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When You Can’t See the Trees for the Forest

When You Can’t See the Trees for the Forest

by Guest Contributor | Apr 10, 2024 | CRM, Database, Donor Database, Priorities | Communication, Data, Database, Management, Performance, Prioritizing

Yes, I know the phrase is “can’t see the forest for the trees,” and it calls out how we can get so wrapped up in the details that we can’t see the situation as a whole. But the opposite is also true, and it’s a significant problem in relationship management...
“I Don’t Want to Plan!”

“I Don’t Want to Plan!”

by Richard Perry and Jeff Schreifels | Sep 20, 2019 | Database, Excel, Marketing Impact Chart | Discipline, Moves Management, Planning

No one would actually say that out loud. But in their heart, they just don’t feel like making the effort to do the planning that is necessary for major gift success. Take our Marketing Impact Chart (MIC) for instance. It’s the central document in a MGO’s life that...

The Agony of Recording Your Moves

by Richard Perry and Jeff Schreifels | Oct 11, 2013 | Database, Fundraising, Moves Management | Major Gifts, Marketing Plans, Moves Management, Uncategorized

If there is one thing that almost all major gift officers and development professionals can agree on, it’s how much they hate going into their databases to record the “moves” they have made with their donors. Unfortunately, many deal with this “hate” by NOT recording...

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