6 min read
How to Build a Year-End Donor Plan
If you’re a frontline fundraiser, you can probably feel year-end getting closer. When the calendar fills up, you can practically hear the revenue expectations through your screen. And somewhere...
Passionate Giving BlogTM
Strategic Plan
5 min read
Year-End Fundraising Season is Here! Are You Ready?
At this point in August, summer vacations are winding down, kids are heading back to school, and pumpkin spice is somehow already appearing on coffee shop menus. Which means, whether we’re ready for...
3 min read
The Power of Stillness: Why Fundraising Leaders Must Embrace Reflection
As fundraising leaders, we often feel the pressure to always be in motion—responding, doing, producing. It's as if the success of our mission depends solely on our ability to stay busy. After all,...
2 min read
What Fundraising Game Are You Playing?
One of my colleagues in the industry, Jason Lewis, has a phrase for the way that many non-profits approach fundraising: arms-length fundraising. It’s the idea that organizations treat fundraising...
2 min read
Discipline is Freedom
There is a big banner that drapes down from the ceiling in the gym I go to every day. It says, “Discipline is Freedom.” I think about this concept often and this statement has been our guiding...
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....
2 min read
I Don’t Like the Term “Moves Management”
I know that at one point, the term “Moves Management” was helpful. It was a way to understand the stages around a relationship with a major donor (identification, cultivation, solicitation,...
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...
2 min read
New National Major Gift Revenue Numbers: 2022 Down Over 4% from 2021, but Veritus Clients Are UP 22%! Why?
I just finished reading several blogs and reflections from AFP-ICON, which just wrapped up in New Orleans, and it sounds like people are extremely nervous! Why? Because a recent report by the...
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...
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,...
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.
