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If It’s Pretty It Won’t Work

If It’s Pretty It Won’t Work

by Richard Perry and Jeff Schreifels | Feb 6, 2019 | Marketing, Problems, Strategy | Donor Offers, Mission

It’s so easy to get off-track in fundraising and make the whole thing something different and more complex. It happens all the time in organizations large and small. I saw an organizational chart recently that had every category of marketing and branding known to...
Get Rid of the Word ‘Annual’

Get Rid of the Word ‘Annual’

by Richard Perry and Jeff Schreifels | Feb 4, 2019 | Frequency of Giving, Retention, Strategy | Annual Fund, Relationships, Upgrading

It’s an old way of thinking. It’s an old paradigm. It’s out of date. It’s strategically wrong. Flawed. It should not have any place in your brain or in your dealings with donors. I’m talking about the word “annual.” It’s time to get rid of this word and the thinking...
It’s a New Year – What Is Your Caseload Donor Thinking?

It’s a New Year – What Is Your Caseload Donor Thinking?

by Richard Perry and Jeff Schreifels | Jan 4, 2019 | Donor Care, Moves Management, Strategy | Donor-Centered, Relationships

Your caseload donor has been making some new year’s resolutions. You know she has. And they likely include a review of her giving in 2018 and her relationship to the various organizations she donates to. What is she thinking? Likely, it goes one of two ways, as it...
Take Your Time!

Take Your Time!

by Richard Perry and Jeff Schreifels | Dec 5, 2018 | Moves Management, Strategy | Economics, Planning, Return on Investment

“If we start a major gift program this month, I’m sure we can have some good returns two or three months from now. Don’t you agree?” No, we don’t. But unfortunately, Jeff and I and the rest of our team hear some form of this very phrase regularly – where an authority...
Do You Understand the Major Gift Pipeline?

Do You Understand the Major Gift Pipeline?

by Richard Perry and Jeff Schreifels | Nov 2, 2018 | Attrition, Moves Management, Strategy | Retention, Structure

Second in a Series: Unhealthy Major Gift Practices Earlier this year I wrote about the major gift pipeline – the concept that everything that happens in fundraising in an organization should be organized in a way that shepherds and cares for a donor, from the time...
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