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

Kara Ansotegui
Director of Client Services
Kara has over 20 years of experience in non-profit leadership serving in fundraising and marketing executive roles. She has been responsible for strategic program development in major gifts, midlevel, and donor relations and has served as the CRM data management SME for numerous nonprofits. She has an undergraduate in Business Administration from Oregon State University and holds an MBA in Marketing from Georgia State University.
Kara Ansotegui
Director of Client Services

Monika Pandya Burchfield
Client Experience Leader
Monika has 20+ years of experience in non profit fundraising and IT consulting. She has been responsible for fund-raising, events, communications, volunteer and CRM operations. She has degrees in Industrial Organizational Psychology and Human Resource Education from the University of Illinois at Urbana-Champaign. Monika lives in a farmhouse in the country.
Monika Pandya Burchfield
Client Experience Leader

Amy Chapman
Director of Client Engagement
For over 25 years, Amy has engaged in sales, client development and management for large multinational corporations as well as founding and growing several successful start ups. Her passion is fostering relationships, brand building and brand loyalty with an emphasis on client satisfaction, creativity, and collaboration.
Amy Chapman
Director of Client Engagement

Drew Coursin
Client Experience Leader
Drew Coursin has more than 20 years’ experience building partnerships, developing strategic visions, communicating effectively, and helping nonprofits and donors alike unite their philanthropic goals with opportunities to move missions forward. No matter what the project, Drew approaches his work with a positive attitude, enduring sense of humor, consistency, and a philosophy that relationships and the ability to tell a crisp, compelling story are central to any individual and collective success.
Drew Coursin
Client Experience Leader

Edie Dahlen
Client Experience Leader
Edie has 30 years of experience in the non-profit sector providing organizational leadership and building dynamic and sustainable development for mid and major donor programs – all while building a culture of philanthropy throughout the organization. Edie combines both the head and heart – extensive knowledge infused with energy and passion – to help non-profit organizations make a huge difference in the world.
Edie Dahlen
Client Experience Leader

Debi Dunham
Client Experience Leader
With over 31 years of experience and expertise in the major donor fundraising arena Debi is well equipped to assist with strategies and techniques that will develop solid and fruitful major gift programs. Debi began her career as a Major Donor Officer and event planner. She then transitioned into a management position for a major non-profit where her responsibilities included the management of a team of 8 major gift officers and fundraising, cultivation and prospecting of major donors across the country, raising $25 million during her tenure.
Debi Dunham
Client Experience Leader

Diana Frazier
Senior Client Experience Leader
With 32 years of experience in the non-profit sector, Diana has helped organizations meet strategic objectives through fund and product development, marketing, and operations management. She has worked on staff or as a consultant in a wide range of non-profits including print and media organizations, missions, higher education, health, crisis counseling, and churches.
Diana Frazier
Senior Client Experience Leader

Matt Gill
Client Experience Leader
Matt Gill has over two decades of leadership, fundraising, and storytelling experience. He has served in major gifts and fundraising leadership roles for several large human services nonprofits, and as a board member, volunteer, and co-founder with a number of smaller organizations. He spent more than 11 years on active duty with the Navy in special operations and public affairs, and continues to serve as a public affairs officer in the Navy Reserves, where he holds the rank of Commander. Matt is a graduate of the U.S. Naval Academy, the Naval War College, and the University of Minnesota’s Humphrey School of Public Affairs.
Matt Gill
Client Experience Leader

Erica Hawks
Administrative Assistant
Erica is a United States veteran with a combined 20 years of military and federal service working with both the Air Force and Army. She separated in 2015 as an Air Force Master Sergeant. Throughout her military career, she has worked in telecommunications and emergency management assisting military leaders in both day-to-day and deployment communications. During her military career she earned her degree in Information Systems.
Erica Hawks
Executive Assistant

Rebecca Huron
Director of Content & Marketing
Rebecca has spent her career focusing on developing and managing comprehensive marketing and fundraising programs. She has experience in direct response, mid-level, and major gifts fundraising, and has worked on both the agency-side and nonprofit-side of these programs. Rebecca has a passion for helping nonprofits, and the fundraisers who work at them, create the greatest impact possible in service of their mission.
Rebecca Huron
Director of Content & Marketing

Zack Jones
Director of Finance
Zack was born and raised in Augusta, Georgia. He earned degrees in Economics and Management from the University of Mississippi and an MBA from the Aix-Marseille University located in Aix-en-Provence, France. Zack has worked in accounting and finance for nearly 15 years. He is a licensed CPA living in Asheville, NC with his wife and two young children.
Zack Jones
Director of Finance

