Year-end left many teams drained and second-guessing their playbook. We brought in Jeff Schreifels, principal at Veritus Group, to reframe the path forward: treat staff, donors, volunteers, and the community as the mission—and rebuild fundraising around real relationships that last through channel swings and economic shifts.

We start with leadership fundamentals: rest, clarity, and a broader definition of mission that includes the people who carry it. Jeff lays out four pillars—staff, donors, volunteers, community—and shows how culture becomes strategy when you reduce burnout, align teams, and make gratitude and impact reporting routine. From there, we get tactical. If Giving Tuesday underperformed or grants tightened, the lever you control is relationship-based fundraising. Jeff explains why mid-level programs are the missing bridge, how to tier a 500–700 donor mid-level portfolio, and why personalized outreach turns steady givers into passionate partners. We walk through defining thresholds that fit your size, setting goals for each donor in a major portfolio of up to 150, and measuring movement from mid to major at two to three times the usual rate.

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