Nothing But Major Gifts podcast

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All About Change

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Professional football player Jonathan Jones: Mentorship and Making an Impact in Your Community 22:49

12일 전22:49

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22:49

Jonathan Jones is an NFL cornerback for the Washington Commanders who rose from the undrafted ranks to become two-time Super Bowl champion with the New England Patriots, a businessman, philanthropist, and licensed pilot. In 2019, Jonathan founded the Jonathan Jones Next Step Foundation in 2019, a platform dedicated to empowering youth through education, professional development, and mentorship. The foundation works to alleviate food insecurity, promote women in stem and sports, and to promote professional development in the communities where he lives. Jay and Jonathan talk about investing in the communities they live in, acknowledging the people who helped you become the person you are, and paying that same investment forward to the next generation. Episode Chapters 0:00 intro 1:24 Building local connections 4:25 Jonathan’s mentors and mentees 10:54 Jonathan’s pride in his mentees’ successes 13:04 how Jonathan chooses his causes 14:08 Jonathan’s support for girls and young women 17:19: Jonathan’s passion for flying 19:40 The Next Step Foundation 20:29 Goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at www.jayruderman.com .…

Nothing But Major Gifts

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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.

141 에피소드

#Veritus Group #Non-Profit #Business

Nothing But Major Gifts

updated 약 1년 전

시리즈 홈•Feed

141 에피소드

#Veritus Group #Non-Profit #Business

Semua episode

Nothing But Major Gifts

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Building Authentic Relationships 36:33

12 weeks 전36:33

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36:33

We all have a desire to connect with others, but we’re often afraid to bring our whole, real, and complete self to our work, which often becomes a liability over time. A lack of authenticity in fundraisers has real, revenue-related consequences for the non-profit. But how do you foster authentic professional relationships, and not just deep, personal bonds? How do you balance building trust with someone while still achieving your donor and organizational goals? In this podcast episode, Karen is joined by Nick Khoury, a brilliant strategist and communicator who has spent his career helping people and organizations thrive through the power of authentic relationships. Their conversation dives into a variety of key areas and attributes that fundraisers can develop to have more effective relationships with their donors. Show Highlights: In this episode, you’ll learn about… How curiosity, courage, and consistency serve as the building blocks for successful donor relationships The importance of clear expectations and having a solid plan, so you can avoid wasting time for both parties Our biggest insights and ideas for how to approach and build authentic relationships…

Nothing But Major Gifts

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Your January Checklist 14:34

15 weeks 전14:34

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14:34

How was the end of 2024? Did you make it through OK? A lot of fundraisers we work with enter January exhausted from the busy year-end season, which is often filled with last-minute donor meetings, calls, and holiday events. It can be a stressful time. While we highly recommend taking time to rest and recover, there are also important strategies you need to focus on during this month to continue to build strong relationships with your donors and keep the momentum going deeper into the winter. We’re here to help! In this podcast episode, Jeff is joined by colleagues Diana Frazier and Edie Dahlen for a great discussion about the key strategies that fundraisers should implement to start their new year and how they can prepare and plan to surpass last year’s goals. Show Highlights: In this episode, you’ll learn about… How to properly thank and stay in communication with donors as their gifts process The importance of a caseload refresh and what to consider as you review your portfolio Our biggest insights and ideas for how to approach the start of 2025 and execute a plan for the entire year…

Nothing But Major Gifts

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Three High Impact Strategies to Do Before 12/31 19:03

18 weeks 전19:03

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19:03

With about a week remaining in the year, most fundraisers feel like they've exhausted their to-do list. They’ve worked their plan, made their last calls, and written their thank-you cards. What happens to their donors now is mostly out of their hands. While that may be true, there are still a few achievable strategies to adopt in your plan so that you can make the most of this final stretch before the new year and secure a few remaining and impactful gifts. In this podcast episode, Jeff is joined by colleagues Matt Korn and Theresa Tapocsi for a great discussion about how to prepare for and approach the final week of the year, and make these final seven days count towards your revenue goals. Show Highlights: In this episode, you’ll learn about… How to focus on the right donors and keeping the focus on your relationship together Having a strategic follow-up, thank you, and impact reporting plan in place Our biggest year-end insights and ideas for how to approach the final week of 2024 and look forward to 2025…

