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Planning

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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How Should You Spend Your Fundraising Budget?

2 min read

How Should You Spend Your Fundraising Budget? (#5 of 6)

This blog post is the fifth in a series of six titled, “The House Your Donor Lives In.”

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Mastering Donor Conversations: A Guide to Purposeful and Meaningful Dialogue

4 min read

Mastering Donor Conversations: A Guide to Purposeful and Meaningful Dialogue

I still remember that icky feeling I’d get after an awkward conversation with a donor. Phone calls in particular can feel weird for a number of reasons: your donor’s personality, your own comfort on...

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Have You Discovered the BEST Strategy for Mid-Level and Major Gifts Success?

2 min read

Have You Discovered the BEST Strategy for Mid-Level and Major Gifts Success?

When Richard asked me if I wanted to join his major gift consultancy back in 2009, he had already established the backbone of the strategy, structure, and process of what we now call The Veritus Way...

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Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans

4 min read

Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans

“How many of your donors have made a planned gift?” A question like this, or really anything related to “planned giving,” strikes terror into your heart and the hearts of every other fundraiser I...

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