Major gifts fundraising is the lifeblood of non-profit organizations around the world. Richard Perry and Jeff Schreifels address major gifts twice monthly, to help you and your organization connect with donors in authentic ways to make an impact in your community – and the world.
In today’s episode Richard and Jeff give you an update on stories they're hearing from other major gift officers and start answering a number of questions from your colleagues about how you should fundraise, given this crisis we're all in.
At the end of the episode we also direct you to our COVID-19 Resource Page and tell you about two new courses we've designed just to help you through this crisis and, because we don’t want cost to be a factor, we’ve decided you can pay whatever you can to take this four week, eight-hour course over the month of April.
You are now fundraising in an unprecedented time in our history. You may be worried, anxious or concerned personally and professionally. All those feelings are normal.
Richard and Jeff have recorded a special podcast to help you think about major gift fundraising in a crisis like the one we face today.
Both of them have been through multiple national and international crises and tragedy, and they have experience on how non-profits and major gift fundraisers should respond.
We hope this special podcast is helpful in your work and gives you comfort that over time, we will get through this tough time… together.
As you know, the most important job for an MGO is to build relationships with their donors. How are you going to do that without administrative support?
We hear from so many MGOs who say they’re bogged down doing expense reports, handling travel details and entering information into the database. They’re doing so much admin work they end up having very little time to talk to donors!
In today’s episode, Richard and Jeff talk about the importance of what an administrative assistant can do to support major gifts and how having one actually brings in more NET revenue for an organization.
Yes, you heard that right: more NET REVENUE!
Even better, Richard and Jeff interview a major gift officer, Frank Mumford, from the Greater Twin Cities United Way on how he uses an administrative assistant, what specific tasks he has that person do, and how it’s helped him work more efficiently and develop relationships with donors.
You’ll often hear that fundraising professionals are “jumping ship” every 1.8 to 2.3 years in search of something better.
Quite frankly, the number one reason people quit their job is because they have a bad manager or leader as a boss.
Today Richard and Jeff are joined by fundraising expert, author and writer of the popular blog, “Future Fundraising Now,” Jeff Brooks.
Jeff has worked with hundreds of organizations and has some great stories and interesting observations about why we seem to have such bad bosses in the non-profit sector.
Best of all, we come up with some great solutions to help you and your boss become better at what they’re doing. It’s far from being a hopeless situation!
Today’s podcast episode is a little different. We’re talking about the spirituality of major gift fundraising. No, we’re not talking about religion, but we ARE talking about how fundraising has a spiritual nature to it – not with a capital “S,” but with a small “s.”
Richard and Jeff explore the mystical act that happens at the moment a donor gives, and the organization receives that gift.
Find out not only why we think fundraising is a spiritual endeavor, but also how you can continue to keep your heart soft and focused on the need, so you can continue to help your donors find joy and fulfillment in their giving.
In today’s episode, Richard and Jeff talk with Veritus Group's new Director of Planned Giving Services, Robert Shafis. Robert is one of the most knowledgeable, sought-out experts on planned giving in the country. And now he’s working with Veritus to help non-profits everywhere do planned giving right!
Specifically, Robert highlights some of the main problems and misconceptions about planned giving, and what can be done to turn those problems into solutions. Then he offers everyone listening the opportunity to receive a free planned giving assessment.
If you think universities have it all figured out with major gift fundraising, you’d be very wrong. In fact, at most of the higher education institutions where Veritus has conducted data assessments, they’re performing terribly.
Universities have resources. They have dozens (if not hundreds) of major gift officers, researchers, and stewardship officers. And yet what we find is that they don’t have real relationships with donors and alumni.
Some of them are still raising millions if not billions of dollars… yet they could be doing so much better!
In this episode, Richard and Jeff talk about their experiences with university major gift programs, tell stories about their MGOs, what their challenges are, and ultimately what can be done to turn those programs around.
Are you concerned that the donors on your file are too old? Are you scrambling to get younger donors?
In major gifts and planned giving, the vast majority of your revenue will come from donors who are 55 and older. So why is everyone so enamored with younger donors?
This episode teaches you why older donors should be the bread and butter of your major gift program – and why you shouldn’t be anxious about finding younger donors.
This episode sheds light on some of the craziest misconceptions we’ve heard from leaders and managers about major gifts, and what you can do as a major gift officer to help educate them and set them straight.
Major gift fundraising is too important to be left to folks who don’t know what they’re doing. There’s too much riding on your organization’s future not to know how a major gift program should be run correctly.
Get inspired to help your manager or non-profit leader understand how major gifts actually works.
Most of the time, when we ask a major gift fundraiser what the Return on Investment (ROI) of their portfolio is, we get nothing but a blank stare – and then a look of panic.
Well, you don’t have to panic. In this episode, Richard and Jeff talk about how to calculate your ROI. They tell you what’s acceptable for a new portfolio vs. a mature one. They discuss how it should grow over time, and they let managers and leaders know it takes TIME to develop.
