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.

What to Do When You Inherit a Caseload

What to Do When You Inherit a Caseload

Inheriting a donor caseload that was previously managed by someone else can give rise to a complicated transition, whether you’re a new hire or you’re moving into a new role within your organization. In this episode, Matt Gill and Diana Frazier offer guidance for navigating this transition depending on the specifics of your situation. We hope these tips will help you feel more confident about stepping into your new role in a way that honors the donor and strengthens their connection to your organization! 

What to Do When You Inherit a Caseload

What to Do When You Inherit a Caseload

Inheriting a donor caseload that was previously managed by someone else can give rise to a complicated transition, whether you’re a new hire or you’re moving into a new role within your organization. In this episode, Matt Gill and Diana Frazier offer guidance for navigating this transition depending on the specifics of your situation. We hope these tips will help you feel more confident about stepping into your new role in a way that honors the donor and strengthens their connection to your organization! 

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Finding the Right Job: Tips from a Non-Profit Recruiting Expert

Finding the Right Job: Tips from a Non-Profit Recruiting Expert

When you’re looking for your next fundraising position, how do you evaluate which opportunities are most aligned with your professional goals? What questions should you ask in your conversations with hiring managers to learn more about their culture and evaluate whether the role is a good fit? In this podcast episode, Karen and Matt are joined by special guest Paul Towne, VP of Executive Search with Cooper Coleman. As a search consultant who works exclusively with non-profit and social impact organizations, Paul has extensive knowledge about how to interview for the right roles and identify which opportunities will be the best fit for you.

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How to Get Yourself Transitioned into the New Year

How to Get Yourself Transitioned into the New Year

Welcome to January! In these first weeks of the year, you’re likely still finishing out the year-end season, thanking donors for gifts received, and assessing your performance compared to your goals. At the same time, you’re working on communication plans and strategies for the year ahead. In this episode, Theresa Tapocsi and Edie Dahlen, two of our Client Experience Leaders, join Jeff to discuss what fundraisers and leaders need to know right now while you’re wrapping up from year-end and getting started on your top priorities in 2024.

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How to Be an Effective Non-Profit Leader and Manager

How to Be an Effective Non-Profit Leader and Manager

One of the most common complaints we hear from passionate fundraisers is that they don’t feel supported by their managers. Even though fundraisers leave organizations because of this, management skills continue to be undervalued in the non-profit space. In today’s episode, Karen and Jeff talk through some of the obstacles that may be holding you back as a leader for your fundraising team, and how you can take steps to turn things around. For anyone managing a team of frontline fundraisers, we hope you’ll tune in to this episode for strategies to help you be the kind of manager who inspires your team to do their best work.

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An Interview with the American Brain Foundation

An Interview with the American Brain Foundation

In this episode, Jeff and Diana interview two members of the team at the American Brain Foundation (ABF) – Jane Ransom, Executive Director, and Lisa Dahlberg, Philanthropic Advisor – to learn how they responded to an unexpected – and anonymous – $100,000 gift. Their efforts to connect with this donor ultimately led to a multi-million-dollar commitment for ABF. Listen in to learn how a transformational gift like this is possible for your organization.

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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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