‘Do Not Apply’: 5 Ways Around This Private Foundation Roadblock
August 22, 2019 at 11:25 am

The three dreaded words for grant officers, “Do not apply — DNA.” They appear on private foundation profiles more often these days than ever before. Most annoying is that the funder seems particularly aligned with your mission. “If I could only get close to them, I would know the perfect thing to say,” you tell your CEO.

You Can Make Recurring Gifts From Your Donor-Advised Fund
August 19, 2019 at 12:01 pm

Just like donor-advised funds are growing, I foresee that recurring gifts from DAFs will grow as well. It’s yet another way for donors to support your organization on an ongoing basis. And the gifts are certainly nothing to sneeze at!

3 Action Steps to Ramp Up Your Capital Campaign
August 19, 2019 at 11:57 am

Are you completely buried in spreadsheets and committees, and your case for support? Are you so stuck in the weeds that you don’t have enough time to actually contact your donors? The same donors who will make or break your capital campaign? Are you even sure who to contact?

Robots and Major Gift Officers
August 19, 2019 at 11:45 am

I titled this post “Robots and Major Gift Officers” to get your attention and to make the point that it would be ridiculous to even consider that a robot could be a major gift officer. But I also want to make the point that in your daily major gift work, you have to guard that you don’t do robot-like work.

Have Any of Your Donors Hit ‘for the Cycle’?
August 16, 2019 at 11:40 am

If you have ever played baseball, you would be familiar with the term “cycle.” The cycle is hitting for a single, double, triple and home run. These hits allow the hitter to end up at first base, second base, third base or home plate, respectively.

Why Do You Give Monthly?
August 14, 2019 at 11:23 am

Next time you send a survey to your monthly donors, ask them why they’re giving monthly. Collect the answers and put it into a word cloud yourself. It’s a tremendous visual way to see what’s important to your donors. You can put it on your bulletin board, and you could even put it in other communications. 

What Are the Biggest Monthly Gift Challenges?
August 12, 2019 at 11:50 am

At the recent sustainer workshop, we asked people present about their biggest monthly gift challenges. You see that staff is a big challenge, along with prioritizing sustainers over donors and getting new monthly donors (acquisition).

The Dog Days of Summer
August 9, 2019 at 1:14 pm

How is your summer going? Some of us are now taking a large amount of time off and enjoying life. For others, it continues to be the same old grind but a bit more frustrating. It is harder to secure private meetings or group meetings. Everyone is coming or going, and it is hard to settle down.