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 to Love Your Donors After You Leave
Sometime in the next several years, most major gift officers, like you, will leave your non-profit to work for someone else. In fact, today you and your colleagues are moving from one non-profit to another every 2-3 years. Richard and I have written about this fact...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
