94 episodes

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.

Nothing But Major Gifts Veritus Group

    • Business
    • 5.0 • 31 Ratings

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.

    Are You Properly Nurturing Your Donor Pipeline?

    Are You Properly Nurturing Your Donor Pipeline?

    If you're over-investing in donor acquisition and cultivation, but not investing enough in the upper end of the pipeline, then the donors that you've acquired can't be properly cultivated into mid-level, major gifts, or planned gifts. And the reverse is a problem too, when non-profit leaders insist on discovering new major donors outside of their existing donor pools, because they’re not investing enough in donor cultivation. How do you find the right balance?

    In this episode, Richard and Jeff discuss the components of the donor pipeline and how to invest across each stage of the donor journey.

    Show Highlights: In this episode, you’ll learn…


    The different stages of the donor pipeline including acquisition, cultivation, mid-level, major gifts, and planned giving
    How these stages relate to one another and where to invest across the donor pipeline so you’re seeing maximum ROI
    How to use our Diversification Analysis worksheet to evaluate the balance of your investments across the pipeline

    • 19 min
    Why Outsourcing Management Is Key to Your Success

    Why Outsourcing Management Is Key to Your Success

    Successful fundraising programs depend on great managers who can provide fundraisers with feedback, accountability, and encouragement. It’s a full-time job, and it requires a certain set of skills.

    Yet many non-profit managers are expected to continue to manage their own caseloads in addition to their team’s. They may have been moved into their role without training or support. And on top of that, the skills that make someone a successful fundraiser don’t necessarily translate to being an excellent manager. This is where a co-management solution comes in.

    In this podcast episode, Richard and Jeff explain what we mean by “co-management.” They share how Veritus partners with non-profit organizations to provide this service and how it compares to in-house management of frontline fundraisers.

    Show Highlights: In this episode, you'll learn...


    What “co-management” means and how it works for non-profit organizations
    How co-management solutions compare to in-house management
    Benefits of co-management and how to overcome obstacles

    • 15 min
    5 Things to Do When You Get Back from the Holidays

    5 Things to Do When You Get Back from the Holidays

    When you get back to the office or start up your computer again after a holiday, it always takes a while to get re-oriented. If you do a little prep now, you’ll thank yourself when you come back with a clear game plan to follow!

    We hope you have a peaceful and relaxing holiday season, with some time off that helps you to recharge. And when you get back to work, you can feel confident that you’re starting the year off right with these areas as your top priorities during your first week back.

    Show Highlights: In this episode, you’ll learn…


    Where to focus your time and effort during your first week back after the holidays
    The value of doing a “year in review” session with your team or manager
    How to prepare for a caseload refresh so you have all the info you need in advance
    The importance of saving time for self-care and setting the tone for the new year

    Veritus Group is passionate about partnering with you and your organization throughout your fundraising journey. We believe that the key to transformative fundraising is a disciplined system and structure, trusted accountability, persistence, and a bit of fun. We specialize in mid-level fundraising, major gifts, and planned giving, helping our clients to develop compelling donor offers and to focus on strategic leadership and organizational development. You can learn more about how we can partner with you at www.VeritusGroup.com.

    Additional Resources:


    [Blog] Five Things You Must Do in Caseload Management at the Beginning of This Year
    [Podcast] New Year’s Resolutions: Part One
    [Blog] Here’s What MGOs Should Do in January

    • 12 min
    Creative Ways to Stand Out at Year-End

    Creative Ways to Stand Out at Year-End

    There’s a temptation to send out more communication at the end of the year. And it’s understandable; there’s a lot to share during this season, and you want to keep your donors informed.

    But communicating more frequently doesn’t make it more effective. In fact, if you send emails and letters about every event, fundraising campaign, organizational report, and holiday greeting, your donors may start to tune out.

    In this podcast episode, we’re sharing our tips to help you create engaging and relevant communications that will stand out to your donors during the year-end season. This episode features Jeff Schreifels, Principal, and Drew Coursin, one of our Client Experience Leaders. We hope you’ll enjoy the conversation.

    Show Highlights: In this episode, you’ll learn…


    Ideas to engage your donor with meaningful touch points at year-end
    The risk of over-communicating during this busy time of year
    How to take a holistic view of all the content that your organization is sending out to donors so that your communications are relevant and valuable

    Veritus Group is passionate about partnering with you and your organization throughout your fundraising journey. We believe that the key to transformative fundraising is a disciplined system and structure, trusted accountability, persistence, and a bit of fun. We specialize in mid-level fundraising, major gifts, and planned giving, helping our clients to develop compelling donor offers and to focus on strategic leadership and organizational development. You can learn more about how we can partner with you at www.VeritusGroup.com.

