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Donor Relations

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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discussion-glass-wall-team-business-people-office-planning-creative-strategy-brand-management-meeting-ideas-group-public-relations-specialists-by-board-project-startup

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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business-woman-working-laptop

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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people-working-together-project

2 min read

Five Things You Must Do in Caseload Management to Start the Year

Don’t let another minute of this new year slip by without taking care of a few critical things in your major gifts caseload management. This is the work that sets the tone for the entire year, and...

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woman-looks-with-scared-speechless-expression-yellow-sweater

3 min read

Fundraising and Donor Horror Stories That Might Shock You

It’s Halloween week, and while most people are trading ghost stories or debating the best candy, I thought we’d share a few fundraising horror stories. Now, before you cover your eyes, I’ll say this:...

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Donor Relationships: A Journey, Not a Destination

3 min read

Donor Relationships: A Journey, Not a Destination

When I’m working with clients, I will often compare major gifts fundraising to dating. In dating, you’re working to get to know them and identify how your lives might work together. Major gifts...

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Express Gratitude to Donors Daily

2 min read

Express Gratitude to Donors Daily

One thing that’s difficult for me to do is to focus on the positive things people do. Jeff and my wife both tell me regularly that I am too problem-oriented. There is good and bad news to this...

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Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans

4 min read

Why Your Donor Doesn’t Talk About Their End-of-Life Charitable Plans

“How many of your donors have made a planned gift?” A question like this, or really anything related to “planned giving,” strikes terror into your heart and the hearts of every other fundraiser I...

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