by Richard Perry and Jeff Schreifels | Oct 18, 2019 | Attitude, Avoidance, Perseverance | Focus, Qualifying
A Four-Part Series on Donor Qualification Stages of Implementation Stage 3: Avoidance Well, I wish I had a happy ending to the story I was telling you about in my last post on discouragement. Bill was discouraged by the donor qualification process. And as hard as I...
by Richard Perry and Jeff Schreifels | Oct 16, 2019 | Discouragement | Communication, Qualifying
A Four-Part Series on Donor Qualification Stages of Implementation Stage 2: Discouragement I was having a private meeting with the MGO. His manager had asked me to have a “chat.” Things were not going well. Hopefully, I could find out what was going wrong. I started...
by Richard Perry and Jeff Schreifels | Oct 14, 2019 | excitement, Fear | Qualifying, Relationships
A Four-Part Series on Donor Qualification: Stages of Implementation Stage 1: Excitement and Fear It’s no secret that qualifying donors for a caseload is hard work. But it’s work that needs to be done. There’s no other way to be sure that you, as a MGO, are relating to...
by Richard Perry and Jeff Schreifels | Sep 25, 2019 | preferences, Research, Trust | Communication, Donor-Centered, Qualifying
You have one or two of them, right now, in your portfolio. It’s a major donor who just doesn’t want to communicate in person or on the phone with you. It’s frustrating for you, because they’re giving significantly to your organization, and you feel you could do so...
by Richard Perry and Jeff Schreifels | Aug 14, 2019 | Criteria, Focus, Strategy | Communication, Qualifying
You’ve pulled all the data – every donor that gave $1,000 or more (cumulative) since 18 – 24 months ago. You’ve selected off those donors with highest giving amounts, high lifetime value and high capacity. And now you’re trying to engage with them. But most of...
by Jeff Schreifels | Jul 3, 2023 | Connections, Donor Communication, Strategy | Communication, Qualifying, Touch Points
You’re having trouble getting donors to pick up the phone and talk to you. I know this because Richard and I get this question from major gift officers all the time: “How do I get a donor to talk to me?” You know, at Veritus our staff is working with over 200...