by Richard Perry and Jeff Schreifels | Jun 10, 2019 | Connections, Mid-level fundraising, Strategy | Communication, Qualifying
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...
by Richard Perry and Jeff Schreifels | Mar 18, 2019 | prospecting | Communication, Cultivation, Qualifying
About every three or four months, Richard and I do a free webinar answering your “burning questions.” We enjoy it because when we ask for your questions, we get hundreds of them… and they’re all compelling. One question or a version of this question comes up quite...
by Richard Perry and Jeff Schreifels | Mar 1, 2019 | Economics, Planning | Caseloads, Qualifying
Second in a Series: 6 Questions Your Major Gift Plan Must Answer Just because a group of donors has given you large gifts does not mean that you have the basis for starting a major gift program. In fact, I recently read a plan where the leader of development built the...
by Richard Perry and Jeff Schreifels | Feb 22, 2019 | Cultivation, Goal-setting, Management | Caseloads, Qualifying, Tiering
If you’ve been reading our blog for any length of time, you know that Richard and I continually preach that your portfolio should only have qualified donors in them. Again, qualified to us means, in addition to meeting an amount-given threshold, the donor has actually...
by Richard Perry and Jeff Schreifels | Dec 26, 2022 | Caseload Management, Communication, Qualification, Qualifying Donors | Qualifying, Relationships, Stewardship
If there is anything that you could do right now to make your life easier as a major gift officer, it would be to make sure all your donors are qualified. This means that the donors in your portfolio not only made a qualifying major gift, but that they also want to...
by Richard Perry and Jeff Schreifels | Jan 18, 2019 | Communication, Qualification | Qualifying, Relationships, Stewardship
If there is anything that you could do right now to make your life easier as a major gift officer, it would be to make sure all your donors are qualified. This means that the donors in your portfolio not only made a qualifying major gift, but they actually want to...