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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...
Donors Love to Achieve Impact (Don’t Waste Their Money!)

Donors Love to Achieve Impact (Don’t Waste Their Money!)

by Richard Perry and Jeff Schreifels | Nov 20, 2020 | Donor Retention | Impact, Moves Management, Thanking

Fifth in a Series: Things Major Donors Love (or Hate) I’ve always been a student of cause and effect and asking “so what?” Some of my friends say it’s irritating. Examples… Someone is describing a process – all the elements and sequencing, the cool attributes of this...
Major Donors Love being Thanked and Appreciated

Major Donors Love being Thanked and Appreciated

by Richard Perry and Jeff Schreifels | Nov 18, 2020 | Receipting, Retention, Thanking | Impact, Moves Management, Reporting Back

Fourth in a Series: Things Major Donors Love (or Hate) You’ve had the experience: you do something for someone and nothing comes back. Silence. Crickets. I had an experience like this. I honestly didn’t set out to GET something back for taking an action that should...
Respecting Donors’ Space and Time (Don’t Bother Them)

Respecting Donors’ Space and Time (Don’t Bother Them)

by Richard Perry and Jeff Schreifels | Nov 16, 2020 | appointments, Influence, Strategy | Communication, Fundraising, Moves Management

Third in a Series: Things Major Donors Love (or Hate) I had given a decent gift to the organization – not a large one – but enough to qualify for major donor status. I was immediately assigned to a major gift officer. Because I was an involved supporter of this...
Major Donors Love When You Tell It Straight (not Manipulate)

Major Donors Love When You Tell It Straight (not Manipulate)

by Richard Perry and Jeff Schreifels | Nov 13, 2020 | Fundraising copy, Influence, Strategy | Communication, Major Donors, Moves Management

Second in a Series: Things Major Donors Love (or Hate) It hadn’t gone well. The project Bill and Samantha had signed up for was just a tiny shred of what the MGO had sold them – and now they had questions. Tough questions. But the MGO wouldn’t answer them because he...
Major Donors Love Transparency

Major Donors Love Transparency

by Richard Perry and Jeff Schreifels | Nov 11, 2020 | Fundraising copy, Strategy, Telling the truth | Communication, Moves Management

First in a Series: Things Major Donors Love (or Hate) I’ve been observing and relating to donors for over 40 years. And they’ve told me a lot of things. There are some things they love and hate in their relationships with the causes they support. I’ve made a list and...
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