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 | Mar 14, 2016 | Donor Capacity, Donor Research, Fear, Large gifts, Major Donors, Upgrading Donors, Wealth Research | Fundraising, Major Gifts, Uncategorized
It’s a funny thing about big gifts: they seem so hard to get – like trying to find a needle in a haystack. And in any given month we see scores of donor files, of some very good and prominent organizations, where there are no gifts above 5 figures – nothing above...
by Richard Perry and Jeff Schreifels | Oct 6, 2014 | Caseload Value, Donor Research, Large gifts, Proposals | Donor-Centered, Major Gifts, Relationships
Ann had prepared really well. In fact she had done her research, gathered the facts about the project, and even secured some really good stories. She was ready. So when she sat down with Rachel and her husband John to present the proposal and do the ask, she was very...
by Richard Perry and Jeff Schreifels | Aug 20, 2014 | Large gifts, Research, Trust | Major Gift Officers, Major Gifts, Philanthropy, Uncategorized
I have to tell you I’m tired of it. I’m tired of hearing from MGOs that they don’t have donors on their caseloads that give high five, six and seven figure gifts. If you are an MGO and you have at least 75 to 100 donors on your caseload (remember 150 is a full...