Decoding Donor-Advised Funds

Posted , by Keith Curtis, President & Founder. Topic: Donor Advised Funds, Fundraising, Funds and Funders, Gift Solicitation, Giving USA, High-Net-Worth Individuals, Major Donors, Major Gifts Programs, Philanthropy Research & Events.

Decoding Donor-Advised Funds As posted at Giving USA Donor-advised funds began in the 1930s, but in recent years these funds have become the fastest growing vehicle in philanthropy. Giving USA recently released a highly anticipated Special Report on Donor-Advised Funds.  You can access the full report on the Giving USA Foundation website. My colleague Victoria Dietz also recently… Read more »

Maximize Dollars from Donor-Advised Funds

Posted , by Victoria Dietz, Vice President. Topic: Donors, Fundraising, Funds and Funders, Giving USA, High-Net-Worth Individuals, Major Donors, Webinars and Videos.

  Victoria chats with Anna Pruit, managing editor of Giving USA at Indiana University Lilly School of Philanthropy about their recent report on Donor-Advised Funds. Find out where the dollars went, how things changed in 2020 and what you could be doing with this information to raise more dollars. To purchase the full report visit the Giving… Read more »

What Motivates Your Major Donors?

Posted , by Victoria Dietz, Vice President. Topic: Crisis Fundraising, Fundraising, Funds and Funders, High-Net-Worth Individuals, Major Donors, Philanthropy Research & Events, Webinars and Videos.

Welcome back to Let’s Talk Fundraising.  The Curtis Group Vice President Victoria Dietz spends five minutes chatting with Erin Hogan who serves as a Philanthropic Market Executive with Bank of America Private Bank. They are discussing the recent release of the biennial study that examines the giving patterns, priorities, and attitudes of affluent U.S…. Read more »

Recorded Webinar – Cultivation and Stewardship in Today’s Fundraising Climate

Posted , by Abbie Hacker, Consultant. Topic: Crisis Fundraising, Donor Communication, Donor Retention, Fundraising, High-Net-Worth Individuals, Major Donors, Major Gifts Programs, Making the Ask, Webinars and Videos.

As we move into yet another season filled with uncertainty, we are all having to function under a new fundraising normal. This new normal still relies on the same successful fundraising cycle, cultivation, solicitation, and stewardship, BUT, it now more than ever before depends on creativity and a combination of virtual and in-person approaches. This… Read more »

Considering a campaign? Where should you start?

Posted , by Wendy McGrady, Executive Vice President. Topic: Board Development, Boards of Directors, Campaigns & Campaign Planning, Capital Campaigns, Crisis Fundraising, Development Plan, Donor Prospects, Donor Retention, Donors, Fundraising, High-Net-Worth Individuals, Major Donors, Major Gifts Programs, Preparing for a Campaign.

Five Steps To Do Now to Prepare For Your Campaign By Wendy McGrady Executive Vice President Are you moving out of the pandemic seeing an opportunity to grow your nonprofit? Did you realize a need for more diversified funding or a more robust reserve fund? Did you benefit from an influx of new donors and want… Read more »

Americans gave over $471 billion in 2020!

Posted , by Keith Curtis, President & Founder. Topic: Arts & Culture, Crisis Fundraising, Donors, Fundraising, Fundraising by Sector, Funds and Funders, Giving USA, High-Net-Worth Individuals, Higher Education, Human Services, Independent Schools, Major Donors, Webinars and Videos.

Challenging and complex year inspires record growth in giving: $471.44 billion contributed!   Today is the release of Giving USA 2021, the longest running and most comprehensive analysis of charitable giving in this country. Take 5 minutes to learn from Keith Curtis and Victoria Dietz as they give an overview of the results and how… Read more »

The Good, Bad and Opportunity from the 2020 FEP

Posted , by Steven Shattuck, Bloomerang. Topic: Crisis Fundraising, Donor Communication, Donor Retention, Donors, Fundraising, High-Net-Worth Individuals, Major Donors, National Research Collaborative.

What the 2020 Fundraising Effectiveness Project Report Tells Us About 2021 and Beyond   We are honored to be sharing an article penned by our colleague, friend and nonprofit research guru, Steven Shattuck, chief engagement officer, Bloomerang. The Fundraising Effectiveness Project recently released their 2020 Fourth Quarter Report, which examined giving trends for the entire… Read more »

Making the Ask – Even Virtually

Posted , by Victoria Dietz, Vice President. Topic: Crisis Fundraising, Fundraising, Gift Solicitation, High-Net-Worth Individuals, Major Donors, Making the Ask.

Victoria Dietz was recently published in The Giving Institute Member Insights. We are re-publishing her article below:   Can you ask for a major gift via phone or over a video chat? Just over a year ago, this would not have been a strategy recommended by a seasoned fundraiser. However, the shutdown has rewritten the… Read more »

Do you trust them? Philanthropy in action

Posted , by Wendy McGrady, Executive Vice President. Topic: Crisis Fundraising, Fundraising, Funds and Funders, High-Net-Worth Individuals, Major Gifts Programs.

Trust-Based Philanthropy in Action By Wendy McGrady, Executive Vice President Much has already been written in response to MacKenzie Scott’s December distribution of over $4 billion in unrestricted gifts to 384 organizations across the country. Rightfully so — such incredible generosity should be covered and celebrated! Her significant, unexpected gifts will certainly be transformational to… Read more »

Recorded Webinar: Making the VIRTUAL Ask

Posted , by Victoria Dietz, Vice President. Topic: Crisis Fundraising, Donor Prospects, Donors, Fundraising, Gift Solicitation, High-Net-Worth Individuals, Major Donors, Major Gifts Programs, Making the Ask, Webinars and Videos.

Can you ask for a major gift via phone or over a video chat? YES – if done thoughtfully!   In case you missed it, The Curtis Group’s Vice President Victoria Dietz provided an insightful and informative presentation. Watch the full presentation below:   The fundraising rules have changed for 2020, but we are here… Read more »