Nothing But Major Gifts

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The State of Relational Fundraising: What We’re Seeing Across the Sector! 29:48

20 weeks 전29:48

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29:48

Relational fundraising isn’t just a buzzword, it’s part of the Veritus mission. Whether you’re in mid-level, major gifts, or planned giving, being relationship-focused means that you are prioritizing the long-term relationship with the donor over just getting the money. Ideally, everyone at your organization should see the donor as a vital partner in your work. It’s been our goal at Veritus to insert this model within the non-profit sector so more organizations can create thriving gift programs, build a culture that prioritizes collaboration over competition, and connect more strategically with their donors. It’s a tough but ultimately rewarding transition that many are making. In this podcast episode, Jeff is joined by colleague Karen Kendrick for a great discussion about the state of relational fundraising along with the trends and insights they’ve learned this year–and the ones they're anticipating in 2025. Show Highlights: In this episode, you’ll learn about… The major lack of truly relationship-focused fundraising in most organizations The interesting trends coming out of organizations who fill out the Veritus free donor file assessments. Our biggest insights about relational fundraising and how organizations can utilize AI to their advantage in 2025…

Nothing But Major Gifts

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Don't Cut That Budget! 20:23

22 weeks 전20:23

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20:23

At Veritus, we’re all about relational fundraising, but too often, we hear about non-profit leaders making random budget cuts that negatively impact this tried-and-true approach. We know that leaders are under a lot financial pressure at their organizations. Tough decisions have to be made when times and budgets are tight. But it’s important for decision-makers to understand how these cuts can impact relational fundraising, and why they need to invest in relational major gifts when things start to feel pinched. In this podcast episode, Jeff is joined by colleague Kendra Loper for an in-depth conversation about how leaders can better support their fundraisers’ work and when to think twice about slashing parts of the budget. Show Highlights: In this episode, you’ll learn about… How to shift your mindset about budget cuts and their revenue ramifications The ways you can get creative and outsource fundraising work if budget cuts are mandatory Our top tips and best practices for current managers who need to make budget cuts…

Nothing But Major Gifts

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Are You Made for Management? 28:03

24 weeks 전28:03

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28:03

In the non-profit sector, if you aren’t willing to advance into management, there is very little opportunity to grow as a fundraiser, take on new responsibilities, and increase your salary. This is a frustrating reality, because not everyone is right for management. Leadership requires a different skillset and specific perspective, one that’s interested in finding success and delivering results through others. It’s not as simple as taking your best frontline fundraiser and putting them in charge. In this podcast episode, Jeff is joined by special guest Greg Gibbs, who shares whether management is the right track for your career, and provides some tips to help current managers get better at their jobs. Show Highlights: In this episode, you’ll learn about… The greatest challenges managers face in the non-profit sector How to determine whether a fundraiser is ready to take on a managerial role, and how to nurture them in the process Our top tips and best practices for current managers looking to improve the structure of their organization…

Nothing But Major Gifts

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Burnout and Self-Compassion in Fundraising 35:54

27 weeks 전35:54

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35:54

More and more, fundraisers are being overworked and underpaid. They’re frequently pulled in different directions and asked to accomplish tasks that don’t fall under their domain – all without a solid support structure. It’s caused many to leave the sector entirely. There is so much important work to do in our world and we need to take care of our people in order to solve these big problems. That means implementing mindful, self-care practices so you’re ready to approach your work with the energy and focus it deserves. In this podcast episode, Karen and Megan share their top tips and best practices for managing burnout and overwhelming stress, and provide you with tools to quiet your inner critic. Show Highlights: In this episode, you’ll learn about… The way fundraisers are experiencing and dealing with burnout in the industry and the best ways to resolve physical and emotional exhaustion Some of the benefits that fundraisers receive when they practice self-care and mindfulness Our team’s top tips for handling stress and cultivating self-compassion…

