Assessing Your Nonprofit’s Donors and Prospects: Annual Fund Segmentation Strategies

Solicitation strategies start with assessing the current situation. Do you treat all your prospects and donors the same? Should you? You should have a development plan for all prospects and a stewardship plan for all donors. But, you should not plan on having the executive director meet with … [Read more...]

Who, What, How, Why and When to Follow Up After Each Appointment

Last week, I wrote asked, and answered, What Makes a Successful Fundraising Campaign?  In the list of essential tasks for volunteers and staff, I included, “follow up after each appointment.” I didn’t want this to get lost because follow up from volunteers will, literally, make or break a campaign. … [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...]

It’s Time for You to Evaluate Donor Retention For the Past Year

It’s early March, which means your end-of-year appeal numbers should be in your system. Now, it’s time to evaluate donor retention rates. In addition to focusing on how much you your end-of-year appeal raised for annual funds, it’s time to dig a bit deeper. Do you know the: Number of PYBUNTs … [Read more...]

How Do You Treat Former Board Members?

I have a pet peeve about this.  I do not understand why nonprofits do not treat former board members (FBM) as more than run-of-the-mill donors.  It seems to me that someone who has given their time and energy to your organization for 3, 6, or even 10 years is someone who should be cultivated more, … [Read more...]

How Nonprofits Create a Connection with Donors

Recently, Michael Katz, of Blue Penguin fame, posted an article on why birthdays are such easy connectors between people across countries, religion, age, politics, race, etc. With only a few exceptions, saying it’s your birthday (or someone else’s) will elicit a similar response, “Happy Birthday!” … [Read more...]

The Key to Any Successful Fundraising Campaign

by Dr. Kerry M. Olitzky There is no obligatory giving Following World War II, as families moved out of urban centers and into the suburbs, they continued to support non-profit institutions, especially synagogues, out of a sense of obligation. Over the last decade, obligation diminished as a … [Read more...]

Make Your Nonprofit Stand Out Through Stewardship

Anyone who has worked in fundraising and development for more than a minute has heard the term stewardship. What we have learned during speaking engagements, webinars, and while working with clients is that the way to translate the idea of stewardship into the reality of a nonprofit environment is … [Read more...]

Does Your Nonprofit Want a Stronger Annual Fund or a Larger Endowment?

I have not seen your specific nonprofit’s budget, annual fundraising efforts, and/or donor lists for the past five years, but I have seen many other organizations’ documents in my work as a nonprofit consultant. The desire to have a stronger annual giving program or a larger endowment fund usually … [Read more...]

Seven + Ways To Thank A Donor

What is the difference between organizations that acknowledge and recognize a donor once or twice after a major gift vs. seven times or more? Thousands and thousands of dollars. Before you say that you don’t have the time to thank a donor seven times, please know that we do not mean that you, … [Read more...]