by Veritus Group | Sep 29, 2023 | Major Gift Planning, Relationship, Relationship Building, Strategic planning, Tiering, Transformational Gifts, Transformational giving | Donor Offers, Giving, High Givers, Major Gifts, Planning, Transformational Gift
First, it’s important to start with the basics. Before you can ask for a transformational gift, you need to have a major gifts caseload of no more than 150 qualified donors, tiered A to C, with an individual communication plan for each donor. Then, of your Tier...
by Veritus Group | Sep 1, 2023 | Annual Appeal, Donor Relations, Fundraising Events, Membership Programs, Relationship Fundraising, Transactional Fundraising, Transactional Giving | Annual Fund, Events, Fundraising, Relationships
Is your organization’s fundraising strategy focused primarily on events, membership programs, or an annual giving model? While these strategies can certainly be valuable, they tend to promote a transactional giving mindset that limits the organization’s...
by Veritus Group | Jul 31, 2023 | Caseload Management, Metrics, Strategic planning, Tasks, Time Management | Caseloads, Metrics, Planning, Prioritizing, Strategic Plans, Structure
Recently, we were talking to a client about how to help their fundraisers stay on track. They know the general idea and direction they should be heading, but when it comes to the day-to-day question of “Where should I be spending my time?” there’s often confusion or a...
by Veritus Group | Jul 28, 2023 | Hiring MGOs, Job search, remote work | Executive Directors, Hiring, Jobs, Non-Profits, Uncategorized
There are few topics as frequently talked about right now as issues with hiring and retaining fundraisers. This issue has persisted for years, but recently it has become increasingly problematic for non-profits. With many organizations struggling to fill vacant...
by Veritus Group | Jul 17, 2023 | Goal Setting, Mid-level, Mid-Level Program, Mid-Level Programs, Revenue goals | Goal-setting, Mid-Level, Mid-level donors, Strategic Plans
In mid-level, with a caseload of 500-700, it’s not realistic to set goals for individual donors as we do in major gifts. Instead, mid-level donors are organized into three tiers, and fundraisers work their plan by sending strategic touch points for each of those...