The Veritus Way™ Consulting Program

Go From Feeling Overwhelmed and Burnt-out to Thriving and Successful in Your Fundraising Leadership Role.

Apply Now To See If You Qualify for Our Free Donor Assessment!

Some of the clients we have been privileged to serve

Relationship-based fundraising is one of the most rewarding pursuits you can undertake.

But an without effective structure in place, it’s also one of the most overwhelming!

You most likely became involved in your fundraising leadership role due to a deep passion for your organization’s cause and mission - plus a strong desire to see real change happen in the world and community around you!

Sadly, your career hasn’t gone as envisioned… Lack of training, intense pressure to perform, tight budgets, high fundraiser turnover, and an inability to structure your team effectively has taken its toll on your work and your personal life.

It’s left you feeling stressed, overwhelmed, and completely drained of that very passion that got you started.

And like the hundreds of other fundraising leaders we’ve worked with, you may feel completely lost on how to get out of a state of constant exhaustion and pressure to perform.

The Truth Is…

Mid-level and major gift programs are struggling. Here’s some of the main reasons why (and some of them you might not even realize are happening):

Lack of compelling donor offers that connect to the donor’s passions and interests

Large caseloads with unrealistic metrics

The organization structure is broken or dysfunctional

Strong donor relationships aren’t being built, creating higher donor attrition and value attrition

Donors don’t know the impact they’re making so they lose trust that their gift is making a difference

Fundraisers are being pulled into projects or meetings that take them away from working with their donors

There’s pressure to add prospects to caseloads just because they have a certain wealth score rating, even if they’ve never given a gift before

Lack of communication personalized to the donor’s passions and interests

Many non-profits are missing a strong mid-level program, resulting in only 0.2% of donors moving into major gifts per year

A focus on “getting the money now” keeps donor relationships in a transactional mindset, which means you’re losing opportunities for transformational gifts

Your organization's culture doesn’t understand or value the role of the donor or fundraising in your ability to achieve your mission

It’s hard

Overall structure and systems are often lacking in mid-level, making it difficult to effectively move donors into major gifts

Fundraiser turnover rate is incredibly high

Finding good candidates for open positions is a significant challenge

Fundraisers often struggle to hit their goals because they lack a structure and frequently get pulled into projects that take them away from donors

There are often too many responsibilities and not enough balance

Teams are under tremendous pressure to meet high expectations and revenue demands

The team is practicing poor donor relations management

Others in the organization don’t understand the importance of donor relationships

Donor attrition and value attrition is a real thing and most fundraising leaders don’t know how to analyze for it, or keep it from happening

“Veritus is doing an incredible job of keeping us focused on the hard, wonderful work of building and managing donor relationships… and delivering impact.”

Allison Rabbitt - Development Director, Seattle Opera

At Veritus Group, we train and manage mid-level and major gift fundraising staff so they’re successful in creating authentic donor relationships that result in increased donations and gifts.

We’ve analyzed over a thousand non-profit data files, so that we can accurately identify what’s currently working, where there are challenges, and what’s possible.

Data is absolutely VITAL to creating a thriving mid-level or major gift program.

Unfortunately, we’ve found that many mid-level and major gift programs don’t have the donor tracking, data analysis, or support structures in place…

…and as a result they are losing money every year.

In order to help non-profit fundraising leaders have data-driven systems and structures in place to create a supportive and successful work environment for themselves and their fundraising team, we’ve created a Free Donor Assessment.

At Veritus Group, our job is to help YOU and YOUR ENTIRE TEAM be successful.

This comprehensive Assessment will show you—at no cost—if donor attrition is a problem in your organization’s donor file, and help chart a path back to success.

Our Free Donor Assessment helps major gift teams determine:

Your donor attrition rates

Donor value attrition

Program growth

How much staff you need to grow effectively

We help you structure your mid-level and major gift programs using the data garnered from your Free Donor Assessment to create thriving, long-lasting donor relationships.

We set you up for success so that you are working with qualified donors who have individualized revenue goals and communication plans-and implement a strategy for every donor in your portfolio, giving you a winning formula.

Why do we say this is a winning formula?

Because we have proven, data-driven processes that consistently bring our clients transformational results, time after time.

