Decoding Donor-Advised Funds: From Data to Practical

Posted by & filed under Donor Communication, Funds and Funders, Gift Solicitation, High-Net-Worth Individuals, Major Gifts Programs, Philanthropy Research & Events, Year-End Giving.

Donor-advised funds began in the 1930s, but in recent years these funds have become the fastest growing vehicle in philanthropy. Contributions to donor-advised funds grew at three times the rate of total charitable giving in 2016 according to the National Philanthropic Trust. Donor-advised funds defined: Donor-advised funds (DAF) are donor-established philanthropic funds that are maintained, operated… Read more »

Transparency and Stability: Keys to Surviving Criticism, Change, or Even Worse Scandal

Posted by & filed under Donor Communication, Fundraising, Nonprofit Management.

Nonprofits, philanthropy and fundraising have been my life for a long time now. During this time, I have been through periods of growth and economic downturns, leadership resignations, and even some times of crisis. As I sat down to think about the common threads that have helped organizations weather the ups and downs, the common… Read more »

Could the Tax Reform Impact Your Donors? And What Should You Do?

Posted by & filed under Fundraising, Government.

  Under the tax reform that passed last month, some changes could impact your donors and charitable giving for your organization.     Reduced number of taxpayers qualifying for charitable tax deductions With fewer Americans qualifying for tax deductions, we could see fewer dollars given to nonprofits. One study by the Indiana University Lilly Family School of Philanthropy predicts… Read more »

Wendy shares highlights from “Giving to Religion” forum

Posted by & filed under Giving USA.

I recently attended the Gurin Forum presented by Giving USA Foundation in Chicago, where recent research on giving to religion (commissioned by Giving USA and conducted by the Lilly School of Philanthropy at Indiana University) was presented. Giving USA has continually shown giving to religion shrinking as a part of overall giving. This forum took a deeper dive into that trend.  The… Read more »

How an independent school raised $2 million over their goal

Posted by & filed under Capital Campaigns.

With a history of educational excellence going back nearly 50 years, Nansemond-Suffolk Academy had a high bar to maintain when they set their sights on opening a second lower school campus—while expanding and enhancing their main campus. The independent school in Suffolk, Virginia, approached us in 2013, just before their 50th anniversary, and engaged us to conduct… Read more »

Giving has more than doubled since first National Philanthropy Day

Posted by & filed under National Philanthropy Day.

A look at giving growth over last 30 years in Hampton Roads, where our firm is headquartered.   It seems ironic now—the decade most linked with materialism and excess consumption being the birthplace to a day of benevolence. Or perhaps it was perfect timing to refocus our priorities. President Reagan officially established National Philanthropy Day… Read more »

Try the new, interactive platform “Generosity For Life”

Posted by & filed under Philanthropy Research & Events.

  What does the term “philanthropist” mean? Would you consider yourself to be one? What factors influence how and when people give, whether that means volunteering time or donating money? These are the key questions addressed by a new, interactive, online platform from the Indiana University Lilly Family School of Philanthropy called Generosity For Life. GenerosityForLife.org makes… Read more »

Year-end fundraising tips from our Bloomerang article

Posted by & filed under Year-End Giving.

This month we published an article on Bloomerang about year-end fundraising, written by Vice President Victoria Dietz. Don’t miss these important tips for a critical time of year to your nonprofit’s bottom line: “10 Steps to a Winning Year-End Fundraising Appeal”  

4 traits successful campaigns have in common

Posted by & filed under Campaigns & Campaign Planning.

What’s the secret to campaign success? True, it’s critical to start with a campaign planning study to create a blueprint and make sure you’ve set the right fundraising goal. But how likely are you to reach it? At a recent meeting, our team discussed fundraising campaigns over the last few years for which we had provided counsel…. Read more »