2 min read
I’ve been thinking a lot about equity in fundraising. Maybe that sounds like a buzzword these days, but it’s a real, structural issue that directly affects whether organizations actually grow. When...
3 min read
Let’s start with a reality every major gift officer eventually runs into: donors leave your caseload. Some pass away. Some change priorities. Some hit a business downturn. At the same time, new...
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3 min read
For decades, fundraising events have been the default answer for many non-profits. Galas, dinners, tastings, lectures, golf outings—every year, organizations pour enormous amounts of staff time,...
3 min read
The look on their face said it all. “You want me to create a strategy for every single donor on my caseload? Are you kidding me?” I’ve seen that look hundreds of times. It’s usually followed by some...
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3 min read
This blog is part 3 in a 3-part series on building donor engagement plans. You’ve built out a Donor Engagement plan for your caseload. Congratulations! This work is important to your success, and I’m...
5 min read
This blog is part 2 in a 3 part series on building donor engagement plans.
2 min read
Part 1: Why “DEP”? If you’ve been following Veritus Group for a while, you have likely heard of the tool we recommend for planning and accountability: the Donor Engagement Plan (or DEP). The DEP is a...
4 min read
If you asked me for the short answer to what fundraisers should focus on this year, I’d say this: have a plan. That’s not easy, but it is simple. And it’s the foundation for everything else I’m going...
3 min read
If you’re working a mid-level, major gifts, or planned giving caseload, the way you communicate with donors matters just as much as how often you do it. Touch points are not busywork. They are one of...
3 min read
On our recent trends webinar, I began by acknowledging the weight many of us are carrying right now. There’s a lot happening in the world—economic uncertainty, policy changes, funding cuts, and the...
3 min read
There is a growing industry in the philanthropic world. And I don’t mean Donor Advised Funds (DAFs)—although they are growing exponentially in number and value. According to the most recent Annual...
2 min read
I wish it were true that breaking up is hard to do. But it’s not. It can be as easy as not reporting back on the impact of a 2025 gift to a donor who has supported an organization for 10 years!
