Nothing But Major Gifts

Veritus Group
  • 4.8 (37)
  • NON-PROFIT
  • UPDATED SEMIMONTHLY
Nothing But Major Gifts

Major gifts fundraising is the lifeblood of non-profit organizations around the world. Richard Perry and Jeff Schreifels address major gifts twice monthly, to help you and your organization connect with donors in authentic ways to make an impact in your community – and the world.

  1. FEB 4

    Building Authentic Relationships

    We all have a desire to connect with others, but we’re often afraid to bring our whole, real, and complete self to our work, which often becomes a liability over time. A lack of authenticity in fundraisers has real, revenue-related consequences for the non-profit.    But how do you foster authentic professional relationships, and not just deep, personal bonds? How do you balance building trust with someone while still achieving your donor and organizational goals?    In this podcast episode, Karen is joined by Nick Khoury, a brilliant strategist and communicator who has spent his career helping people and organizations thrive through the power of authentic relationships. Their conversation dives into a variety of key areas and attributes that fundraisers can develop to have more effective relationships with their donors.     Show Highlights: In this episode, you’ll learn about…   How curiosity, courage, and consistency serve as the building blocks for successful donor relationships  The importance of clear expectations and having a solid plan, so you can avoid wasting time for both parties   Our biggest insights and ideas for how to approach and build authentic relationships

    37 min

  2. JAN 9

    Your January Checklist

    How was the end of 2024? Did you make it through OK? A lot of fundraisers we work with enter January exhausted from the busy year-end season, which is often filled with last-minute donor meetings, calls, and holiday events. It can be a stressful time.     While we highly recommend taking time to rest and recover, there are also important strategies you need to focus on during this month to continue to build strong relationships with your donors and keep the momentum going deeper into the winter. We’re here to help!    In this podcast episode, Jeff is joined by colleagues Diana Frazier and Edie Dahlen for a great discussion about the key strategies that fundraisers should implement to start their new year and how they can prepare and plan to surpass last year’s goals.    Show Highlights: In this episode, you’ll learn about…     How to properly thank and stay in communication with donors as their gifts process   The importance of a caseload refresh and what to consider as you review your portfolio  Our biggest insights and ideas for how to approach the start of 2025 and execute a plan for the entire year

    15 min

  3. 12/19/2024

    Three High Impact Strategies to Do Before 12/31

    With about a week remaining in the year, most fundraisers feel like they've exhausted their to-do list. They’ve worked their plan, made their last calls, and written their thank-you cards. What happens to their donors now is mostly out of their hands.    While that may be true, there are still a few achievable strategies to adopt in your plan so that you can make the most of this final stretch before the new year and secure a few remaining and impactful gifts.    In this podcast episode, Jeff is joined by colleagues Matt Korn and Theresa Tapocsi for a great discussion about how to prepare for and approach the final week of the year, and make these final seven days count towards your revenue goals.     Show Highlights: In this episode, you’ll learn about…     How to focus on the right donors and keeping the focus on your relationship together  Having a strategic follow-up, thank you, and impact reporting plan in place  Our biggest year-end insights and ideas for how to approach the final week of 2024 and look forward to 2025

    19 min

  4. 12/10/2024

    The State of Relational Fundraising: What We’re Seeing Across the Sector!

    Relational fundraising isn’t just a buzzword, it’s part of the Veritus mission. Whether you’re in mid-level, major gifts, or planned giving, being relationship-focused means that you are prioritizing the long-term relationship with the donor over just getting the money.     Ideally, everyone at your organization should see the donor as a vital partner in your work.    It’s been our goal at Veritus to insert this model within the non-profit sector so more organizations can create thriving gift programs, build a culture that prioritizes collaboration over competition, and connect more strategically with their donors. It’s a tough but ultimately rewarding transition that many are making.     In this podcast episode, Jeff is joined by colleague Karen Kendrick for a great discussion about the state of relational fundraising along with the trends and insights they’ve learned this year–and the ones they're anticipating in 2025.     Show Highlights: In this episode, you’ll learn about…   The major lack of truly relationship-focused fundraising in most organizations  The interesting trends coming out of organizations who fill out the Veritus free donor file assessments.  Our biggest insights about relational fundraising and how organizations can utilize AI to their advantage in 2025

    30 min

  5. 11/26/2024

    Don't Cut That Budget!

