
Donor Relationship Management

Calendar or fiscal year, you are only months away from the greatest season to thank donors, cultivate prospective donors and to secure gifts. What are your plans? Are you ready? Is your team ready? How fast are you moving?...
I will never forget what happened to the major gifts officer (MGO) who went into the office of an owner at a very large company in California and asked for a gift. The donor said, “When you have something that has some vision and is in the million-dollar range, come back and see me. What you are proposing today does not interest me.” ...
Susan and I had a recent conversation on how her organization, a nonprofit focused on education for disadvantaged youth, can expand its donor reach. Her complaint is a similar one. “We’re in a relatively small community. There must be a thousand nonprofits here competing for the same donors. We’re seeing a lot of donor fatigue.” ...
One of the best gifts you can give a donor is a photo of the people their gift is impacting. For donors, we would often frame a photo as a thank-you gift. More often than not, when we would make a follow-up visit to the donor’s office, we would see that framed photo proudly displayed...
Effective major gifts work is, at its essence, serving the interests and passions of a donor. This may sound formulaic—it may sound basic and boring. But, just do this (and do it well) and you will be wildly successful. Don’t ever search for a replacement to a tried-and-true formula for doing anything. Instead, use the formula or approach and innovate within it...
Have a fundraising challenge you want to crack? Weary of doing the same old, same old yet hoping for different outcomes? Do you want the over-the-top results that come from superior strategy? Email me with your particular problem, and I’ll arrange a quick consultation offering you a practical solution you can implement. I may even…
The conventional fundraising wisdom is if we only have the right map coordinates and secret handshake, we’re in. And so, our fundraising challenges will miraculously evaporate. Countless webinars, short courses and workshops claim to offer this treasure map. Well I’m here to tell you this tale is half right. It’s not the half you imagine, however...
I have been tracking the journey of a donor, who is no longer with us, who gave a very sizable gift of more than $800 million to a nonprofit before he passed away. How can I be tracking the journey of a donor who has passed away? Because this donor not only gave the organization more than $800 million, he also left an estate of equal size to his kids, wife and grandchildren as well. And all of this wonderful giving has been managed by the nonprofit in a manner that is, well, amazing to behold...
If your board needs a spark, a stoking of the embers to get the fire roaring again, I have some ideas for you. They come under the headings of inspiring, exciting and directing your board. If you can do these three things with your board of directors, good things will come to your major gift program and organization...
You can’t consume them in five minutes. Yet all too often nonprofits treat their donors exactly like a gumball dispensed from a machine. Chew it up. Spit it out. Done. Oh yeah, maybe you send a quick "thanks" to whomever gave you the change to buy the gum. But that’s as far as your gratitude takes you. You’re over it...