2009: A Year of Challenge and Celebration

Posted , by Keith Curtis. Topic: Fundraising.

“20 years of work we love”: That was our anniversary tagline for 2009. And what a crazy year it was. Along with helping clients build capacity, train their boards, and meet campaign goals, we were called on to make an additional 32 presentations at conferences and events from Atlantic City to New Orleans. Between that… Read more »

Do You Know Your Five Rights?

Posted , by Wendy McGrady. Topic: Fundraising.

This month, three of our clients each received major gifts of $100,000, $225,000, and $250,000, all because they were willing to follow the five “rights.” As we always say, it’s important to have the right people ask the right prospect at the right time for the right amount and the right reason. A year and a… Read more »

Who Makes Planned Gifts?

Posted , by Wendy McGrady. Topic: Planned Giving.

A client recently noted that since they didn’t have any wealthy constituents, planned giving probably wouldn’t work for their nonprofit. While the latest research shows that people who earn $100,000 and above are more likely to leave a charitable bequest, don’t forget about those loyal folks who have donated continuously—even small, annual gifts—to your organization. Frequency… Read more »

Fundraising Ethics: Lesson #1

Posted , by Wendy McGrady. Topic: Fundraising.

People who haven’t done major fundraising sometimes hold misconceptions about how the process works. We’ve had questions recently about whether we can guarantee fundraising results or bring our own list of potential donors to a new client. The answer to both questions is no, because both are unethical. As a member of the Giving Institute,… Read more »

Study Says In-Person Asks Get Bigger Gifts

Posted , by Keith Curtis. Topic: Major Gifts Programs, Making the Ask, Philanthropy Research & Events.

You know how we’re always saying you need to ask for major gifts in person? A new study by Indiana University’s Center on Philanthropy and Campbell & Company, “Significant Gifts: Where Donors Direct Their Largest Gifts and Why” proves us right. The study reports that donors who were asked to give in person (to secular… Read more »

Rules of Engagement

Posted , by Keith Curtis. Topic: Donor Communication, Year-End Giving.

With the economy improving, the good news is that end-of-year donations may be up over 2008. But don’t count on your year-end appeal to save you from a down year in fundraising. The Chronicle of Philanthropy just reported on how several charities are approaching fundraising season. One nonprofit director said that because their first year-end… Read more »

Get the Right People at the Table

Posted , by Wendy McGrady. Topic: Making the Ask.

Today I attended a successful call for one of our clients that resulted in a major gift from a local bank. The experience was a good reminder about the value of patience and the importance of having the right people at the table. First, in looking back, I realized that setting up this meeting took… Read more »

Client Successes Prove Donors Are Still Giving

Posted , by Wesley Stanley. Topic: Fundraising.

For months, we’ve been preaching that fundraising in a challenging economy can be successful if it’s done right. Here are three good examples that prove it. Bedford Hospice House has reached its $1.6 million goal and will break ground on a much-needed hospice facility in Bedford, Virginia, later this year. Lackey Free Clinic of Yorktown has… Read more »

On the Road Again

Posted , by Keith Curtis. Topic: Fundraising.

We were on the road again this week, this time to exhibit and make a presentation at North Carolina’s annual Philanthropy Conference. The event drew some 420 fundraising professionals, and their overall mood seemed to be cautious about current fundraising but optimistic about 2010. Even though this year’s fundraising is still a concern, many development… Read more »

The Good News About Big Gifts

Posted , by Keith Curtis. Topic: Fundraising, Philanthropy Research & Events.

According to the latest biannual survey of fundraisers conducted by Indiana University’s Center on Philanthropy, confidence in the fundraising climate is still low. The good news is that fundraisers are more optimistic about generating donations in the next six months. The expectations measure, as it’s called, was 72.8, an increase of about 10 percent over… Read more »