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:

Featured Blog Post

Featured Podcast

Yes, You Do Need to Ask All Year Long!

Yes, You Do Need to Ask All Year Long!

You wouldn’t believe how often we talk to fundraisers who don’t ask at all! Asking is, as you can imagine, one of the most important parts of your job. And when you’re tuned in to your donor’s giving preferences and interests, you can bring them giving opportunities even outside of their regular giving season.

To help share more about the importance of asking and how to move yourself out of a transactional approach to giving, we invited two special guests, Sarah Coen-Frei, Senior Individual Giving Manager at Minnesota Public Radio, and Fritz Gutwein, Major Gift Officer at Bread for the World to join Veritus Group’s Karen Kendrick (Senior Director of Client Engagement) and Diana Frazier (Senior Client Experience Leader) for a conversation about how to approach asking year-round. We hope you find these tips helpful as you work toward your next donor asks!

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

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.

Yes, You Do Need to Ask All Year Long!

You wouldn’t believe how often we talk to fundraisers who don’t ask at all! Asking is, as you can imagine, one of the most important parts of your job. And when you’re tuned in to your donor’s giving preferences and interests, you can bring them giving opportunities even outside of their regular giving season.

To help share more about the importance of asking and how to move yourself out of a transactional approach to giving, we invited two special guests, Sarah Coen-Frei, Senior Individual Giving Manager at Minnesota Public Radio, and Fritz Gutwein, Major Gift Officer at Bread for the World to join Veritus Group’s Karen Kendrick (Senior Director of Client Engagement) and Diana Frazier (Senior Client Experience Leader) for a conversation about how to approach asking year-round. We hope you find these tips helpful as you work toward your next donor asks!

Working From Your Energy: Bringing Your Best Self to Your Work With Donors

When you work at a non-profit organization, just as in any job, there will be times that you feel stuck, discouraged, or uninspired. This work is hard, and it’s not uncommon to experience feelings of burnout or frustration. In this episode, Karen and Renita share some questions to ask yourself on days you feel stuck to help you approach your energy differently. We hope these suggestions leave you feeling encouraged with some strategies to help you move forward, bring your best self to work with your donors, and find more satisfaction in your daily work!

Finding the Right Job: Tips from a Non-Profit Recruiting Expert

When you’re looking for your next fundraising position, how do you evaluate which opportunities are most aligned with your professional goals? What questions should you ask in your conversations with hiring managers to learn more about their culture and evaluate whether the role is a good fit? In this podcast episode, Karen and Matt are joined by special guest Paul Towne, VP of Executive Search with Cooper Coleman. As a search consultant who works exclusively with non-profit and social impact organizations, Paul has extensive knowledge about how to interview for the right roles and identify which opportunities will be the best fit for you.

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.