How to Write a Great Out-of-Office Message (with Key Info for Your Donors)
Everyone at the office is just about ready to shut down their laptops for some time off during the holidays. But you don’t want to leave your donors hanging. What if they have questions about sending in a last-minute year-end gift? Now, this doesn’t mean you or your...
Founder Q&A: What does your non-profit’s structure have to do with success?
The structure of a non-profit has everything to do with whether the organization is running effectively and efficiently, and whether the donor is experiencing the best the organization can offer. When every function of the organization is aligned in support of the...
Estate Planning, Tax Code, and Planned Giving: Are You Prepared for Upcoming Changes That Could Impact Giving?
A big change is scheduled for the United States estate tax code. It is set to begin in 2026. Now, you may be wondering why we’re even talking about this. After all, it’s only 2023. Surely you don’t need to think about a tax code change that won’t take effect for a...
Question of the Month: How do you plan for a transformational gift?
First, it’s important to start with the basics. Before you can ask for a transformational gift, you need to have a major gifts caseload of no more than 150 qualified donors, tiered A to C, with an individual communication plan for each donor. Then, of your Tier...
Do You Have What It Takes to Get a Transformational Gift?
Right now, in this moment, you have donors in your caseload who could give transformational gifts. But they’re not giving those gifts right now because no one has taken the time to see them, dream big with them, and take that journey with them as a partner. Getting...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
