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3 min read
This blog is part 3 in a 3-part series on building donor engagement plans. You’ve built out a Donor Engagement plan for your caseload. Congratulations! This work is important to your success, and I’m...
5 min read
This blog is part 2 in a 3 part series on building donor engagement plans.
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...
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...
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...
2 min read
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
There are some significant shifts coming to charitable giving rules, but many donors haven’t heard a thing about them. Beginning with the 2026 tax year, new deduction limits and opportunities will...
3 min read
Does your organization have the potential to bring in more revenue from Donor-Advised Funds, but you’re not sure how to go about it? You’re not alone.
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3 min read
How are you doing as you prepare for year-end? Do you feel like you have a clear strategy in place, or are you scrambling to figure out how to reach your goals? Are you confident in the ask amounts...
3 min read
The final quarter of the year is here—the busiest, most critical stretch for most fundraisers. For many organizations, the last three months account for up to 40% of total giving. That’s both...
