by Richard Perry and Jeff Schreifels | Feb 22, 2019 | Cultivation, Goal-setting, Management | Caseloads, Qualifying, Tiering
If you’ve been reading our blog for any length of time, you know that Richard and I continually preach that your portfolio should only have qualified donors in them. Again, qualified to us means, in addition to meeting an amount-given threshold, the donor has actually...
by Richard Perry and Jeff Schreifels | Feb 9, 2018 | Cultivation, Strategy | Donor-Centered, Passions and Interests, Relationships
The very best year, he gave $16,250. But this donor’s giving had fluctuated between $2,000 and $6,000 most of the time he was connected to the organization. And then the donor passed away and left them $919,000 from an IRA!! I love this story, because it is a perfect...
by Richard Perry and Jeff Schreifels | May 5, 2017 | Cultivation, Impact, Making a Difference | Donor Retention, Moves Management, Reporting Back
“So, tell me what you did with my money,” the donor said. And the silence and lack of response drove her away. Jeff and I hear stories like this every week. Every week! Sadly, this is one of the major causes of donor attrition – the donor gave a gift but did not...
by Richard Perry and Jeff Schreifels | Mar 8, 2017 | Cultivation, Giving Frequency, Stewardship | Prospecting, Strategic Plans, Uncategorized
There are two words in fundraising that cause my stomach to tighten every time I hear them: prospect and annual (as in annual fund). These two words live together in the minds, discourse, and language of thousands of fundraisers. I don’t know how their use got...
by Richard Perry and Jeff Schreifels | Mar 1, 2017 | Cultivation, Reporting Back, Retention | Donor Retention, Economics, Giving
It’s a fact: here in the United States donors are giving less. And Jeff and I suspect that this is happening in other countries as well. There is one major reason for this… but first, the facts and the research. In a December 27, 2016 article in The Atlantic, Alexia...