Stewarding The Kids & Relatives of Donors Who Give Estate Gifts

Stewarding The Kids & Relatives of Donors Who Give Estate Gifts

I have been tracking the journey of a donor who is no longer with us, but gave a gift of over $800 million dollars to a non-profit before he passed away. How can I be tracking the journey of a donor who has passed away? Because this donor not only gave the...
Why Accountability is Essential

Why Accountability is Essential

Lately I’ve been involved in a number of situations in which people are struggling with accountability in their life and work.  Here are good people who say they want someone to hold them accountable to either their work or an action they need to take to better...
What YOU NEED to Make the Ask

What YOU NEED to Make the Ask

Richard and I are often asked by organizations to help them figure out what kind of materials they need to take with them for an ask meeting with a major donor.   Many of these organizations have crazy ideas that they have to bring elaborate and expensive pieces with...
Six Things You can Do This Summer to Help You Win in the 4th Quarter! Summertime Lesson #2: Figure Out Who Your Donors Are

Six Things You can Do This Summer to Help You Win in the 4th Quarter! Summertime Lesson #2: Figure Out Who Your Donors Are

I know summer can be kind of frustrating for major gift officers because many of your donors are on vacation, or the program people are away and not doing a whole lot, so it can create a little anxiety. Well, here’s a great idea to calm you down and help you feel like...