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

An Interview with the American Brain Foundation

An Interview with the American Brain Foundation

Dec 5, 2023

In this episode, Jeff and Diana interview two members of the team at the American Brain Foundation (ABF) – Jane Ransom, Executive Director, and Lisa Dahlberg, Philanthropic Advisor – to learn how they responded to an unexpected – and anonymous – $100,000 gift. Their efforts to connect with this donor ultimately led to a multi-million-dollar commitment for ABF. Listen in to learn how a transformational gift like this is possible for your 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

Planning Guide for Fall & Year-End Fundraising

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.

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Top Rated Resources

Blog

Just Own It!

There is so much you can’t control – but you can control your response to a difficult situation. If things go sideways, the key is to own it!

White Papers

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.

Caseload Management Checklist

To help you stay on track with your primary responsibilities as an MGO, we’ve created a printable checklist of what to do and when.

Transforming Fundraising in the Non-Profit Health Care Sector

When the pandemic began, many organizations, like the American Cancer Society (ACS), were caught in a situation where fundraising strategies that had “worked well” in the past were suddenly not an option. Thankfully, ACS had internal champions who knew they needed to shift their fundraising out of a transactional giving mindset and create more balanced revenue streams. During our partnership over the course of three years, ACS nearly tripled their revenue. Here’s how they did it.

Podcast

An Interview with the American Brain Foundation

In this episode, Jeff and Diana interview two members of the team at the American Brain Foundation (ABF) – Jane Ransom, Executive Director, and Lisa Dahlberg, Philanthropic Advisor – to learn how they responded to an unexpected – and anonymous – $100,000 gift. Their efforts to connect with this donor ultimately led to a multi-million-dollar commitment for ABF. Listen in to learn how a transformational gift like this is possible for your organization.

How to Meaningfully Transition a Donor Relationship

When you have a healthy donor pipeline, there will come a time when you need to transition a donor relationship to another gift officer. It’s important that you have protocols in place so that the transition feels seamless to the donor. On this episode, Karen Kendrick speaks with Diana Frazier, Senior Client Experience Leader, and Kara Ansotegui, Director of Client Engagement Services, about their top tips for how you can meaningfully transition a donor relationship in a way that honors the donor and strengthens their connection to your organization.

It’s Time to Move on From Moves Management

When moves management was first introduced as a strategy to help fundraisers manage their caseloads, it was a step forward in putting some much-needed structure around the donor pipeline. But now, some non-profits have taken the idea too far by creating metrics that have caused fundraisers to forget about how actual relationships work. In this podcast episode, Richard and Jeff share an alternative approach to caseload management that will allow you to move your focus back to your donor.

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.