We know how busy things get this time of year, so here are some highlights from this past month to help inspire you and encourage you in your work. Take a read now, or save this page for later when your calendar opens up!

NEW Podcast Episode – It’s Time to Move on From Moves Management

When moves management was first introduced as a strategy to help fundraisers manage their caseloads, it was a step forward in putting some much-needed structure around the donor pipeline. But these days, a lot of organizations have gotten so stuck on their rigid definitions of what “stage” a donor is in that they forget about how actual relationships work. In this podcast episode, Richard and Jeff share an alternative approach to moves management that will allow you to move your focus back to your donor. Listen here.


Webinar Replay – Coffee with Richard: Founder Q&A

It can be tough for non-profit leaders to know where to turn for advice or strategic direction, which is why we hosted this informal conversation for non-profit leaders and managers to come together and get their questions answered. In this live Q&A, Richard and Jeff offered their perspective on the challenges facing fundraising leaders today. Watch the replay here.


NEW Podcast Episode – How The Veritus Way Changed Our Work with Partners: An Interview with the East Texas Food Bank

At the AFP Conference last summer, two fundraisers from the East Texas Food Bank reached out to Jeff. They wanted to meet with him and share how taking our Certification Course two years ago has made a huge difference for them in building deeper donor relationships and bringing in more revenue for their mission.

We felt so inspired by the conversation and the long-term results they’re seeing now, two whole years after taking our course, that we invited them to join us on the podcast. Listen in to hear from Hannah Harris, Donor Engagement Advisor, and Alex Fruth, Director of Development for the East Texas Food Bank, about how The Veritus Way has made an incredible difference in their work with donors. Listen here.


Webinar Replay Q&A: All the Things You Don’t Know That Are Happening With Planned Gifts

Do you have questions about the latest guidelines and regulations around estate planning and charitable gifts in the U.S.? Not sure how they’ll impact your planned giving efforts in the coming years? In this Q&A, Kara Ansotegui (Director of Client Services) and Robert Shafis (Director of Planned Giving Services) respond to live questions on recent and upcoming changes (as of November 2023) that may impact your planned giving efforts.

Here’s what you need to know about planned gifts right now so you can bring more giving opportunities to your donors. Watch the replay here.


Featured Resource – Guide to Phone and Email Lookups

As year-end approaches, you want to spend your time connecting with donors, not tracking down their contact information. In this guide, we share some tools and resources to help you find your donors’ emails and phone numbers, so you can focus on making meaningful connections. Download your copy here.


Looking for more? Check out all our available resources here, or we’d love to see you at one of our upcoming webinars!