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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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Imagine This…

Did you have a grandmother or elderly aunt, uncle or friend?  I did. Imagine if I sent mine letters and emails every once in a while. Imagine that… Read More


6 reasons why some donors prefer to stay anonymous

In case you’ve ever wondered why some donors prefer to stay anonymous, here are 6 proven reasons why: 1. They do not want fundraisers from… Read More


5 thoughts that might lead your supporters to feel donor remorse

Here are some of the thoughts crossing your donors’ minds while you’re asking them to support your cause: Will they say thank you or just… Read More


10 Ways to Deliver Value to Your Major Donors and Planned Giving Prospects

1. Find ways to release dopamine and/or oxytocin in your supporters’ brains. Oxytocin creates intimacy, trust, and builds healthy relationships. It is essential for creating strong… Read More


Ever wonder about the history of philanthropy and fundraising? Here it is!

This is so cool! You’re going to love it!   Thanks to the good people at the National Philanthropic Trust, now you can take a… Read More


Top 3 reasons why major gift or legacy gift officers don’t have enough face-to-face meetings with donors

I hear a lot of people complaining about gift officers not meeting with enough donors. Usually, these complaints come from people who don’t really do… Read More


What to do when a supporter notifies you that they left your organization in their estate plan but won’t take your calls.

I know, it’s frustrating. You want to thank them but they won’t respond to your outreach. First things first. There are a bunch of reasons why… Read More


Imagine: One extra call each day.

I simply love inspirational quotes. Here’s one I recently came across from Thomas Edison. He once said, “The successful person has a habit of doing… Read More


4 simple concepts that can help you raise sophisticated transformational gifts

I like this blog post written by Greg Ring over at The Giving Crowd.  In it, he outlines his Four C’s of Successful Fundraising. Although,… Read More


Engagement Fundraising in 7 simple bullet-points

Focus- Focus your marketing (especially your expensive marketing like face-to-face meetings) on people who have a lot of money Generate leads- Generate highly-qualified leads among… Read More


Donor Complaints: Why it's a bad idea to get upset with donors when they complain

No one likes to hear complaints.  But when you work for a nonprofit or a private sector business, you need to welcome complaints. Here’s why:… Read More


Have I mentioned how self-actualization ties in with why donors give?

Self-actualization (realizing one’s full potential) rests at the top of Maslow’s hierarchy of needs. Donors aim for self-actualization and giving helps them make progress toward that goal…. Read More


Now Available: Dr. Russell James’ Visual Planned Giving Textbook, Updated for the 2018 Tax Law

My friend, Dr. Russell James has just finished the newest edition to his groundbreaking textbook, Visual Planned Giving. This includes an in-depth analysis of the… Read More


Building awareness for planned giving is easier and less expensive than ever

Promoting planned giving doesn’t have to be expensive. If you have traffic on your website, you have a chance to promote planned giving for pennies… Read More


Do you care more about your legacy society than the donors in it?

Some nonprofits seem to care about ‘having’ a legacy society far more than they care about the donors in them.  There’s lots of evidence supporting my… Read More


5 interesting videos that promote legacy giving

Here are 5 videos for promoting legacy giving. According to LegacyVoice these 5 are the best. I’m not so sure about that. But I do applaud… Read More


35 amazing ways to engage and involve your donors and supporters

If you’re stuck wondering how to involve your supporters with your mission, look no further. Here are 35 ideas from a stream of my consciousness…. Read More


3 simple ways fundraisers can improve their LinkedIn profiles to land more meetings and raise more money

Most fundraiser’s LinkedIn profiles are screwed up! They look like resumes, not invitations. After all, are you trying to raise money or are you looking… Read More


Finally revealed, a profile of the ideal major gift officer

Thanks to the Education Advisory Board, we now know what the ideal major gift officer looks like. Their Advancement Forum sought to understand what makes… Read More


The more things change, the more they stay the same

I was wondering who might have created the first survey ever.  My search led me to Charles the Great, the “Father of Europe.” Apparently, in… Read More


Do major gift and planned gift staff need "sales managers"?

Huh? Sales managers? But we don’t sell anything! Actually, you do! You’re selling value. Any exchange of money occurs because a person sees value in… Read More


The 80-20 Rule is dead!

76/10, not 80/20! Last year the Congressional Budget Office released a report about wealth in the United States. Here are some points to consider: The top… Read More


What you should know about your high net worth volunteers?

Great volunteer opportunities and experiences are essential for your nonprofit (as discussed before). Here’s what the data shows your high net worth volunteers are looking for! Having… Read More


14 things you must know about your donors to win major gifts (including planned gifts)

Here are 14 things you must know about your donors if you want to raise major and planned gifts (13 of which can be obtained from… Read More


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