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

Re-Release: 7 Ways to Stand Out with Your Donors

Re-Release: 7 Ways to Stand Out with Your Donors

May 26, 2023

The 2023 Fundraising Effectiveness Project report revealed that for the first time in a decade, the national average for major giving revenue went DOWN by -4% in 2022. This has generated a lot of concern in the fundraising community about the future of philanthropy. In this podcast episode, Jeff and Richard examine the results of the report and share how non-profits can adopt strategies to reverse these trends and increase giving to their organization.

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

Top Rated Resources

Blog

White Papers

Creating Strategic Plans and Goals for Every Major Donor

In this paper, we’re going to share with you a step-by-step process on how to put together a strategic plan for each donor. This is the same process we use with our clients to help them overcome what they think is insurmountable. Once MGOs start working on this process, they realize that not only is it possible, but it’s necessary for them to stay on task and become successful.

Donor Pipeline Assessment

Do you know how healthy your donor file is? Many non-profits are blind to issues of value attrition, pipeline clogs, and revenue diversification that are impacting fundraising efforts. If these are left unaddressed, your organization will continue to see donors leave, and you’ll be left at risk should a crisis occur.

Podcast

Re-Release: 7 Ways to Stand Out with Your Donors

The 2023 Fundraising Effectiveness Project report revealed that for the first time in a decade, the national average for major giving revenue went DOWN by -4% in 2022. This has generated a lot of concern in the fundraising community about the future of philanthropy. In this podcast episode, Jeff and Richard examine the results of the report and share how non-profits can adopt strategies to reverse these trends and increase giving to their organization.

Everything You Need to Know About the Latest Fundraising Effectiveness Project Report

The 2023 Fundraising Effectiveness Project report revealed that for the first time in a decade, the national average for major giving revenue went DOWN by -4% in 2022. This has generated a lot of concern in the fundraising community about the future of philanthropy. In this podcast episode, Jeff and Richard examine the results of the report and share how non-profits can adopt strategies to reverse these trends and increase giving to their organization.

Everyone Needs a Coach

Coaches provide the kind of support that can be transformative to your work. They come alongside to remind you of what you’ve learned, guide you through solutions to overcome obstacles, work on creative ideas, and encourage you to keep going. But, unfortunately, coaching is often not valued in the fundraising world. And this is having a detrimental impact on your ability to be successful as a fundraiser or fundraising leader. Today’s episode is all about why we believe that everyone needs a coach. With the right support, you can do even more for your mission.

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.