High-value donors needed more attention

01. Problem / Challenge

A new leader knew that consistent, high-value donors were not being managed effectively, and that new staff members needed training in The Veritus Way.

02. Solution

Veritus vetted and trained four new major gift officers and one mid-level officer. We provide ongoing structure, strategy and accountability to the entire team.

03. Results

The new team has connected well with donors, resulting in deeper donor engagement, more intentional Permission-based Asking™ and increased revenue of $1.5M!

Building a New Team

What the Organization Needed

The Development team had gone through many changes, with a lot of staff turnover in the past few years.  A new leader engaged Veritus in 2019. They knew consistent, high value donors were not being managed effectively, and that training the new staff in the Veritus way would ensure donors were attended to.

Our Recommendation

Veritus Group worked with new staff and helped to manage donors from a retiring gift officer’s caseload. With a largely new development staff, the Division could create a common language and structure for gift officer work and accountability.

Veritus recommended not only initial vetting, hiring and training, but we also began providing ongoing structure, strategy and weekly management, including accountability.