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Do You Have What It Takes to Get a Transformational Gift?

Do You Have What It Takes to Get a Transformational Gift?

by Karen Kendrick | Sep 18, 2023 | Dreaming with Donors, Making a Difference, Strategic Plan, Transformational Gifts | Planning, Relationships, Strategic Plans, Transformational Gift

A transformational donor plan allows you to take time to see the donor, dream big with them, and take the journey together as partners.

Get Your Caseload Management Checklist!

Get Your Caseload Management Checklist!

by Veritus Group | Jul 31, 2023 | Caseload Management, Metrics, Strategic planning, Tasks, Time Management | Caseloads, Metrics, Planning, Prioritizing, Strategic Plans, Structure

What should an MGO be doing on a daily basis? Weekly? Monthly? Here’s a printable checklist to help MGOs prioritize their essential tasks!

Question of the Month: How do you set goals in major gifts?

Question of the Month: How do you set goals in major gifts?

by Veritus Group | Jun 28, 2023 | Goal Setting, Major Gift Fundraising, Major Gift Goals, Major Gift Planning, Major Gift Programs | Goal-setting, Major Gifts, Planning, Strategic Plans

In this Question of the Month video, Richard and Jeff discuss how to set goals for your major gifts program in a way that honors the donor.

How Nervous Is Your Board?

How Nervous Is Your Board?

by Jeff Schreifels | Jun 14, 2023 | Board of Directors, Non-Profit Leadership, Work Your Plan | Board of Directors, Executive Directors, Leadership, Management, Planning, The Veritus Way

To feel secure in the face of economic uncertainty, leadership must know that fundraisers are working a strategic plan for every donor.

Stop Worrying About the Economy and Work Your Plan!

Stop Worrying About the Economy and Work Your Plan!

by Richard Perry and Jeff Schreifels | Mar 29, 2023 | Major Gift Officers, Plan for every donor, Strategic Plan, Work Your Plan | Focus, Major Gift Officers, Planning, Professional Development, Strategic Plans

Amid the chaos of uncertainty, focus on the one thing that you can control: working the strategic plan you have for each of your donors.

5 Things to Do When You Get Back from the Holidays [Podcast Episode]

5 Things to Do When You Get Back from the Holidays [Podcast Episode]

by Richard Perry and Jeff Schreifels | Jan 6, 2023 | Caseload Management, Major Gift Planning, Planning, Self-care, Thanking | Fundraising, Major Gift Officers, MGOs, Planning, Self-care

When you get back to the office after the holidays, here are a few tips that will help you hit the ground running this month.

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