Prospects

Everything You Wanted to Know About Getting the Visit (But Were Afraid to Ask)
November 9, 2017 at 7:26 am

True story. Earlier in my fundraising career, I was working in Virginia and putting a trip to Boston together to visit some donors and prospects we had there. I still remember one particular telephone conversation like it was yesterday. I want you to read it and think of three things I did wrong...

Identifying Your Planned Gift Prospects
October 27, 2017 at 11:46 am

In my experience, the most frequent types of planned gifts an organization should market are bequests, charitable gift annuities, stocks and charitable IRA rollovers. I also suggest that you investigate life insurance, as many individuals have existing insurance policies with cash value that you can immediately use...

5 Steps to Growth Hack Your Fundraising Efforts
September 12, 2017 at 3:56 pm

True story. Earlier in my fundraising career, I was working in Virginia and putting a trip to Boston together to visit some donors and prospects we had there. I still remember one particular telephone conversation like it was yesterday. I want you to read it and think of three things I did wrong. Me: Hi, […]

5 Best Practices for Converting Volunteers to Donors
September 12, 2017 at 11:38 am

It is not a secret that nonprofits need volunteers and donors to achieve their goals and carry out their mission. The question is, is your organization focusing on the volunteer base that you already have? Many nonprofits do not know that the line between their volunteers and donors is very thin.  The value of a…

The Conflict Between Caseload Management and Prospecting
September 5, 2017 at 11:10 am

If I gave you $1 million, but told you I needed to control the investment and after one full year, the investment became $520,000—then at the end of the second year, the investment became $330,000—you would think I was either the worst financial advisor or just plain crazy...

It’s Not Too Late: Get Ready for Monthly Donor Month
August 28, 2017 at 10:49 am

There’s never a bad time to convert your constituents to give monthly, but there are two months a year that typically fit better in your overall communication plan: January and September. “Why September?” you may ask. Because, it’s typically slower with events. Donors are back home, back to school, back to work and in their “routine.” It’s not yet busy with Thanksgiving and holiday preparations…

Are Prospective Donors Like Window Shoppers?
August 24, 2017 at 9:44 am

We all like to do it. It’s enjoyable, it’s free and, except for our time, it involves no commitment. When the clerk asks us if they can help us, how often do we answer, “Just looking?” I dare say we’ve often given that answer when we are actually looking for something specific, but aren’t yet ready to commit. Then again, there are many times when we’re merely “killing time...

Who Else Is On Board?
August 14, 2017 at 11:11 am

Any major gift officer who has been working for a few years has heard this phrase uttered by one of their donors, “Well, who else is going to fund this project? I don’t want to be the only one to invest in it...

Don’t Let It Creep Up on You: How to Rock Your Year-End Fundraising
August 9, 2017 at 9:30 pm

Have you started planning how to rock your year-end fundraising? Say what? I can hear you now, “Pam, it’s summer, and I’m going on vacation next week! Stop already.” But hey, the stats don’t lie. Almost a third of all annual giving occurs of December. Twelve percent of all giving happens in the very last…

Effective Fundraising Stems From Proper Testing
August 3, 2017 at 9:37 am

NATIONAL HARBOR, Md. — When nonprofit organizations launch fundraising campaigns, it’s not as simple as ready, set and go; hitting that target goal isn’t a one-two punch. Whether it’s for raising funds, acquisition, retention or whatever, fundraising campaigns can be much like for-profit marketing campaigns...