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Planning

  • Hope Is Not a Strategy: A Guide to Year-End Fundraising

    • September 25, 2019
    • Posted by: Terri Rudacille
    • Category: Fundraising, Planning
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    With the fourth quarter less than a couple weeks away, now is the time to finalize your year-end fundraising plan.

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  • Reading the Generational Tea Leaves: What You Can Do Today to Reach the Donors of Tomorrow

    • August 1, 2019
    • Posted by: Ken Marotte
    • Category: Planned Giving, Planning
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    This year, millennials are expected to surpass the baby boomers as America’s largest living generation. This changing of the guard will have a profound impact on your work and mine.

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  • Getting the Meeting: Top Tips for Donor Face Time

    • January 22, 2019
    • Posted by: Susan Mangels
    • Category: Communication, Planning
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    Many businesses, large and small, have a huge source of great ideas that can help them improve, innovate, and grow, and yet so many of these companies never think of using this amazing corporate asset. What is this highly valuable asset? Its own people.

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  • Giving USA and the State of the Union’s Generosity

    • July 19, 2018
    • Posted by: Ken Marotte
    • Category: Fundraising, Planned Giving, Planning
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    For those of us who follow the fundraising sector’s latest trends and patterns, it’s Christmas in June! The latest edition of Giving USA: The Annual Report on Philanthropy was released last week, and as usual, it’s brimming with sharp insights you can’t afford to miss. Some of the most significant findings – all relating to U.S. giving in 2017

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  • 7 Ways to Build Stronger Relationships with Donors

    • June 1, 2018
    • Posted by: Susan Mangels
    • Category: Communication, Planning
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    Be consistent with your communication. Have a plan in place to connect with each donor and stick to it! Listen. Make sure that when you meet, the donor does most of the talking! Listen carefully and summarize their thoughts back to them. Make notes. Update their file in the database.

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  • A Nonprofit New Year: Five Tips for Starting the Year Right

    • January 25, 2018
    • Posted by: Ken Marotte
    • Category: Planning
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    The internet is full of great advice on how to leverage opportunities at the end of the year. But what about after December gives way to January? Are there best practices for the beginning of the year, as well?

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