7 Steps to Ensure New Donors Can Easily Find You and Make a Gift “Phoenicia,” the older gentleman said, “I’m glad I finally reached you. I called the main number, and the lady who answered doesn’t know you. In fact, … read more
Take Time to Write Down Your Recipe for Next Year’s Fundraising! I have been appointed the keeper of the dressing recipe from Mom. (See the print out beside the bowl.) My two sisters taste as I mix and say over … read more
Several years ago, I offered to return a six-figure gift to a generous donor. Here’s what happened. True Story The gift was spontaneous, made in a moment of joyful appreciation but without input from the fundraising staff. Restricted completely, the … read more
Understanding Donor Advised Funds One of the fastest growing vehicles used by major donors today is the Donor Advised Fund or DAF. Why do Donor Advised Funds Matter? The number of DAF’s has surged to 300,000 in the past eight … read more
Why I Recommend Not Recommending Bunching & Bundling As we near year-end, here’s my advice: Don’t mention “bundling” or “bunching.” What is Bunching or Bundling? The concept of philanthropic “bundling” or “bunching” is simple: Donors “bunch” together several years of … read more
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