by Richard Perry | Oct 21, 2024 | Bold Asks, Donor Offers, Major Gift Planning, Planning | Asking, Donor Offers, Fundraising, Giving, High Givers, Major Donors, Major Gift Officers, Planning
There were two events last month I want to tell you about. They are opposite. In one, the frontline fundraiser was ready. In the other, he wasn’t. And it was an opportunity lost. Context: Jeff and I and our team of frontline fundraising coaches are constantly telling...
by Veritus Group | Sep 29, 2023 | Major Gift Planning, Relationship, Relationship Building, Strategic planning, Tiering, Transformational Gifts, Transformational giving | Donor Offers, Giving, High Givers, Major Gifts, Planning, Transformational Gift
First, it’s important to start with the basics. Before you can ask for a transformational gift, you need to have a major gifts caseload of no more than 150 qualified donors, tiered A to C, with an individual communication plan for each donor. Then, of your Tier...
by Veritus Group | Jun 28, 2023 | Goal Setting, Major Gift Fundraising, Major Gift Goals, Major Gift Planning, Major Gift Programs | Goal-setting, Major Gifts, Planning, Strategic Plans
Many organizations have a transactional mindset when setting goals for major gifts. But when leadership pulls a number out of a hat (think: “Raise X% more than last year”), it doesn’t honor the donor or acknowledge their passions. Instead of a blanket goal that...
by Richard Perry and Jeff Schreifels | Jan 6, 2023 | Caseload Management, Major Gift Planning, Planning, Self-care, Thanking | Fundraising, Major Gift Officers, MGOs, Planning, Self-care
When you get back to the office or start up your computer again after a holiday, it always takes a while to get re-oriented. To help you refocus on your goals, here are a few tips for where to allocate your time in the first weeks of January. We hope you had a...
by Jeff Schreifels | Oct 9, 2023 | donor acquisition, Donor Pipeline, Major Gift Planning, Strategies | Pipeline Development, Small Organizations, Stewardship
To have a strong mid, major and planned giving program, you also need a strong pipeline of donors, starting with new donor acquisition. Let’s face it – if you’re a medium or large organization, you probably have the resources to invest in multi-channel new donor...