Inheriting a donor caseload that was previously managed by someone else can give rise to a complicated transition, whether you’re a new hire or you’re moving into a new role within your organization. In this episode, Matt Gill and Diana Frazier offer guidance for navigating this transition depending on the specifics of your situation. We hope these tips will help you feel more confident about stepping into your new role in a way that honors the donor and strengthens their connection to your organization! 

Is your organization set up to support the donor journey? What structures do you have in place to develop your donor relationships from initial acquisition to cultivation, mid-level, major gifts, and planned giving? In this episode, Richard and Jeff discuss five key focus areas for organizations seeking to improve their donor’s experience at every stage of their giving journey.

We’ve all been in meetings where the conversation gets sidetracked. Maybe someone present is very chatty, or they have a totally different topic they want to discuss. Or maybe no one is clear on why they’re there at all. How can you make sure your donor meetings stay on track, while being respectful of everyone’s time and contributions? This episode is all about how to effectively prepare for a donor meeting and what you can do when things don’t go according to plan.

In celebration of Women’s History Month, today’s episode is all about how women are shaping and changing the field of fundraising. Special guest Yolanda F. Johnson, President and Founder of YFJ Consulting and Women of Color in Fundraising and Leadership (WOC)™, joins Jeff for a conversation about her current work, the challenges women continue to face in fundraising, and how to lift up more women and people of color in the non-profit sector.

You wouldn’t believe how often we talk to fundraisers who don’t ask at all! Asking is, as you can imagine, one of the most important parts of your job. And when you’re tuned in to your donor’s giving preferences and interests, you can bring them giving opportunities even outside of their regular giving season.

To help share more about the importance of asking and how to move yourself out of a transactional approach to giving, we invited two special guests, Sarah Coen-Frei, Senior Individual Giving Manager at Minnesota Public Radio, and Fritz Gutwein, Major Gift Officer at Bread for the World to join Veritus Group’s Karen Kendrick (Senior Director of Client Engagement) and Diana Frazier (Senior Client Experience Leader) for a conversation about how to approach asking year-round. We hope you find these tips helpful as you work toward your next donor asks!

When you work at a non-profit organization, just as in any job, there will be times that you feel stuck, discouraged, or uninspired. This work is hard, and it’s not uncommon to experience feelings of burnout or frustration. In this episode, Karen and Renita share some questions to ask yourself on days you feel stuck to help you approach your energy differently. We hope these suggestions leave you feeling encouraged with some strategies to help you move forward, bring your best self to work with your donors, and find more satisfaction in your daily work!