    At Veritus, we’re all about relational fundraising, but too often, we hear about non-profit leaders making random budget cuts that negatively impact this tried-and-true approach.   We know that leaders are under a lot financial pressure at their organizations. Tough decisions have to be made when times and budgets are tight. But it’s important for decision-makers to understand how these cuts can impact relational fundraising, and why they need to invest in relational major gifts when things start to feel pinched.    In this podcast episode, Jeff is joined by colleague Kendra Loper for an in-depth conversation about how leaders can better support their fundraisers’ work and when to think twice about slashing parts of the budget.   Show Highlights: In this episode, you’ll learn about…   How to shift your mindset about budget cuts and their revenue ramifications  The ways you can get creative and outsource fundraising work if budget cuts are mandatory  Our top tips and best practices for current managers who need to make budget cuts

    20 min

  6. 11/12/2024

    Are You Made for Management?

    In the non-profit sector, if you aren’t willing to advance into management, there is very little opportunity to grow as a fundraiser, take on new responsibilities, and increase your salary.   This is a frustrating reality, because not everyone is right for management.     Leadership requires a different skillset and specific perspective, one that’s interested in finding success and delivering results through others. It’s not as simple as taking your best frontline fundraiser and putting them in charge.    In this podcast episode, Jeff is joined by special guest Greg Gibbs, who shares whether management is the right track for your career, and provides some tips to help current managers get better at their jobs.    Show Highlights: In this episode, you’ll learn about…     The greatest challenges managers face in the non-profit sector  How to determine whether a fundraiser is ready to take on a managerial role, and how to nurture them in the process  Our top tips and best practices for current managers looking to improve the structure of their organization

    28 min

  7. 10/22/2024

    Burnout and Self-Compassion in Fundraising

    More and more, fundraisers are being overworked and underpaid. They’re frequently pulled in different directions and asked to accomplish tasks that don’t fall under their domain – all without a solid support structure. It’s caused many to leave the sector entirely.   There is so much important work to do in our world and we need to take care of our people in order to solve these big problems. That means implementing mindful, self-care practices so you’re ready to approach your work with the energy and focus it deserves.     In this podcast episode, Karen and Megan share their top tips and best practices for managing burnout and overwhelming stress, and provide you with tools to quiet your inner critic.     Show Highlights: In this episode, you’ll learn about…   The way fundraisers are experiencing and dealing with burnout in the industry and the best ways to resolve physical and emotional exhaustion  Some of the benefits that fundraisers receive when they practice self-care and mindfulness   Our team’s top tips for handling stress and cultivating self-compassion

    36 min

  8. 10/15/2024

    The Art of the Handoff

    It’s not easy to let go of certain donors, but there comes a time in every fundraising cycle when you’ll need to transition a donor relationship to someone else.     Whether the donor is moving from mid-level to a major gifts portfolio, or from a higher level of giving back into mid-level or direct response, transitioning them to another colleague is one of the best things you can do for your program, organization, and the donor! But you need to have protocols in place so that the transition feels seamless and keeps your pipeline free and clear of any clogs.      In this podcast episode, Jeff, Theresa, and Matt share their top tips and best practices for handling donor handoffs, shifting your thinking, and transitioning members of your caseload.     Show Highlights: In this episode, you’ll learn about…   The kinds of protocols you’ll need to develop when a donor matches the criteria to move up or down in their giving level  Some of the common issues we see in non-profits that lead to bumpy transitions for both donors and fundraisers  Our team’s top tips for making donor handoffs a seamless process

    29 min
See All (141)

    4.8
    out of 5
    37 Ratings

    About

    Major gifts fundraising is the lifeblood of non-profit organizations around the world. Richard Perry and Jeff Schreifels address major gifts twice monthly, to help you and your organization connect with donors in authentic ways to make an impact in your community – and the world.

    Information

    • Creator
      Veritus Group
    • Years Active
      2019 - 2025
    • Episodes
      141
    • Rating
      Explicit
    • Copyright
      © Veritus Group
    • Show Website
      Nothing But Major Gifts

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