Advancement officers are, typically, quite familiar with the idea of transferring a prospect from one portfolio to another. This is most easily done when transitioning a new prospect without an [...]
Work events: Whether it’s a gala, a homecoming event for university parents, a campaign launch or any other community-facing event, there’s a belief among folks who aren’t frontline fundraisers [...]
I was recently conducting an assessment that will lead to a strategic plan outline for a client. As a part of the process, I had the honor of speaking with a handful of passionate stakeholders: [...]
The topic of metrics comes across my desk regularly. It may also be one of the more challenging topics in fundraising, as metrics is both an essential tool and one that is often misused, thus [...]
“I’m too busy.” “I’m just trying to keep up.” “My to do list is overwhelming.” We rarely do our best work under these circumstances, moving reactively from task to task, and yet these are such [...]
Happy new year! Yes, it’s July, but for many of us, July 1 marked a new fiscal year. And a new fiscal year usually brings with it two things: An opportunity to reflect on what went well in our [...]
With Memorial Day weekend upon us, many of us are also thinking about summer vacations. We are also focused on fiscal year end — thinking about what we’ve accomplished and what we’d hoped to do [...]
We are tired. We are busy. We just cannot seem to get to everything on our list. I have this conversation almost daily with clients and colleagues, and what’s worse is that many of us have [...]
In recent months, I’ve had several conversations about the challenges of working with and staffing our internal partners — physicians, faculty, program leaders, and others — in a virtual [...]
On a webinar I hosted recently, we had an institution sign up a large group of attendees. Including multiple team members is common, but this time something stood out to me: they had invited [...]