by Guest Contributor | Jan 12, 2024 | Donor Journey, Organization, Strategic Plan | Donor-Centered, Major Gift Officers, Planning, Strategic Plans
I want to be frank with you. I love what I get to be a part of in my role as a Client Experience Leader with Veritus. We partner with non-profit organizations doing amazing work all around the world. The joy our team expresses when we share a win in our Slack...
by Guest Contributor | Nov 27, 2023 | Caseload Management, Priorities, Strategic Plan, Year-end, Year-end Fundraising | Caseloads, Major Donors, Permission-Based Asking, Prioritizing, Qualifying, Strategic Plans, Structure
It’s year-end and you’ve just landed a new job – now what? How are you going to ask donors for a gift when you don’t even know them? Or maybe you’ve had a portfolio, but it’s WAY too big, so there’s no way you can reach everyone. How do you know where to focus your...
by Jeff Schreifels | Sep 20, 2023 | Cultivation, Moves Management, Stewardship, Strategic Plan | Cultivation, Moves Management, Stewardship, Strategic Plans
I know that at one point, the term “Moves Management” was helpful. It was a way to understand the stages around a relationship with a major donor (identification, cultivation, solicitation, stewardship). I mean, I get it – before the introduction of moves management,...
by Karen Kendrick | Sep 18, 2023 | Dreaming with Donors, Making a Difference, Strategic Plan, Transformational Gifts | Planning, Relationships, Strategic Plans, Transformational Gift
Right now, in this moment, you have donors in your caseload who could give transformational gifts. But they’re not giving those gifts right now because no one has taken the time to see them, dream big with them, and take that journey with them as a partner. Getting...
by Guest Contributor | Jun 9, 2023 | Mid-Level Programs, Relationship-based Fundraising, Strategic Plan | Caseloads, Mid-Level, Pipeline Development, Retention, Strategic Plans
Words create pictures in our minds. The challenge in communication is determining if the picture in our mind matches the picture in the mind of the person speaking and vice versa. One of the coaching exercises I use to illustrate this point is to ask what someone...