by Richard Perry and Jeff Schreifels | Aug 14, 2019 | Criteria, Focus, Strategy | Communication, Qualifying
You’ve pulled all the data – every donor that gave $1,000 or more (cumulative) since 18 – 24 months ago. You’ve selected off those donors with highest giving amounts, high lifetime value and high capacity. And now you’re trying to engage with them. But most of...
by Richard Perry and Jeff Schreifels | May 3, 2019 | Choice, discipline, Focus | Focus, Passions and Interests
So many choices. So many options. How can you decide which of them to choose? It’s always fascinating to watch people caught in the grip of choice and options. You see them hesitate, pondering the pros and cons of each. Landing on one, then wondering if the other one...
by Richard Perry and Jeff Schreifels | Apr 29, 2019 | Focus, Non-Profits | Finance, Programs, Teamwork
You have two best friends as a MGO, other than your caseload donors. Program and finance. These are the folks that are the fuel and engine for all of your fundraising. Without them, you’re dead in the water. Program and finance in the non-profit world are like product...
by Richard Perry and Jeff Schreifels | May 21, 2018 | Chaos, Focus, Fundraising | Leadership, Management, Structure
When Richard and I are out talking to prospective clients, one of the questions they often ask us is, “For the clients you have worked with that were NOT successful, what were the contributing factors?” We love this question, because it allows us an opportunity, right...
by Richard Perry and Jeff Schreifels | Apr 20, 2018 | Focus, Managing | Accountability, Leadership, Management
We love accountability at Veritus. In fact, we believe it is the “secret” to success in major gifts and for you, the major gift fundraiser. How do we create this focus and accountability? We meet every week (or almost every week) with each one of the major gift...