by Richard Perry and Jeff Schreifels | Nov 28, 2018 | charity, Conversations, Volunteers | Caseloads, Moves Management, Qualifying
Do this one thing this week. Find a loyal volunteer who you know has the capacity to give a substantial gift to your organization, and sit with them and ask them “why?” Why do they choose to spend time at your organization, rather than use that time some other way?...
by Richard Perry and Jeff Schreifels | Nov 14, 2018 | Communication, Consistency, Pursuit | Qualifying, Relationships, Structure
I think I’m changing my language about a major gift officer’s approach with a donor who is difficult to engage. For years, both Richard and I have said you should be patient, yet persistent with a donor. Eventually, you will come together. That word persistent always...
by Richard Perry and Jeff Schreifels | Sep 14, 2018 | Potential, Research | Cultivation, Moves Management, Qualifying
“What’s the most effective and efficient way to evaluate our donor database for giving potential if we don’t have wealth screening software?” That was the question posed to Jeff and me recently when we did a live Q & A with blog readers and Major Gift...
by Richard Perry and Jeff Schreifels | Sep 5, 2018 | Offers, Program packaging, Starting a Program | Focus, Major Gifts, Qualifying
“When starting a major gifts program, what are the three key things to focus on?” That’s a question Jeff and I received recently. Here’s what we think: The right donors – You can’t go anywhere in major gifts without a donor. And you won’t make it far if it isn’t the...
by Richard Perry and Jeff Schreifels | May 2, 2018 | Examples, Letters, Phone | Communication, Moves Management, Qualifying
Qualifying a donor for your caseload is not easy. That’s why I was intrigued how Linda Bak of the SPCA/Tampa Bay did it. She did not have emails or phone numbers for six donors, so she sent this letter to each of them. Three responded! That’s pretty good. Take a read:...
by Richard Perry and Jeff Schreifels | Mar 9, 2018 | Strategy | Communication, Qualifying
Several months ago, I wrote post entitled “How a Simple P.S. Engages Donors.” One of our clients has a MGO who tried it. Here is what she sent, followed by the actual donor response. Actual Outgoing Email to Donor Hello (Donor Name), Thank you very much for your...