What’s Holding You Back from Personalizing Your Donor Touch Points?

What’s Holding You Back from Personalizing Your Donor Touch Points?

I love being able to write about what’s happening right now with over 200 mid-level, major gifts, and planned giving officers that we’re working with on a daily basis. This means that I can share with you in real time some of the strategy and information we’re...
Are You Planning Monthly Touch Points for Your Caseload Donors?

Are You Planning Monthly Touch Points for Your Caseload Donors?

Feeling overwhelmed at the thought of creating a 12-month plan with touch points for each of your caseload donors? I have some great practical advice for you. We do a ton of planning at Veritus Group. We’re working with over 150 major gift officers at a given time,...