by Richard Perry and Jeff Schreifels | Jul 5, 2017 | Donor-Centered, Philanthropy, Qualifying | Leadership, Major Gift Officers, Prospecting
I’m angry. You’ve heard me tell the story of an MGO who reached out to us at Veritus, desperate to understand what was wrong with her. “I feel like I’m doing everything wrong. I read your blog posts about major gifts and that feels right to me, but my boss is saying I...
by Richard Perry and Jeff Schreifels | Mar 8, 2017 | Cultivation, Giving Frequency, Stewardship | Prospecting, Strategic Plans, Uncategorized
There are two words in fundraising that cause my stomach to tighten every time I hear them: prospect and annual (as in annual fund). These two words live together in the minds, discourse, and language of thousands of fundraisers. I don’t know how their use got...
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 16, 2016 | Developing caseloads | Caseloads, Discipline, Donor-Centered, Major Gift Officers, Moves Management, Prospecting, Qualifying, White Paper
A free White Paper from Veritus Group Completely updated in 2016 with sample documents! “Many donors won’t even return my call, and I am so frustrated!” said the MGO. When we checked to see why, it was not surprising to find that a majority of the donors on this...
by Richard Perry and Jeff Schreifels | Mar 30, 2016 | objections, Retention, Upgrading Donors | Discipline, Donor Retention, Major Gift Officers, Moves Management, Prospecting, Qualifying, Relationships, Uncategorized
“The donor won’t even return my call, and I am so frustrated!” said the MGO. When we checked to see why, it was not surprising to find that a majority of the donors on this MGO’s caseload did not want to connect. Why? Because the donors on this caseload (like...
by Richard Perry and Jeff Schreifels | Mar 9, 2016 | Donor File, Donor Information, Wealth Overlays | Fundraising, Major Gifts, Marketing Plans, Prospecting, Uncategorized
Last week a MGO came up to me and said, “I am really frustrated that there’s no training on where to get major donors. I was at a conference on fundraising and asked several speakers this same question, and they didn’t have an answer. How do I find them?” Jeff and I...