Veritus Group
  • What’s Your Role
    • ► What’s Your Role?
    • Mid-Level, Major Gift and Planned Giving Officer
    • VPs, Directors and Managers
    • CEOs and Executive Directors
  • Services
    • ► Our Services
    • Enterprise Partnership
    • Major Gift Programs: Planning, Development & Management
    • Mid-level Gift Management & Consulting
    • Donor Impact Portfolio
    • Strategic Planning & Organizational Development
    • Planned Giving Management and Consulting
  • Training
    • ► Training
    • Customized Training
    • Course Offerings
      • Certification Course in Mid-Level Fundraising
      • Certification Course for Major Gift Fundraisers
      • Certification Course for Managers and Executives
      • Building a Thriving Fundraising Program
      • Creating Meaningful Connections with Your Donors
    • On-Demand Courses
    • Our Veritus Scholars
  • Clients
    • ► Our Clients
    • Success Stories
  • Resources
    • ► All Resources
    • Blog
    • Books
    • Podcasts
    • Webinars
    • White Papers
    • Free Donor Assessment
  • About
    • ► About Veritus Group
    • Veritus UK & Europe
  • Contact
    • ► Contact Us
    • Media Relations
Select Page
Find the Planned Gifts Buried in Your Database: How to discover millions of dollars in gifts you didn’t know were there

Find the Planned Gifts Buried in Your Database: How to discover millions of dollars in gifts you didn’t know were there

by Robert Shafis | Apr 21, 2023 | Assessments, Commitment, Donor Database, Planned Giving, Qualifying Donors | Data, Database, Planned giving, Qualifying, Stewardship

Data assessments are an incredibly powerful tool to uncover the tremendous planned giving value that is hidden in your donor database.

Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans

Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans

by Robert Shafis | Mar 22, 2023 | Asking, Donor Conversations, Donor Relations, Philanthropy, Planned Giving, Planned Giving Officer | Asking, Communication, Cultivation, Curiousity, Donor Conversation, Permission-Based Asking, Philanthropy, Planned giving

There’s a lot of fear around asking donors about planned gifts, but there doesn’t have to be. Here’s how to get the conversation started.

6 Ways You Can Help Your Donors Prepare for Year-End Giving in 2022

6 Ways You Can Help Your Donors Prepare for Year-End Giving in 2022

by Robert Shafis | Oct 7, 2022 | Planned Giving, Year-end Giving, Year-end Planning | Fundraising, Giving, Planned giving

To help your donors plan for year-end giving, here are six factors you may want to discuss with donors who are considering a year-end gift.

Are Online Will Services Safe and Effective?

Are Online Will Services Safe and Effective?

by Robert Shafis | Jul 8, 2022 | Bequests, Estate Giving, Planned Gifts, Planned Giving | Giving, Non-Profits, Planned giving

If your organization uses online will or estate planning services with your donors, make sure you’ve considered these potential concerns.

Does Your Non-Profit Offer Charitable Gift Annuities? 3 Things to Do Now

Does Your Non-Profit Offer Charitable Gift Annuities? 3 Things to Do Now

by Robert Shafis | Jun 17, 2022 | Finance, Nonprofit management, Planned Giving | Economics, Finance, Non-Profits, Planned giving

If you offer charitable gift annuities, here’s how the increased rate could impact your charity, along with other economic factors in 2022.

SUBSCRIBE TODAY!

TOP RATED PODCAST

Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.

Listen now!

Most Popular Tags:

Accountability Asking Caseload Value Communication Cultivation Culture of Philanthropy Development Directors Director of Major Gifts Donor-Centered Donor Communication Donor Pipeline Donor Relations Donors Focus Fundraising Fundraising ratios Giving Goals gratitude Impact Joy leadership Major Donors major gifts Management Managing Money Moves Management Non-Profit Leadership Non-Profits Passion Personal Development Philanthropy Planning Qualifying Donors Relationships Results ROI Stewardship Strategic Plans Strategy structure Success Thanking Trust

Blog Post Archives

  • What’s Your Role?
    • CEOs and Executive Directors
    • Mid-Level, Major Gift and Planned Giving Officer
    • VPs, Directors and Managers
  • Services
    • Major Gift Programs: Planning, Development & Management
    • Donor Impact Portfolio
    • Strategic Planning & Organizational Development
    • Planned Giving Management and Consulting

Get Started

Request an Assessment
Contact
Find Training
Download a Resource

Questions? Get in touch
with us directly

Contact our Community Experience team:

hello@veritusgroup.com

(859) 212-6262

  • Follow
  • Follow
  • Follow
  • Follow

Copyright © 2020 Veritus Group | Privacy Policy | Terms of Use | Earnings Disclaimer