The Post-Covid Face of Fundraising Feasibility and Planning Studies

The Post-Covid Face of Fundraising Feasibility and Planning Studies By Dave Gallagher Covid-19 scrambled many things including the ground rules for feasibility and planning studies for fundraising campaigns. It's time to rethink these studies, the cost, the effectiveness, and the overall approach. Conducting a feasibility and planning study is professional groundwork in advance of a fundraising campaign. The study tells you if your goal is realistic if you are staffed sufficiently, if your case “sells”, if your lead donors are with you, and generally what you are...

How to Use your Major Gifts Team to Professionally Staff Board Development

How to Use your Major Gifts Team to Professionally Staff Board Development By Chris Cloud I did a podcast about how to professionalize your board development function at your nonprofit organization. We talked about using your major gifts professionals to drive this process and I have clients who are adopting this method now. This is different than hiring a broker on a fee basis to source board members. The idea is to activate major gifts professionals to drive action. They have complementary interests. They are pros. They...

Crossing the Finish Line: How One School Created a Campaign within a Campaign to Raise the Final Million

Crossing the Finish Line: How One School Created a Campaign within a Campaign to Raise the Final Million By Jay Angeletti Following the excitement of the initial lead gifts, a campaign launch, and early success, it’s easy to reach a plateau or even stall in the later years of a major fundraising campaign. That’s when it's most important to identify creative strategies to engage new prospects, close gifts, and cross the finish line of the campaign. During their largest fundraising campaign, one school...

COVID-19: Activating Board Members to Help and Give in Time of Crisis

COVID-19: Activating Board Members to Help and Give in Time of Crisis What is the board's role in crisis planning? Having them underfoot operationally isn't the best, but you want to keep them close. They need to know that if they don’t give other won’t either. They also need to be conversant about crisis planning to encourage and empower their own outreach on your charity's behalf. Let’s start with giving. The new problem is that board members don't know what their own financial...

Does Your Nonprofit Organization Really Have a Gift Planning Program?

Does Your Nonprofit Organization Really Have a Gift Planning Program? With the revue disruptions of COVID-19 fundraisers and nonprofit board members are re-focusing on the massive revenue potential of gift planning (deferred gifts in wills, gifts made through trusts, retirement accounts and the like). Many people in these circles have heard about the groundbreaking study entitled, “Millionaires and the Millennium: New Estimates of the Forthcoming Wealth Transfer and the Prospects for a Golden Age of Philanthropy.” The study predicted that between 1998 and 2052 a...

Concierge Stewardship

Concierge Stewardship By Brian M. Sagrestano, J.D., CFRE, and Robert E. Wahlers, MS., CFRE The concierge at your favorite hotel can make your stay a memorable one, securing dinner reservations, obtaining tickets to a sporting event or show, booking a sightseeing excursion—all the special touches that keep you coming back. if you enjoy life’s finer things, the crossed Golden Keys (Les Clefs d’Or) awarded to top experienced and recommended concierges are a familiar and welcome sight. Philanthropists who make transformational gifts need to...