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No Giving is a Clear Signal

No Giving is a Clear Signal

by Richard Perry and Jeff Schreifels | Feb 1, 2019 | Caseload Mix | Caseloads, Moves Management

Several months ago, Jeff and I were asked the following question: “What is the best way to communicate with someone who hasn’t given to the organization in over three years?” The answer: do NOT communicate at all. Instead, look for other donors in your file who ARE...

Time to Plan: #3 – Refresh Your Caseload

by Richard Perry and Jeff Schreifels | Dec 7, 2015 | Caseload Mix, Caseload Planning, New Year, ROI | Donor Retention, Major Gifts, Metrics, Planned giving, Qualifying, Uncategorized

As a major gift officer, you are delivering two values. First, you are delivering value to the donor by helping her fulfill her interests and passions through her giving to your organization. Second, you are delivering economic value to the organization so that it can...

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