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 | Jul 3, 2019 | Strategy, Summer planning | Goal-setting, Planning
First in a series: Six Things You Can Do This Summer to Help You Win in the 4th Quarter! Summertime, and the living is easy… I love that song from the musical “Porgy and Bess.” Unfortunately, I run into too many folks during the summer who actually put this into...
by Richard Perry and Jeff Schreifels | Jun 28, 2019 | Blame, Offers, Strategy, trends | Communication, Giving
I mean the “collective you” when I say it’s “your” fault. Not YOU personally. It’s all of us in the non-profit sector. We’re all at fault for the downturn in giving. Jeff and I hear so many reasons why people think giving is down. Things like: We’re sending too much...
by Richard Perry and Jeff Schreifels | Jun 21, 2019 | Boomers, Retirement, Strategy | Communication, Donor-Centered, Passions and Interests
For a long time, I’ve been thinking about the concept of retirement. There are several reasons for this. First, I’m 71 years old and not retired. And I have some good reasons for not doing so, which I’ll explain later. But more importantly, I’ve observed over the last...
by Jeff Schreifels | Jul 3, 2023 | Connections, Donor Communication, Strategy | Communication, Qualifying, Touch Points
You’re having trouble getting donors to pick up the phone and talk to you. I know this because Richard and I get this question from major gift officers all the time: “How do I get a donor to talk to me?” You know, at Veritus our staff is working with over 200...