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19 Fundraising Tips to Make Summer Successful!

2 min read

19 Fundraising Tips to Make Summer Successful!

May is already in full swing, and summer will soon be officially upon us. I spent 8 years as a development director for two non-profits in Philadelphia earlier in my career, and I loved summer....

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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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Do You Have What It Takes to Get a Transformational Gift?

3 min read

Do You Have What It Takes to Get a Transformational Gift?

Right now, in this moment, you have donors in your caseload who could give transformational gifts. But they’re not giving those gifts right now because no one has taken the time to see them, dream...

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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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Find the Planned Gifts Buried in Your Database: How to discover millions of dollars in gifts you didn’t know were there

4 min read

Find the Planned Gifts Buried in Your Database: How to discover millions of dollars in gifts you didn’t know were there

If you have a data set of 10,000 donors who have been giving for at least ten years and have made a gift within the past three years, I’d bet you have about 67-81 donors (with an average of 74) with...

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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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3 min read

Summertime Lesson #1: Create New Plans for Donors Behind Goal

First in a series: Six Things You Can Do This Summer to Help You Win in the 4th Quarter! Summertime, and the living is easy… I love that song from the musical “Porgy and Bess.” Unfortunately, I run...

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