by Richard Perry and Jeff Schreifels | Nov 20, 2019 | Planning, Trust | Management, Marketing Plans, Strategic Plans
Managing a major gift officer is not easy. On the one hand, your job is to allow the MGO the freedom to build relationships with their portfolio. On the other hand, you need to make sure they’re actually soliciting donors to help you make your organization’s budget...
by Richard Perry and Jeff Schreifels | Apr 3, 2019 | Giving Tuesday, Marketing, Strategy | Communication, Events, Marketing Plans
“Don’t forget that this coming Friday is X Day!” Just substitute the generic day where I have the X. Cancer Day. Humane Treatment of Animals Day. Etc. That’s the email I received one morning last week. The author and/or strategist behind the email copy must have...
by Richard Perry and Jeff Schreifels | Mar 4, 2019 | DIP, Program packaging | Donor Offers, Impact, Marketing Plans
Third in a Series: 6 Questions Your Major Gift Plan Must Answer You’ve decided to start a company. But you can’t figure out the product or service side of things. Would you still go ahead and start it? No, you wouldn’t. No product – no sales – no company. Simple. It’s...
by Richard Perry and Jeff Schreifels | Dec 28, 2018 | Giving Societies, Membership Programs | Cultivation, Fundraising, Marketing Plans
Giving societies and membership programs suppress giving from major donors. Here’s how it works. You create a giving society or membership program. The “entrance fee” is a number like $5,000 or $10,000 (or even higher). You put a great name on it and list the benefits...
by Richard Perry and Jeff Schreifels | Nov 8, 2017 | December, Philanthropy, Seasonal, Year-end Fundraising | Fundraising, Marketing Plans, Moves Management, Planning
It’s early November already! Hard to believe, isn’t it? I know you are in the thick of it, which is why now is the time to make sure you have your December strategy ready to go. All across the country, Veritus client managers are preparing their major gift fundraisers...
by Richard Perry and Jeff Schreifels | Nov 6, 2017 | Giving Societies, Membership Programs | Cultivation, Fundraising, Marketing Plans
Giving societies and membership programs suppress giving from major donors. Here’s how it works. You create a giving society or membership program. The “entrance fee” is a number like $5,000 or $10,000 (or even higher). You put a great name on it and list the benefits...