When You Can’t See the Trees for the Forest
Yes, I know the phrase is “can’t see the forest for the trees,” and it calls out how we can get so wrapped up in the details that we can’t see the situation as a whole. But the opposite is also true, and it’s a significant problem in relationship management...
What your AI Assistant Hears: How Confidential Is Your Conversation?
Guest post by Monika Burchfield, Client Experience Leader Growing up, I watched The Jetsons, a cartoon about the future that included robots, flying cars, video meetings, and conveyer belt wardrobes. While we’re still waiting for a few of those to become a part of...
Find the Planned Gifts Buried in Your Database: How to discover millions of dollars in gifts you didn’t know were there
If you have a data set of 10,000 donors who have been giving for at least ten years and have made a gift within the past three years, I’d bet you have about 67-81 donors (with an average of 74) with a planned giving value of between $2.9-5.2 million! You may look at...
How Your Back Office Can Destroy Your Fundraising
Have you been back to one of your favorite restaurants post-covid and been utterly dismayed with what’s happened to it? I have. I mean, most of us have some patience and understanding regarding the labor shortage many in the restaurant industry are going through. But...
Can’t Find a Donor’s Phone Number?
For many frontline fundraisers, one of the biggest barriers to connecting with donors is not about getting the nerve to call and follow up with a donor; it’s getting the number or email in the first place! In fact, it’s probably the #1 question we get when we urge...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
