Getting Over The “Ick” Factor in Planned Giving Conversations

Getting Over The “Ick” Factor in Planned Giving Conversations

If you are newer to the world of planned giving, or perhaps you’re an MGO or MLO being asked to have planned gift conversations with your donors, you may be experiencing what I call “The Ick Factor.” The first time you learn about some of the strategies used in...
Question of the Month: How do you move out of a membership, annual giving, or events-based fundraising model?

Question of the Month: How do you move out of a membership, annual giving, or events-based fundraising model?

Is your organization’s fundraising strategy focused primarily on events, membership programs, or an annual giving model? While these strategies can certainly be valuable, they tend to promote a transactional giving mindset that limits the organization’s...
A Donor Performance Report Delivers a Practical & Relational Gift

A Donor Performance Report Delivers a Practical & Relational Gift

You’re headed out to a handful of donor meetings. You’ve done your research, thought through open-ended questions you want to ask, and identified the next step in your journey of building a relationship of trust. And you’ve come prepared with information on the...