When you work with Veritus…

More donor relationships are built

Revenue increases

Staff turnover goes way down

Your job satisfaction goes up

You and your team feel supported

You’ll have the resources you need to meet your goals

You’ll thrive in a supported, passion-filled non-profit

You’ll finally feel successful as a leader

Data-Driven
Analysis

Strategy and Structure: The Veritus Way

Expert Coaching and Tough Love

…To reach your goals and transform your organization’s fundraising efforts.

Your work makes a vital difference and we love the work you do. We think it’s one of the most important jobs in the world-helping people make a difference in our world by supporting a cause they care deeply about. Our job is to make you more successful in the work you do with donors.

Become inspired again.

You will find that we are: serious yet quirky, disciplined but fun, consistent and innovative, driven yet compassionate. When you decide to work with us, you will find our passion catches fire and inspires everything we do. We love your mission and the good work you are doing. You have a tough job and we want to make it easier.

Utilizing The Veritus Way™, we perform a Free Donor Assessment that helps us analyze donor behavior, find the donors who really want a relationship with you, then work with you to create revenue goals and a plan. Then we hold your team accountable to manage the plan and help you stay focused on the right things!

“Our Veritus coach has been so great to work with. She always follows up, cares about how I’m doing, knows each team member, and actively works to help us succeed. Debi is quick to respond and thinks strategically — she’s always encouraging me to push myself to be better. We love Veritus Group!”

Fraser Ratzlaff - Director of Development, Children of the Nations

An Exclusive Consulting Program for Non-Profit Fundraising Leaders Ready to Bring Structure to Their Department and Take Their Fundraising to the Next Level!

Apply Now To See If You Qualify for Our Free Donor Assessment!

How It Works

How it works The Veritus Way™ is an exclusive consulting program that uses a proven, data-driven system & structure to help you and your team create a consistent approach to mid-level and major gift fundraising.

After completing the application process, we’ll begin our partnership with your Free Donor Assessment, revealing whether your organization's problem is donor attrition (when the donor stops giving) or really value attrition (the loss of revenue, but not necessarily the donor). We will work alongside your team to understand the nuances of your organization, donor base, culture, and how our system and structure will best work to meet your needs.

The Assessment is truly a no-cost, no-obligation process. If your organization decides that Veritus Group can help further your vision and give your major gift and mid-level fundraising departments the structure to become successful, we would be honored to partner with you to reach your goals.

To have any kind of real progress and momentum, we recommend a partnership of at least 2-3 years, but we will also work alongside you to create a proposal that best meets your needs. We believe in the power of hard work, and seeing long-term results requires a long-term commitment and dedication to the process.

We know that once you have experienced The Veritus Way™, you will see the value in our data-driven analysis, strategy, system and structure, and expert coaching with a little tough love.

We don’t have a revolving door policy. We know that when you commit to work your plan, results will follow. We are 100% committed to your success and we expect the same commitment from our consulting partners.

Strategy and Structure + Persistence = Results

The program is built on three pillars...

1. Data-Driven Analysis

2. Strategy and Structure: The Veritus Way

3. Expert Coaching and Tough Love

“The Veritus Way is intentional and donor-centered, and that is what will make us stand apart. That is a huge part of why we raised 12% more last year as a team during COVID. The direct marketing and donor relations should be so entwined in the philosophy and process that everyone succeeds, and we are only able to do it because we’re all donor-centered.”

Ashley Garner - Director of Donor Relations, DePelchin Children’s Center

#1

Data-Driven Analysis

Data-Driven Analysis We analyze your Free Donor Assessment to find the behavior of your donors, find the donors who really want a relationship with you, then create revenue goals and a plan. Then we hold your team accountable to manage the plan and help you stay focused on the right things! This includes:

Analyze and compare key metrics year-over-year

Set realistic goals for fundraisers and create plans for each donor

Analyze multi-year donor retention and value retention to reveal attrition issues and potential for growth

Track individual donor activity, performance, and retention

Monitor benchmarks for retention, increased giving, and referrals to major gifts

Quarterly reports to leadership to provide real-time updates throughout the year

Ensure that fundraisers are managing their plans so they can meet their goals

Get everyone on the bus by creating partnerships with all other team members that you need support or tracking from

#2

Strategy and Structure:
The Veritus Way™

Strategy and StructureWay We aim to provide the technical input, constructive feedback, and strategic guidance that you and your teams need, while monitoring progress toward your fundraising goals. The goal is really to support you and your organization to use your available resources in the best way possible, allowing you to do the work you’re most passionate about as a leader.

