by Richard Perry and Jeff Schreifels | Oct 17, 2022 | Donor-Centered, Fundraising, Planning | Donor-Centered, Fundraising, Planning
Looking for inspiration to help you plan for the year-end fundraising season? You’re in the right place! Since we’re privileged to work with so many different non-profit organizations, we have a bird’s-eye view of the latest fundraising trends and themes. From...
by Karen Kendrick | Jan 14, 2022 | Individual Goals, Individual plans, Obstacles | Caseloads, Planning, Strategic Plans
Many times, when you start creating strategic donor plans, you realize there are critical pieces of information missing that would help you know what goal to set and plan to make but you know that conversation won’t be able to happen immediately. Yikes. You know you...
by Karen Kendrick | Jan 5, 2022 | Mission, Self-Awareness, Self-care | Focus, Goal-setting, Planning
How does caseload and donor management feel to you? Overwhelming? Confusing? Unnecessary? We believe, because we know it works, that a major gifts fundraiser should have a caseload of 150 qualified donors and needs to create a strategic plan and fundraising goal for...
by Karen Kendrick | Jan 5, 2024 | Conversations, Phone calls, Questions | Curiousity, Donor Conversation, Focus, Permission-Based Asking, Planning
I still remember that icky feeling I’d get after an awkward conversation with a donor. Phone calls in particular can feel weird for a number of reasons: your donor’s personality, your own comfort on the phone, or how trusting the donor is in talking to a fundraiser....
by Richard Perry and Jeff Schreifels | May 17, 2024 | Donor strategy, Summer, Summer planning | Communication, Fundraising, Planning, Prioritizing, Professional Development, Self-care
May is already in full swing, and summer will soon be officially upon us. I spent 8 years as a development director for two non-profits in Philadelphia earlier in my career, and I loved summer. That’s because it wasn’t as crazy with events as other times. And, people...
by Richard Perry and Jeff Schreifels | Mar 12, 2021 | Reporting Back, Thanking | Planning, Strategic Plans, Touch Points
Your donors don’t have time for you – until they do. How do you get to that “until they do” point in the relationship with your donor? You have to stand out. Your donor probably has five to six other organizations that are trying to capture their attention in the same...