by Richard Perry and Jeff Schreifels | Dec 20, 2019 | Fundraising, Management, Non-Profits, Results | Data, Marketing Plans, Metrics, Qualifying
7 Keys to a Successful Major Gift Program – Key #2: Make Sure You Have the Facts! In this seven-part series, we’re talking about what makes for the ideal major gift program. So far, we’ve established that it’s important to have the proper context for major gift...
by Richard Perry and Jeff Schreifels | Jan 19, 2018 | Stories, wealth info, Weath ratings | Data, Moves Management, Storytelling
“Useful data comes in the form of stories, not statistics.” This is a quote from an article in Quartz at Work, written by Taddy Hall, Senior Partner at Lippincott. And it is a very powerful statement that is important to apply in major gifts, related to the use of...
by Richard Perry and Jeff Schreifels | Oct 20, 2017 | leadership, Research, Wealth Analysis | Caseloads, Data, Management, Qualifying
Okay, so I purposely wrote the title of this post to be provocative. But I did so because Richard and I are dismayed at how many non-profit managers and leaders are misusing wealth scores on their donors. They think they can use these to bypass the hard work it takes...
by Richard Perry and Jeff Schreifels | Jan 27, 2017 | Data, MGOs, Philantrophy | Data, Major Donors
What if I told you that you could increase your major gift revenue by thousands of dollars, and all you had to do was clean up your database? Yep, this is what can happen when you take the time to “clean up” and straighten out your data issues. How do I know this? Let...
by Richard Perry and Jeff Schreifels | Nov 23, 2015 | data appends, databases, Reporting | Data, Management, Moves Management, Uncategorized
At Veritus Group we look at a lot of data. In fact, before we do anything with either mid-level or major donor programs, we have to review donor data. Donor data tells us a story about donors. It reveals strengths and weaknesses. It shows us where there is...
by Richard Perry and Jeff Schreifels | Jul 6, 2015 | Asks, Program Specifics, Reporting | Data, Donor Retention, Major Gifts, Management, Uncategorized
You know it’s true – you will be more successful if you have something specific to present to your donor. But Jeff and I hear over and over, in most every nonprofit we visit, that program specifics are hard to come by. If it’s not the program people, then it’s...