Veritus Group
  • What’s Your Role
    • ► What’s Your Role?
    • Mid-Level, Major Gift and Planned Giving Officer
    • VPs, Directors and Managers
    • CEOs and Executive Directors
  • Services
    • ► Our Services
    • Enterprise Partnership
    • Major Gift Programs: Planning, Development & Management
    • Mid-level Gift Management & Consulting
    • Donor Impact Portfolio
    • Strategic Planning & Organizational Development
  • Training
    • ► Training
    • Course Offerings
      • Certification Course in Mid-Level Fundraising
      • Certification Course for Major Gift Fundraisers
      • Certification Course for Managers and Executives
      • Discovering Your Donor’s Passions and Interests
    • On-Demand Courses
    • Our Veritus Scholars
  • Clients
    • ► Our Clients
    • Success Stories
    • Client Corner Articles
  • Resources
    • ► All Resources
    • Blog
    • Books
    • Podcasts
    • Webinars
    • White Papers
    • Free Donor Assessment
  • About
    • ► About Veritus Group
    • Veritus UK & Europe
  • Contact
    • ► Contact Us
    • Media Relations
Select Page
Counting Planned Gifts – A Convoluted Mess

Counting Planned Gifts – A Convoluted Mess

by Richard Perry and Jeff Schreifels | Nov 23, 2020 | Accountability, audit, Reporting | Focus, Planned giving, Return on Investment

“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 Use Info about Donor Passions and Interests

How to Use Info about Donor Passions and Interests

by Richard Perry and Jeff Schreifels | Feb 12, 2020 | Programs, Reporting | Cultivation, Donor Offers, Passions and Interests

Fourth in a Series: How to Identify Donor Passions and Interests So you’ve identified your caseload donor’s passions and interests and the driver(s) behind them. Now what do you do? Several things as follows: Match them to the program category and sub-category of your...
Reporting Back a Donor’s Impact

Reporting Back a Donor’s Impact

by Richard Perry and Jeff Schreifels | Sep 2, 2019 | Communication, Reporting | Impact, Leadership, Reporting Back

Second in a Four-Part Series: How to Create Value for Your Donors I cannot overstate this. Reporting on the impact of your donor’s gift will make or break your success as a major gift officer, the success of your organization’s major gift program, and whether or not...
Donor Changes Mind

Donor Changes Mind

by Richard Perry and Jeff Schreifels | Apr 8, 2019 | Outcomes, Reporting, Retention | Donor Attrition, Donor Retention, Reporting Back

The donor had given $25,000 for a project that the MGO had presented to him – a project with intended outcomes he was very excited about. But there was a problem. The MGO couldn’t get proof of performance information from the program people. And, as much as he tried,...
14 Ways to Tell Your Donor She Made a Difference

14 Ways to Tell Your Donor She Made a Difference

by Richard Perry and Jeff Schreifels | Dec 21, 2018 | Proof of Performance, Reporting | Reporting Back, Thanking, Touch Points

“How do I tell my donor she made a difference?” the MGO asked. “I mean, there are only so many ways to do that.” Good question. Jeff and I routinely tell MGOs that there is no limit to how many times they should tell a donor he is making a difference. You could do it...
« Older Entries

SUBSCRIBE TODAY!

TOP RATED PODCAST

Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.

Listen now!

Most Popular Tags:

Accountability Asking Caseload Value Communication Cultivation Culture of Philanthropy Development Directors Director of Major Gifts Donor-Centered Donor Communication Donor Pipeline Donor Relations Donors Fear Focus Fundraisers Fundraising Giving Goals gratitude Impact Joy leadership major gifts Management Managing Money Moves Management Non-Profit Leadership Non-Profits Passion Personal Development Philanthropy Planning Qualifying Donors Relationships Results ROI Stewardship Strategy structure Success Thanking The Veritus Way Trust

Blog Post Archives

  • What’s Your Role?
    • CEOs and Executive Directors
    • Mid-Level, Major Gift and Planned Giving Officer
    • VPs, Directors and Managers
  • Services
    • Major Gift Programs: Planning, Development & Management
    • Donor Impact Portfolio
    • Strategic Planning & Organizational Development
    • Planned Giving Management and Consulting

Get Started

Request an Assessment
Contact
Find Training
Download a Resource

Questions? Get in touch
with us directly

Contact our Community Experience team:

hello@veritusgroup.net

(859) 212-6262

  • Follow
  • Follow
  • Follow
  • Follow

Copyright © 2020 Veritus Group | Privacy Policy | Terms of Use | Earnings Disclaimer