by Richard Perry and Jeff Schreifels | Feb 13, 2017 | Corporate Culture, Operating Principle, Plan | Major Donors, Philanthropy
There’s a lot of chatter about developing a culture of philanthropy. And quite a few people have some pretty good ideas about how to do it. I’m sure it’s not surprising to you that Jeff and I have our own opinions on how best to go about it. We could share with you...
by Richard Perry and Jeff Schreifels | Jan 6, 2017 | Giving, Money | Non-Profits, Passions and Interests, Philanthropy, Relationships, Uncategorized
Second in the Series: Six Traits of Healthy Donor Relationships The planet and its people are hurting. We’re living in a broken world with a lot of things that are not going well. This is why good and decent men and women worldwide are trying to do something about it...
by Richard Perry and Jeff Schreifels | Oct 14, 2016 | control, Cultivation, Planning | Fundraising, Major Gift Officers, Philanthropy, Uncategorized
I once worked with a major gift officer who was so grounded as a person, nothing seemed to rattle her. Janet (not her real name) was incredibly gifted at developing relationships, staying focused and doing all the “little things” right. Then disaster struck. About a...
by Richard Perry and Jeff Schreifels | Aug 12, 2016 | Culture, Donors | Donor-Centered, Fundraising, Philanthropy, Uncategorized
“Explain what you mean,” I said. And he tried to do it again. I had asked a Director of Development to define the various forms of fundraising for me. It was a friendly conversation, but I was trying to make a point. So we continued the discussion and even looked up...
by Richard Perry and Jeff Schreifels | Aug 5, 2016 | Annual Fund, Giving, Relationship, Transactions | Communication, Donor-Centered, Philanthropy, Prospecting, Uncategorized
Our choice of words often carries more meaning than we might intend. You’ve had the experience, I am sure, of saying something that was meant to be more indirect than you really meant it to be, and the other person calls you out with: “Well, what are you really trying...
by Richard Perry and Jeff Schreifels | Jun 22, 2016 | Boomers, Caseload Planning, Donor Segmentation, Millennials, Older Donors | Donor-Centered, Fundraising, Metrics, Philanthropy, Qualifying, Uncategorized
It happens to Jeff and me at least once a month. We are in a meeting talking about major gifts, donors and building caseloads, and someone in the room will ask: “What do you suggest we do about those young people? Shouldn’t we be talking to them and having them on...