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

Monika Pandya Burchfield

Client Experience Leader

Lauren Centrella

Lauren Centrella

Client Experience Leader

Amy Chapman

Amy Chapman

Director of Client Engagement

Edie Dahlen

Edie Dahlen

Client Experience Leader

Sara Di Lullo

Sara Di Lullo

Director of Client Engagement

Debi Dunham

Debi Dunham

Client Experience Leader

Eric Falquero

Eric Falquero

Project Manager

Ignasi Ferrer Junyent

Ignasi Ferrer Junyent

Client Experience Lead

Diana Frazier

Diana Frazier

Senior Client Experience Leader

Teresa Galofré Borés-Leonori

Teresa Galofré Borés-Leonori

Client Experience Lead

Matt Gill

Matt Gill

Client Experience Leader

Rebecca Huron

Rebecca Huron

Director of Content, Marketing & Learning

Zack Jones

Zack Jones

Director of Finance

Karen Kendrick

Karen Kendrick

Director of Client Services

Matt Korn

Matt Korn

Client Experience Leader

Kendra Loper

Kendra Loper

Director of Operations

Jake Kring-Schreifels

Jake Kring-Schreifels

Copywriter

Sian McDermott

Sian McDermott

Senior Client Experience Lead

Diana Medina

Diana Medina

Content, Marketing and Learning Project Manager

Caitlin Melody

Caitlin Melody

Community Experience Manager

Andy Milligan

Andy Milligan

Managing Director

Lori Minton

Lori Minton

Director of Operations

Erica Morris

Erica Morris

Assistant Director of Project Management

Richard Perry

Richard Perry

Founder

Tricia Plumm-Albers

Tricia Plumm-Albers

Executive Assistant

Jeff Schreifels

Jeff Schreifels

Principal

Robert Shafis

Robert Shafis

Director, Planned Giving Services

Kevin Switala

Kevin Switala

Marketing Systems and IT Manager

Louise Tait

Louise Tait

Client Experience Lead

Theresa Tapocsi

Theresa Tapocsi

Client Experience Leader

Renita Tyson

Renita Tyson

Client Experience Leader

Heidi Waugh

Heidi Waugh

Marketing & Training Coordinator

Caryn Webb

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.