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

The Three Legs of a Successful Planned Giving Program

The Three Legs of a Successful Planned Giving Program

Sep 14, 2023

Planned giving is an essential part of relational fundraising, yet so many fundraisers avoid it simply because they don’t have a system that supports them to engage donors in this way. In this episode, we discuss the three legs that make up a successful planned giving program. Listen in to learn how to build a program that will support your fundraisers in securing more planned gifts for your organization’s mission.

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

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

The Three Legs of a Successful Planned Giving Program

Planned giving is an essential part of relational fundraising, yet so many fundraisers avoid it simply because they don’t have a system that supports them to engage donors in this way. In this episode, we discuss the three legs that make up a successful planned giving program. Listen in to learn how to build a program that will support your fundraisers in securing more planned gifts for your organization’s mission.

How to Be More Efficient in Your Year-End Planning

We recommend starting your year-end planning now, but we know it can be overwhelming to think about everything you need to do. In this episode, we’re sharing some of our favorite tips and ideas to help you build efficiencies into your year-end plan, so that this time of year can stop being overwhelming and start being fun, creative, and impactful.

Re-Release: What’s Holding You Back from Investing in Major Gifts?

In this re-release of one of our most popular episodes, Jeff and Richard discuss the obstacles that are holding leaders back from investing in major gifts. They also share about the average ROI you can expect from a mature major gifts program, and the foundational elements you need to have in place in order to see those benefits.

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.