by Jeff Schreifels | Aug 2, 2023 | Communication, Donor meetings, Meaningful Connections | Major Gift Officers, Meaningful Connections, Metrics
To be blunt, the metrics used to evaluate many major gift programs these days don’t make much sense to Richard and me. Especially the metrics around how many face-to-face meetings or phone calls you need to make every month with the donors in your portfolio. We find...
by Richard Perry and Jeff Schreifels | Dec 9, 2022 | Letters, Stand out, Thanking, Year-end | Communication, Donor-Centered, Meaningful Connections, Thanking
I know you’re in the midst of meeting and soliciting donors, figuring out stock transfers, sending out last minute proposals, and finishing up plans for next year – but in all the craziness of this time of year, take at least one full day between now and the end of...