Have You Discovered the BEST Strategy for Mid-Level and Major Gifts Success?
When Richard asked me if I wanted to join his major gift consultancy back in 2009, he had already established the backbone of the strategy, structure, and process of what we now call The Veritus Way of Major Gifts. But Veritus Group itself didn’t come to life until we...
A Donor Performance Report Delivers a Practical & Relational Gift
You’re headed out to a handful of donor meetings. You’ve done your research, thought through open-ended questions you want to ask, and identified the next step in your journey of building a relationship of trust. And you’ve come prepared with information on the...
Get Your Caseload Management Checklist!
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...
Question of the Month: How do you actually tier a donor caseload?
After you’ve qualified your donors, tiering your caseload is the next step to help you focus your time so that you’re spending the majority of your effort on donors who have both a deep connection to your organization AND the potential to give significantly. But how...
The Confusion Around Marketing, Communications, and Fundraising Functions
It’s budget time. And the debates begin. How much budget to allocate for fundraising? How much for communications? How much for marketing? And those debates migrate to who owns each of the functions. One non-profit leader believes that it all belongs together, and...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
