Your Linear Donor Plan Should Be Dynamic
Stop and take a look at the plan you’ve made for one of your active caseload donors. Note how you’ve organized it – for most people, it’s linear. In other words, it goes from today through a bunch of future actions and, somewhere in there, there’s an ask. This is...
Are You Ready?
There’s a lot of anxiety in the non-profit sector about 4th quarter fundraising revenue. Richard and I are seeing article after article from leaders who are worried about the unknown of how donors are going to give (or not) in what is traditionally the time when most...
Sixth Deadly Sin of Planned Giving: No Plan for Stewardship
Sixth in a series: The Seven Deadly Sins of Planned Giving When I first sat down with Bob Shafis (our Director of Planned Giving Services), I asked him what was one of the biggest problems in planned giving that no one talks about. He said, “That’s easy, non-profits...
Fourth Deadly Sin of Planned Giving: No Plan for Every Donor
Fourth in a series: The Seven Deadly Sins of Planned Giving “Why do you support us?” “What is it about our organization that you love so much?” “What are the programs and projects that you get most excited about, and why?” Do you know the answers to these questions...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
