Question of the Month: How do you plan for a transformational gift?
First, it’s important to start with the basics. Before you can ask for a transformational gift, you need to have a major gifts caseload of no more than 150 qualified donors, tiered A to C, with an individual communication plan for each donor. Then, of your Tier...
When Management Fails Major Gifts
Part 1 of a 2-Part Series on Management and Major Gifts Veritus exists because it’s hard to manage major gift programs and major gift officers – so we help. My business partner Richard Perry has great management and business acumen. He’s led a number of successful...
How to Tell If Your Major Gift Program is Transactional
Our choice of words often carries more meaning than we might intend. You’ve had the experience, I am sure, of saying something that was meant to be more indirect than you really meant it to be, and the other person calls you out with: “Well, what are you really trying...
A Major Donor Tells You How to Ask
I sat down with a major donor several weeks ago when I was in New York City. We started talking about her philanthropy, what she was trying to accomplish, what were some of her frustrations as a donor, and so on. One of the things that she was adamant about was that...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
