At the recent CASE Strategic Talent Management Conference I attended, a fascinating report* was presented that outlined factors that make major gift officers successful, and surveyed fundraisers [...]
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: [...]
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 [...]
This is a question I’ve heard frequently in my recent coaching conversations: fundraisers seeking exceptions for their donors to changes in institutional policies. Whether the policy is about [...]
It’s a nearly universal truth among gift officers that expanding our portfolio is a critical — and often challenging — part of our roles. Volunteers who are passionate about philanthropy can be [...]
Think about the relationships in your life — the ones with those you’re closest to, or who you most enjoy engaging with. Do these relationships focus on key milestones like events, or visits if [...]
How have the last 15 months changed you? Have you been impacted by the political and social justice developments of recent years? I can tell you that I’ve felt significant effects — everything [...]
What a year 2020 has been. To call it difficult would be an understatement. But I think it’s important to reflect on one of the most hopeful things I’ve seen this year: you. Philanthropy [...]