by Jeff Schreifels | Mar 27, 2024 | Data, Donor Pipeline, Major Gift Pipeline, Measurement, Metrics, Moves Management, Upgrading Donors | Data, Direct Response, Donor Retention, Metrics, Moves Management, Pipeline Development, Upgrading
I was recently at a fundraising conference and there was a session on benchmarking. The discussion evolved around measuring the effectiveness of each stream of revenue, how to do that right, whether or not that was even relevant, etc. There was no discussion on how to...
by Jeff Schreifels | Sep 20, 2023 | Cultivation, Moves Management, Stewardship, Strategic Plan | Cultivation, Moves Management, Stewardship, Strategic Plans
I know that at one point, the term “Moves Management” was helpful. It was a way to understand the stages around a relationship with a major donor (identification, cultivation, solicitation, stewardship). I mean, I get it – before the introduction of moves management,...
by Richard Perry and Jeff Schreifels | Nov 12, 2021 | Donor Pipeline, Moves Management, Qualifying Donors | Caseloads, Major Gifts, Qualifying
Over all the years that our team has been working with major gift officers, I don’t recall one of them saying to us how much they just looooved qualifying donors into their portfolio. However, after a portfolio is qualified, we’ve also never heard a major gift officer...
by Richard Perry and Jeff Schreifels | Jul 27, 2020 | Consistency, Moves Management, Personalization | Asking, Communication, Cultivation
You know what a wonderful experience it is to be with someone who consistently keeps commitments. You also know how frustrating it is when someone says they’ll do something, and then you never hear a peep out of them. This area of commitment and consistency is...
by Richard Perry and Jeff Schreifels | Jan 24, 2020 | Moves Management, Planned Giving Officer | Donor-Centered, Planned giving, Stewardship
Here’s a shocking statistic. When I heard it, I was dumbfounded. According to Dr. Russell James, 50% of donors who make a charitable bequest to a non-profit will rescind the bequest before they die. Think about that for a minute. All the hard work you and your...