by Richard Perry and Jeff Schreifels | Dec 8, 2014 | Bull Market, Capital Gains, IRA, Stocks, Tax Planning, Year-end Giving | Giving, Major Gifts, Uncategorized
When the market goes up, especially at the end of a calendar/tax year, MGOs need to move into action – reminding their donors that now is the time to make some decisions that affect the tax implications of their market gains. There is little doubt that many donors who...
by Richard Perry and Jeff Schreifels | Sep 17, 2014 | Culture of Philanthropy, Joy, Passion | Giving, Leadership, Philanthropy, Uncategorized
Richard and I travel around the country constantly, talking to executives and front-line folks working in non-profits and major gift programs. We have become absolutely convinced that, unless non-profits radically change their approach with donors and adopt a true...
by Richard Perry and Jeff Schreifels | Jan 20, 2014 | Donors, Fundraising, leadership, Managing | Development Directors, Giving, Major Gifts, Philanthropy, Uncategorized
In my recent post on listening to donors I told you about the non-profit CEO who sought advice from her board members and business advisors on a critical organizational decision she needed to make, got the advice, then promptly ignored it and did what she wanted. This...
by Richard Perry and Jeff Schreifels | Sep 16, 2013 | Giving, Philanthropy, Vision | Donor-Centered, Giving, Major Gifts
Major Gift Officers and non-profit leaders around the country, at this very moment, are trying to figure out how to get one of their donors to say “YES” to a project or program that needs funding that will, in some way, change the world. Richard and I, along with our...