by Richard Perry and Jeff Schreifels | Jan 1, 2016 | Donor Retention, major gift value triad | Donor Retention, Goal-setting, Major Gifts, Management, Strategic Plans, Teamwork
People often ask us what we think makes for a really good major gift program. Sometimes this question comes from their frustration with how things are currently going. Often it’s about wanting to make their program better. We at Veritus Group believe there are seven...
by Richard Perry and Jeff Schreifels | Dec 7, 2015 | Caseload Mix, Caseload Planning, New Year, ROI | Donor Retention, Major Gifts, Metrics, Planned giving, Qualifying, Uncategorized
As a major gift officer, you are delivering two values. First, you are delivering value to the donor by helping her fulfill her interests and passions through her giving to your organization. Second, you are delivering economic value to the organization so that it can...
by Richard Perry and Jeff Schreifels | Nov 25, 2015 | Communication, Cultivation, Messaging | Donor Retention, Donor-Centered, Major Gifts, Uncategorized
Almost every day I kindly interrupt a conversation and ask: “what’s the problem?” The conversation could be about a drywall situation in a new house, dealing with an unruly child, a banking problem or, bringing it to our fundraising world, how to manage a major donor....
by Richard Perry and Jeff Schreifels | Oct 26, 2015 | Annual Fund, Direct Response, donor promotion, turf wars | Direct Response, Donor Retention, Major Gifts, Prospecting, Uncategorized
Today, we’re going to do something different on Veritus Group’s Passionate Giving Blog. We’re going to have a guest blogger. You probably already know him. If you don’t, you should. He’s one of the most brilliant fundraising minds in the business. Jeff Brooks, the...
by Richard Perry and Jeff Schreifels | Sep 28, 2015 | | Donor Retention, Fundraising, Mid-level donors, Uncategorized, White Paper
Another article from Veritus Group to help you succeed at major gift fundraising. What you will learn in this White Paper: What is blocking the pipeline for smaller donors to become major donors; How relationships play out across the donor pyramid; Why an investment...
by Richard Perry and Jeff Schreifels | Sep 7, 2015 | Outcomes, Reporting Back, Results | Donor Retention, Donor-Centered, Impact, Major Gifts, Overhead, Uncategorized
It was a disturbing conversation. The donor had made a significant gift and was now asking what had resulted – what had actually happened – from that gift. A simple question. The Director of Development was caught in the corner. Anticipating a grilling from the donor,...