Nothing But Major Gifts

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The Art of the Handoff 28:34

28 weeks 전28:34

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28:34

It’s not easy to let go of certain donors, but there comes a time in every fundraising cycle when you’ll need to transition a donor relationship to someone else. Whether the donor is moving from mid-level to a major gifts portfolio, or from a higher level of giving back into mid-level or direct response, transitioning them to another colleague is one of the best things you can do for your program, organization, and the donor! But you need to have protocols in place so that the transition feels seamless and keeps your pipeline free and clear of any clogs. In this podcast episode, Jeff, Theresa, and Matt share their top tips and best practices for handling donor handoffs, shifting your thinking, and transitioning members of your caseload. Show Highlights: In this episode, you’ll learn about… The kinds of protocols you’ll need to develop when a donor matches the criteria to move up or down in their giving level Some of the common issues we see in non-profits that lead to bumpy transitions for both donors and fundraisers Our team’s top tips for making donor handoffs a seamless process…

Nothing But Major Gifts

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Let People Do Their Jobs 26:42

32 weeks 전26:42

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26:42

How many times has your organization pulled you into something that doesn’t directly relate to your job? This kind of scenario is all too common in the non-profit sector, and the results of it are usually negative: fundraisers lose their focus, have less impact, and solicit less giving. What if fundraising leaders and management stopped distracting their mid-level and major gift officers with unnecessary organizational tasks, activity-oriented metrics, meetings that aren’t related to their donors, and community events? Well, the results for your organization would probably look a little better: increased revenue, higher donor retention rates, and less staff turnover. In this podcast episode, Jeff, Karen, and Kendra share their top tips for how fundraising managers and leadership can let their teams do their jobs and find high-value success in their work. Show Highlights: In this episode, you’ll learn about… The assumptions that leaders may subconsciously be making about their fundraisers How to create a culture of trust and accountability Our team’s top tips for keeping a fundraising team on task…

Nothing But Major Gifts

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Preparing for a High-Impact Fall and Year-End Fundraising Season 24:29

36 weeks 전24:29

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24:29

With summer vacations wrapping up and back-to-school season in full swing, it’s time to start taking a close look at your fundraising plans for the fall and year-end. Are you feeling prepared for the busy months ahead? We know how valuable this time of year is in your fundraising cycle, which is why it’s so important to focus on creating a strong strategic plan for your donors. In this episode, Jeff Schreifels is joined by Debi Dunham, Client Experience Leader here at Veritus, and our special guest Jarrod Williams, Director of Development for the Urban League of Greater Pittsburgh and an alumnus of our online academy. Listen in to this episode to learn what steps you can take right now and in the months ahead to set yourself up for a successful year-end fundraising season. Show Highlights : In this episode, you’ll learn about… What fundraisers need to do during the fall fundraising season to prepare for a successful year-end How to shift your efforts so that you’re using your time effectively in November and December Planning touch points that will cut through the noise during a busy time for your donors…

Nothing But Major Gifts

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Re-Release: Using Permission-Based Asking with Your Donors and Securing Meetings 36:29

37 weeks 전36:29

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36:29

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. You’re also requesting meetings, inviting donors to attend events, and asking them to share the personal drivers behind their giving. So, whatever you’re asking 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. This episode is a re-release of one of our most-downloaded podcast episodes on asking, featuring Karen Kendrick, our Senior Director of Client Engagement, and Debi Dunham, Senior Client Experience Leader. Listen in to hear some real-life examples of how a permission-based approach to asking can transform your donor relationships. 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…

Nothing But Major Gifts

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Applying The Veritus Way Internationally! 20:36

