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.

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.

For today’s episode, we invited Alex Fruth, Director of Development for the East Texas Food Bank, and Hannah Harris, Donor Engagement Advisor for the East Texas Food Bank, to share with us about how adopting The Veritus Way has made a huge difference in building deeper donor relationships and bringing in more revenue for their mission.

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.

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.  

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.