Four Common Myths of Goal Setting in Major Gifts — A Two-Part Series on the Importance of Creating Goals with Every Donor

A little over a year ago, our team at Veritus Group started working with a client to help  build and manage their major gift program.  Once we got going to help them qualify donors and figure out who should actually be on a caseload, we started the process of goal...

Five Things You Must Do at the Beginning of This Calendar Year

Don’t let one more minute of this new calendar year go by before you take steps to do the following five things as relates your major gift work: Review your caseload and make donor additions and deletions. Look at each donor on your caseload and review how he or she...

The Six Secrets to Becoming an Extraordinary Major Gift Officer – Secret #1: Set Goals You Can’t Reach

“Set goals you can’t reach?” Yes, you read that right.  But hold on, before I get into that, I just want to introduce this new series.  Over the years Richard and I have worked with many MGO’s.  We have worked with lots of good ones and, unfortunately, some pretty bad...