If you’re at a smaller organization, you might be thinking: “The Veritus Way sounds great, but it won’t work for us. We just don’t have the resources.” Well, here’s the good news: whether you’re a one-person shop or a large-scale non-profit – our systems and processes can help you build more authentic relationships with your donors, whatever the size of your organization.
In this podcast episode, Richard and Jeff are joined by Theresa Tapocsi, one of our incredible Client Experience Leaders. Theresa will speak to her own experience as a fundraiser in a small organization, and what she learned while trying (and sometimes failing) to implement The Veritus Way on a small scale. Wherever you are in your fundraising journey, we know this will inspire you.
For more information on how to get started with these strategies to improve donor caseload management at your organization, check out a couple of our white papers: “Qualifying Donors for Major Gift Caseloads” and “Starting a Successful Major Gift Program.”
Show Highlights: In this episode, you’ll learn about…
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, planned giving, developing compelling donor offers, and strategic leadership and organizational development. You can learn more about we can partner with you at www.VeritusGroup.com.
Additional Resources:
What to Do When You Inherit a Caseload
Mapping the Donor Journey: A Pipeline Health Checklist
How to Get a Donor Meeting Back on Track
Celebrating Women in Fundraising, Featuring Yolanda F. Johnson
Yes, You Do Need to Ask All Year Long!
Working From Your Energy: Bringing Your Best Self to Your Work With Donors
Finding the Right Job: Tips from a Non-Profit Recruiting Expert
How to Get Yourself Transitioned into the New Year
How to Be an Effective Non-Profit Leader and Manager
An Interview with the American Brain Foundation
How to Meaningfully Transition a Donor Relationship
It’s Time to Move on From Moves Management
How The Veritus Way Changed Our Work with Partners: An Interview with the East Texas Food Bank
How to Talk About Fundraising Within Your Organization
The Basics You Still Don't Have Down
The Three Legs of a Successful Planned Giving Program
How to Be More Efficient in Your Year-End Planning
Re-Release: What’s Holding You Back from Investing in Major Gifts?
Can We All Just Get Along?
Re-Release: Five Things Every Fundraiser Should Do in the Summer
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