Certification Course in Mid-Level Fundraising


Are you losing donors by the hundreds (or maybe even thousands) and feel lost at how to retain your donors and support your major gift and planned giving programs? We believe mid-level is the key. By focusing on your mid-level donors, you will not only provide vital support to the rest of the donor pipeline by retaining valuable donors and promoting qualified prospects to the major gifts program, but you will also strengthen your donor relationships and increase your organization’s net revenue.

Participants who complete the course in full will become Veritus Scholars.


Registration for the June course ends in:








What you will learn:

  • The fundamentals needed to set up a successful mid-level program.

  • How to set up your data correctly so you can measure your program, track key metrics, and ensure you have the right donors in your caseload pool.

  • What is required to have a meaningful and impactful donor offer in a mid-level program.

  • How to use the introduction series to begin learning about your donor’s passions, interests, preferences, and desire for a relationship.

  • Which skills, talents, and characteristics are found in extraordinary Mid-level Officers and how to hire, retain and motivate them.

  • The role of the Mid-Level Officer and what is required to be successful in it.

  • How to tier your caseload and create personalized, meaningful communication plans.

  • How to use permission-based asking in all of your donor conversations.

  • How to smoothly and strategically move donors up to major gifts.


What you need to know:

  • This course is self-paced and allows you to interact in a multi-media learning experience (webinars, videos, podcasts, readings, and group calls) on your own schedule during the 13-week course period.
  • There are 8 modules in this course. You should estimate 3-5 hours of work per module. Each module does vary, so we recommend setting aside time each week to stay on top of your course work.
  • When you complete the course and submit your assignments, you’ll earn 36 CFRE Credits. Upon completing the course, you will also earn your Veritus Scholar certificate.
  • Our Live Community Q&A calls for this course are recommended, but not required. These calls are a time to be live with a Veritus expert, ask questions, seek guidance on implementation, and share ideas with your fellow participants. 

Beth Frear

The Foundation for Ellis Medicine

“When you complete Veritus’ Mid-Level Fundraising course, you walk away with everything you need to implement the program.  I’ve worked in development for 10+ years, and I really appreciate having a process in place that has been proven to be successful…


Caroline Oblack

Oregon Health & Science University Foundation

“The Veritus Group Mid-Level Certification Course was a wonderful experience and did not disappoint! I decided to take this course with a colleague in anticipation of building a mid-level program at our organization…


Pete Schwieger

PBS Wisconsin

“The material I learned in the Veritus Mid-Level Certification Course has helped me create more structure around my work with mid-level donors and provided me with the knowledge and support to move the program forward confidently…

Does any of this speak to you?

Q & A 

You probably have some questions about how this course might apply to your situation. Read below for more useful information.

How long does this course last?

This course lasts 13-weeks. Within that timeframe, the course is self-paced so you can progress at your own speed. However, the end date for each session is firm and cannot be extended.

What do I get out of the course?
You’ll receive a complete training on everything you need to know about starting or refreshing your mid-level training program. This course includes all the necessary strategies, processes and procedures, tools, and structure you’ll need to set your program up for success.
Are there CFRE credits available?
Yes! Each participant who completes the course will receive 36 CFRE credits.
Do you offer individual coaching sessions?

Individual coaching sessions are offered as an optional add-on for participants in our Certification Courses. For an additional $275 per month (total cost: $3,300), our individual coaching option is a fantastic way to receive personalized guidance as you implement The Veritus Way into your work.

The coaching package includes 12 monthly sessions where your Veritus coach will support the integration and application of your learning and provide a source of accountability, encouragement, and guidance. Each session is 45-minutes long, with some minor prep or follow-up required as directed by your coach.

The commitment is for a year, but you can cancel with one month’s notice at any time. You’ll have the option to sign up when you complete your course registration.

Preview this course: Take a look inside the training!

Choose the session that’s right for you.

The next session starts on August 26, 2024. Register today!

Regular price: $1,997

Enrollment is now open for 2024 classes!
Choose your session.

August 26, 2024

Cost: $1,997

Have questions? Call us at (859) 212-6262

“When you complete the mid-level course, you walk away with everything you need to implement the program. I’ve worked in development for 10+ years, and the structure presented in this course gives me a proven process, materials and a concrete plan that I find invaluable.”
— Beth Frear

The Foundation for Ellis Medicine