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Just Own It!

Just Own It!

by Guest Contributor | Dec 6, 2023 | control, honesty, Relationship Building | Accountability, Donor Conversation, Personal Development, Relationships

There is so much you can’t control – but you can control your response to a difficult situation. If things go sideways, the key is to own it!

Estate Planning, Tax Code, and Planned Giving: Are You Prepared for Upcoming Changes That Could Impact Giving?

Estate Planning, Tax Code, and Planned Giving: Are You Prepared for Upcoming Changes That Could Impact Giving?

by Robert Shafis | Oct 23, 2023 | Estate Giving, estate planning, Planned Giving, Tax Planning | Donor Conversation, Planned giving, Planning

In 2026, a big change to the tax code will take effect. We recommend being mindful of this change, as donors may wish to review their plans.

Your Donors Are Waiting to Hear From You

Your Donors Are Waiting to Hear From You

by Jeff Schreifels | Oct 11, 2023 | Donor Communication, Meaningful Connections, The Veritus Way | Donor Conversation, Meaningful Connections, The Veritus Way

You want to start making meaningful connections with your donors. But what if no one’s reached out to them personally in years?

Dealing With Mindless Meetings & Donor Encounters

Dealing With Mindless Meetings & Donor Encounters

by Richard Perry | Oct 6, 2023 | Communication, Donor meetings, Meeting Preparation, Process Thinking | Communication, Donor Conversation, Focus, Leadership, Management, Meaningful Connections, Personal Development

If you’ve ever left a conversation with colleagues or donors feeling completely confused, check out our tips for highly focused communication.

Our Top Tips for Crafting Effective Introduction Letters

Our Top Tips for Crafting Effective Introduction Letters

by Guest Contributor | Sep 13, 2023 | Donor Communication, Donor Relations, Email, introduction cycle, Job Transition, Letters, Roles and Responsibilities | Communication, Donor Conversation, Qualifying, Stewardship

Whether you’re in a new role or just starting the donor qualification process, here’s how to approach your introduction letters.

Getting Over The “Ick” Factor in Planned Giving Conversations

Getting Over The “Ick” Factor in Planned Giving Conversations

by Guest Contributor | Sep 8, 2023 | Asking, Donor Conversations, Donor Relations, Legacy, Permission-Based Asking, Planned Giving | Asking, Donor Conversation, Fundraising, Giving, Planned giving, Relationships

A lot of fundraisers feel some anxiety around planned giving conversations. Here’s how to approach them in a way that honors your donor.

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