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.

It’s all too common in the non-profit sector for fundraising leaders and managers to pull their frontline fundraisers into things that don’t directly relate to their jobs. Between unnecessary organizational tasks, activity-oriented metrics, meetings that aren’t related to their donors, and community events, fundraisers lose their focus, have less impact, and solicit less giving. 

At this point in August, you’ve reached a valuable time in your fundraising cycle: preparing for the fall and year-end season. The months ahead will be busy, and its critical that you focus in on your strategic plan now. In this episode, Debi Dunham, Client Experience Leader at Veritus, and special guest Jarrod Williams, Director of Development for the Urban League of Greater Pittsburgh, join Jeff to discuss the steps that you can take right now and in the months ahead to set yourself up for a successful year-end fundraising season.

How do you know when your donor is ready to consider a gift, or when it’s the right time to ask for a meeting? You first ask permission to ask them. Today’s show is a re-release of one of our most downloaded podcast episodes about our Permission-Based Asking™ model for fundraising, featuring Karen Kendrick, Senior Director of Client Engagement, and Debi Dunham, Senior Client Experience Leader. Listen in to hear some real-life examples of how this asking strategy can transform your donor relationships.

Veritus Group was incredibly honored to be the 2024 Presenting Sponsor for the AADO (African American Development Officers Network) Conference. AADO is a network of more than 3,500 fundraising professionals of color, and their annual conference is the premier event for fundraising, development, and operations professionals of color, and their allies.

During the conference, our team sat down with Birgit Burton, Chief Executive Officer of AADO; Nneka Allen, Founder of The Empathy Agency; and Christopher Beck, Senior Advisor for Principal Gifts and Inclusive Philanthropy at St. Jude Children’s Research Hospital, to talk about the projects they’re working on and the path toward racial justice in the non-profit sector. We were so inspired by this conversation and hope you’ll come away feeling encouraged by the insights shared and the progress toward racial justice in our sector.

Veritus Group was incredibly honored to be the 2024 Presenting Sponsor for the AADO (African American Development Officers Network) Conference. AADO is a network of more than 3,500 fundraising professionals of color, and their annual conference is the premier event for fundraising, development, and operations professionals of color, and their allies.

During the conference, our team sat down with Birgit Burton, Chief Executive Officer of AADO; Nneka Allen, Founder of The Empathy Agency; and Christopher Beck, Senior Advisor for Principal Gifts and Inclusive Philanthropy at St. Jude Children’s Research Hospital, to talk about the projects they’re working on and the path toward racial justice in the non-profit sector. We were so inspired by this conversation and hope you’ll come away feeling encouraged by the insights shared and the progress toward racial justice in our sector.