Karen Kendrick
Senior Director of Learning
Karen Kendrick has a masters degree in education and counseling and over 28 years’ experience in nonprofit fundraising in both the university/education market and social service agencies. She has served as program director and executive director for a nonprofit, giving her both programmatic and administrative experience. She has created strong comprehensive fundraising programs from the ground up and served as a Director of Development and major gift officer.
Karen Kendrick
Senior Director of Learning

Adrien Lynch
Marketing Coordinator
Adrien Lynch has a background in copyediting, customer service, communications, and project management. She has worked with startups, software companies, and market research firms where she’s helped create new systems, enhance the customer experience, and develop marketing strategy. Adrien is also a Certified Scrum Master and is working toward a black belt in toddler conflict resolution.
Adrien Lynch
Marketing Coordinator

Caitlin Melody
Community Experience Manager
Raised in the foothills of the Smoky Mountains and often found rambling through Appalachia with a dog in tow, Caitlin began her career in customer service in 2010. With a strong background in retail management she has worked with companies across the country, focusing on communications and business acumen. A ceaseless desire to serve her community led to a love of volunteer work that has ranged from animal rescue, community advocacy, and even working to maintain trails within our national parks. In her spare time you will find her out in the wild with her pups Ziggy and Clementine.
Caitlin Melody
Community Experience Manager

Lori Minton
Executive Administrative Assistant
Lori Minton
Business Operations Manager

Toni Paz
Client Experience Leader
Toni has spent over 25 years in the nonprofit industry as an agent of influence and change, engaging donors as a relationship-builder and mission connector. She has spent most of her fundraising career with music and literacy organizations, including the Atlanta Symphony and the Woodruff Arts Center. Toni serves as a facilitator for the Georgia Center for Nonprofit’s Nonprofit University and teaches courses on major gifts and cultivation/stewardship, and as adjunct professor for the Eastman School of Music’s graduate degree in music leadership. She is currently pursuing the ACFRE credential after becoming a CFRE in 2005.
Toni Paz
Client Experience Leader

Richard Perry
Founder
Richard Perry
Founder

Lisa Robertson
Director of Client Services
Lisa has over 25 years of experience in non-profit leadership, serving as an executive, program director, and special event coordinator. She has been responsible for fund-raising, donor/constituent relations, marketing, and internal communications. She has a dual degree in Communications and Political Science from the University of Washington; and worked as a sports reporter and editor before entering the non-profit sector.
Lisa Robertson
Director of Client Services

Jeff Schreifels
Principal
For more than 25 years, Jeff has been developing, planning and executing strategic fundraising and marketing programs. He’s served as Development Director at several nonprofits and was Senior Strategy Director at The Domain Group, where he helped to develop record-setting fundraising programs for the agency’s largest clients.
Jeff Schreifels
Principal

Robert Shafis
Director, Planned Giving Services
Robert Shafis
Director, Planned Giving Services

Theresa Tapocsi
Client Experience Leader
Theresa Tapocsi
Client Experience Leader

Renita Tyson
Client Experience Leader
Renita Tyson’s background is filled with experience in numerous sectors. From Fortune 500 companies to small industrial manufacturers to UCLA, she’s held sales, marketing, development & senior management positions. Most recently, she was the Chief Development Officer with Boys & Girls Clubs of Santa Monica.
Originally from Chicago, Renita has lived in the LA area since 2002. Outside of work, Renita is a health and wellness enthusiast. She also enjoys her church community, loves cooking and eating Caribbean and Creole cuisine, enjoys beach walks, attending outdoor jazz concerts and salsa dancing. And she makes a mean sweet potato pie
Renita Tyson
Client Experience Leader

Jen Wasem
Client Experience Leader
Jen has over 20 years of nonprofit executive leadership experience while raising over $100 million
dollars for philanthropic initiatives. She is passionate about connecting community and resources for
lasting impact. Fueled by creativity and strategic direction, Jen has received industry-wide
recognition for her initiatives with corporate partnerships, workplace engagement and peer-to-peer
fundraising. She has a Bachelor of Science Degree in Communications from John Brown University
and is an avid writer and public speaker. She is passionate about spreading kindness, coffee and
her twin sons.
Jen Wasem
Client Experience Leader

Caryn Webb
Lead Data Analyst
Caryn has over 20 years of experience working in higher education environment with 13+ of those specializing in financial data. She has served in the roles of financial systems analyst, technical trainer, and technical support. With her background in education, and previous experience in healthcare, manufacturing, and retail, she brings a unique perspective to analysis and has a passion for process improvement. She has a B.A. in Liberal Arts from California State University, Long Beach with an emphasis in Interpersonal & Organizational Communication.
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.