff and I, and our front-line managers, are constantly asked that question. “When are we going to see those large returns from the investment we’re making in major gifts?” Our answer, depending on the circumstances, is in two to three, maybe four...
by Richard Perry and Jeff Schreifels | May 24, 2019 | New donors, Phone calls | Caseloads, Communication, Donor Visits
We often get calls from MGOs asking how they should approach their first donor contact – that phone call or meeting where you are finally talking to the donor live. We have written a lot about this topic but Diana Frazier, our Senior Client Experience Leader, has put...