by Karen Kendrick | Dec 28, 2022 | Goals, Growth, Personal Development, Professional Development | Curiousity, Goal-setting, Personal Development, Professional Development
It’s hard to believe we’re about to enter 2023. If you haven’t already, soon you’ll be seeing messaging everywhere about setting your New Year Resolutions. If you’re one of those people that says, “I don’t believe in resolutions,” it’s probably because...
by Richard Perry and Jeff Schreifels | Mar 30, 2022 | Goal Setting, Mid-Level Program, Revenue goals | Goal-setting, Mid-level donors, Strategic Plans
While more and more organizations are waking up to realize they need to develop a mid-level program, the whole concept of mid-level donors and creating specific strategies and a program for them is still in its infancy. Let’s just start from the beginning on why you...
by Richard Perry and Jeff Schreifels | Mar 23, 2022 | Donor goals, Donor Relations, Relationship Building | Goal-setting, Relationships, Strategic Plans
If I don’t write it down, it most likely is not going to happen. This is why I keep a notepad at my side all the time. I find that if I write down a task or an idea in my notebook, I will execute it. This is also why we at Veritus firmly believe in creating revenue...
by Karen Kendrick | Jan 5, 2022 | Mission, Self-Awareness, Self-care | Focus, Goal-setting, Planning
How does caseload and donor management feel to you? Overwhelming? Confusing? Unnecessary? We believe, because we know it works, that a major gifts fundraiser should have a caseload of 150 qualified donors and needs to create a strategic plan and fundraising goal for...
by Richard Perry and Jeff Schreifels | Aug 11, 2021 | Donor goals, goals and plans, Major Gift Goals | Budget, Goal-setting, Leadership
It is not unusual for Jeff and me, and members of our front-line team, to hear the following cry for help from mid, major, or planned giving representatives of a non-profit here in the United States or in Canada or Europe: “They just told me I have to raise 16% more...
by Richard Perry and Jeff Schreifels | May 19, 2023 | Caseload Planning, Donor Communication, Donor-Centered, Planning, Touchpoints | Communication, Goal-setting, Strategic Plans, Structure, The Veritus Way, Touch Points
A couple years back, I was checking in with the executive director at one of our client organizations. This client had been with us for a little over a year, and we were only a few months into the pandemic. I asked her how it was going. She said, “Jeff, if we...