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Planning

What Rules Should Non-Profits Know About Donor-Advised Funds?

3 min read

What Rules Should Non-Profits Know About Donor-Advised Funds?

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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On Track for Year-End? How to Engage Donors Who Are Behind on Their Giving

3 min read

On Track for Year-End? How to Engage Donors Who Are Behind on Their Giving

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...

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What Are the Most Effective Fundraising Strategies for the Last Quarter of the Year?

3 min read

What Are the Most Effective Fundraising Strategies for the Last Quarter of the Year?

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...

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Are You Having Trouble Coming Up with Touch Points?

2 min read

Are You Having Trouble Coming Up with Touch Points?

I have some great practical advice for you. We do a ton of planning at Veritus Group. Right now, we’re working with over 150 major gift officers, so all of them are in some stage of developing their...

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Keep Your Eyes on Dec. 31: How to Focus and Get It All Done at Year-End

3 min read

Keep Your Eyes on Dec. 31: How to Focus and Get It All Done at Year-End

There are 22 workdays until Dec. 20. You’ll likely also work a few of the days between then and Dec. 31, so let’s call it a holiday-specific 25 workdays til year-end.

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It’s Not Too Late: Step-by-Step Strategies to End Your Year Strong

4 min read

It’s Not Too Late: Step-by-Step Strategies to End Your Year Strong

This is it, folks! For many of you, this is the most significant time of year for donor giving. That’s why it’s so critical to be working in a mindful, planful, and strategic way.

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Do You Have a Vision?

2 min read

Do You Have a Vision?

For years, Richard and I have been saying that a non-profit should consider half of their mission to be about donors. In other words, your mission should be just as much about your donors as the work...

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Gut Check: Everyone Needs to Do It

2 min read

Gut Check: Everyone Needs to Do It

I recently renovated my home office. What a project. Just getting ready took a full week. I moved everything out and committed to purging and not bringing anything back in that I didn’t use or love....

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2 min read

Soaking Up Fall: 5 Donor Strategies You Don’t Want to Forget!

I know there are people who relish the summer. Loading it with expectations of all manner of possibilities. They get a sinking feeling as sunsets start earlier in the evening and the air begins to...

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