Best-in-Class Financials for Nonprofits

whitePaper | 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.

whitePaper | February 5, 2020

Melissa is former Global Fundraiser of the Year (IFC, 2011) and Australian Fundraiser of the Year (FIA, 2011). She has facilitated philanthropic giving across education, the arts and health, and worked with hundreds of donors in Australia, Asia and the United States. Melissa has led four fundraising programs from start-up to established, from Powerhouse Museum and Sydney Opera House in the arts, to University of Technology, Sydney and RMIT University, in education.

whitePaper | March 10, 2022

Community nonprofits are on the front lines of the Coronavirus pandemic. They provide essential services in every city and town in Connecticut, serving people in need. They are a vital part of Connecticut’s economy, providing services that make our state safe, healthy and vibrant. Community nonprofits serve more than 500,000 people every year.

whitePaper | February 28, 2022

As we look forward to 2022, we can celebrate the resiliency and brilliance of the nonprofit sector. In this report, we share not just encouraging numbers from over 900 nonprofit finance leaders, but examples of creativity that allowed nonprofits to not just survive but thrive in 2021.

whitePaper | July 30, 2021

Nearly all companies engage in corporate philanthropy as a means of giving back to the communities in which they operate. This includes financial contributions, product donations, in-kind services, and employee matching and volunteering. Technically, a corporate foundation is classified by the Internal Revenue Service as a type of 501(c)(3) public charity called a “private non-operating foundation.” The Internal Revenue Code does not distinguish corporate foundations from family foundations. Both are subject to the same regulations. From a practical stand point, however, there are differences in funding and governance. A corporate foundation is funded by a company, instead of an individual or family. And the board members of a corporate foundation are typically company executives. However, only a fraction of these companies take advantage of the additional benefits that come from adding a corporate foundation to their philanthropic efforts. This toolkit will help you understand the benefits of a corporate foundation and provide an overview of the operational requirements.

whitePaper | January 17, 2020

Rockefeller Philanthropy Advisors (RPA) is a nonprofit organization that currently advises on and manages more than $200 million in annual giving by individuals, families, corporations, and major foundations. Continuing the Rockefeller family’s legacy of thoughtful, effective philanthropy, RPA remains at the forefront of philanthropic growth and innovation, with a diverse team led by experienced grantmakers with significant depth of knowledge across the spectrum of issue areas. Founded in 2002, RPA has grown into one of the world’s largest philanthropic service organizations and, as a whole, has facilitated more than $3 billion in grantmaking to nearly 70 countries. For more information, please visit www.rockpa.org.