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 »

A Last-Minute Plan for Year-End Fundraising Success

Posted , by Hilary Fulp, Consultant. Topic: Boards of Directors, Development Plan, Donor Acknowledgement, Donor Communication, Donor Retention, Donors, Fundraising, Major Donors, Year-End Giving.

If you feel behind for the end of year fundraising push, here are four things you can do in the next two months to raise more. 1. Engage Your Board – When you meet with each board member to ask for their meaningful personal gift, engage them. Consider their strengths, then enlist them to make calls, set… 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 »

Donor Cultivation in the New Fundraising Normal

Posted , by . Topic: Crisis Fundraising, Donor Communication, Donor Prospects, Donors, Fundraising, Major Donors, Major Gifts Programs, Webinars and Videos.

Creative Donor Cultivation and Stewardship – AND the Future of Fundraising Events   Let’s Talk Fundraising – Victoria Dietz and Abbie Hacker share creative ways that our clients are cultivating and stewarding donors using virtual and in-person. With a special section on the future of fundraising events.

Using Metrics that Matter to Plan for the Unexpected

Posted , by Abbie Hacker, Consultant. Topic: Crisis Fundraising, Development Plan, Donor Prospects, Donor Retention, Donors, Fundraising, Gift Solicitation, Major Donors, Major Gifts Programs, Preparing for a Campaign.

By Abbie Hacker Consultant For the most part, we can’t even begin to predict what the fall will look like. In the nonprofit community, this uncertainty plays out in numerous ways… should you move forward with your in-person event? Will you be able to meet face-to-face with your donors? Can you offer tours of your new… 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 »