Resources

Get Help from Veritus Group

We hope the free resources on this page are useful to you as you learn more about mid-level, major gift and planned giving fundraising. If you’re looking for hands-on help from Veritus Group, click on one of the areas below:

Major Gift Programs: Planning, Development & Management
Mid-level Gift Management & Consulting
Donor Impact Portfolio
Strategic Planning & Organizational Development
Planned Giving Management and Consulting

Featured Blog Post

Featured Podcast

Mapping the Donor Journey: A Pipeline Health Checklist

Mapping the Donor Journey: A Pipeline Health Checklist

Apr 9, 2024

Is your organization set up to support the donor journey? What structures do you have in place to develop your donor relationships from initial acquisition to cultivation, mid-level, major gifts, and planned giving? In this episode, Richard and Jeff discuss five key focus areas for organizations seeking to improve their donor’s experience at every stage of their giving journey.

Featured Training Course

Certification Course for Major Gift Fundraisers

Certification Course for Major Gift Fundraisers

Whether you’re a new fundraiser or experienced and looking for new tools and skills, this course is for you. This online course offers comprehensive training in The Veritus Way of major gift fundraising. You will be guided through a progressive learning track which builds upon each topic with engaging media and readings, real-world exercises, and actionable skills. You’ll receive practical applications and tools, as well as a flexible training path that works with your schedule. Participants take 36-42 hours to complete this 8-module self-guided course over a 13-week period

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Featured Whitepaper

Removing Obstacles to Major Gift Fundraising

Removing Obstacles to Major Gift Fundraising

In this paper, we’re sharing some of the most common and avoidable issues we’ve seen – not to embarrass anyone or make you feel bad, but to help you and your organization identify where you need to improve so you can grow and thrive.

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Top Rated Resources

Blog

White Papers

Removing Obstacles to Major Gift Fundraising

In this paper, we’re sharing some of the most common and avoidable issues we’ve seen – not to embarrass anyone or make you feel bad, but to help you and your organization identify where you need to improve so you can grow and thrive.

Building a Culture of Philanthropy

At Veritus, we believe that if we are to create a true culture of philanthropy in our organizations, donors have to be part of our mission – not a way to get our mission accomplished, but PART of the mission. This is a radical idea, but a necessary one.

Planning Guide for Fall & Year-End Fundraising

This guide will share key strategies for specific time periods in the fall fundraising cycle, offer creative ideas that our clients have found to be successful, and give you space to brainstorm how you can be strategic and impactful during this time of year.

Podcast

Mapping the Donor Journey: A Pipeline Health Checklist

Is your organization set up to support the donor journey? What structures do you have in place to develop your donor relationships from initial acquisition to cultivation, mid-level, major gifts, and planned giving? In this episode, Richard and Jeff discuss five key focus areas for organizations seeking to improve their donor’s experience at every stage of their giving journey.

How to Get a Donor Meeting Back on Track

We’ve all been in meetings where the conversation gets sidetracked. Maybe someone present is very chatty, or they have a totally different topic they want to discuss. Or maybe no one is clear on why they’re there at all. How can you make sure your donor meetings stay on track, while being respectful of everyone’s time and contributions? This episode is all about how to effectively prepare for a donor meeting and what you can do when things don’t go according to plan.

Celebrating Women in Fundraising, Featuring Yolanda F. Johnson

In celebration of Women’s History Month, today’s episode is all about how women are shaping and changing the field of fundraising. Special guest Yolanda F. Johnson, President and Founder of YFJ Consulting and Women of Color in Fundraising and Leadership (WOC)™, joins Jeff for a conversation about her current work, the challenges women continue to face in fundraising, and how to lift up more women and people of color in the non-profit sector.

Training

Certification Course for Major Gift Fundraisers

Whether you’re a new fundraiser or experienced and looking for new tools and skills, this course is for you. This online course offers comprehensive training in The Veritus Way of major gift fundraising. You will be guided through a progressive learning track which builds upon each topic with engaging media and readings, real-world exercises, and actionable skills. You’ll receive practical applications and tools, as well as a flexible training path that works with your schedule. Participants take 36-42 hours to complete this 8-module self-guided course over a 13-week period

Certification Course for Fundraising Managers and Executives

Management of a major gift program requires knowledge, skills and tools rarely taught in school. And if you’re coming from other areas of fundraising or non-profit management, there are differences you need to be aware of. This course will provide a grounding in major gift fundraising philosophy along with concrete tools and guidance to help you manage your staff, budgets, inter-departmental relations and overall program. This course is ideal for both new and experienced managers and executives. Participants take 36-42 hours to complete this 8-module self-guided course over a 13-week period.

Certification Course in Mid-Level Fundraising

Mid-level fundraising is a growing priority for nonprofits. This course offers comprehensive training for leaders and mid-level fundraising staff to learn the structure and systems to build or improve your mid-level program. You will be guided through the key components needed to ensure your program is set up right, common challenges we see organizations experience, and strategies necessary to have a successful and thriving program. Participants take 36-42 hours to complete this 6-module self-guided course over an 11-week period. If you need to add mid-level fundraising to your program, or your current program is struggling, this is the course for both your managers and front-line staff.