6 min read
How to Build a Year-End Donor Plan
If you’re a frontline fundraiser, you can probably feel year-end getting closer. When the calendar fills up, you can practically hear the revenue expectations through your screen. And somewhere...
6 min read
If you’re a frontline fundraiser, you can probably feel year-end getting closer. When the calendar fills up, you can practically hear the revenue expectations through your screen. And somewhere...
5 min read
At this point in August, summer vacations are winding down, kids are heading back to school, and pumpkin spice is somehow already appearing on coffee shop menus. Which means, whether we’re ready for...
5 min read
Picture this (or maybe you don’t even need to): Your Monday morning calendar is stacked. There’s an event to plan, a grant deadline to meet, an appeal that needs approval, a board member asking for...
5 min read
“You hired a major gift officer. Where’s the money?” I’ve heard some version of this question many times over the years. An organization hires a new major gift officer, three months go by, and the...
3 min read
One of the phrases I hear most often in fundraising is, "I'm cultivating that donor." Usually, it's said with the best of intentions. A fundraiser has scheduled a few meetings, sent updates, invited...
3 min read
How “polished” does a touchpoint need to be? Or “finished”? Or even “personal”? All good questions. And all relate to being authentic in your communication.
3 min read
“Is it ok to text donors?” We hear this question a lot from clients. The answer is a resounding “Yes!” But only if they’ve given you permission. Knowing a donor’s communication preferences is a...
3 min read
Today we’ll talk about how to tailor andpersonalize a touchpoint so your donors feel like you created it for them alone. In some cases, you did. You’re sending project reports for their named...
3 min read
Personal, planned touch points with donors throughout the year are one of the most important parts of your job as a gift officer, regardless of if you’re managing a major gift caseload of 150 donors...
3 min read
As Diana shared in the last touch point blog, we aim to share one touch point per month for qualified major gift donors (and every 45-90 days for mid-level donors).
2 min read
If you’ve been reading the Veritus blog for a while, you likely know that we talk about creating a strategic communication plan for your relationally managed donors. Our standard is a Touch Point for...
3 min read
If you’re leading a major gifts team right now, there’s something important you need to pay attention to: Your best major gift officer may already be thinking about leaving, and you may not see it...
Twice monthly, Jeff addresses current topics and classic problems in major gift fundraising.