2 min read
Part 1: Why “DEP”? If you’ve been following Veritus Group for a while, you have likely heard of the tool we recommend for planning and accountability: the Donor Engagement Plan (or DEP). The DEP is a spreadsheet template that allows you to view your caseload at a glance, build out goals and annual...
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4 min read
If you asked me for the short answer to what fundraisers should focus on this year, I’d say this: have a plan. That’s not easy, but it is simple. And it’s the foundation for everything else I’m going...
3 min read
If you’re working a mid-level, major gifts, or planned giving caseload, the way you communicate with donors matters just as much as how often you do it. Touch points are not busywork. They are one of...
3 min read
On our recent trends webinar, I began by acknowledging the weight many of us are carrying right now. There’s a lot happening in the world—economic uncertainty, policy changes, funding cuts, and the...
3 min read
There is a growing industry in the philanthropic world. And I don’t mean Donor Advised Funds (DAFs)—although they are growing exponentially in number and value. According to the most recent Annual...
2 min read
I wish it were true that breaking up is hard to do. But it’s not. It can be as easy as not reporting back on the impact of a 2025 gift to a donor who has supported an organization for 10 years!
3 min read
It’s January, and 2025 giving is still being processed. This means you’re not 100% sure which donors did NOT give last year. It’s a common problem. And it’s a real problem. But if you’re managing a...
2 min read
We've recently talked a lot about resolutions and goals for 2026, but today, I want to suggest what you can do in January that will set the stage for an incredible 2026. Your theme for January should...
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Don’t let another minute of this new year slip by without taking care of a few critical things in your major gifts caseload management. This is the work that sets the tone for the entire year, and...
3 min read
The non-profit industrial complex is broken. Yes, I could write another book just on that one sentence. There are many reasons why it’s broken, but I’m not going to write a blog as long as a book...
