Connections

If you’re hanging with Richard it won’t be long before you’ll be laughing.

He always finds something funny in everything. But when the conversation is about people, their money and giving, you’ll find a deeply caring counselor who helps donors fulfill their passions and interests. Richard believes that successful major-gift fundraising is not fundamentally about securing revenue for good causes. Instead it is about helping donors express who they are through their giving. The Connections blog will provide practical information on how to do this successfully. Richard has more than 30 years of nonprofit leadership and fundraising experience, and is founding partner of the Veritus Group.

Jeff Schreifels is the principal owner of Veritus Group — an agency that partners with nonprofits to create, build and manage mid-level fundraising, major gifts and planned giving programs. In his 32-plus year career, Jeff has worked with hundreds of nonprofits, helping to raise more than $400 million in revenue.

Events can be valuable for marketing and PR, and for acquiring donors. But the role of events is out of alignment in many nonprofits.

For many organizations, a big part of your summer planning is focused on the fiscal year-end. But before you get too deep into your fiscal year-end preparations, I wanted to share a few reminders and tips to help you keep this time of year strategic and relationship-focused for your donors. 

Creating individualized 12-month communication plans for all 150 donors on your major gifts caseload to a fundraiser may initially sound like a lot of touch points to create. But the truth is you can create the vast majority of your planning for each donor in less time than you think.

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