THE VERITUS PODCAST

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Major Gifts

A Podcast on Fundraising from Veritus Group

Major gift fundraising is the lifeblood of non-profit organizations around the world. Richard Perry and Jeff Schreifels address major gifts twice monthly, to help you and your organization connect with donors in authentic ways to make an impact in your community – and the world.

How to Meaningfully Transition a Donor Relationship

How to Meaningfully Transition a Donor Relationship

When you have a healthy donor pipeline, there will come a time when you need to transition a donor relationship to another gift officer. It’s important that you have protocols in place so that the transition feels seamless to the donor. On this episode, Karen Kendrick speaks with Diana Frazier, Senior Client Experience Leader, and Kara Ansotegui, Director of Client Engagement Services, about their top tips for how you can meaningfully transition a donor relationship in a way that honors the donor and strengthens their connection to your organization.

How to Meaningfully Transition a Donor Relationship

How to Meaningfully Transition a Donor Relationship

When you have a healthy donor pipeline, there will come a time when you need to transition a donor relationship to another gift officer. It’s important that you have protocols in place so that the transition feels seamless to the donor. On this episode, Karen Kendrick speaks with Diana Frazier, Senior Client Experience Leader, and Kara Ansotegui, Director of Client Engagement Services, about their top tips for how you can meaningfully transition a donor relationship in a way that honors the donor and strengthens their connection to your organization.

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Other Episodes You May Like…

How to Meaningfully Transition a Donor Relationship

How to Meaningfully Transition a Donor Relationship

When you have a healthy donor pipeline, there will come a time when you need to transition a donor relationship to another gift officer. It’s important that you have protocols in place so that the transition feels seamless to the donor. On this episode, Karen Kendrick speaks with Diana Frazier, Senior Client Experience Leader, and Kara Ansotegui, Director of Client Engagement Services, about their top tips for how you can meaningfully transition a donor relationship in a way that honors the donor and strengthens their connection to your organization.

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It’s Time to Move on From Moves Management

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 now, some non-profits have taken the idea too far by creating metrics that have caused fundraisers to forget about how actual relationships work. In this podcast episode, Richard and Jeff share an alternative approach to caseload management that will allow you to move your focus back to your donor.

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How to Talk About Fundraising Within Your Organization

How to Talk About Fundraising Within Your Organization

One of the greatest barriers to your success in relational fundraising is whether or not the rest of your organization understands and supports this work. So for this episode, we’re sharing some guidance, tips, and language to help you start talking about fundraising within your organization so you can get everyone on board and moving in the same direction.

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The Basics You Still Don’t Have Down

The Basics You Still Don’t Have Down

We get a lot of questions from our community about basic best practices in fundraising. So, for this podcast episode, we’ve compiled some of the most common questions we receive about the basics to encourage you and help you make sure you’ve got the basics down.  

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The Three Legs of a Successful Planned Giving Program

The Three Legs of a Successful Planned Giving Program

Planned giving is an essential part of relational fundraising, yet so many fundraisers avoid it simply because they don’t have a system that supports them to engage donors in this way. In this episode, we discuss the three legs that make up a successful planned giving program. Listen in to learn how to build a program that will support your fundraisers in securing more planned gifts for your organization’s mission.

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