    Additional Resources:


    [Blog] The Balancing Act of Year-End Outreach in Major Gifts
    [Podcast] 5 Things Fundraisers Need to Do in the Last Week of the Year
    [Blog] From the Frontlines: Fundraising Tips to End the Year Strong

    • 24 min
    Using Permission-Based Asking with Your Donors and Securing Meetings

    Using Permission-Based Asking with Your Donors and Securing Meetings

    It’s the most intimidating part of fundraising: asking someone for a gift.

    But that’s not the only thing that fundraisers need to ask for. They’re also requesting meetings, inviting people to give their time at events, and asking donors to share the personal driver that inspires their giving.

    So, whatever your ask is for – how do you do it in a way that honors the donor as a partner in your mission?

    We developed our Permission-Based Asking™model as a framework for more authentic dialogue. No more guessing what your donor is thinking or making assumptions about what’s going on for them. When you align with the donor throughout the conversation, you’re getting their buy-in before moving forward with an ask, so they’ll never be caught off guard.

    Donors can and will give more, but they want to be asked. And they want to be asked in a way that’s honoring to them and acknowledges their personal desire to make a difference in the world.

    Show Highlights: In this episode, you’ll learn about…


    How Permission-Based Asking™ works to build collaborative dialogue
    Strategies to practice and develop your asking skills in any context
    Results from Veritus clients who’ve used Permission-Based Asking with their donors

    Veritus Group is passionate about partnering with you and your organization throughout your fundraising journey. We believe that the key to transformative fundraising is a disciplined system and structure, trusted accountability, persistence, and a bit of fun. We specialize in mid-level fundraising, major gifts, and planned giving, helping our clients to develop compelling donor offers and to focus on strategic leadership and organizational development. You can learn more about how we can partner with you at www.VeritusGroup.com.

    Additional Resources:


    [Course] Making Effective Donor Asks
    [Blog] Permission-Based Asking: An Introduction
    [White Paper] How to Use Permission-Based Asking™ with Donors

    • 37 min
    Bringing Your Authentic Self to Your Work

    Bringing Your Authentic Self to Your Work

    Does your organization encourage you to bring your authentic self to your work in the non-profit space? Or do you feel pressure to self-censor certain parts of your identity?

    Many non-profit employees say that their workplace culture has created an environment where they’re not comfortable or do not feel safe bringing their authentic selves to work. And this is particularly damaging in fundraising, where you need to bring a certain amount of vulnerability because of the deeply personal nature of your work with donors.

    To help promote authenticity in non-profit organizations, we’ve invited two special guests, Paul Towne and Rachel Wyley, to guide us along this journey toward authenticity.

    Paul Towne is an Executive Search Consultant at Cooper Coleman. Paul has devoted his 20-year career to advancing social good, splitting his time between raising funds for some of the world’s most impactful organizations and championing technology that promotes charitable giving and organizational effectiveness.

    Rachel Wyley is the CEO and Founder of Culture Kinesis, an agency which focuses on cultural reimagination and supporting organizations and individuals to do the foundational work that’s needed before starting diversity, equity, and inclusion initiatives – the mindset work, the unlearning work, and the community building work that supports you in creating an inclusive culture.

    Show Highlights: In this episode, you’ll learn about…


    What’s going on in the non-profit world that makes people feel like they need to self-censor at work
    The cost to non-profits and individuals when authenticity is not embraced
    Resources for how to have these conversations and shift your organizational culture

    Veritus Group is passionate about partnering with you and your organization throughout your fundraising journey. We believe that the key to transformative fundraising is a disciplined system and structure, trusted accountability, persistence, and a bit of fun. We specialize in mid-level fundraising, major gifts, and planned giving, helping our clients to develop compelling donor offers and to focus on strategic leadership and organizational development. You can learn more about how we can partner with you at www.VeritusGroup.com.

    Additional Resources:


    [BLOG] In Fundraising, Vulnerability Is Your Greatest Strength
    [PODCAST] The Confidence to Have Tough Conversations
    [BLOG] Why Every Non-Profit Leader Needs to Join in the Journey for Racial Justice

    • 43 min

Customer Reviews

5.0 out of 5
31 Ratings

31 Ratings

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