Does ‘The Veritus Way’ Work for Smaller Organizations?

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… Best practices in major gifts for smaller organizations A real-life example from Theresa’s experience as a Capital Campaigns Manager for a small organization, and what she learned through trial and error with The Veritus Way How to apply the systems, process, structure, and strategies of The Veritus Way, no matter the size of the organization Where small organizations should focus to make the biggest impact in major gifts 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: How to Make Time for Major Gifts When You’re a Small Shop If You’re Small, How Do You Build Your Donor Pipeline? Small Organizations: Where Do You Find Major Donors?