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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Re-Release: Can We All Just Get Along?

Re-Release: Can We All Just Get Along?

Having a culture of collaboration is critical to your success in fundraising. Poor communication and competition between departments means that your donor is not getting the best possible care and service, and they may choose to give elsewhere. In this re-release of one of our most listened-to episodes, Jeff and Richard discuss how fundraisers can promote better relationships within their organizations so that everyone is aligned in supporting the donor journey.

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Re-Release: Five Things Every Fundraiser Should Do in the Summer

Re-Release: Five Things Every Fundraiser Should Do in the Summer

In this episode re-release from 2021, Jeff is joined by Lisa Robertson, Director of Client Services at Veritus Group. Together, they share five ideas for what you can do this summer that will set you up for a successful year-end. Listen in for tips on how to get creative with your donor outreach, prioritize your professional development, and more!

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How to Identify the BEST Candidate in Your Hiring Pool

How to Identify the BEST Candidate in Your Hiring Pool

Even before the pandemic, finding and hiring the right candidates for fundraising roles was a challenge. Now, many organizations are struggling to even get a good pool of candidates, let alone find the right candidate from within that pool. In this podcast episode, Jeff, Karen, and special guest Paul Towne, Executive Search Consultant with Cooper Coleman, discuss why organizations are having such a tough time hiring fundraisers and offer advice on attracting applicants and selecting candidates who are a good fit for your organizational culture and community.

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Dealing with Boundaries and Inappropriate Situations with Donors

Dealing with Boundaries and Inappropriate Situations with Donors

Many fundraisers can share about a time where a donor overstepped one of their personal boundaries. Yet historically, the non-profit sector has not been proactive about preparing both fundraisers and leaders for when a donor says or does something inappropriate. Fundraisers need to be clear on their own personal boundaries, and they need to feel the support of their organization when a situation arises. In this episode, special guest Rachel Wyley, CEO and Founder of Culture Kinesis, talks with Jeff and Karen about the power dynamics at play and how fundraisers and leaders can respond when a donor says or does something that crosses a line.

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Re-Release: 7 Ways to Stand Out with Your Donors

Re-Release: 7 Ways to Stand Out with Your Donors

It’s likely that your organization is not the only one that your donors are giving to, which means that they are receiving a lot of messages from the other organizations that they sponsor. With so much competition for their attention, how do you stand out from the rest and win your donors’ hearts? In this episode re-release from 2021, Richard and Jeff offer seven ways that you can stand out with your donors, so you can build more authentic relationships and encourage donors to engage with you as partners in your mission.

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Everything You Need to Know About the Latest Fundraising Effectiveness Project Report

Everything You Need to Know About the Latest Fundraising Effectiveness Project Report

The 2023 Fundraising Effectiveness Project report revealed that for the first time in a decade, the national average for major giving revenue went DOWN by -4% in 2022. This has generated a lot of concern in the fundraising community about the future of philanthropy. In this podcast episode, Jeff and Richard examine the results of the report and share how non-profits can adopt strategies to reverse these trends and increase giving to their organization.

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