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Straight talk about major, mid-level and legacy gift fundraising to help you be a better fundraiser

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The Pathway to a Significant Philanthropic Investment is Not Paved With Just “Visits”

A common KPI used to evaluate fundraisers is the number of visits they pay on prospects in their portfolios. It should be replaced by PPIs… Read More


The Greatest Worry of Newly Wealthy Families – and How Major Gift Officers Can Help

Newly Wealthy Donors Aren’t Anything Like Donors Who Come from Families with Generational Wealth They have different world views, different perspectives about money, work, and… Read More


The Faces of Philanthropy: Are They Changing?

The list below was an attempt by Forbes Magazine to capture the “faces of philanthropy” way back in 1994. It’s interesting because it is from… Read More


What Advancement Must Become: Builders of Communities of Shared Interest

You don’t have to poke too far into most nonprofits’ fundraising results to see significant donor erosion, usually masked by a few large gifts each… Read More


The 4 Core Values of First-Generation Wealthy Donors You Need to Understand

Wealth is becoming more concentrated among fewer people. You probably know that already. But what you may not understand is that first-generation wealthy people are… Read More


3 Ways You Can Alter Your Perspective and Approach Toward Wealthy Donors So You Raise More Money

In my previous article, which you can read here, I outlined three challenges wealthy people face when they start exploring the idea of giving away… Read More


The Truth about Wealthy People and Philanthropy Should Affect Your Fundraising… But Does It?

In your organization, it’s likely you have a bunch of people who make five or six figures interacting with people who are worth seven, eight,… Read More


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