Veritus Group
  • What’s Your Role
    • ► What’s Your Role?
    • Mid-Level, Major Gift and Planned Giving Officer
    • VPs, Directors and Managers
    • CEOs and Executive Directors
  • Services
    • ► Our Services
    • Enterprise Partnership
    • Major Gift Programs: Planning, Development & Management
    • Mid-level Gift Management & Consulting
    • Donor Impact Portfolio
    • Strategic Planning & Organizational Development
  • Training
    • ► Training
    • Course Offerings
      • Certification Course in Mid-Level Fundraising
      • Certification Course for Major Gift Fundraisers
      • Certification Course for Managers and Executives
      • Discovering Your Donor’s Passions and Interests
    • On-Demand Courses
    • Our Veritus Scholars
  • Clients
    • ► Our Clients
    • Success Stories
    • Client Corner Articles
  • Resources
    • ► All Resources
    • Blog
    • Books
    • Podcasts
    • Webinars
    • White Papers
    • Free Donor Assessment
  • About
    • ► About Veritus Group
    • Veritus UK & Europe
  • Contact
    • ► Contact Us
    • Media Relations
Select Page
“I Don’t Want to Plan!”

“I Don’t Want to Plan!”

by Richard Perry and Jeff Schreifels | Sep 20, 2019 | Database, Excel, Marketing Impact Chart | Discipline, Moves Management, Planning

No one would actually say that out loud. But in their heart, they just don’t feel like making the effort to do the planning that is necessary for major gift success. Take our Marketing Impact Chart (MIC) for instance. It’s the central document in a MGO’s life that...
The Value of a Financial Goal for Your Donor

The Value of a Financial Goal for Your Donor

by Richard Perry and Jeff Schreifels | Sep 13, 2019 | Passions and Interests, Plan for every donor | Discipline, Goal-setting, Planning

“Why do I need to have a goal for every donor on my caseload?” the MGO asked. “And how does that fit with your philosophy that major gift fundraising is not about the money?” Good question. First, it’s important to note that there’s a dual purpose for every donor on...
You Can Only Control Yourself

You Can Only Control Yourself

by Richard Perry and Jeff Schreifels | Sep 24, 2018 | Anxiety, execution | Discipline, Performance, Planning, Self-care, Stress

Typically, a lot of anxiety starts to build up in you this time of year. If your major gift portfolio is like those of most of your colleagues, anywhere from 60-80% of your revenue comes in during the last three months of the year. That brings on a lot of pressure to...
Should You Accept the Gift or Not?

Should You Accept the Gift or Not?

by Richard Perry and Jeff Schreifels | Sep 10, 2018 | Designated Gifts, Restricted Giving, Strategy | Asking, Discipline, Philanthropy

The donor tells you that your organization will receive a sizeable gift from him. But there’s a problem – there are strings attached. What should you do? I’ll get to the answer in a moment. But first, let me tell you what happened last year to a client of ours. The...
How Do You Manage Up?

How Do You Manage Up?

by Richard Perry and Jeff Schreifels | Aug 31, 2018 | Managing Up, Planning, Proactive Managing | Discipline, Leadership, Management

As a major gift fundraiser, you may be asked to manage the donor portfolio of your manager, CEO or ED. In order to be effective, you have to have the ability to “manage up.” Managing up means that you are working with your CEO, ED or Director of Development to help...
Are You Asking “Why” Enough?

Are You Asking “Why” Enough?

by Richard Perry and Jeff Schreifels | Apr 30, 2018 | Curiosity, Stories | Discipline, Passions and Interests, Relationships

Why does your donor love your organization so much? Have you sat down with your donor and really listened to her answer? If she said something like, “well, I just think you do a great job,” did you dig deeper to find out her true motivation? When I’m talking to...
« Older Entries
Next Entries »

SUBSCRIBE TODAY!

TOP RATED PODCAST

Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.

Listen now!

Most Popular Tags:

Accountability Asking Caseload Value Communication Cultivation Culture of Philanthropy Development Directors Director of Major Gifts Donor-Centered Donor Communication Donor Pipeline Donor Relations Donors Fear Focus Fundraisers Fundraising Giving Goals gratitude Impact Joy leadership major gifts Management Managing Money Moves Management Non-Profit Leadership Non-Profits Passion Personal Development Philanthropy Planning Qualifying Donors Relationships Results ROI Stewardship Strategy structure Success Thanking The Veritus Way Trust

Blog Post Archives

  • What’s Your Role?
    • CEOs and Executive Directors
    • Mid-Level, Major Gift and Planned Giving Officer
    • VPs, Directors and Managers
  • Services
    • Major Gift Programs: Planning, Development & Management
    • Donor Impact Portfolio
    • Strategic Planning & Organizational Development
    • Planned Giving Management and Consulting

Get Started

Request an Assessment
Contact
Find Training
Download a Resource

Questions? Get in touch
with us directly

Contact our Community Experience team:

hello@veritusgroup.net

(859) 212-6262

  • Follow
  • Follow
  • Follow
  • Follow

Copyright © 2020 Veritus Group | Privacy Policy | Terms of Use | Earnings Disclaimer