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 Appoach

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

Kara Ansotegui

Client Experience Leader

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

Client Experience Leader

Amy Chapman

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

Samantha Cox

Samantha Cox

Community Experience Representative

Samantha Cox has an extensive background in customer service in the medical and banking fields, where she often had to think critically and creatively to resolve issues. She has also worked as a manager supervising a small team of cashiers. In Sam’s experience, keeping a cool head and putting out fires has come naturally.

Samantha Cox

Community Experience Representative

Edie Dahlen

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

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

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

Rebecca Huron

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

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

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

Lori Minton

Lori Minton

Executive Administrative Assistant

Lori is an enthusiastic and innovative professional with over 20 years of experience working with commercial, government and non-profit organizations. Lori believes it’s important to give back to the community and non-profit organizations hold a special place in her heart. She has a Bachelor’s in Business Management from West Virginia University – Parkersburg.

Lori Minton

Executive Administrative Assistant

Toni Paz

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

Richard Perry

Founding Partner

Richard Perry has over 40 years’ experience helping nonprofits transform their Major Gift programs. He co-founded The Domain Group, which was one of the largest full-service fundraising consulting agencies serving major national, regional and local nonprofits in the United States. Richard also does management consulting and leadership development and transition, and he has worked with mergers and acquisitions.

Richard Perry

Founding Partner

Lisa Robertson

Lisa Robertson

Director of Client Services Operations

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 Operations

Jeff Schreifels

Jeff Schreifels

Senior Partner

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

Senior Partner

Robert Shafis

Robert Shafis

Director, Planned Giving Services

Robert Shafis has been a successful fundraiser, speaker, and attorney for over 30 years, and programs under his direction have accounted for over $750 Million in major and planned gifts. As Director of Major Gift Planning at Chicago’s Museum of Science and Industry, and Director of Major and Planned Giving for The Field Museum, he participated in campaigns of over $200 Million each. Mr. Shafis is a board member of the National Association of Charitable Gift Planners and speaks to national and local groups about planned giving, estate planning, charitable tax issues, and the process of fundraising.

Robert Shafis

Director, Planned Giving Services

Theresa Tapocsi

Theresa Tapocsi

Client Experience Leader

With more than a decade of experience in fundraising, Theresa Tapocsi brings a passion for the non-profit sector to her work. Theresa has worked on multiple successful capital campaigns, and has spent her career helping organizations establish systems and best practices for many functions of fundraising and non-profit management, including annual giving, major giving, board development, grants planning, and event management. She has her B.A. in Arts Management and an MBA in Entrepreneurship from Baldwin Wallace University.

Theresa Tapocsi

Client Experience Leader

Keturah Taylor

Keturah Taylor

Community Experience Manager

Keturah has worked in higher education for the past twelve years managing alumni relations, special events and engagement efforts for various cohorts. She has been involved in and managed fundraising efforts, alumni, student and donor relations, marketing efforts and program expansion. She has established a reputation for enthusiastically bringing fresh ideas to her work in any role. Keturah has a passion for fostering relationships and problem solving.

Keturah Taylor

Community Experience Manager

Carter Wade

Carter Wade

Senior Partner, Senior Director of Sales

Carter Wade is an enthusiastic senior leader and client advocate with nearly 35 years of experience serving non-profit organizations in strategic planning, direct response marketing, and fundraising. He’s developed and managed highly successful campaigns for a wide range of national and regional clients throughout the United States and clearly understands the importance of caring for and nurturing relationships with mid and major donors.

Carter Wade

Senior Partner, Senior Director of Sales

Caryn Webb

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.