Making Effective Donor Asks

Are you ready to transform how you communicate with your donors and move past hesitation? Permission-Based Asking™ is a unique way to approach donor conversations that empowers the donor and equips you to stay aligned with them throughout your interaction. This ten-week-long course moves you past your fears and into active engagement with your donors. It teaches the important structure and planning needed to have effective donor conversations, ask for the gift, and build deeper relationships with your donors.

This course uses an innovative model called Permission-Based Asking™ as a path to successful conversations. You’ll learn how to use this model in any conversation including qualification calls, learning about the donor’s passions and interests, and asking for a gift.

Planned Giving Principles for Every Fundraiser’s Success

Planned giving has a reputation for being scary, hard, and something that no one other than the Planned Giving Officer needs to know about. The reality is that in order to truly build authentic partnerships with your donor, you need to have an understanding of planned giving and have a culture of collaboration between departments.

If you are a Planned Giving Officer, this course will share how we are shifting the narrative around planned giving and how you serve an important role in fulfilling your donors’ passions and interests outside of any legacy gifts.

And, if you’re a Major Gift Officer or Fundraising Leader, this course will give you valuable information on how to talk to your major donors about legacy gifts. You’ll also gain insight on how to collaborate with planned giving to better serve your donors.

Creating Meaningful Connections with Your Donors

Are you building meaningful relationships with your donors? Creating connections can be challenging if you don’t have the right structure to help you communicate in a purposeful way with your donors.

This course provides a thorough system and structure for creating individualized communication plans for your major donors. You’ll also learn different types of touch points you can use, both digital and traditional, to meaningfully engage with your donors by sharing things that speak to their interests and passions.

How to Start a Mid-Level Program

Do you know how many donors are moving into major gifts a year? It’s likely not as many as you could have. If you’re like most organizations, you have a clog in your pipeline that is causing donors to be stuck in mid-level.

Creating a mid-level program is one of the most productive strategies you can employ to strengthen your donor pipeline, move more donors into major gifts, and increase net revenue.

How to Start a Major Gifts Program

We firmly believe that the greatest source of revenue growth for non‐profits is going to come through improved management and execution of major gift strategies. Creating a successful major gifts program is so much more than just hiring a Major Gift Officer.

In this course, you’ll learn how to start your program including all the necessary steps to get your data right and develop a system and structure that will keep your fundraiser focused on caseload work – along with guidance on how to find and hire the right Major Gift Officer.

The Economics of the Major Gifts Pipeline

In our years of work in fundraising, one of the greatest challenges that we see is the lack of training and support given to leaders in fundraising, in general, and specifically in mid, major, and planned giving programs. We want to see you succeed and set your organization up to solve the world’s greatest problems. That’s why we believe it is imperative that leaders learn how to run the financial, “economic” side of their fundraising program, while their MGOs are working to create stronger donor relationships across the donor pipeline.

This course will help you create and strengthen a healthy donor pipeline so that your newer donors move to major giving quickly, and your revenue streams will be diverse enough to withstand a severe downturn. If you focus on strengthening these areas, your fundraising program will be in a position to weather any storm.

Discovering Your Donor’s Passions and Interests

There is nothing as essential to your success in major gifts as learning the passions and interests of your donors. This information is what allows you to move from a transactional relationship to a deeper partnership.

In this course, you’ll learn a straightforward strategy for building authentic relationships with your donors and learning about their philanthropic goals so you can better serve them.

Introduction to the Donor Engagement Plan

If you’re looking for a tool that will help you create a system and structure so you can effectively manage your caseload and donor relationships, this is it!

This training provides you with an introduction to the Donor Engagement Plan (DEP), tips and strategies for how to integrate the DEP into your donor management process, and how to get started with this tool. Are you ready for a system and structure that will help you focus on a clear goal and plan for each donor on your caseload?

Introduction to Qualifying Your Donors

How do you identify which donors want to have a deeper relationship with your organization? This training provides you with an introduction to the Veritus Qualification Method so you can learn a process to qualify the right donors and create more meaningful donor relationships.

Introduction to Using Permission-Based Asking

What if you could reframe your donor conversations to empower the donor, focus on the donor’s passions and interests, and ask boldly for a gift in a way that honors the donor?

This training provides you with an introduction to Permission-Based Asking. You’ll learn tips and strategies for how this model can be used in any type of interaction so that you can have more meaningful and authentic conversations with your donors.