Creating Strategic Plans and Goals for Every Major Donor

March 4, 2020

The look on her face said it all. “You want me to create a strategy for every single one of the donors on my caseload? Are you kidding me?” This is usually the reaction our team at Veritus Group gets when we tell MGOs that this will be one of the first things they need to do if they want to become successful with us. After the initial shock wears off and denial turns to acceptance, we get to work. We don’t skirt the enormity of the task. It is HARD work. We realize that. If it were easy, everyone would be doing it. But they are not. And this is one of the reasons that MGOs, and ultimately non-profits, struggle with their major gift programs… they don’t have a plan. In this paper, we’re going to share with you a step-by-step process on how to put together a strategic plan for each donor. This is the same process we use with our clients to help them overcome what they think is insurmountable. Once MGOs start working on this process, they realize that not only is it possible, but it’s necessary for them to stay on task and become successful.

Spotlight

Chinatown Community Development Center

The Mission of the Chinatown Community Development Center is to build community and enhance the quality of life for San Francisco residents. We are a place-based community development organization serving primarily the Chinatown neighborhood, and also serve other areas including North Beach, Tenderloin, the Northern Waterfront, the Western Addition, Japantown, Polk Gulch, the Richmond, Civic Center and the South of Market area. We play the roles of neighborhood advocates, community organizers, planners, developers, and managers of affordable housing.

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