by Veritus Group | Jul 31, 2023 | Caseload Management, Metrics, Strategic planning, Tasks, Time Management | Caseloads, Metrics, Planning, Prioritizing, Strategic Plans, Structure
Recently, we were talking to a client about how to help their fundraisers stay on track. They know the general idea and direction they should be heading, but when it comes to the day-to-day question of “Where should I be spending my time?” there’s often confusion or a...
by Veritus Group | Jun 28, 2023 | Goal Setting, Major Gift Fundraising, Major Gift Goals, Major Gift Planning, Major Gift Programs | Goal-setting, Major Gifts, Planning, Strategic Plans
Many organizations have a transactional mindset when setting goals for major gifts. But when leadership pulls a number out of a hat (think: “Raise X% more than last year”), it doesn’t honor the donor or acknowledge their passions. Instead of a blanket goal that...
by Jeff Schreifels | Jun 14, 2023 | Board of Directors, Non-Profit Leadership, Work Your Plan | Board of Directors, Executive Directors, Leadership, Management, Planning, The Veritus Way
Last month, I had the privilege of presenting our donor analysis and The Veritus Way to a new client’s leadership and board development committee. They had recently hired us. But in a span of just three months, their Executive Director, Development Director, and Major...
by Richard Perry and Jeff Schreifels | Mar 29, 2023 | Major Gift Officers, Plan for every donor, Strategic Plan, Work Your Plan | Focus, Major Gift Officers, Planning, Professional Development, Strategic Plans
With all the economic uncertainty swirling around and non-profit leaders and managers wringing their hands in worry about revenue, I want to assure you that there is one thing you need to be focusing on right now… WORKING YOUR PLAN! If you think about it, the only...
by Richard Perry and Jeff Schreifels | Jan 6, 2023 | Caseload Management, Major Gift Planning, Planning, Self-care, Thanking | Fundraising, Major Gift Officers, MGOs, Planning, Self-care
When you get back to the office or start up your computer again after a holiday, it always takes a while to get re-oriented. To help you refocus on your goals, here are a few tips for where to allocate your time in the first weeks of January. We hope you had a...
by Richard Perry and Jeff Schreifels | Nov 2, 2022 | Economic Recession, Fundraising, Planning | Economics, Fundraising, Giving, Planning
We are often asked about the state of major gift fundraising during difficult economic times. Fundraisers often wonder, will people give less? Should they budget less? Or move into stewardship mode with donors, versus asking them for gifts? How should fundraisers...