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

Do You Know the Hidden Potential in Your Donor File?

Do You Know the Hidden Potential in Your Donor File?

Over the past two decades, our team at Veritus has analyzed hundreds of different non-profits’ data files, and we see the same trends over and over again. While overall revenue may go up year-over-year, many donors give less over time (or go away altogether). But organizations are often unaware this is happening because the loss is covered up by gifts from new donors. 
 
For today’s episode, Theresa Tapocsi (Client Experience Leader and and Client Services Data Team Lead) and Amy Chapman (Director of Client Engagement) join Jeff for a conversation about the process and approach we take in our free Donor File Assessment. If you’re ready to uncover your organization’s hidden potential and identify opportunities for relational giving, tune in now!

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

Don’t Forget to Be a Human!

Sometimes, the best way to connect (or reconnect) with your donor as a person is to bring your authentic self into the relationship.

What is the ‘Yes’?

When your donor is unable to give, there may be other ways that they can continue to support your organization.

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.

Do You Know the Hidden Potential in Your Donor File?

Over the past two decades, our team at Veritus has analyzed hundreds of different non-profits’ data files, and we see the same trends over and over again. While overall revenue may go up year-over-year, many donors give less over time (or go away altogether). But organizations are often unaware this is happening because the loss is covered up by gifts from new donors. 
 
For today’s episode, Theresa Tapocsi (Client Experience Leader and and Client Services Data Team Lead) and Amy Chapman (Director of Client Engagement) join Jeff for a conversation about the process and approach we take in our free Donor File Assessment. If you’re ready to uncover your organization’s hidden potential and identify opportunities for relational giving, tune in now!

Practical Tips for Facilitating a Donor Meeting

As a fundraiser, you have two roles in any donor meeting: the partner and the facilitator. In this podcast episode, Karen and Matt focus on the second role and share some practical tips you can start using today to successfully facilitate a donor meeting. Listen in to learn some of the common challenges fundraisers face around meeting facilitation and how you can use our Permission-Based Asking™ model to effectively move the meeting, and your donor relationship, forward. 

How Mid-Level and Direct Response Can Partner Together

Building a partnership between mid-level and direct response is crucial to your organization’s success. Yet many organizations are missing out on opportunities to align these groups in a way that will strengthen the donor pipeline. For this episode, we invited special guests Becca Burgess, VP of Client Services at Moore, and Kara Ansotegui, Senior Director of Leadership Annual Giving at the American Cancer Society, to join us for a conversation about creating a partnership between mid-level and direct response that will result in stronger relationships with donors at every stage of giving.

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.