by Richard Perry and Jeff Schreifels | Nov 25, 2022 | Communication, Letters, PS, Strategy | Caseloads, Communication, Qualifying
One of the strategies in caseload development that we highly recommend is qualifying the donor before a MGO adds her to his caseload. Why? Because most donors who meet your major gift criteria will not want to relate to you. That is why you need to find the donors who...
by Richard Perry and Jeff Schreifels | Jan 10, 2018 | Letters, Strategy | Caseloads, Communication, Qualifying
One of the strategies in caseload development that we highly recommend is qualifying the donor before a MGO adds her to his caseload. Why? Because most donors who meet your major gift criteria will not want to relate to you. That is why you need to find the donors who...
by Richard Perry and Jeff Schreifels | Jan 5, 2018 | Caseloads, donor acquisition | Prospecting, Qualifying, Relationships
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...
by Richard Perry and Jeff Schreifels | Oct 20, 2017 | leadership, Research, Wealth Analysis | Caseloads, Data, Management, Qualifying
Okay, so I purposely wrote the title of this post to be provocative. But I did so because Richard and I are dismayed at how many non-profit managers and leaders are misusing wealth scores on their donors. They think they can use these to bypass the hard work it takes...
by Richard Perry and Jeff Schreifels | Oct 13, 2017 | Portfolio, The Mission, too many donors | Caseloads, MGOs, Qualifying
Many years ago a movie was released starring Jeremy Irons and Robert De Niro, called “The Mission.” There is a scene in that movie that was so powerful it has stayed with me all these years. Jeremy Irons plays a priest in the 18th Century who is a missionary in the...
by Richard Perry and Jeff Schreifels | Aug 7, 2017 | Strategy, Time Management | Moves Management, Qualifying
“That’s such a waste of time!” You’ve said it many times; so have I. But why do you say it? Because you have evaluated (either thoughtfully or with your gut instinct) that how you are spending your time is not getting you to your objective. That’s it – nothing more....