Resources: Whitepapers
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In this paper, we’re sharing some of the most common and avoidable issues we’ve seen – not to embarrass anyone or make you feel bad, but to help you and your organization identify where you need to improve so you can grow and thrive.
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Building a Culture of Philanthropy
Veritus believes that for a genuine philanthropic culture, donors should be integral to the mission, not just a means to fulfill it.
Planning Guide for Fall & Year-End Fundraising
This guide provides strategies, creative ideas, and brainstorming space for effective fall fundraising.
Removing Obstacles to Major Gift Fundraising
This white paper highlights common, avoidable issues to help your organization improve and thrive.
Caseload Management Checklist
To help you stay on track with your primary responsibilities as an MGO, our printable checklist shares what to do and when.
Transforming Fundraising in the Non-Profit Health Care Sector
See how ACS overcame fundraising challenges by adopting a balanced revenue strategy, nearly tripling their revenue.
Three Operating Principles of Major Gift Fundraising
Uncover the key principles essential to building authentic, meaningful relationships with your donors.
Creating Strategic Plans and Goals for Every Major Donor
Get our step-by-step guide for creating strategic donor plans, helping you stay organized and achieve fundraising success.
Donor Pipeline Assessment
Evaluate the financial health of your donor pipeline by identifying issues such as value attrition, pipeline clogs, and revenue diversification challenges.
How to Start a Successful Planned Giving Program
This paper gives an overview of the strategies and process that will help you be successful in building a planned giving program.
Planned Giving Officer Job Description Template
Create an effective Planned Giving Officer job description to attract skilled candidates for donor relations and legacy creation.
Roles & Responsibilities Chart for DOD, MGO, and Admin Support
Learn how to effectively organize the division of labor between fundraising and administrative support.
Interview Guide: Recommended Questions
Asking the right questions can have a significant impact on finding the best person for the job.
Guide to Phone and Email Lookups
In this resource, we’ll help you find phone numbers and emails for your donors so you can reach out in meaningful ways.
What Makes an Extraordinary Mid-Level Officer
In this paper, we’ll share the qualities and skills we’ve found to be absolutely critical to your success as a Mid-Level Officer.
Understanding the Economics of the Major Gifts Pipeline
We share how to think about each stage of your donor pipeline and why that is so critical to the overall financial health of your organization.
Digital Touch Points: Meaningful Ways to Connect with Donors
Learn how to easily and simply begin to use digital tools and touch points to meaningfully connect with your donor.
The Seven Deadly Sins of Planned Giving
If you’re thinking about starting or revamping your planned giving program, don’t commit any of these Seven Sins.
Qualifying Donors for Major Gift Caseloads
Not every donor belongs on your caseload. Qualifying donors is critical to your success as a MGO. Embrace it, and you’ll succeed.
Veritus Group’s Donor Engagement Plan
This template is a fundamental tool of The Veritus Way, used by MGOs worldwide as a supplement to their moves management software.
How to Create Meaningful Connections with Donors
Stop fixating on “face-to-face” meetings. Learn to engage donors meaningfully, regardless of the setting.
Cultivating Mid-Level Donors for Maximum Results
What’s blocking your pipeline for major gift caseloads? Read this paper to discover the right way to unclog that pipeline.
How to Use Permission-Based Asking™ with Donors
Understand how to explore your donor’s interests and align yourself to them, then move the conversation forward toward a next step.
Discovering Your Donor’s Passions and Interests
Learn the importance of discovering donor motivations and walk away with ideas to apply this knowledge in fundraising.
Tiering Donors to Create Focused Caseloads
Discover how major gift fundraisers can effectively allocate time to the most promising donors, making it essential for success.
Packaging Program into Donor Offers
Read how MGOs can better approach donors by collaborating with staff to create a menu of program costs, appealing to diverse funding interests.
Debunking Common Myths about Major Gift Fundraising
This white paper debunks common myths about major gift fundraising and providing explanations for each.
Starting a Successful Major Gift Program
Learn how to start or revive a successful major gift program, which is essential for driving revenue growth in non-profits.
The Biggest Problems with Planned Giving
Learn why planned giving programs fail and how to overcome challenges to maximize donor commitment and engagement.
Six Secrets to Becoming an Extraordinary Major Gift Officer
We've uncovered six unconventional secrets that make them unique and help them excel.
Evaluating and Rewarding Major Gift Officer Performance
This paper helps major gift officers set achievable goals and rewards through strong communication with their managers.
Seven Keys to a Successful Major Gift Program
This paper outlines seven key areas crucial for raising funds, retaining donors, and ensuring fulfilling work for major gift officers.
Events and Major Gift Fundraising
Learn how to develop an events strategy for a post-pandemic world that will engage your donors in a meaningful way.
How Non-Profit Boards Contribute to Major Gift Fundraising Success
Discover how to engage and empower your board effectively.
Hiring and Retaining Great Major Gift Officers
This paper shows non-profit leaders how to find and retain major gift officers with the right skills, passion, and organizational fit.
Building on Bedrock: Indispensable Work in Major Gifts
Learn how to link major gift challenges to the need for new ideas and focus on the fundamentals for success.
Why YOU Should Be a Major Gift Officer
If you’re new to major gift fundraising, commit to the hard work ahead; it may be challenging, but it will be incredibly rewarding.
Six Ways to Do What’s Expected in Major Gifts
This paper shares how to take control of your success as an MGO, meet expectations, and maintain momentum.
Request a Sample MGO Job Description
Learn how a focused job description can keep your MGO on track, preventing distractions from projects and competing priorities.
Great Opportunities in University Fundraising
With their deep resources and long time horizons, universities have natural advantages in the search for major donors.