Decoding Donor-Advised Funds

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

  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: High-Net-Worth Individuals, Philanthropy Research & Events, Funds and Funders, Major Donors, Fundraising, Crisis Fundraising, 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, Webinars and Videos, High-Net-Worth Individuals, Major Gifts Programs, Making the Ask, Donor Communication, Major Donors, Fundraising, Donor Retention.

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: Fundraising, High-Net-Worth Individuals, Donor Retention, Major Gifts Programs, Development Plan, Capital Campaigns, Crisis Fundraising, Preparing for a Campaign, Board Development, Campaigns & Campaign Planning, Donors, Donor Prospects, Boards of Directors, Major Donors.

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

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: High-Net-Worth Individuals, Donors, Donor Communication, Major Donors, Fundraising, Donor Retention, National Research Collaborative, Crisis Fundraising.

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, High-Net-Worth Individuals, Making the Ask, Gift Solicitation, Major Donors, Fundraising.

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: High-Net-Worth Individuals, Major Gifts Programs, Funds and Funders, Fundraising, Crisis Fundraising.

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 »