by Richard Perry and Jeff Schreifels | Feb 27, 2017 | CEO, Cultivation, leadership, Multi-year Pledge, Stewardship | Donor-Centered, Relationships
You have them in your portfolio right now: donors who have made a multi-year pledge. Some may have committed to a gift over 3 years, and others 5 years. Some have given to either a long-term project or a capital campaign. Are you doing all you can to get the donor to...
by Richard Perry and Jeff Schreifels | Jan 16, 2017 | Conflict, Cultivation, Saying No | Communication, Donor-Centered, Relationships, Stewardship, Uncategorized
Sixth in the series: Six Traits of Healthy Donor Relationships You probably would never think of saying “no” to a donor. But in a healthy relationship, sometimes you have to. It feels counter-intuitive, I know. But if you don’t do it, you will sow the seeds of a great...
by Richard Perry and Jeff Schreifels | Jan 13, 2017 | Cultivation, listening, Proof of Performance, Stewardship, Strategy | Communication, Donor Visits, Donor-Centered, Relationships, Uncategorized
Fifth in the series: Six Traits of Healthy Donor Relationships I could go on forever with lists on how to communicate effectively. But it all boils down, in my opinion, to two big points: You listen well and capture the meaning AND intent of your donors. You give them...
by Richard Perry and Jeff Schreifels | Jan 11, 2017 | Cultivation, Donor Care, Donor Treatment, Respect | Relationships, Stewardship, Uncategorized
Fourth in the series: Six Traits of Healthy Donor Relationships I was with a man several weeks ago who gave me all the outer signs of respect but who, in reality, did not respect me at all. Here is what that looked like and how it felt. When I emailed him to book a...
by Richard Perry and Jeff Schreifels | Nov 14, 2016 | Cultivation, High Net Worth, Stewardship | Donor-Centered, Impact, Moves Management, Strategic Plans, Uncategorized
How to Effectively Manage Your Portfolio, Part 2 Have you been treating all of your donors the same? Before I start working with an MGO to help her put a structure to her caseload, I always ask her to tell me how she currently works with her portfolio, and to tell me...