Posted , by Wendy McGrady, Executive Vice President and Chief Operating Officer. Topic: Fundraising, Government, Higher Education, Philanthropy Research & Events.

The Potential Impact of the Affirmative Action Supreme Court Decision     By Wendy McGrady, Executive Vice President and Chief Operating Officer Whatever your opinion on the recent Affirmative Action Supreme Court decision, it is impossible to ignore it’s potential impact on philanthropy. I recently returned from the Giving Institute Summer Symposium where I had… Read more »

Posted , by Keith Curtis, President. Topic: Donors, Fundraising, Fundraising by Sector, Funds and Funders, Giving USA, High-Net-Worth Individuals, Major Donors, Philanthropy Research & Events.

What are the key takeaways of Giving USA 2023? According to Giving USA 2023, charitable giving in this country totaled $499.33 billion in 2022. Impacted by economic challenges, this is a 3.4% decrease in current dollars year-over-year; however, it comes after two record years of giving. Where Did the Generosity Come From? Contributions by Source The Headlines for Sources of… Read more »

Posted , by Victoria Dietz, Executive Vice President. Topic: Fundraising.

Building Your Donor Pipeline for Major Gifts   By Victoria Dietz, Executive Vice President What does it mean to have a pipeline of donors? In its simplest form, your pipeline is a structured way for you to convert prospective donors into current donors and to secure increasingly generous support from those current donors. At its… Read more »

Posted , by Keith Curtis, President. Topic: Fundraising, Nonprofit Management.

We are so thrilled to announce the promotion of Wendy and Victoria Wendy McGrady has been promoted to Executive Vice President and Chief Operating Officer. She will spearhead the internal operations of the firm while also managing marketing, communications and her nonprofit clients and fundraising campaigns throughout the country. She has been with the firm since… Read more »

Posted , by Keith Curtis, President. Topic: Donor Advised Funds, Donors, Fundraising, Funds and Funders, High-Net-Worth Individuals, Major Donors, Planned Giving, Webinars and Videos.

In case you missed our most recent webinar, be sure to check out the recording to learn more about the giving vehicles impacting donor behavior and the nonprofit sector. The number of possible giving vehicles continues to rise, from donor-advised funds to Qualified Charitable Distributions, from bequests to stock donations and everything in between. It is critical that… Read more »

Posted , by Hilary Fulp, Senior Consultant. Topic: Development Plan, Fundraising, Government, Philanthropy Research & Events.

Are You Eligible for Community Project Funding/Earmarks?  By Hilary Fulp, Senior Consultant The U.S. House of Representatives recently released guidance on Community Project Funding (also called earmarks) for FY24. With the constantly changing political landscape, our goal is to provide you with a brief overview of where things stand with earmarks as well as what you… Read more »

Posted , by Wendy McGrady, Executive Vice President. Topic: Donor Acknowledgement, Donor Communication, Donor Prospects, Donors, Fundraising, Giving USA, Major Gifts Programs, Philanthropy Research & Events.

Who Gave More-Gen X or Millennials?  By Wendy McGrady, Executive Vice President The Giving USA Foundation recently released a new report, Giving by Generation: Examining the Shifts in Giving Among Donor Generations. This well-researched and thoughtful analysis looks at the giving habits and motivations for giving of the four main generations: Gen Z, Millennials, Gen X and Boomers. While… Read more »

Posted , by Lauren Greene, Client Manager. Topic: Donor Communication, Donor Prospects, Donors, Fundraising, Gift Solicitation, High-Net-Worth Individuals, Major Donors, Major Gifts Programs, Making the Ask, Webinars and Videos.

Wondering what you could and should be doing today to prepare for a stronger major gift program tomorrow? Even during these constantly changing times, the fundraising cycle works- cultivation, solicitation, and stewardship- but what does this cycle look like in practice? This practical presentation will show you the proven steps to have meaningful conversations and build stronger relationships with… Read more »

Posted , by Kaitlin Robb, Consultant and Marketing Director. Topic: Development Plan, Donor Acknowledgement, Donor Communication, Donor Retention, Donors, Fundraising, Major Donors, Major Gifts Programs, Nonprofit Management, Year-End Giving.

Three Fundraising Best Practices for Your New Year By Kaitlin Robb Consultant & Marketing Director After the intensity of the holidays and year-end giving, nothing beats a fresh calendar and a new year. Before you move forward, consider incorporating these best practices both now and throughout the year. ​Thank Your Donors Did you get an influx… Read more »