Building a partnership between mid-level and direct response is crucial to your organization’s success. Yet many organizations are missing out on opportunities to align these groups in a way that will strengthen the donor pipeline.  

For this episode, we invited special guests Becca Burgess, VP of Client Services at Moore, and Kara Ansotegui, Senior Director of Leadership Annual Giving at the American Cancer Society, to join us for a conversation about creating a partnership between mid-level and direct response that will result in stronger relationships with donors at every stage of giving.  

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Many non-profit leaders rely on metrics because it’s easier than sitting down with their frontline fundraisers each week and helping them stay focused and accountable to their strategic plan. But when your fundraising performance metrics are not aligned with building meaningful relationships with your donors, it can cause a whole host of problems. 

What are the metrics that really matter in fundraising, and how can managers best support their teams to stay on track with those key performance goals? 

In this podcast episode, Jeff is joined by Matt and Debi for a conversation about the metrics that truly matter for your fundraising success and how we approach these metrics in our coaching work with fundraisers. 

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Many fundraisers aren’t starting their caseloads from scratch – they’re inheriting a donor caseload that was previously managed by someone else. Whether you’re a new hire, or you’re moving into a new role within the same organization and taking on a new caseload, this transition can be complicated.  

How do you introduce yourself to these donors who already know your organization, but not you?  

In this episode, Matt Gill and Diana Frazier offer steps you can take to help you navigate this transition depending on the specifics of your situation. We hope these tips will help you feel more confident about stepping into your new role in a way that honors the donor and strengthens their connection to your organization! 

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Is your organization set up to support the donor journey? What structures do you have in place to develop your donor relationships from initial acquisition to cultivation, mid-level, major gifts, and planned giving?

These are some of the questions you need to consider as you work to build a healthy donor pipeline. In this episode, Richard and Jeff discuss five key focus areas for organizations seeking to improve their donor’s experience at every stage of their giving journey.

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We’ve all been in meetings where the conversation gets

How can you make sure your donor meetings stay on track, while being respectful of everyone’s time and contributions? In this episode, Karen and Diana share their tips for how to effectively prepare for a donor meeting and what you can do when things don’t go according to plan.

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In celebration of Women’s History Month, today’s episode is

Listen in to learn more about Yolanda’s work and to hear her

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Asking your donors for gifts isn’t something you should save for the year-end giving season. When you’re tuned in to your donor’s giving preferences and interests, you can bring them additional giving opportunities even outside their regular giving season.

For this episode, we invited two guest fundraisers and clients of ours to share their expertise on this subject. Sarah Coen-Frei, Senior Individual Giving Manager at Minnesota Public Radio, and Fritz Gutwein, Major Gift Officer at Bread for the World, join Veritus Group’s Karen Kendrick (Senior Director of Client Engagement) and Diana Frazier (Senior Client Experience Leader) for this conversation about how to approach asking year-round. 

We hope you find these tips helpful as you work toward your next donor asks!

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When you work at a non-profit organization, just as in any job, there will be times that you feel stuck, discouraged, or uninspired. This work is hard, and it’s not uncommon to experience feelings of burnout or frustration. 

If you’re in a space like that, how do you shift your energy so you can bring your best self to your work with donors?

For this episode, Karen and Renita share some questions to ask yourself on those days to help you approach your energy differently. We hope these suggestions leave you feeling encouraged with some strategies to help you move forward and find more satisfaction in your daily work!

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When you’re looking for your next fundraising position, how do you evaluate which opportunities are most aligned with your professional goals? What questions should you ask in your conversations with hiring managers to learn more about their culture and evaluate whether the role is a good fit?

In this podcast episode, Karen and Matt are joined by special guest Paul Towne, VP of Executive Search with Cooper Coleman. As a search consultant who works exclusively with non-profit and social impact organizations, Paul has extensive knowledge about how to interview for the right roles and identify which opportunities will be the best fit for you.

We hope this conversation gives you some helpful ideas and tools to use when you’re interviewing for your next fundraising role!

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Welcome to January! In these first weeks of the year, you’re likely still finishing out the year-end season, thanking donors for gifts received, and assessing your performance compared to your goals. At the same time, you’re working on communication plans and strategies for the year ahead. 

In this episode, Jeff is joined by Theresa Tapocsi and Edie Dahlen, two of our Client Experience Leaders, for an overview of what fundraisers and leaders need to know right now while you’re wrapping up from year-end and getting started on your top priorities in 2024.

We are honored to walk alongside fundraisers as they chart their course for a new year. If you could use an external partner to support your work as a fundraiser, we’d love to chat. Schedule a call today for a no-pressure conversation about ways we can partner with you and your organization so you can achieve even more for your mission.

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