About Veritus
Veritus Group is committed to transforming non-profit mid, major and planned gift programs to deliver measurable impact to both the donor and to the clients we serve.
Giving transforms donors
We love helping your donors find true joy in their giving. We know your donors want to give, but many donors are just giving transactional gifts. We guide and coach you to help your donors make TRANSFORMATIONAL gifts!
Your work makes a vital difference
We love the work you do. And we think it’s one of the most important jobs in the world, helping people give away their money to make a difference in our world. Our job is to make you more successful in the work you do with donors.
Let us inspire you
You will find that we are: serious yet quirky, disciplined but fun, consistent yet innovative, driven yet compassionate. If you decide to work with us, you will find our passion catches fire and inspires everything we do. We love your mission and the good work you are doing. You have a tough job and we want to make it easier.
Our Vision
That every mid, major and planned gift donor to every cause will experience the most possible joy, satisfaction and fulfillment as they express their passions, interests and care for humankind and our planet through their giving.
Our Mission
To provide relationally and analytically based mid, major and planned gift donor management strategies and services to non-profits worldwide that results in higher donor retention and giving.
Our Objective
We help your donors fulfill their passion and interests. We work tirelessly to help you treat donors as real partners instead of sources of cash and align your organization’s goals with theirs. The result is increased loyalty, higher levels of giving and a lot of joy and happiness.
The Veritus Approach
We analyze donor behavior, find the donors who really want a relationship with you, then create revenue goals and a plan. Then we hold your team accountable to manage the plan and help you stay focused on the right things!
The Veritus Difference
We’re creative and forward-thinking. We’re incredibly disciplined. Our tools help us find the donors who really want a relationship with you… all with the intent of creating deeper relationships with your donors.
Our Commitment to Diversity, Equity, and Inclusion
At Veritus Group, we believe that to solve the world’s greatest needs, the non-profit sector must strive to create an environment that empowers, elevates, and uplifts diverse voices. To achieve this goal, we must create a culture that is grounded in support for all staff members, a connection and respect for the community, and a space where innovation can thrive. We believe that to audaciously re-imagine how we create life-changing, community-driven solutions, non-profits must be open to, inclusive of, and representative of our differences, including, but not limited to, all ages, ability identities, genders, gender identities, races, sexual orientations, ethnicities, and perspectives. We know our industry has a lot of work to do, ourselves included, which requires us all to keep each other accountable to celebrating diverse voices and perspectives, ridding ourselves of systems that continue cycles of inequality, and creating more inclusive organizations, and we are committed to continuing this journey.
Our People
Monika Pandya Burchfield
Client Experience Leader
Lauren Centrella
Client Experience Leader
Amy Chapman
Director of Client Engagement
Edie Dahlen
Client Experience Leader
Sara Di Lullo
Director of Client Engagement
Debi Dunham
Client Experience Leader
Eric Falquero
Project Manager
Ignasi Ferrer Junyent
Client Experience Lead
Diana Frazier
Senior Client Experience Leader
Teresa Galofré Borés-Leonori
Client Experience Lead
Matt Gill
Client Experience Leader
Rebecca Huron
Director of Content, Marketing & Learning
Zack Jones
Director of Finance
Karen Kendrick
Director of Client Services
Matt Korn
Client Experience Leader
Kendra Loper
Director of Operations
Jake Kring-Schreifels
Copywriter
Sian McDermott
Senior Client Experience Lead
Diana Medina
Content, Marketing and Learning Project Manager
Caitlin Melody
Community Experience Manager
Andy Milligan
Managing Director
Lori Minton
Director of Operations
Erica Morris
Assistant Director of Project Management
Richard Perry
Founder
Tricia Plumm-Albers
Executive Assistant
Jeff Schreifels
Principal
Robert Shafis
Director, Planned Giving Services
Kevin Switala
Marketing Systems and IT Manager
Louise Tait
Client Experience Lead
Theresa Tapocsi
Client Experience Leader
Renita Tyson
Client Experience Leader
Heidi Waugh
Marketing & Training Coordinator
Caryn Webb
Lead Data Analyst
Our Culture
We engage our hearts and intellect in our work. We use quantitative and qualitative measures to know that our strategies and counsel actually work. Promises are not enough. Measurable results are. We need to know that the programs of our clients are really making an impact. We will be close to the pain and hurt of the work of our clients – and we will be close to their joy and celebration. We celebrate and value accountability and discipline in our work where gift officers focus on the right donors and manage a strategic plan for each donor that effectively fulfills their interests and passion.
Our Values:
- Donor intent and desire to change the world.
- Client vision and mission.
- Service to humankind and our planet.
- Honesty and transparency.
- Professionalism.
- Partnership and mutuality.
- Return on investment.
- Hard work.
- Relationships.
- Fun.
Our Objectives:
- Reach client objectives at the right cost.
- Provide meaningful employment.
- Make a reasonable profit.