The Secrets to Creating a Successful CRM Strategy

November 26, 2019

Our dedicated team has delivered digital projects to over 100 customers in the charity and membership sector. Throughout these projects, as well as dedicated events, roundtables and partnerships, we have learnt a lot about what makes a successful CRM strategy. As part of our commitment to non-profits, we’ve taken some key learnings from our team, our customers and attendees at our events, and compiled this guide to help you in the planning, execution and maintenance of your digital strategy. Thank you to all of our contributors for sharing valuable insight and advice.

Spotlight

YWCA USA

YWCA is dedicated to eliminating racism, empowering women and promoting peace, justice, freedom and dignity for all. Throughout our history, the YWCA has been in the forefront of most major movements in the United States as a pioneer in race relations, labor union representation, and the empowerment of women.

OTHER WHITEPAPERS
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Business planning tools for non-profit organizations

whitePaper | December 26, 2019

SCORE is a more than 40 year old non-profi t with over 10,500 volunteers who provide free business counseling and no or low-cost workshops to new and emerging small businesses nation wide. In 2005, SCORE counselors volunteered over 1,000,000 hours in counseling and workshop services. While most of SCORE’s work has focused on small businesses, over the years it has assisted some startup and emerging non-profi t organizations, particularly on business issues. As a result of these experiences, SCORE strongly believes that to be effective, competitive and sustainable, non-profi ts must not only be caring and creative, they must run their operations as businesses.

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Raise More Money with Your Next Event

whitePaper | June 14, 2022

Thinking of launching your next fundraising event? There can be a lot of planning involved but it’s far more manageable when tackled one step at a time. Download our FREE white paper for all the expert knowledge and tips you need to make your charity’s fundraising event a success.

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The Big Fundraising Secret

whitePaper | August 2, 2021

You’ll learn how traditional fundraising BLOCKS overall revenue growth and KEEPS you from reaching your overall revenue goals every year. There's also a checklist on Page 8 where you can assess if you need to make fundamental shifts in your current Funding Model & Fundraising Activities.

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Creating Strategic Plans and Goals for Every Major Donor

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.

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6 Technology Trends That Can Maximize Donor Impact

whitePaper | January 31, 2023

If there was ever any doubt that technology would make its way into the charitable realm, the pandemic’s reliance on virtual tools made clear how all-encompassing such trends would become.

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Learning Experience Platforms for Nonprofit Success

whitePaper | May 5, 2022

There is no doubt you have noticed the evolution of accelerated technology over the last two years. With that evolution, technology has morphed into every single field of work. With new work models, technology and innovation are essential for every organization to grow and thrive. The benefits of technology are endless, including social connectivity, streamlined communication, and remote collaboration.

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Spotlight

YWCA USA

YWCA is dedicated to eliminating racism, empowering women and promoting peace, justice, freedom and dignity for all. Throughout our history, the YWCA has been in the forefront of most major movements in the United States as a pioneer in race relations, labor union representation, and the empowerment of women.

Events