A Fresh Look
Detailed Analysis
- Run multi-year donor retention analysis, comparing to benchmarks
- Analyze major donor economics: rep cost to caseload value
- Identify where new donor giving is covering up lost donor giving
- Identify mega donor opportunities – confluence of wealth overlay and current giving
Major Donor Monitor
Managing The Right Donors
- Create qualification process to I.D. donors who want to relate to your organization.
- Identify donor passions and interests and preferred communication media.
- Set goals and create plans for each donor – moves management.
- Track individual donor activity, performance and retention against industry benchmarks.
Major Gift Officer Monitor
Sales Management Support
- Assist with hiring and performance evaluation of Major Gift Officers (MGOs)
- Train and continue to coach MGOs
- Determine caseload selection criteria with focus on active donors vs. prospects
- Build qualified caseloads for each MGO and set goals
- Set and monitor retention benchmarks for each MGO
- Produce monthly report for Management: progress against goals, activity, planned giving referrals
Project Support Portfolio
Development of Offers
- Package the entire organization budget into Project Support Portfolios that match donor interests and passions to the needs of the organization and the people they serve.
- Ensure that MGOs match specific donor interests and passions for each donor on their caseload to an organizational category or sub-category in the Project Support Portfolio.
- Develop Personalized Annual/Quarterly reports, using existing organizational content, then personalizing
Ultimate Donor Giving
Planned Giving
- Audit planned giving program to see how it is working and to assess potential and staffing
- Train planned giving personnel in all types of instruments, types and identification of prospects, how to connect with the donor and strategy and communication planning
- Coach and mentor planned giving personnel; develop specific strategy for targeted donors; mentor other planned giving staff; manage planned giving personnel.
Foundation, Corporate and Government Revenue
Grants Research, Writing and Reporting Services
- Audit grant revenue history to determine how grants factor into overall revenue and how the program has performed.
- Provide grant research services to find the best grantor fit for program offers
- Help write grant proposals or write them from scratch ourselves
- Set up and manage grant reporting and compliance systems to meet grantor requirements
- Develop and manage grant information system
- Help cultivate and manage grantor relationships
- Provide training and personnel services (hiring, evaluation) to internal grant staff.
- Provide technical assistance of any kind to internal grants personnel.
Executive Coaching
We help leaders manage change and performance
- Manage organizational change and change in the behavior of other leaders and staff
- Correct performance problems
- Improve relationships
- Support top performers, preserving them for the organization
- Discover hidden connectors and influencers in the organization and manage them toward positive change and performance
- Receive constructive feedback
- Resolve conflicts and mediate issues
- Design effective division of labor (organization charts) and related job descriptions, roles, responsibilities and accountability
- Understand and manage a younger generation of employees.
- Develop new ways to attack problems
- Deal with promotions and stretch assignments
- Identify root causes of problems and make fundamental changes
- Assess skills, motivations and abilities and plan for their personal development and help them develop personal awareness
- Improve their communication
- Plan for donor’s personal development
- Mentor and advise them
Development Management
We manage your development efforts and team
Veritus Group can come in as your interim Development Director to help you quickly assess your team, create a strategic fundraising plan, and manage your major gift officers and other development staff for a specified time. This allows us to “right the ship,” get your program running again and help you find a long-term replacement for ongoing management.
Major Donor Online
Think about it: You’re hiring seasoned fundraising professionals for less than an inexperienced Development Director.
Let’s talk about how we can work together.