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There is NO Secret Sauce: Build a Relationship, See Growth

There is NO Secret Sauce: Build a Relationship, See Growth

by Richard Perry and Jeff Schreifels | Apr 17, 2019 | Attrition, Data, secret sauce, Trust | Donor Retention, Passions and Interests

A good portion of my time during the week is spent reviewing major donor gift data that our analyst at Veritus is crunching for us to present to prospective clients. One part of our analysis is to review individual gift officer portfolio performance. Over the years...
Clean Up Your Data and Reap the Rewards

Clean Up Your Data and Reap the Rewards

by Richard Perry and Jeff Schreifels | Jan 27, 2017 | Data, MGOs, Philantrophy | Data, Major Donors

What if I told you that you could increase your major gift revenue by thousands of dollars, and all you had to do was clean up your database? Yep, this is what can happen when you take the time to “clean up” and straighten out your data issues. How do I know this? Let...
The Elements of a Good Contact Report

The Elements of a Good Contact Report

by Richard Perry and Jeff Schreifels | Oct 31, 2016 | Contact Report, Data, Strategy | Discipline, Major Gift Officers, Management, Moves Management, Uncategorized

We have been getting a number of requests to give our input on what makes up a good contact report – what you record in your database after contact with a donor. My friend and colleague Carter Wade surveyed our Associates and also did some research on his own to come...

The Beauty of the Local Butcher

by Richard Perry and Jeff Schreifels | Oct 23, 2015 | Big Data, Data, Intimacy, Major Donors | Donor-Centered, Major Gifts, Mid-level donors, Uncategorized

A friend of mine recently gave me brilliant article from the Wall Street Journal by their UK editor, Matthew Gwyther, entitled “Big Data, Blunt Instrument.” Gwyther talks about how “big data is the thing of the moment” and that companies (and non-profits) are using it...
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