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Planning (2)

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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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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Here's What MGOs Should Do in January

2 min read

Here's What MGOs Should Do in January

Back in November I wrote about what you should be doing in December to finish strong. I really hope it’s going well. Today, I want to suggest what you can do in January that will set the stage for an...

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3 min read

Time to Plan: #3 – Refresh Your Caseload

As a major gift officer, you are delivering two values. First, you are delivering value to the donor by helping her fulfill her interests and passions through her giving to your organization. Second,...

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3 min read

Time to Plan: #2 – Planning for the New Year

2016 is just days away. It is not too early to start planning how you’ll be successful in the coming calendar year.

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4 min read

Time to Plan: #1 – Year End Strategy

This is the first of a three-part series. We’re into December already, and there are plenty of distractions pulling you away from your caseload.

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