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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...
If You Do This One Thing Right, Donors Will Respond to You

If You Do This One Thing Right, Donors Will Respond to You

by Richard Perry | Jan 3, 2024 | Cultivation, Donor Communication, Passions and Interests | Communication, Donor Visits, Passions and Interests

It’s a good question and one that’s often asked: “How do I get a donor to respond to me, even those already giving major gifts?” Well, the answer is simple and profound. I would sum it up in this truth: a donor will engage with you if what you have to talk about is...
How to Get a Donor to Respond to You

How to Get a Donor to Respond to You

by Richard Perry and Jeff Schreifels | Jan 11, 2021 | Cultivation, donor engagement | Communication, Donor Visits, Passions and Interests

It’s a good question and one that’s often asked: “How do I get a donor to respond to me, even those already giving major gifts?” Well, the answer is simple and profound. I would sum it up in this truth: a donor will engage with you if what you have to talk about is...
The Elements of a Good Contact Report

The Elements of a Good Contact Report

by Richard Perry and Jeff Schreifels | Jan 4, 2021 | administrative work, contact reporting | Communication, Donor Visits, Moves Management

We’ve been getting a number of requests to give our input on what makes up a good contact report – what you record in your database after contact with a donor. My friend and colleague Carter Wade surveyed our Client Experience Leaders and also did some research on his...
Setting Donor Revenue Goals in Light of COVID

Setting Donor Revenue Goals in Light of COVID

by Richard Perry and Jeff Schreifels | Sep 25, 2020 | Budgeting, revenue forecast | Budgets, Communication, Donor Visits

You’ve been asked to do your caseload forecast for 2021 or your next fiscal year, and the news reports aren’t looking good. There’s an uptick of COVID cases. Fall is here, and you fear the predictions of more sequestering and its effect on your caseload donors. Then...
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