by Richard Perry and Jeff Schreifels | Oct 26, 2016 | Cultivation, Large gifts, Strategy | Donor Retention, Donor-Centered, Moves Management, Uncategorized
Here is a perfect example of how awareness builds into major giving. This story was sent in by a friend of ours in response to my series on “Relational Steps to Getting Meetings.” I have disguised the specifics in order to protect the identity of the university and...
by Richard Perry and Jeff Schreifels | Oct 14, 2016 | control, Cultivation, Planning | Fundraising, Major Gift Officers, Philanthropy, Uncategorized
I once worked with a major gift officer who was so grounded as a person, nothing seemed to rattle her. Janet (not her real name) was incredibly gifted at developing relationships, staying focused and doing all the “little things” right. Then disaster struck. About a...
by Richard Perry and Jeff Schreifels | Aug 3, 2016 | Cultivation, Focus, Planning | Asking, Major Gift Officers, Moves Management, Uncategorized
It has always amazed me that many people, when faced with a challenge or opportunity, immediately get on the hunt for some innovative creative solution, rather than just doing the basic things. Call it the silver bullet or whatever you want – many seem to share the...
by Richard Perry and Jeff Schreifels | Jul 27, 2016 | Cultivation, Mid-Level Donor Program, Pipeline | Caseloads, Donor Retention, Mid-level donors, Uncategorized
When Richard started Veritus Group, and I later joined him, we started out working with clients to create, build and manage only major gift programs. But after several years, we began noticing that our clients still had a problem with their donor file that was not...
by Richard Perry and Jeff Schreifels | Dec 14, 2015 | Cultivation, Solicitation | Major Gift Officers, Major Gifts, Planned giving, Stewardship, Uncategorized
We love working with major gift officers. There is nothing more fulfilling then helping a great MGO discover a breakthrough strategy with a particular donor, or figure out how to guide the donor through a complex gift. Every week when we check in with MGOs, we’ll...