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Donor Engagement

nonprofit fundraiser and philanthropic-advisor

3 min read

Donor Advised Funds Series, Part 3: The Role of a Philanthropic Advisor

There is a growing industry in the philanthropic world. And I don’t mean Donor Advised Funds (DAFs)—although they are growing exponentially in number and value. According to the most recent Annual...

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2 min read

Donor Advised Funds Series, Part 2: Breaking Up is Hard to Do...Or Is It?

I wish it were true that breaking up is hard to do. But it’s not. It can be as easy as not reporting back on the impact of a 2025 gift to a donor who has supported an organization for 10 years!

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3 min read

Donor Advised Funds Series, Part 1: Your Donors Stopped Giving. True or False?

It’s January, and 2025 giving is still being processed. This means you’re not 100% sure which donors did NOT give last year. It’s a common problem. And it’s a real problem. But if you’re managing a...

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How to Use the Quiet Season to Deepen Donor Relationships

2 min read

How to Use the Quiet Season to Deepen Donor Relationships

Last week, one of our Veritus client experience leaders wrapped up a really good coaching call with one of their clients, and the conversation they shared inspired me to write about it.

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It’s Not Too Late: Step-by-Step Strategies to End Your Year Strong

4 min read

It’s Not Too Late: Step-by-Step Strategies to End Your Year Strong

This blog post was originally published in 2024 This is it, folks! For many of you, this is the most significant time of year for donor giving. That’s why it’s so critical to be working in a mindful,...

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Take the Fear Out of Donor Calls with This Checklist

2 min read

Take the Fear Out of Donor Calls with This Checklist

As we approach year-end, this is the perfect time to strengthen your donor connections and feel confident in your phone conversations. Donors are often more available—and more open—during this...

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18 Barriers to Building Effective Relational Fundraising

1 min read

18 Barriers to Building Effective Relational Fundraising

When I’m in a conference room, sitting around the table with an organization’s leadership and fundraising team, I like to ask a simple question: “How many of you would like to put up a barrier that...

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How AI Is Influencing Major Gifts Fundraising

3 min read

How AI Is Influencing Major Gifts Fundraising

At the end of 2024, I recorded a podcast with my colleagues about the state of relational fundraising and the new strategies and tools we believe will be useful in the non-profit sector. One of the...

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Persistence in the Process

3 min read

Persistence in the Process

I’m not generally a fan of leader boards. I think they can cause unnecessary competition and anxiety on possibly meaningless KPIs. But. My experience in working with a $100M size organization changed...

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Can You and Your Organization be Vulnerable?

2 min read

Can You and Your Organization be Vulnerable?

Building trust in any relationship is essential if that relationship is going to be real and authentic. As a major gift fundraiser, creating mutual trust with your major donors is really your...

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