Estate Planning, Tax Code, and Planned Giving: Are You Prepared for Upcoming Changes That Could Impact Giving?
A big change is scheduled for the United States estate tax code. It is set to begin in 2026. Now, you may be wondering why we’re even talking about this. After all, it’s only 2023. Surely you don’t need to think about a tax code change that won’t take effect for a...
Your Donors Are Waiting to Hear From You
I was talking to a major gift officer the other day who was telling me how taking our fundraising courses has changed her career and made a huge impact on her organization. She shared all about how she’s implemented The Veritus Way into her work, and how hard,...
Dealing With Mindless Meetings & Donor Encounters
Either you’ve done it yourself, or you’ve experienced it. You get into a discussion with a donor, or you’re leading a meeting, and because you have not planned it well or you just have a need to process things out loud, the conversation wanders here and there. It...
Our Top Tips for Crafting Effective Introduction Letters
Are you taking over a portfolio and aren’t quite sure how to introduce yourself to donors that were once being managed by another fundraiser? Or maybe you’re moving into a new role at an organization with a well-known CEO who carries a lot of sway with your donors? Or...
Getting Over The “Ick” Factor in Planned Giving Conversations
If you are newer to the world of planned giving, or perhaps you’re an MGO or MLO being asked to have planned gift conversations with your donors, you may be experiencing what I call “The Ick Factor.” The first time you learn about some of the strategies used in...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
