by Jeff Schreifels | Apr 12, 2024 | introduction cycle, Mid-Level Officer, Mid-Level Program, Mid-Level Programs, Qualifying Donors | Mid-Level, Mid-level donors, Qualifying
As you may already know, part of the Veritus Way of major gifts is to make sure you ONLY have qualified donors in your portfolio. (You can learn more about our major gifts qualification process here.) But what about mid-level? Should you qualify donors for your...
by Richard Perry and Jeff Schreifels | Apr 9, 2021 | Strategy | Caseloads, Qualifying, Touch Points
As we work with thousands of front-line fundraisers, our team at Veritus gets to see how The Veritus Way of mid, major and planned gifts works itself out in real life. It’s one thing to say, “having a structure to your major gift program will help you develop...
by Richard Perry and Jeff Schreifels | Dec 30, 2022 | Caseload Management, MGOs, Portfolio Management, Qualifying Donors, Relationships | Caseloads, Communication, Qualifying
Is every donor in your portfolio qualified? More often than not, the answer we get from frontline fundraisers is “of course” when we start working with them. Knowing that we’re going to get this answer, we conduct a “gut-check” exercise by asking these questions: When...
by Richard Perry and Jeff Schreifels | Feb 17, 2021 | MGOs, Relationships | Caseloads, Communication, Qualifying
Is every donor in your portfolio qualified? More often than not, the answer we get from a front-line fundraiser is “of course” when we start working with them. Knowing that we’re going to get this answer, we conduct a “gut-check” exercise by asking these questions:...
by Jeff Schreifels | Sep 4, 2023 | MGO, Passions and Interests, Qualifying | Donor-Centered, Passions and Interests, Qualifying
We all create stories about who we think people are, based on either a snap judgment or seeing from afar their history of behavior. Sometimes that can be helpful to us. Other times, it’s quite hurtful. I think we do this quite a bit as fundraisers. You have a donor in...
by Richard Perry and Jeff Schreifels | Feb 10, 2021 | MGO, Qualifying | Donor-Centered, Passions and Interests, Qualifying
We all create stories about who we think people are, based on either a snap judgment or seeing from afar their history of behavior. Sometimes that can be helpful to us, and other times it’s quite hurtful. I think as fundraisers we do this quite a bit. You have a donor...