Are You Focused on the Right Donors?
Many years ago, I was working with an MGO to help create her donor portfolio. We were going through a process called the “gut check” to separate which donors were actually qualified from those that weren’t. We came upon one donor whom the MGO described in great...
Counting Planned Gifts – A Convoluted Mess
“How an organization counts planned gifts is often a convoluted mess, despite having some pretty clear best practices from the National Association of Charitable Gift Planners and CASE.” This is what Bob Shafis, our Director of Planned Giving Services, told me...
How to Create a Dynamic Strategy for Every Single Donor: A Step-by-Step Process
The look on her face said it all. “You want me to create a strategy for every single one of the donors on my caseload? Are you kidding me?” This is usually the reaction our team at Veritus Group gets when we tell MGOs that this will be one of the first things they...
You Have a Full Caseload, How do You Manage Others?
Today’s post is directed to Development Directors or Directors of Major Gifts, but honestly, if you’re a major gift officer or leader of your organization, you can benefit from this too. Here’s a problem that Richard, our team and I get asked almost every week: “I’m...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
