Does Your Organization Have an Emergency Leadership Transition Management Plan?

Emergency leadership transition management has been on my mind ever since the tragic, untimely death last month of Rabbi Aaron D. Panken, Ph.D., z”l, may his memory be for a blessing, the 12th  president of Hebrew Union College-Jewish Institute of Religion.  As soon as shiva—the seven days of … [Read more...]

Food Justice and Sustainability – From KAM Isaiah Israel to Your Nonprofit

Even as we anticipate the beginning of summer, I am thinking back to this past Sunday, May 20, 2018.  In the Jewish liturgical calendar, the day marked Shavuot, when in ancient times, Jews were gathered up to Jerusalem for the Festival of First Fruits.  In the Christian calendar, the day is known as … [Read more...]

What Motivates Donors to Give

I got an email from a client earlier today.  He wrote: I saw an article in the Washington Post yesterday. It discusses that, with the new tax law, many people will lose the deductibility of charitable contributions because they will become subject to the standard deduction. For individuals 70.5 and … [Read more...]

Getting Ready for the New Year

On the first day of the New Year, I found a few things that gave me pause for thought as I clear the decks and begin getting ready for the New Year. At the end of the year, most organizations judge their success by one question: Did we meet our budget goal?But growing future giving means … [Read more...]

The Role of the Executive Director in Nonprofit Governance

Managing relationships among lay leadership and staff. Navigating the relationships between senior staff and lay leadership is critical to mission driven work and seamless operations.  We believe this so strongly that we even wrote a book about it.  You can get your own copy—either electronic or … [Read more...]

Good Fundraising Data Can Enable You to Have the Best Year Ever

The turn of the calendar page to June is a sure harbinger of warmer days ahead, and, as summer approaches, a development officer’s mind often turns to planning. Today, a clear understanding of your fundraising data is the foundation for sound development planning.  Are you and your colleagues … [Read more...]

Award Season for Philanthropy and Fundraising

With the announcement of the 2017 Tony Award nominations at the beginning of this week—and, aren’t all you Tolstoy fans excited about the 12 nominations for Natasha, Pierre, and the Comet of 1812—I began to think about these “seasons” which every industry seems to experience. From the Golden … [Read more...]

Uncovering A Hidden Planned Gift

I recently participated in the solicitation of a rather peripherally involved 82-year-old donor of one of our clients.  We were going to ask for $100,000, when, before we could even begin, the donor said that he had already provided a $100,000 planned gift for the congregation in his estate … [Read more...]

Nonprofit Solicitation: It’s Harder To Get The Appointment Than To Get The Gift

A successful campaign requires that your solicitors understand the nuances of a nonprofit solicitation, also known as, "the ask." Among other things, a successful solicitor will: look to develop a long-term relationship with the donor(s) offer a strong case for giving practice what … [Read more...]

Value the Nonprofit Donor More than the Donation

Showing how much you value the person is vital at every stage of a relationship—initial engagement, involvement, solicitation as well as stewardship.  Here’s a story that shows what a difference that can make with a nonprofit donor. Martin, a leadership gift prospect who was the retired CEO of a … [Read more...]