There are four steps involved in fundraising: 1) Plan 2) Plan 3) Plan, and; 4) ASK! – Hank Rosso What is a Case for Support? The Association of Fundraising Professionals (AFP) Dictionary defines a case for support as “the reasons why an organization both needs and merits philanthropic support, usually by outlining the organization’s programs, […]

NEVER submit a “cold grant” . . . what does that mean, exactly?  Simply put, you submit a “cold grant” when you haven’t been specifically invited to submit a proposal by a foundation.  It’s a big ‘no-no’ and often separates highly successful and savvy fundraisers from their well-intending but amateur counterparts.  The odds of your being awarded a grant […]

One of the most challenging aspects of being a leader is resolving conflict in the workplace while exercising emotional intelligence and sensitivity toward all parties involved.  That can be a Herculean task in the heat of the moment, but knowing that there are some tried-and-true rules of engagement to effectively resolve conflict to with a […]

If you’ve been wondering about charitable gift annuities (CGAs) and whether they’re a good tool to incorporate into your planned gift toolbox, read on.  Particularly for small nonprofits, there’s a lot of confusion about and resistance to considering offering CGAs to donors.  I’m asked about CGAs often, and so I thought I’d take the opportunity to develop […]

I love podcasts, don’t you?  What . . . you don’t listen to them?  If you’re a busy nonprofit professional on a shoestring budget, then you absolutely should.  Podcasts are personal and professional development opportunities on-the-go; they’re magazine subscriptions for your ears.  They can make your life easier, more efficient, and more enriched plus . […]

In discussing planned gifts with an executive director client the other day, she insisted she couldn’t write something “positive” for her members and donors about charitable bequests.  She “hated bringing the topic up because it reminds her and everybody of death” and she didn’t want to appear ghoulish or greedy. As it turns out, nothing […]

I was reviewing a colleague’s annual budget yesterday and was immensely impressed; it was an absolute work of art – beautifully organized, meticulously categorized, and elegant in its straightforward ‘readability’.  He told me that the pre-budgeting process required dozens of hours of sweat equity and planning, but that subsequent budgets are relatively easy.  His hard […]