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...
Passionate Giving BlogTM
Planning
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...
3 min read
How to Talk to Your Donors About 2026 Tax Changes
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
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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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...
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...
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...
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.
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.
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...
