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 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
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…
Planned Giving in a Time of Crisis
In this episode, Richard and Jeff are joined by Veritus Group’s Director of Planned Giving Services, Bob Shafis. Bob will discuss with them why you should be considering several planned giving strategies now, and how to do it.
Getting your Coronavirus Story Right and Asking
In today’s podcast, Richard and Jeff specifically speak to non-profit leaders and managers about making sure you know your coronavirus story, what it will cost and urge you to boldly tell donors that story so they can help you weather the crisis.
Answers to Your COVID-19 Crisis Questions
In today’s episode Richard and Jeff give you an update on stories they’re hearing from other major gift officers and start answering a number of questions from your colleagues about how you should fundraise, given this crisis we’re all in.
Special Episode — How Should I Think about Fundraising in a Crisis?
You are now fundraising in an unprecedented time in our history. You may be worried, anxious or concerned personally and professionally. All those feelings are normal. Richard and Jeff have recorded a special podcast to help you think about major gift fundraising in a crisis like the one we face today.
The Importance of Administrative Assistants
As you know, the most important job for an MGO is to build relationships with their donors. How are you going to do that without administrative support? You can’t.
Bad Bosses
Today Richard and Jeff are joined by fundraising expert, author and writer of the popular blog, “Future Fundraising Now,” Jeff Brooks. Jeff has worked with hundreds of organizations and has some great stories and interesting observations about why we seem to have such bad bosses in the non-profit sector.
FREE Resources!
Interested in FREE White Papers and other resources? Check out our download library