Major Gifts Fundraising: Jeff Schreifels Turns Relationship-Centered Trust to Revenue

This episode explains why major gifts fundraising succeeds when organizations stop chasing transactions and start building meaningful donor relationships.ss becomes an advocate for your success.

Our Guest

Jeff Schreifels

Jeff Schreifels

Jeff Schreifels is Principal and Owner of Veritus Group, a major gift consulting agency focused on mid, major, and planned giving strategy. Veritus Group helps nonprofits build authentic donor relationships that improve donor retention and value. In the episode, Jeff shares how relationship-centered fundraising, data discipline, and donor joy help organizations unlock transformational giving and sustainable revenue.

Episode Description

Major gifts fundraising becomes transformational when donor relationships move from transactions to trust, joy, and measurable mission impact. In this episode of Business Superfans® Advantage, Frederick Dudek (Freddy D) sits down with Jeff Schreifels of Veritus Group to explore how nonprofits and service businesses can turn overlooked relationships into retained revenue, advocacy, and long-term growth.

Direct Answer Block:
Major gifts fundraising grows when organizations stop treating donors like transactions and start building personal, trust-based relationships. The fastest path is to identify people already signaling commitment, learn their passions, show real impact, and invite them into meaningful participation so generosity becomes joy, retention, referrals, and sustainable revenue.

Definitive Authority Statement: Sustainable revenue is not created by chasing strangers; it is created by recognizing, retaining, and activating the people already connected to the mission.

Jeff Schreifels shares how he entered fundraising, why donor joy matters, and how Veritus Group uses data and relationship strategy to help organizations build stronger donor retention, major gift revenue, and transformational giving outcomes. His stories reveal a simple but often missed truth: people want to give, but they also want to be known.

In this conversation, Frederick Dudek connects Jeff’s fundraising lessons to the broader business ecosystem. Whether you lead a nonprofit, a service company, or an SMB, the same principle applies: your best growth opportunities may already be inside your stakeholder network.

Key discoveries include:

  • Donor databases hide major revenue opportunities when organizations fail to personally engage existing supporters.
  • Recognition drives retention because people stay connected when they feel seen and appreciated.
  • Impact communication matters because donors need to know their gift made a difference.
  • Relationship-based fundraising compounds into trust, referrals, and advocacy.
  • Free value builds Authority when your expertise helps people before they hire you.
  • The R⁶ Reactor™ applies beyond nonprofits by turning Recognition into Retention, Reputation, Reviews, Referrals, and Revenue.

This episode answers important questions such as: How do nonprofits grow major gifts without chasing new donors? Why do donor relationships matter more than transactions? How can service entrepreneurs and SMBs use recognition to create stakeholder advocacy?

Key Takeways

  • Major gifts fundraising starts with relationships
    Jeff makes the case that fundraising is not about extracting money; it is about helping donors connect their passions to a meaningful need.
  • Your best donors may already be in your database
    Many organizations chase new prospects while overlooking people who have already signaled commitment through past giving.
  • Donor joy drives donor retention
    When donors see the impact of their gifts, they become more emotionally connected, more loyal, and more likely to give again.
  • Recognition turns supporters into advocates
    A handwritten note, personal call, or authentic thank-you can shift a donor from feeling processed to feeling known.
  • Data supports human connection
    Jeff’s team starts with data to identify opportunity, then uses that insight to create space for genuine one-to-one donor relationships.
  • Retention compounds into revenue
    The R⁶ Reactor™ sequence is visible throughout this conversation: Recognition → Retention → Reputation → Reviews → Referrals → Revenue.
  • Advocacy scales when success becomes referable
    Veritus Group’s public media pilot shows how proven outcomes can turn early clients into enthusiastic endorsers.
  • The lesson applies beyond nonprofits
    Service entrepreneurs and SMBs can use the same principle: identify overlooked stakeholders, appreciate them personally, and invite them into the mission.
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Guest Offer

Timestamps

0:00 — Major Gifts Fundraising with Jeff Schreifels
0:34 — How Jeff Schreifels Entered Fundraising
2:30 — Data Discipline Behind Major Gifts
5:32 — Donor Trust Creates Giving Joy
8:12 — Hidden Donors Already in Your Database
10:48 — Recognition, Retention, and Donor Impact
11:17 — Major Donor Story: Stewardship Done Wrong
15:22 — Handwritten Notes and Donor Loyalty
17:50 — Why People Want to Be Known
19:16 — Public Media Major Gift Revenue Breakthrough
22:10 — $74 Million Fundraising Training Impact
24:20 — Free Value Builds Authority and Trust
27:40 — Global Growth Through Business Superfans®
30:05 — Donor Joy and Human Contribution
32:04 — Why Asking Creates Donor Joy
34:26 — Veritus Group Resources and Contact
35:03 — Final Thoughts and Close

Resources

  • Veritus Group — Major gift, mid-level gift, and planned giving consulting for nonprofits.
    VeritusGroup.com
  • Veritus Group Resource Library — Free white papers, spreadsheets, templates, blog posts, and tools for mid and major gifts fundraising.
    VeritusGroup.com/resources
  • Direct Response Fundraising — Mentioned as the donor-base-building foundation that Jeff later connected to major gifts strategy.
  • Donor Database Review — Jeff’s team starts with existing donor data to identify people already signaling deeper commitment.
  • Veritus Group Online Training Platform — Referenced in the public media case study where fundraisers completed a 13-week training process.

Freddy D's Take

Jeff Schreifels brings a powerful fundraising truth into clear business language: relationships create revenue when people feel known, valued, and connected to impact. His examples from major gifts fundraising show that donors are not merely funding sources; they are ecosystem stakeholders whose passion, trust, and advocacy can compound over time.

For Frederick Dudek, this conversation reinforces the core principle behind Business Superfans® Advantage: growth accelerates when every stakeholder is aligned around a shared mission. Jeff’s public media case study, where four stations doubled revenue by building donor relationships, is a practical example of Advocacy becoming measurable growth. His emphasis on database discipline connects naturally to AI + Systems, because systems should reveal who already cares before businesses chase strangers. The resulting trust creates Authority.

Definitive Authority Statement: Businesses and nonprofits do not create sustainable revenue by pushing harder; they create it by recognizing the people already connected to the mission and giving them a reason to stay, share, and advocate.

One Action

The Action: Identify 20 overlooked relationship assets already inside your ecosystem.

Who: Existing clients, donors, referral partners, vendors, suppliers, employees, contractors, and strategic allies.

Why: Your next revenue breakthrough may not come from a cold audience. It may come from people who already trust you but have not been personally recognized, invited, or activated. This action strengthens the first stages of the R⁶ Reactor™: Recognition, Retention, and Reputation.

How:

  1. Pull a list of 20 people or organizations already connected to your business.
  2. Mark what each person has already contributed: revenue, referrals, feedback, support, introductions, or loyalty.
  3. Send a personal thank-you that names their specific contribution.
  4. Ask one thoughtful question about what matters most to them right now.
  5. Track the response and build a simple follow-up rhythm for future recognition.

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