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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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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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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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3 min read

Want the Most Flexibility in Your Work? Have a Plan.

I want to be frank with you. I love what I get to be a part of in my role as a Client Experience Leader with Veritus. We partner with non-profit organizations doing amazing work all around the world....

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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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