What’s the Antidote to Frustration? Persistence.
One of the most frustrating things about being a frontline fundraiser is that donors don’t do what you want them to. I mean, if they would just answer your email, pick up the phone, agree to your meeting, and say yes every time you asked for a gift, your life would be...
Two Simple Steps Helped a Donor Go from $50,000 to $1,000,000
Just recently, one of our coaches at Veritus posted in our Slack celebrations channel about an MGO she is working with. This MGO grew her relationship with a donor who gave $50,000 in 2020 and then recently gave a $1,000,000 gift, with more to come. How did the MGO do...
How to Approach Donor Stewardship in Planned Giving: New Podcast Episode
Many non-profits feel that once they’ve secured a planned gift from a donor, their work is done. There may not be any plans for follow-up or intentional cultivation of legacy donors after the gift is committed. Yet, we know that impact reporting is essential to donor...
Should You Have a Legacy Society?
Should you have a legacy society? Yes, you should. We are big fans of legacy societies because a legacy society delivers solid content and direction on the three pillars of a good planned giving program: Effective lead generation. Good solicitation practices....
Is Your Hybrid Major Gifts/Planned Giving Position Doing More Harm Than Good?
You cannot imagine the times Jeff and I have found, at organizations large and small, that there is just one person who handles planned giving AND major gifts for the organization. This happens a lot in smaller organizations where the labor economics are driving the...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
