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From the Front Lines: What Do You Do With an “In Memory Of” Major Gift?

From the Front Lines: What Do You Do With an “In Memory Of” Major Gift?

by Jeff Schreifels | Jul 12, 2024 | Giving, Giving Drivers, Passions and Interests | Communication, Cultivation, Major Gifts, Qualifying

Frontline fundraisers often ask our Client Experience Leaders for advice on donor relations. Here’s a recent example of a question we received: “Someone sends your organization a gift of $5,000 and attaches a note saying, “‘Please accept this gift in...
A Major Donor’s Perspective on What Makes a Great First Meeting

A Major Donor’s Perspective on What Makes a Great First Meeting

by Jeff Schreifels | Jul 10, 2023 | Donors, Fundraisers, Zoom | Communication, Cultivation, Donor Visits

In the 30+ years I’ve been in fundraising, I’ve always either been the one who is meeting with a donor or who has been working with a fundraiser to give them counsel and strategy to build relationships with a donor. But a few years back, I got to experience this from...
My First Meeting with an MGO as a Donor

My First Meeting with an MGO as a Donor

by Richard Perry and Jeff Schreifels | Mar 15, 2021 | Donors, Fundraisers, Zoom | Communication, Cultivation, Donor Visits

In the 30+ years I’ve been in fundraising, I’ve always been the one either who is meeting with a donor or who has been working with a fundraiser to give them counsel and strategy to build relationships with a donor. But recently, I had the opportunity to meet with a...
Principles of Connecting with Donors on Social Media

Principles of Connecting with Donors on Social Media

by Richard Perry and Jeff Schreifels | Mar 5, 2021 | preferences, social media | Communication, Cultivation

Recently, I shared a post entitled “Should You Be Your Donor’s Facebook Friend” where I addressed the dangers of connecting personally with a donor on social media. I wanted to follow up on that blog and tackle a related question: Are there ways to connect...
Don’t Re-engage Past Donors

Don’t Re-engage Past Donors

by Richard Perry and Jeff Schreifels | Feb 26, 2021 | acquisition, Attrition, lapsed donors, re-engagement | Cultivation, Stewardship

“I’m trying to re-engage donors who gave 5-10 years ago but haven’t given since. What should I do?” Ignore them. They’re gone. That’s how we would answer the question. We would give the same answer if the question were “I’m trying to re-engage donors who gave 2-3...
Should You Be Your Donor’s Facebook Friend?

Should You Be Your Donor’s Facebook Friend?

by Richard Perry and Jeff Schreifels | Feb 24, 2021 | donor friendship, social media | Communication, Cultivation

Should you be your donor’s Facebook friend? It’s a question we’re often asked. In fact, it’s really the broader question of how friendly should a MGO or PGO be with their caseload donors? The short answer is that they should be professionally friendly, but that...
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