Identify ideal donors who want a relationship

Create qualified caseloads

Discover donor passions and interests

Determine donor-preferred communication channels

Create a meaningful, valuable, and relevant plan for each donor that meets their passions and interests

Work with you to develop your Business Protocols

Set the program structure in place

Create strategies for cultivation and stewardship

Develop caseloads and communication plans for mid-level donors

Provide best practice strategy for mid-level and major giving

Gain tools to use for years to come

#3

Expert Coaching and
Tough Love

ToughLove Our expert fundraising coaches are in your corner, advocating for you when you need it. Bringing partnered support and a little tough love, we keep you accountable, help in overcoming obstacles & make sure you don’t get stuck. Providing you with the best solution for you and your team, because we want you to succeed in your role as a leader. We’re here to be a trusted partner who will be honest, fair, and focused on helping you thrive.

Identify ideal donors who want a relationship

Meet regularly to train, coach, and encourage your fundraisers

Keep you and your team accountable to your fundraising goals

Increase mid-level and major gifting and donor retention

Access to the most up-to-date best practice strategies in non-profit fundraising

Learn skills for your own professional development

Access to a community of other fundraising leaders to learn from and network with

Thrive in a supported, passion-filled non-profit

Veritus Group’s tools for mid-level and major gift fundraising will be applicable in your work for your entire career!

That's the foundation of The Veritus Way™.

Apply Now To See If You Qualify!

“Veritus Group was critical in assisting us to get a mid-level giving program up and running.

Our mid-level officers are now building authentic relationships with close to 2,000 generous donors and providing them with the attention and service they deserve.

Before this program, we were losing a large percentage of donors each year; now, each mid-level donor has a personal contact who cares about their passions and interests and shares the impact of their giving in meaningful ways. It’s making a huge difference as we build a more robust donor pipeline, which will undoubtedly increase our revenue and improve our donor retention.

Most importantly, the Veritus model is predicated on being donor-centric. I could not be more pleased with the results!

Every single person I have come in contact with at Veritus has been phenomenal to work with. They are all relationship experts which translates super well into their work at all levels.”

Jeff Halbur - Former Director, Individual Giving, Greater Twin Cities United Way

We’re not your average consultants.

At Veritus, you won’t find a bunch of opinions that lack research to back it up. We come from a data-driven approach with proven systems and structures that will help you create a successful mid-level, major gift, or planned giving program.

We walk with you through your training experience and provide a clear, step-by-step path for addressing your mid-level, major, or planned giving needs. By creating a system that’s designed to keep you focused and accountable using the data from your Free Donor Assessment alongside our data-proven process, you’ll have a clear idea of how your fundraisers are performing, and you will keep your team centered on building authentic donor relationships.

We work with you to address problem areas and initiate change in a way that honors your team and internal partners and, most importantly, is sustainable and measurable. We believe that the right culture, internal partnerships, and systems are critical to be successful in fundraising. We’ll guide both you and other key individuals at your organization as you implement our system and structure (what we call “The Veritus Way™”.)

“Veritus helped us get laser focused on our donor outreach, stewardship and cultivation. They provided the support and discipline that we needed to not only build this program but make it sustainable as well.”

Ruth Ann Dailey - Senior Vice President, Philanthropy, American Cancer Society

The Veritus Way Consulting Program Collage2

If the lack of structure in your organization and intense pressure to hit unrealistic fundraising metrics has left you feeling stressed and dispassionate in your role…

If you’re struggling to meet the expectations of management amidst a chaotic work environment with such a high turnover of your coworkers and poor relationships being formed with donors…

If you’re ready for partnered support and data-driven methods to give you the accountability and structure needed to bring the passion back into your role/career…

You can apply now to see if you and your organization are a good fit for The Veritus Way™ Consulting Program.

Apply Now For Partnered Support and Data-Driven Methods!

Apply and book a call with Amy

Next Steps

Show up for the call

We’ll curate your Free Donor Assessment and present it to you and your team!

Still have questions? We've got answers!

