Your Linear Donor Plan Should Be Dynamic
Stop and take a look at the plan you’ve made for one of your active caseload donors. Note how you’ve organized it – for most people, it’s linear. In other words, it goes from today through a bunch of future actions and, somewhere in there, there’s an ask. This is...
Get Ready Now for Year End – Everyone Else Is
It’s always good to watch what retailers are doing when you’re making your own plans for caseload management and communication. That’s why this information caught my attention when Lisa Robertson (our Client Experience Leader) sent this to me. It’s an article entitled...
Are You Ready?
There’s a lot of anxiety in the non-profit sector about 4th quarter fundraising revenue. Richard and I are seeing article after article from leaders who are worried about the unknown of how donors are going to give (or not) in what is traditionally the time when most...
Do You Have a Vision?
For years, Richard and I have been saying that a non-profit should consider half of their mission to be about donors. In other words, your mission should be just as much about your donors as the work you’re doing every day to make a difference in the world. That’s a...
Major and Planned Giving Pixie Dust
Jeff and I were having dinner with a friend of ours earlier this week. We were talking about how so many leaders, managers, MGOs and PGOs buy into major and planned gift ideas, schemes, philosophies and approaches that are either not true or partially true, but they...TOP RATED PODCAST
Twice monthly, Richard and Jeff address current topics and classic problems in major gift fundraising.
