Decoding Donor-Advised Funds: From Data to Practical

Posted , by Keith Curtis, Founder, President. Topic: 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 »

How to win over—and keep—grant funders

Posted , by Abby Weber, Client Manager. Topic: Donors, Funds and Funders.

Foundations and corporations are the same as other major donors—except when they aren’t. All should be cultivated and stewarded in similar ways, with consistent work to build a relationship. But while you communicate directly with major donors, you must go through representatives when dealing with a grant funder. What can you do to ensure your request… Read more »

The Donor-Advised Funds Revolution: 5 ways to get your nonprofit at the forefront

Posted , by Keith Curtis, President. Topic: Funds and Funders.

As a fundraising professional, staying on top of the latest trends in giving can feel like a full-time job. One of the hottest topics in the philanthropic community today is the increased popularity of donor-advised funds. DAFs provide many benefits to both the donor and nonprofit. For donors, they: • Allow creation of a fund within… Read more »

What a Funder Wants: How foundations and corporations decide whom—and how much—to fund

Posted , by Keith Curtis, President. Topic: Funds and Funders.

We heard it straight from the source. Each year, key organizations that guide fundraising in our region come together at the sold-out Funders Forum, hosted by VOLUNTEER Hampton Roads. I was honored to be asked, once again, to moderate the panel at the April 6 event. In addition, our firm’s executive vice president, Wendy McGrady,… Read more »

Emerging Trend: The Case for Growth Capital

Posted , by Wendy McGrady, Vice President. Topic: Funds and Funders, Philanthropy Research & Events.

At The Giving Institute’s November board meeting, Rodney Christopher of the F.B. Heron Foundation and Richard Shaw of Youth Villages delivered a thought-provoking presentation on an emerging trend in philanthropy called growth capital. The basic premise the speakers suggested is that healthy organizations can achieve greater success through investments of growth capital. Foundations seeking measurable,… Read more »

Tips from Foundation Leaders to Nonprofits: Notes from the 2013 Funders Forum

Posted , by Erin Phillips, Marketing Director and Consultant. Topic: Funds and Funders.

Last Thursday, we attended the VOLUNTEER Hampton Roads 2013 Funders Forum. Our president, Keith Curtis, served as moderator for the panel discussion comprised of five regional foundation leaders: Bert Davis of Capital One’s Community Relations; Katie Fletcher of the Norfolk Southern Foundation; Chris Perry of the Perry Family Foundation; Leigh Davis of the Hampton Roads Community… Read more »

Corporate Giving: Strategies for Securing Support

Posted , by Wendy McGrady, vice president. Topic: Funds and Funders.

Last week Lauren and I attended the AFP-Hampton Roads luncheon presentation titled, “Building Strategic Relationships with Corporations and Foundations.” Amy Nisenson, Executive Director of the Mary Morton Parsons Foundation, and Victor Branch, SVP/Market Manager for Richmond & Hampton Roads, Global Corporate Responsibility Office for Bank of America, were the two presenters. They began their discussion… Read more »

From the Funder’s Mouth: Red Flags When Approaching Foundations

Posted , by Wesley Stanley, Marketing Director. Topic: Funds and Funders.

As a follow-up to last week’s post in which we offered some general advice from “real world” funders on how nonprofits should operate, this week we’d like to share with you some red flags that funders see when it comes to requests. The following are a list of no-no’s when it comes to putting together… Read more »

Funders Agree: Nonprofits Must Operate Like a Business

Posted , by Wendy McGrady, Vice President. Topic: Funds and Funders, Nonprofit Management.

Today, for the fourth year in a row, Keith moderated VOLUNTEER Hampton Roads’ Annual Funders Forum. This event, which brings together funders from across Hampton Roads, always produces a variety of interesting takeaways. An underlying theme of the funders’ comments from this year’s forum was the importance of a nonprofit operating like a business. The… Read more »

What Makes Your Nonprofit Effective?

Posted , by Wendy McGrady. Topic: Funds and Funders, Nonprofit Management.

The Curtis Group enjoyed being a sponsor of and participating in VOLUNTEER Hampton Roads’ 2011 Funders Forum. The morning began with a panel of five, local foundation representatives responding to and sharing conversation over various questions. I enjoyed hearing the responses to this question: How do you determine what makes a nonprofit effective? The first panelist… Read more »