40 weeks 전20:36

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20:36

Did you know that Veritus Group is an international consulting agency, with offices in the UK & Europe (in addition to our US & Canada team)? We often get questions about how The Veritus Way works in different cultural settings, so we wanted to spend some time sharing about our work with international clients and highlighting what’s been working well for them. In this episode, Jeff is joined by Sara Di Lullo, Director of Client Engagement for Veritus UK and Europe, along with Karen Kendrick, Senior Director of Client Engagement for Veritus Group in the U.S. and Canada. Tune in to hear Sara and Karen share how our clients are taking a relational approach to major gifts in an international context. Show Highlights: In this episode, you’ll learn about… Some of the concerns we hear most often from leaders or fundraisers who aren’t sure if The Veritus Way will work for them The challenges to implementing a culture shift and adopting a strong major gifts strategy How our approach has been working for our international clients…

Nothing But Major Gifts

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Special Episode: Live from the AADO Conference 38:55

42 weeks 전38:55

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38:55

Veritus Group was incredibly honored to be the Presenting Sponsor for the AADO Conference in 2024. AADO (African American Development Officers Network) is a network of more than 3,500 fundraising professionals of color. Their annual conference is the premier event for fundraising, development, and operations professionals of color, and their allies. During the conference, our team sat down with several AADO leaders and conference presenters to talk about the projects they’re working on and the path toward racial justice in the non-profit sector. Our guests on this episode are Birgit Burton , Chief Executive Officer of AADO ; Nneka Allen , Founder of The Empathy Agency ; and Christopher Beck , Senior Advisor for Principal Gifts and Inclusive Philanthropy at St. Jude Children’s Research Hospital. We were so inspired by this conversation and hope you’ll come away feeling encouraged by the insights shared and the progress toward racial justice in our sector. Thanks for listening! Show Highlights: In this episode, you’ll learn about… The journey toward racial justice in the non-profit sector Progress made and current initiatives to support people of color in the fundraising community What it looks like to create a space where people can bring their authentic selves to their work in philanthropy…

Nothing But Major Gifts

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Do You Know the Hidden Potential in Your Donor File? 33:31

45 weeks 전33:31

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33:31

Over the past two decades, our team at Veritus has analyzed hundreds of different non-profits’ data files, and we see the same trends over and over again. While overall revenue may go up year-over-year, many donors give less over time (or go away altogether). But organizations are often unaware this is happening because the loss is covered up by gifts from new donors. So, what can you do about this? The first thing to do is start analyzing your donor file so you can understand where you have opportunities. For today’s episode, Jeff is joined by Theresa Tapocsi (Client Experience Leader) and Amy Chapman (Director of Client Engagement) for a conversation about how we perform our free donor file assessment to identify the hidden potential in your donor file. The sooner you understand what’s happening in your data, the sooner you can take action. We hope this episode helps you think about your next steps in analyzing your donor data for opportunities to better engage your donors. Show Highlights: In this episode, you’ll learn about… The data points Veritus looks at in our free Donor File Assessment and where organizations have the greatest opportunities to improve their fundraising programs How we use historical performance to determine a 5-year forecast for your organization Common reasons why non-profits reach out to Veritus for our free, no-obligations assessment of their donor file Tips for anyone looking to start analyzing their own donor data in this way…

Nothing But Major Gifts

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Practical Tips for Facilitating a Donor Meeting 38:22

46 weeks 전38:22

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38:22

As a fundraiser, you play two roles in any donor meeting. First, you’re there to be a partner to your donor, which means you’re seeking to learn more about their passions so you can help to match those with your organization’s programs. And your second role is to act as a facilitator so that everyone is on the same page about the purpose of the meeting and leaves feeling like their time was well-used. This is a real skill that requires some practice. In this podcast episode, Karen and Matt share their top tips for how fundraisers can successfully facilitate a donor meeting using our Permission-Based Asking™ model. Show Highlights: In this episode, you’ll learn about… Some common challenges fundraisers have around meeting facilitation An overview of our Permission-Based Asking™ model Our team’s top tips for facilitating an effective meeting with a donor…

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Nothing But Major Gifts

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