Question of the Month: How do you plan for a transformational gift?

Question of the Month: How do you plan for a transformational gift?

by | Sep 29, 2023 | , , , , , , | 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...
Getting That Big Gift May Take Years

Getting That Big Gift May Take Years

by | May 20, 2022 | , , , | Giving, Meaningful Connections, Relationships, Transformational Gift

It was seven years ago that they first connected. That marked the start of a beautiful relationship that consisted of meaningful touch points, impact reports, tours of programs, solicitations, and meetings with leadership. The frontline fundraiser would ask the donor...
Major Gifts is a Long Game: Chasing a Quick Win Will Lead to a Loss

Major Gifts is a Long Game: Chasing a Quick Win Will Lead to a Loss

by | Dec 18, 2023 | , , | Donor Conversation, Fundraising, Giving, Major Gift Officers, Major Gifts, Relationships, Transformational Gift

A while back, one of our Client Experience Leaders (CEL) at Veritus was talking to a major gift officer she was coaching. The MGO felt adamant about asking a certain donor for a $100,000 gift. But our CEL plead with the MGO to not ask for the gift because the MGO had...