Strengthening Your Portfolio Over Time
#5 in the series How to Manage Your Portfolio Effectively I think one of the toughest things for us at Veritus Group, when we work with non-profit managers or leaders, is their expectation that major gift income will just magically grow overnight. The idea that...
What Do You Do with Your “C” Level Donors?
#4 in the series How to Manage Your Portfolio Effectively If you’ve been reading along with this current series on tiering your donors, you know that we’ve now gone over what to do with A and B Tier donors. These two tiers, while comprising less than half, maybe just...
Why Tiering is Critical in Managing Your Portfolio Effectively
First in a Five-part Series: How to Manage Your Portfolio Effectively Are you worried about your major donor portfolio’s donor retention rates? Are you concerned that your donor value attrition rates are too high? You should be. Over the years that Veritus has done...
Should MGOs ‘Do’ Planned Giving?
Jeff and I are often asked if MGOs should be engaged in planned giving work. Without taking even a second to reply, we say NO. And here’s why. The MGO does not have the time. If you have a fully qualified caseload of donors, you do not have time to do ANYTHING but...
The Elements of a Good Contact Report
We have been getting a number of requests to give our input on what makes up a good contact report – what you record in your database after contact with a donor. My friend and colleague Carter Wade surveyed our Associates and also did some research on his own to come...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
