5 min read
The Key to Building Donor Plans
This blog is part 2 in a 3 part series on building donor engagement plans.
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2 min read
DEP is an Action Verb Blog Series
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...
4 min read
6 Things Every Fundraiser Should Focus on This Year
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
How to Craft an Effective Touch Point
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
2026 Non-Profit Fundraising Trends Every Fundraiser Needs to Know
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
Donor Advised Funds Series, Part 3: The Role of a Philanthropic Advisor
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
Donor Advised Funds Series, Part 2: Breaking Up is Hard to Do...Or Is It?
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
Donor Advised Funds Series, Part 1: Your Donors Stopped Giving. True or False?
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
What MGO’s Should Do in January
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...
2 min read
Five Things You Must Do in Caseload Management to Start the Year
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...
