Stop Dragging Your Feet: It’s Time to Take Mid-Level Seriously!

Stop Dragging Your Feet: It’s Time to Take Mid-Level Seriously!

Remember last week’s blog, where I touted that Veritus clients saw their major gift revenue go UP by 22% on average, versus the national average of LOST revenue at -4%, based on the Fundraising Effectiveness Project statistics? Well, now we have our mid-level client...
Stop Using Donor Wealth Ratings to Build a Portfolio

Stop Using Donor Wealth Ratings to Build a Portfolio

I can’t believe I’m still writing about this, but in talking to many MGOs recently, we’re still returning to this issue: using donor capacity rankings (or wealth ratings) as the first criteria when building a major gifts portfolio. Just recently I heard of a large...
The Worst Way to Start a Conversation with a Donor

The Worst Way to Start a Conversation with a Donor

The worst way to start a conversation with a qualified donor on your caseload is to bring up any topic related to money. Like… After a gift: “We received your gift of X yesterday. Wow, that was an amazing and generous gift! Thank you.” Before an ask or leading into an...