Check out all our FAQs below:

What is your Free Donor Assessment?
Our Free Donor Assessment is an in-depth, no-obligation analysis that uncovers patterns of donor attrition and lost opportunities in your organization’s donor file.

This assessment helps you determine:
- Where existing donors are giving less
- The rate at which you’re losing existing donor value
- Where there is potential for a turnaround
- How much staff you will need to grow effectively
- Where there is potential for growth in your program
What are the outcomes for my Donor Assessment?
An overview of the health of your donor pipeline, specifically looking at your major and mid-level donor groups.

Analysis of your value and donor attrition rates, showing where and how often donors are leaving unnoticed because new money is covering up the attrition. You’ll see:
- Year-over-year value attrition
- Year-over-year donor attrition
- Period value attrition
- Period donor attrition
- Review of the donor pipeline, identifying “clogs” where donors are not moving up
- Trends in giving where donors are giving the same year-over-year gifts, even though they have tremendous capacity
- A five-year revenue projection based on our findings showing the current trend versus what the donors are capable of, when they receive increased relationship-building and management
- A Return-on-Investment projection, showing staffing, personnel costs, and return in fulfilling the five-year revenue projection
- A solid plan for moving forward to ensure your organization is set up for success
What happens after the Veritus Group’s analysis of my Assessment?
We are passionate about coming alongside you wherever your organization is in its journey. That means that we won’t just provide a donor file assessment – we’ll also give you a clear picture of where to focus… and how to grow your program.
Here are the next steps after we complete your analysis:

We’ll reach out to schedule a time to present the assessment findings to you.

We’ll meet with you and your team to discuss the analysis and answer any questions.

And that’s it! This assessment is truly free (of cost or obligation). Our goal is to empower you with the context and back-up you need to make a case for shifting how you approach fundraising today.
We already analyze our data annually. How is this any different?

In every major gift/mid-level assessment we complete, we’ve seen how new donors are covering up donor value attrition results by examining each donor’s giving year-over-year and how each donor performs over a period of 4-5 years. It’s critical to not just look one year versus the next, but to have a firm grasp on how donors perform over the long-term, and how we sometimes overlook their value attrition because new donors cover up the loss of older donors. Most annual data analysis will miss this broader view of the health of your donor pipeline. Our planned giving assessment provides a deep view into the potential within your own file and the opportunity you have in planned giving.
We’re very strict on releasing donor data. Will you sign a nondisclosure and/or confidentiality notice?
We are very careful to protect donor identity. How will you help ensure this happens?
Why would I need consulting support in mid-level or major gifts? Isn’t that our Director of Development’s job?

Consider this for a moment: when you need a car repair, do you take it to a mechanic or do it yourself? You might do some of the work yourself, if you have the tools and knowledge, but at some point, you’ll need to engage with an expert. Fundraising is the same way. Non-profits have gotten used to the idea of outsourcing and getting additional support in their direct response programs, but the idea of having consulting support for the upper end of the donor pipeline is new.

And the reality is that many leaders, like you, likely have way more on your plate than you can manage. Effectively managing a team of fundraisers requires weekly evaluation, accountability, coaching, and meetings. If you also have a full caseload to manage plus oversee budgets, strategic planning, and maybe multiple fundraising disciplines, you don’t have time for a deep level of coaching for each fundraiser on your team. That’s where Veritus comes in. We approach partnering with you from a place of co-management where we focus on the day-to-day coaching of the fundraiser on their strategy and plan (the technical piece) and the fundraising leader is focused on the managerial side of this work, like HR, budget planning, etc.
What is the process like after I submit the application?

The first step will be to determine the best fit for you based on your responses. Depending on your organization’s needs, we may recommend a conversation about our consulting services or about our coaching and online training programs.

If you seem like the right fit for consulting, we’ll evaluate your application responses and ask you to schedule a meeting with a representative from our team. That initial consult call only takes 15-20 minutes and is valuable time to help us better understand the unique needs and culture your organization has. From that meeting, we’ll work to complete the assessment and then meet with you to present the results. We’ll follow up with a proposal of how we think we can partner together to help you transform your mid-level and major gifts programs.