Then they list 12 reasons why there is low ROI in many major gift portfolios. Richard and Jeff go over what you can do to avoid these pitfalls so that you can realize net revenue and ROI growth, year after year.
To serve your major donors outrageously, you have to know your programs and projects so well that you’re able to inspire those donors to make a significant gift to your organization.
The most effective and best way to do that is to get to know the people behind those programs. These are the program, finance, HR, and executive team that are passionate about your organization’s mission.
In this episode, Richard and Jeff have some great tips for how you can do this.
Major gift fundraising has a problem: MGOs are leaving their non-profits after only 1.8 years on the job! How can they build lasting relationships with donors that way?
In this episode, Richard and Jeff discuss why people are leaving, and how managers can work with MGOs to keep successful, experienced staff intact.
In the last decade there's been a lot of talk about building a culture of philanthropy. But who's actually doing it? And what does it actually take to do it?
In this episode, Richard and Jeff interview Mark Rovner, the founding principal of SeaChange and a much sought-after keynote speaker.
Mark will give you some great ideas on how YOU can help change your non-profit’s culture, how to be effective in doing it, and how not to lose hope in the process.
Is your organization considering creating a capital campaign in the near future? Before you spend a bunch of time, energy and money on it, you have to listen to Richard and Jeff talk with Amy Eisenstein, the CEO and Co-Founder of Capital Campaign Toolkit. Amy has a unique approach to capital campaigns, one that could save you thousands of dollars if you heed her advice.
She has some really good questions for you to answer as you consider whether or not you should start a campaign. She also gives you tips and advice for what not to do.
Please listen closely and alert your CEO and board to what Amy has to say. It could be the best advice you get all year.
Do you wonder what it will take to take your major gift program to another level? The answer is not about some new strategy or innovation.
The answer to bringing more net revenue from your major gift program is to get to know your donors so well you know their passion and interests and why they have them.
If you know those and why, you can match that up with everything your organization does to change the world.
In this podcast episode, Richard and Jeff talk about your knowing your donor’s passions and interests; they have many stories to share that highlight why it’s so important.
How do you create compelling donor offers that will result in gifts that are significant, or even transformational? In this episode, Richard and Jeff talk with legendary fundraiser, copy-editor and author Tom Ahern about how he helps clients reach donors and motivate them to action.
Have you ever thought it would be nice to be able to qualify, steward, and cultivate your donors in a more efficient, less costly way – all while using new technology?
In this episode, Richard and Jeff talk with Greg Warner, the CEO and founder of MarketSmart. Greg talks about what inspired him to start his company and how hundreds of non-profits are using his software to help them connect with donors.
You’ll notice immediately Greg’s passion for fundraising and donors. He wants to change how our industry views donors and help fundraisers do what they do best – build relationships with donors.
In this episode, Richard and Jeff will inspire you for major gifts fundraising with some great thoughts and ideas you can implement right now.
They talk with Frank Mumford, a major gift officer with Greater Twin Cities United Way, who shares his experience and tells a story about how noticing "little things" can have a big payoff with your donors.
Do you ever get in a rut about what you should be doing with your donors to cultivate them properly? Richard and Jeff hear from many major gift fundraisers who are just tapped out of ideas.
Today’s episode is LOADED with new ideas for you to use when cultivating and stewarding your donors, all with the intent to help you understand their passions and interests – which will allow you to solicit your donors in a more meaningful and impactful way.
The job of a major gift officer is difficult. In this episode, we talk with Christine Tesmer, a major gift officer from Colorado Public Radio. We get insight into her success, what it takes and how she manages work and life.
We also learn how her unique background in sales prepared her for her role as a major gift officer. Her story is compelling and offers great ideas for you to be successful in your role.
Major gift fundraisers are going to get frustrated quickly if they focus on donors who don't want to talk to them. In this episode, Richard and Jeff tell you what it means to "qualify" these donors, so you're talking only to the donors who respond to the individual attention you want to give them. When your focus is on these receptive donors, you'll be more successful in achieving – and exceeding – your goals for their giving.
Major gift fund-raisers can slip into thinking of people as "prospects" even after they've given many times. Richard and Jeff examine this practice and encourage a different approach to these people who are already partnering with you to change the world.
How do you keep donors moving from direct response giving, to bigger gifts, into your major gift program? Fundraising expert Jeff Brooks talks with Richard and Jeff about the major gifts "pipeline" and the best things you can do to keep, lift and move your donors forward.
Richard and Jeff kick off their podcast by discussing how donors give best – not as an annual duty, but as an ongoing response to their desire to do good in the world, through your organization.
The "Nothing But Major Gifts Podcast" is a production of Veritus Group, an industry leader in major gifts fundraising. Learn more at VeritusGroup.com.