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It’s Time to Change Your View of Volunteers

It’s Time to Change Your View of Volunteers

by Richard Perry | Jun 24, 2024 | Communications, Fundraising, Marketing, Volunteers | Communication, Fundraising, Marketing Plans, Non-Profits, Relationships, Volunteering

The subject of volunteers in the non-profit fundraising, marketing, and communication sector has been an interesting and troubling journey over my last 45+ years of doing this work. Interesting in that there has been a huge volume of volunteer talent that has been...
Four Ways to Use Video Touch Points With Your Major Donors

Four Ways to Use Video Touch Points With Your Major Donors

by Richard Perry and Jeff Schreifels | Jun 6, 2022 | Donor Communication, touch points, Video | Communication, Marketing Plans, Touch Points

Video is, without a doubt, the way of the future. And, with video taking such a prominent role during the COVID-19 pandemic, donors are now expecting it and are more open to connecting in this way. Over the last few years, we’ve heard some incredible stories about how...
Five Things You Must Do in Caseload Management at the Beginning of This Year

Five Things You Must Do in Caseload Management at the Beginning of This Year

by Richard Perry and Jeff Schreifels | Feb 9, 2022 | Caseload Planning, New Year, Refreshing your caseload | Caseloads, Major Gifts, Marketing Plans

Don’t let one more minute of this new year go by before you cross off the following five things in your major gifts caseload management: Review your caseload and make donor additions and deletions. Look at each donor on your caseload and review how they did in 2021....
The Marketing Communications Dilemma

The Marketing Communications Dilemma

by Richard Perry and Jeff Schreifels | Apr 26, 2021 | materials, Public Relations, publicity | Communication, Management, Marketing Plans

Every non-profit, no matter its size, either has a marketing and communications department (MarCom) or a marketing-communications function. And it’s built on the idea that something more is needed to communicate with the public than what comes out of the fundraising...
Get Ready Now for Year End – Everyone Else Is

Get Ready Now for Year End – Everyone Else Is

by Richard Perry and Jeff Schreifels | Sep 18, 2020 | Marketing, retail, Year-end | Marketing Plans, Planning

It’s always good to watch what retailers are doing when you’re making your own plans for caseload management and communication. That’s why this information caught my attention when Lisa Robertson (our Client Experience Leader) sent this to me. It’s an article entitled...
Make Sure You Have the Facts!

Make Sure You Have the Facts!

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...
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