by Veritus Group | Jul 17, 2023 | Goal Setting, Mid-level, Mid-Level Program, Mid-Level Programs, Revenue goals | Goal-setting, Mid-Level, Mid-level donors, Strategic Plans
In mid-level, with a caseload of 500-700, it’s not realistic to set goals for individual donors as we do in major gifts. Instead, mid-level donors are organized into three tiers, and fundraisers work their plan by sending strategic touch points for each of those...
by Veritus Group | Jul 7, 2023 | Fundraisers, Fundraising, Meaningful Connections, Professional Development, Training | Fundraising, Jobs, Professional Development, The Veritus Way, Training
Today’s Client Corner article features an interview with Maureen Gregory, Director of Leadership Gifts for Freestore Foodbank. As Maureen Gregory tells it, she “fell into fundraising.” Just out of school, she was working as a waitress when a fellow restaurant...
by Veritus Group | Jun 28, 2023 | Goal Setting, Major Gift Fundraising, Major Gift Goals, Major Gift Planning, Major Gift Programs | Goal-setting, Major Gifts, Planning, Strategic Plans
Many organizations have a transactional mindset when setting goals for major gifts. But when leadership pulls a number out of a hat (think: “Raise X% more than last year”), it doesn’t honor the donor or acknowledge their passions. Instead of a blanket goal that...
by Veritus Group | May 17, 2023 | Caseload, Caseload Management, Tiering, Tiering Donors | Caseloads, Strategic Plans, Structure, Tiering
After you’ve qualified your donors, tiering your caseload is the next step to help you focus your time so that you’re spending the majority of your effort on donors who have both a deep connection to your organization AND the potential to give significantly. But how...
by Veritus Group | Apr 19, 2023 | Employee Management, Non-Profit Leadership, Professional Development | Leadership, Management, Non-Profits, Professional Development
We’ve had the privilege of working with many incredible non-profit leaders, and while they all have their unique passions, backgrounds, and skillsets, there are a few things that every great leader has in common. In this Question of the Month video, Richard and Jeff...