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
For a Path to Sustainable Growth, Look Beyond Membership Programs
by Karen Kendrick | Mar 18, 2024 | Data, Donor Attrition, Donor Retention, Metrics, Overcoming Objections, Performance, Relationships, Retention, The Veritus Way | 0 Comments
For your organization to grow, you must move from a transactional mindset to a transformational fundraising program.
Featured Podcast
Celebrating Women in Fundraising, Featuring Yolanda F. Johnson
Mar 4, 2024
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.
Featured Training Course
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
Featured Whitepaper
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.
Top Rated Resources
For a Path to Sustainable Growth, Look Beyond Membership Programs
For your organization to grow, you must move from a transactional mindset to a transformational fundraising program.
What your AI Assistant Hears: How Confidential Is Your Conversation?
Before applying AI to fundraising strategies, non-profits need to carefully consider their policies to protect sensitive data.
Your Mission Is More Than You Think It Is
It must be central to your non-profit’s mission to dedicate energy, resources, and passion into caring for staff and donors.
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.
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.
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!
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.