by Richard Perry and Jeff Schreifels | Jan 23, 2019 | Planning, Qualified donors | Caseloads, Cultivation, Stewardship
The books on 2018 should be closed. This is a great week for you to take time to evaluate the 2018 performance of your portfolio. Remember, your strategy is to continually increase the value of your caseload over time, so that you’re working with the most productive...
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...
by Richard Perry and Jeff Schreifels | Jan 16, 2019 | Communication, Empathy | Cultivation, Relationships, Stewardship
One of the beautiful qualities of all great major gift fundraisers that I have known is their ability to have and show empathy for their donors. Having a high level of empathy for others allows you to be aware of someone else’s situation, to feel deeply and understand...
by Richard Perry and Jeff Schreifels | Dec 17, 2018 | Blame, Solicitation | Cultivation, Leadership, Stewardship
I have to admit, I’m writing from a bit of frustration this morning. I’ve been hearing from a number of fundraising professionals who are lamenting that their major gift program is not producing like they need it to, and they’re blaming every outside source they can...
by Richard Perry and Jeff Schreifels | Jul 6, 2018 | Asking, Stewarding | Cultivation, Donor-Centered, Stewardship
I’m going to say this right up front. I don’t believe there should be ANY stewardship of donors. What …? Yes, you heard me right. None, zero, nada. Now, after you get up off the floor, let me tell you why. Immediately after a donor signs his name to a check or...