THE VERITUS PODCAST

Nothing But

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.

The Art of the Handoff

The Art of the Handoff

It’s not easy to let go of certain donors, but there comes a time in every fundraising cycle when you’ll need to transition a donor relationship to someone else.
Whether the donor is moving from mid-level to a major gifts portfolio, or from a higher level of giving back into mid-level or direct response, transitioning them to another colleague is one of the best things you can do for your program, organization, and the donor! But you need to have protocols in place so that the transition feels seamless and keeps your pipeline free and clear of any clogs. 
In this podcast episode, Jeff, Theresa, and Matt share their top tips and best practices for handling donor handoffs, shifting your thinking, and transitioning members of your caseload.

The Art of the Handoff

The Art of the Handoff

It’s not easy to let go of certain donors, but there comes a time in every fundraising cycle when you’ll need to transition a donor relationship to someone else.
Whether the donor is moving from mid-level to a major gifts portfolio, or from a higher level of giving back into mid-level or direct response, transitioning them to another colleague is one of the best things you can do for your program, organization, and the donor! But you need to have protocols in place so that the transition feels seamless and keeps your pipeline free and clear of any clogs. 
In this podcast episode, Jeff, Theresa, and Matt share their top tips and best practices for handling donor handoffs, shifting your thinking, and transitioning members of your caseload.

SEARCH PODCASTS

Other Episodes You May Like…

Equity in the Non-Profit Workforce

Equity in the Non-Profit Workforce

In today’s podcast, Richard and Jeff talk with Mazarine Treyz, a successful veteran fundraiser, consultant, author and speaker. They’re joined by Karen Kendrick, Veritus Group’s Director of Learning – and we’ll get their perspectives on why we have this inequity, how it came to be, and what can be done to change it.

read more
What is The Veritus Way?

What is The Veritus Way?

In this podcast Richard and Jeff talk to Patrick Nugent, Sr. Vice President of Individual and Organizational fundraising at Lyric Opera Company of Chicago. He has an incredible story that highlights how he’s used The Veritus Way in his career and at Lyric Opera, and what a difference it’s made for his organizations’ revenue.

read more
Strategies to End the Year Strong

Strategies to End the Year Strong

In today’s episode, Richard and Jeff share some tips and strategies on how you can end your year strong. Learn what you need to review, and the steps you can take now, to ensure that you make or exceed your revenue goals for 2020.

read more
Ten Ways to Get Rid of Your Donor

Ten Ways to Get Rid of Your Donor

In this episode, Richard and Jeff outline ten different ways that MGOs are actively trying to get rid of their donors without even knowing it. Hopefully, you aren’t practicing any of these ten.

read more
Should MGOs Get Bonuses?

Should MGOs Get Bonuses?

Over the years, MGOs and managers have asked Richard and Jeff if they think MGOs should get bonuses if they meet or exceed their revenue goals. In today’s episode, they answer that question, and you might be surprised by what they say.

read more

FREE Resources!

Interested in FREE White Papers and other resources? Check out our download library

Subscribe to the podcast through your favorite app

You can listen on various popular distribution channels.