by Guest Contributor | Jan 12, 2024 | Donor Journey, Organization, Strategic Plan | Donor-Centered, Major Gift Officers, Planning, Strategic Plans
I want to be frank with you. I love what I get to be a part of in my role as a Client Experience Leader with Veritus. We partner with non-profit organizations doing amazing work all around the world. The joy our team expresses when we share a win in our Slack...
by Guest Contributor | Dec 6, 2023 | control, honesty, Relationship Building | Accountability, Donor Conversation, Personal Development, Relationships
You just had a meeting or phone call with a donor, and it went well. Until you said something that you think landed wrong. The donor didn’t say anything, but the “air” felt different. So what do you do? My recommendation: own it. If you feel a bit funny, it’s likely...
by Guest Contributor | Nov 27, 2023 | Caseload Management, Priorities, Strategic Plan, Year-end, Year-end Fundraising | Caseloads, Major Donors, Permission-Based Asking, Prioritizing, Qualifying, Strategic Plans, Structure
It’s year-end and you’ve just landed a new job – now what? How are you going to ask donors for a gift when you don’t even know them? Or maybe you’ve had a portfolio, but it’s WAY too big, so there’s no way you can reach everyone. How do you know where to focus your...
by Guest Contributor | Nov 10, 2023 | Dual Asks, major gifts, Planned Giving, Year-end Giving | Asking, Major Gifts, Planned giving
As the year draws to a close, you are likely gearing up to make the most of the year-end giving season. This is a crucial time to secure funds that will drive your mission forward. However, one strategy that often gets overlooked is the partnership between major gifts...
by Guest Contributor | Nov 8, 2023 | Donor-Centered, Increased Giving, Joy, Stewardship | Asking, Communication, Donor-Centered, Giving, Major Gift Officers, Relationships, Stewardship
OK, not as catchy as Katy Perry’s 2008 debut single, but hopefully it got your attention! One of the things we tell gift officers again and again is: don’t make decisions for your donors. Don’t let a comment from a year ago about giving or an offhand remark about the...