Helping you qualify, cultivate and prioritize major donors and legacy supporters so you can have fun closing more gifts more efficiently.

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Two steps to make the best of donor-advised funds

1. Uncover who among your supporters has a donor advised fund. Just ask them the very simple question: Do you have a donor advised fund? 2…. Read More

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I love my staff!! They are so thoughtful! They figured that some of our thousands of blog subscribers might want a super-concise book of my best blog… Read More

Why you should ignore Pokemon Go

Pokemon Go is a shiny object. A time waster for a fundraiser seeking serious results. It focuses on the lowest rung of the ladder. DO… Read More

Why I don’t cry foul when I hear how much money sits in DAFs

Al Cantor is great. He’s a tiger. He takes particular interest in what DAFs are (and are NOT) doing. For instance, fairly recently he pointed… Read More

Ever wonder what donor advisors tell their clients when it comes to giving their money away?

Rockefeller Philanthropy Advisors has spent the past 120 years advising one of the worlds most philanthropic families— the Rockefellers. Today they help their clients give away… Read More

The number one reason why you aren't getting your share of dollars from donor advised funds

According to Fidelity Charitable, most donor-advised fund account holders included or will include a bequest in their estate plans. You might not think that matters… Read More

6 Ways You Should Suggest Your Donors Use Their Donor Advised Funds

1. For memorials Let donors know that they can turn their Donor Advised Fund into a sort of “memorial fund” to honor a late spouse, family… Read More

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