by Karen Kendrick | Mar 18, 2024 | Assessments, Change Management, Data, Donor Retention, Donor Value Attrition, The Veritus Way | Data, Donor Attrition, Donor Retention, Metrics, Overcoming Objections, Performance, Relationships, Retention, The Veritus Way
Are you a non-profit leader who sees the writing on the wall that maybe your membership program has hit a plateau? If so, you’re not alone! Here’s an example of what this might feel like. The membership program or giving society that your organization has relied on...
by Robert Shafis | Apr 21, 2023 | Assessments, Commitment, Donor Database, Planned Giving, Qualifying Donors | Data, Database, Planned giving, Qualifying, Stewardship
If you have a data set of 10,000 donors who have been giving for at least ten years and have made a gift within the past three years, I’d bet you have about 67-81 donors (with an average of 74) with a planned giving value of between $2.9-5.2 million! You may look at...
by Richard Perry | Aug 4, 2023 | Assessments, Legacy, Planned Giving Associate, Planned Giving Officer | Major Gifts, Planned giving, Stewardship
You cannot imagine the times Jeff and I have found, at organizations large and small, that there is just one person who handles planned giving AND major gifts for the organization. This happens a lot in smaller organizations where the labor economics are driving the...
by Richard Perry and Jeff Schreifels | Sep 10, 2021 | Assessments, Legacy, Planned Giving Associate, Planned Giving Officer | Planned giving
You cannot imagine the times Jeff and I have found, at organizations large and small, that there is just one person who handles planned giving AND major gifts for the organization. This happens a lot in smaller organizations where the labor economics are driving the...
by Richard Perry and Jeff Schreifels | Sep 8, 2021 | Assessments, Bequests, Legacy, Planned Gifts | Planned giving
Did you get your share of the $41 billion dollars in the United States that donors willed to their favorite charities in 2020? If not, you’re likely one of those managers and leaders who think that investing in planned giving is a luxury – something you do IF there...