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

How Mid-Level and Direct Response Can Partner Together

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.

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

Do You LOVE Your Mission?

If you don’t love your mission and believe it will make a difference in the world – how are you going to inspire your donors to invest in it?

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.

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.

Measuring Metrics That Matter

What are the metrics that really matter in fundraising, and how can managers best support their teams to stay on track with those key performance goals? In this podcast episode, Jeff is joined by Matt Korn and Debi Dunham for a conversation about the metrics that truly matter for your fundraising success and how we approach these metrics in our coaching work with fundraisers. 

What to Do When You Inherit a Caseload

Inheriting a donor caseload that was previously managed by someone else can give rise to a complicated transition, whether you’re a new hire or you’re moving into a new role within your organization. In this episode, Matt Gill and Diana Frazier offer guidance for navigating this transition depending on the specifics of your situation. We hope these tips will help you feel more confident about stepping into your new role in a way that honors the donor and strengthens their connection to your organization! 

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.