If you seem like the right fit for coaching or an online training program, you’ll be asked to schedule time to meet with a representative to talk through your focus area, the top needs your organization is facing, and what trainings might meet your needs.
Where are the regular calls hosted?
Do I have access to my coach outside of the weekly calls?
What can I expect?

The first roughly 100 days of our partnership are considered our Onboarding Period. This stage involves more regular meetings with leadership and other key partners in your organization to ensure buy-in and address any unique aspects of your fundraising system or organization culture. We’re also focused on completing an in-depth data analysis, review of existing portfolios, and will begin working with you to develop your Business Protocols. Your fundraisers will also complete their initial training during this time.

After the first 100 days are complete, we’ll begin regularly meeting with each fundraiser individually to continue implementation, work through any challenges or roadblocks, and build strategic plans for their donors. The focus for each fundraiser will depend on the existing portfolio, how many qualified donors are on their portfolio, and how new they are to the organization and/or fundraising.

All fundraisers we partner with and leaders in the organization will have access to our Community Hub where they can find additional resources and network with the entire Veritus community. Our coaches are also available by email to answer questions from fundraisers as they come up. We’ll also meet regularly with you, and other key fundraising leaders, typically about once a month, and provide quarterly results reporting.

An Exclusive Consulting Program for Non-Profit Fundraising Leaders Ready to Bring Structure to Their Department and Take Their Fundraising to the Next Level!

Apply Now To See If You Qualify for Our Free Donor Assessment!

Fundraising Is Not JUST About The Money…

Go From Feeling Overwhelmed and Burnt-out to Thriving and Successful in Your Fundraising Leadership Role.

Some of the clients we have been privileged to serve

Relationship-based fundraising is one of the most rewarding pursuits you can undertake.

But an without effective structure in place, it’s also one of the most overwhelming!

The Truth Is…

The reality of managing a successful fundraising program is this...

We Can Change That!

At Veritus Group, we train and manage mid-level and major gift fundraising staff so they’re successful in creating authentic donor relationships that result in increased donations and gifts.

Data is absolutely VITAL to creating a thriving mid-level or major gift program.

At Veritus Group, our job is to help YOU and YOUR ENTIRE TEAM be successful.

This comprehensive Assessment will show you—at no cost—if donor attrition is a problem in your organization’s donor file, and help chart a path back to success.

Why do we say this is a winning formula?

Which means that you will need…

Data-Driven Analysis

Strategy and Structure: The Veritus Way

Expert Coaching and Tough Love

…To reach your goals and transform your organization’s fundraising efforts.

Just ask those who have worked with us to tell you their story…

An Exclusive Consulting Program for Non-Profit Fundraising Leaders Ready to Bring Structure to Their Department and Take Their Fundraising to the Next Level!

How It Works

Strategy and Structure + Persistence = Results

The program is built on three pillars...

1. Data-Driven Analysis

2. Strategy and Structure: The Veritus Way

3. Expert Coaching and Tough Love

#1

Data-Driven Analysis

#2

Strategy and Structure:The Veritus Way™

#3

Expert Coaching andTough Love

That's the foundation of The Veritus Way™.

We’re not your average consultants.

About the Coaches

You can apply now to see if you and your organization are a good fit for The Veritus Way™ Consulting Program.

Apply and book a call with Amy

Next Steps

Show up for the call

We’ll curate your Free Donor Assessment and present it to you and your team!

Still have questions? We've got answers!

Check out all our FAQs below:

What is your Free Donor Assessment?

What are the outcomes for my Donor Assessment?

What happens after the Veritus Group’s analysis of my Assessment?

We already analyze our data annually. How is this any different?

We’re very strict on releasing donor data. Will you sign a nondisclosure and/or confidentiality notice?

We are very careful to protect donor identity. How will you help ensure this happens?

Why would I need consulting support in mid-level or major gifts? Isn’t that our Director of Development’s job?

What is the process like after I submit the application?

Where are the regular calls hosted?

Do I have access to my coach outside of the weekly calls?

What can I expect?

An Exclusive Consulting Program for Non-Profit Fundraising Leaders Ready to Bring Structure to Their Department and Take Their Fundraising to the Next Level!

Get Started

Questions? Get in touch with us directly.

Data-Driven
Analysis

Strategy and Structure:
The Veritus Way™

Expert Coaching and
Tough Love