by Richard Perry and Jeff Schreifels | Jun 15, 2018 | Management, nonprofits, Teamwork | Communication, Strategic Plans, Touch Points
I have some great practical advice for you. We do a ton of planning at Veritus Group. Right now, we’re working with over 150 major gift officers, so all of them are in some stage of developing their strategic plans. One area where we find that many major gift...
by Richard Perry and Jeff Schreifels | Oct 25, 2017 | Proof of Performance, Reports | Impact, Reporting Back, Touch Points
The major reason non-profits lose economic value from donors, at a rate of 40-60% a year, is because the donor is not told that her giving is making any difference. This one fact is largely ignored by many non-profits, which is why they continue to struggle...
by Richard Perry and Jeff Schreifels | Oct 23, 2017 | Donor Service, Personal Touches, Planning | Donor-Centered, Relationships, Touch Points
We do a lot of planning at Veritus. Right now we’re working with about 120 major gift officers, and they all have goals and strategic plans for all of their donors. So, yeah, a ton of planning. In the process of creating a 12-month strategic plan, there is a lot of...
by Richard Perry and Jeff Schreifels | Oct 6, 2017 | Proof of Performance, Reporting | Reporting Back, Thanking, Touch Points
“How do I tell my donor she made a difference?” the MGO asked. “I mean, there are only so many ways to do that.” Good question. Jeff and I routinely tell MGOs that there is no limit to how many times they should tell a donor he is making a difference. You could do it...
by Richard Perry and Jeff Schreifels | Apr 21, 2017 | Long-range Planning, Major Donors, Management | Metrics, Relationships, Touch Points
I was checking out Facebook the other day and I saw an article that popped out at me. Perhaps you saw it: “The One Secret to Leading a Fulfilling Life.” Obviously, that caught my attention. Melanie Curtin based this piece on a Harvard University study that for 75...