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How To Get Buy-in for Planned Giving In Your Organization

How To Get Buy-in for Planned Giving In Your Organization

by Richard Perry and Jeff Schreifels | Dec 1, 2021 | Analysis, estate planning, Patience | Economics, Planned giving, Return on Investment

Getting buy-in for planned giving requires you to help the decision makers at your non-profit to understand the economics of planned giving. Because when they don’t understand the economics, they can’t see the millions of dollars they are losing. To us at Veritus,...
Summertime Lesson #3: Get Ahead of the Game!

Summertime Lesson #3: Get Ahead of the Game!

by Richard Perry and Jeff Schreifels | Jul 8, 2019 | Analysis, Summer planning | Caseloads, Donor-Centered

Third in a series: Six Things You Can Do This Summer to Help You Win in the 4th Quarter! In my first post of this series I wrote, in part, about putting together a little “half-year” report on your caseload for your manager to let him or her know that you are on top...
How to Measure Missing Money from Donors

How to Measure Missing Money from Donors

by Richard Perry and Jeff Schreifels | May 29, 2017 | Analysis, Attrition | Management, Strategic Plans, Value Attrition

Everyone is talking about donor attrition: “We had this many donors, and now we have this many. We lost 40%.” That is an important figure to know. But that does not tell the whole story. In fact, in Jeff’s and my mind it doesn’t tell the most important story, which...

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