by Richard Perry and Jeff Schreifels | Sep 2, 2016 | Focus, Mega Donors, Priorities, Transformational giving | Caseloads, Moves Management, Stewardship, Uncategorized
#2 of the series How a Caseload Grows Over Time In my last blog, I talked about your major gift caseload as an incubator for transformational giving. Here is how that works. In our training on building a caseload, we talk about qualifying donors so that you identify...
by Richard Perry and Jeff Schreifels | May 23, 2016 | Mega Donors, Perseverance, Research | Goal-setting, Major Gifts, Relationships, Stewardship, Strategic Plans, Uncategorized
It’s gnawing at you. You know that there are a few donors on your caseload that, given the right relationship and an amazing offer, would have the ability to give a six- or seven-figure gift to your organization. However, you may be ignoring them a bit because you are...
by Richard Perry and Jeff Schreifels | Mar 2, 2015 | Game-Changing Strategy, Investment, Mega Donors | Data, Fundraising, Leadership, Major Gifts, Uncategorized
If there were ever a time either to start or to reinvest in a major gift program, that time is now. A recent report by U.S. Trust and The Lilly School of Philanthropy at Indiana University on High Net Worth Philanthropy tell us that EVERY non-profit should be focusing...