by Richard Perry and Jeff Schreifels | Mar 2, 2015 | Game-Changing Strategy, Investment, Mega Donors | Data, Fundraising, Leadership, Major Gifts, Uncategorized
If there were ever a time either to start or to reinvest in a major gift program, that time is now. A recent report by U.S. Trust and The Lilly School of Philanthropy at Indiana University on High Net Worth Philanthropy tell us that EVERY non-profit should be focusing...
by Richard Perry and Jeff Schreifels | Dec 24, 2014 | Facts, Management, Qualification process | Data, Major Gifts, Qualifying, Uncategorized
In this series of seven posts, you will learn the indispensable categories of work that we at Veritus believe are required for any major gift program to be successful. (You can read all of these together in our free White Paper.) In my last entry, I talked about the...
by Richard Perry and Jeff Schreifels | Jul 11, 2014 | Accountability, Donor Software, Donors, Stewardship | Data, Discipline, Major Gifts, Moves Management, Uncategorized
You would think that it would be difficult to “lose” a donor who gave a significant gift. But in the last two weeks I have received stories of a $73,000 donor disappearing, a $100,000 donor gone missing and a lost check from a $25,000 donor. Seriously. How does this...
by Richard Perry and Jeff Schreifels | Dec 26, 2013 | Accountability, Caseload Value, Management | Data, Development Directors, Marketing Plans, Uncategorized
Well, here we are, just days away from a new year. Richard and I hope this was a fantastic year for you. If it was, you have so much to build from, and if it was not so great, the good news is that you get to start over again and make next year a success! For the...
by Richard Perry and Jeff Schreifels | Mar 25, 2013 | Accountability, Management, Non-Profits, Strategic Plans | Data, Major Gift Officers, Major Gifts, Uncategorized
Well, here we are. It’s Spring and the last week of March already, although for most of the country it still feels like the dead of winter. It seems like just last week I wrote a bunch of New Year’s resolutions to challenge us to boldly move forward in 2013. I think...
by Richard Perry and Jeff Schreifels | Mar 18, 2013 | Caseload Value, Donors, Giving Goals, Results | Data, Donor-Centered, Major Gift Officers, Major Gifts, Uncategorized
Over the course of this series on the economics of major gift fundraising I have covered most everything you conceptually need to know about what is important as relates the economics of your caseload. We’ve talked about old money and new money, about who gets credit...