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Strategy (3)

4 min read

Permission-Based Asking: The Alignment Circle

One of the biggest errors in asking is to assume that the process is linear, i.e you start at one point and, through a succession of steps, you get to the final conclusion. The steps are all in...

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How to Transition a Mid-Level Donor to a Major Gift Officer

3 min read

How to Transition a Mid-Level Donor to a Major Gift Officer

How do you take a donor that a mid-level gift officer has been working with and hand him over to a major gift officer? Our team at Veritus gets this question all the time, because not only do we help...

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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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