In case you missed it, here’s a recap of our latest podcast episodes, webinars, and more resources to help you raise more revenue for your mission!

NEW Podcast Episode:

How to Get a Donor Meeting Back on Track

We’ve all been in meetings where the conversation gets sidetracked. Maybe someone present is very chatty and wants to spend the first half hour catching up. Maybe one individual has another topic they want to discuss, outside of what was outlined in the agenda. Or maybe no one is clear on why they’re there at all, so the conversation wanders until the time is up.

How can you make sure your donor meetings stay on track, while being respectful of everyone’s time and contributions? In this episode, Veritus Group’s Karen Kendrick (Senior Director of Client Engagement) and Diana Frazier (Senior Client Experience Leader) share their tips for how to effectively prepare for a donor meeting and what you can do when things don’t go according to plan.

We hope you find these tips helpful as you prepare for your next donor meeting! Listen here.

WEBINAR Replay:

Rethinking Fundraising: Strategies for Non-Profits Beyond Events and Membership

Many fundraising leaders rely on measuring activity, i.e., how many phone calls the MGO makes, the number of face-to-face donor meetings each month, or how many asks. The problem with measuring activity is that it doesn’t demonstrate results and it’s not indicative of a meaningful engagement with that donor. So how should you measure success in major gifts?

In this webinar, Jeff and Diana chat with our client guest, Abby Muller of the Phoenix Rescue Mission, about which metrics should guide your strategy in fundraising. Watch the replay here.

NEW Podcast Episode:

Mapping the Donor Journey: A Pipeline Health Checklist

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?

These are some of the questions you need to consider as you work to build a healthy donor pipeline. In this episode, Richard Perry and Jeff Schreifels discuss five key focus areas for organizations seeking to improve their donor’s experience at every stage of their giving journey. Listen here.

WEBINAR Replay:

From $150 to $15,000: How to Move a Donor from Mid-Level to Major Gifts 

Your best prospects for future major donors are already giving to your organization – but they’re stuck in the mid-level giving range. A healthy mid-level program is the best way for your organization to steward those donors and qualify them for major gifts.

In this webinar, Jeff and Kendra lead a conversation about how to approach your mid-level donors so you can move those who are ready into major gifts. Watch the replay here.

FREE Resource:

Request a Free Donor File Assessment

How well are your mid-level and major gift programs performing? Do you know what your year-over-year donor value attrition rates are? Given your current program growth, do you know where you’ll be in five years? If you’re not sure, don’t worry! In our experience, most non-profit fundraisers, managers, and leaders can’t confidently answer these questions. That’s why we’ve developed our FREE and CONFIDENTIAL Donor Assessment. This comprehensive assessment will provide you with specific information around donor attrition rates, donor value attrition, program growth, and how many people you need to hire to grow effectively.

There’s absolutely no obligation to work with us, and you’ll learn the key steps you need to take for greater growth in 2024. Are you ready to get started? Head over here to request your FREE Donor Assessment today.

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Looking for more? Check out all our available resources here, or we’d love to see you at one of our upcoming webinars!