by Jeff Schreifels | Mar 27, 2024 | Data, Donor Pipeline, Major Gift Pipeline, Measurement, Metrics, Moves Management, Upgrading Donors | Data, Direct Response, Donor Retention, Metrics, Moves Management, Pipeline Development, Upgrading
I was recently at a fundraising conference and there was a session on benchmarking. The discussion evolved around measuring the effectiveness of each stream of revenue, how to do that right, whether or not that was even relevant, etc. There was no discussion on how to...
by Richard Perry and Jeff Schreifels | Aug 7, 2020 | Large Organizations, New donors, Wealth Overlay | Mid-level donors, Prospecting, Upgrading
In my last post, I set the context for all organizations who want MORE major donors. As I said, almost every non-profit Richard and I talk to wants to increase the size of their major gift program. Who doesn’t, right? But unfortunately, most folks in non-profit...
by Richard Perry and Jeff Schreifels | Jul 24, 2019 | Increase, Potential | High Givers, Major Donors, Upgrading
Part 3 of a 5-part series: The Mid-Year Major Gift Check Up List Do a little exercise right now. Take your list of donors and look at their giving record in the 2017 calendar year. Yes, 2017 – not 2018. We’ll get to that. And forget about your fiscal year – it has no...
by Richard Perry and Jeff Schreifels | Feb 4, 2019 | Frequency of Giving, Retention, Strategy | Annual Fund, Relationships, Upgrading
It’s an old way of thinking. It’s an old paradigm. It’s out of date. It’s strategically wrong. Flawed. It should not have any place in your brain or in your dealings with donors. I’m talking about the word “annual.” It’s time to get rid of this word and the thinking...
by Richard Perry and Jeff Schreifels | Mar 27, 2017 | Research, Transformational Gifts | Major Gifts, Strategic Plans, Upgrading
You have a donor who has given $10,000 every year for the past 5 years. What do you do to upgrade a donor to the next tier? This question is probably one of the most-asked questions Richard and I get from clients and readers. People are throwing up their hands and...