Veritus Group
  • What’s Your Role
    • ► What’s Your Role?
    • Mid-Level, Major Gift and Planned Giving Officer
    • VPs, Directors and Managers
    • CEOs and Executive Directors
  • Services
    • ► Our Services
    • Major Gift Programs: Planning, Development & Management
    • Mid-level Gift Management & Consulting
    • Donor Impact Portfolio
    • Strategic Planning & Organizational Development
    • Planned Giving Management and Consulting
  • Training
    • ► Training
    • Veritus 365 Training Program
    • Course Offerings
      • Certification Course in Mid-Level Fundraising
      • Discovering Your Donor’s Passions and Interests
      • Certification Course for Major Gift Fundraisers
      • Certification Course for Fundraising Managers and Executives
    • Custom Training
  • Clients
    • ► Our Clients
    • Success Stories
  • Resources
    • ► All Resources
    • Blog
    • Books
    • Podcasts
    • Webinars
    • White Papers
    • Free Donor Assessment
  • About
    • ► About Veritus Group
    • Veritus UK
  • Contact
    • ► Contact Us
    • Media Relations
Select Page
Accountability Is the Silver Bullet

Accountability Is the Silver Bullet

by Richard Perry and Jeff Schreifels | Mar 28, 2022 | Accountability, Management, Process | Accountability, Management, Structure

For fundraisers to succeed, they need structure and accountability from a manager who is checking in and cheering them on toward their goals.

You Can’t Spend All Your Time with a Donor Just Because You Like Them

You Can’t Spend All Your Time with a Donor Just Because You Like Them

by Richard Perry and Jeff Schreifels | Mar 22, 2021 | Accountability, Portfolio Management | Caseloads, Focus, Tiering

Here’s how you tier your portfolio for major gifts.

Counting Planned Gifts – A Convoluted Mess

Counting Planned Gifts – A Convoluted Mess

by Richard Perry and Jeff Schreifels | Nov 23, 2020 | Accountability, audit, Reporting | Focus, Planned giving, Return on Investment

At the end of your fiscal year, please take steps to do an evaluation of your planned giving program.

How to Create a Dynamic Strategy for Every Single Donor: A Step-by-Step Process

How to Create a Dynamic Strategy for Every Single Donor: A Step-by-Step Process

by Richard Perry and Jeff Schreifels | Aug 10, 2020 | Accountability, Stewardship, Strategy | Discipline, Moves Management, Strategic Plans

Here’s a step-by-step process on how to put together a strategic plan for each donor. Once MGOs find it’s possible, they use it to stay on task and become successful.

You Have a Full Caseload, How do You Manage Others?

You Have a Full Caseload, How do You Manage Others?

by Richard Perry and Jeff Schreifels | Apr 22, 2019 | Accountability, managers, structure | Caseloads, Focus, Management

Development managers can’t be effective if they’re also working a full caseload of donors.

Top Challenges Managing MGOs – Part One

Top Challenges Managing MGOs – Part One

by Richard Perry and Jeff Schreifels | Jan 15, 2018 | Accountability | Goal-setting, Management, Teamwork

The first of a two-part series about four areas where managers find challenges when they are managing MGOs and a major gift program.

« Older Entries

SUBSCRIBE TODAY!

TOP RATED PODCAST

Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.

Listen now!

Most Popular Tags:

Accountability Asking Caseload Value Communication Cultivation Development Directors Director of Major Gifts Donors Fear Focus Fundraising Fundraising ratios Giving Goals gratitude Impact Influence Investment Joy leadership Major Donors major gifts Management Managing Money Moves Management Non-Profits Offers Passion Philanthropy Planning Qualifying Donors Relationships Reporting Research Results ROI Service Stewardship Strategic Plans Strategy structure Success Thanking Trust

Blog Post Archives

  • What’s Your Role?
    • CEOs and Executive Directors
    • Mid-Level, Major Gift and Planned Giving Officer
    • VPs, Directors and Managers
  • Services
    • Major Gift Programs: Planning, Development & Management
    • Donor Impact Portfolio
    • Strategic Planning & Organizational Development
    • Planned Giving Management and Consulting

Get Started

Request an Assessment
Contact
Find Training
Download a Resource

Questions? Get in touch
with us directly

Amy Chapman
Director of Client Engagement
215-514-0600
achapman@veritusgroup.com

  • Follow
  • Follow
  • Follow
  • Follow

Copyright © 2020 Veritus Group | Privacy Policy | Terms of Use