Press Release

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.

Charles Schwab Foundation is committing up to $2 million through its new Moneywise Momentum Grants, supporting nonprofits with innovative approaches to expanding access to practical financial education and building money skills for long-term success.

Equitable introduces a new ERISA 403(b) pooled employer plan designed to help nonprofits deliver retirement benefits more efficiently, reduce administrative complexity, and strengthen employee retention with scalable, professionally managed solutions.

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