Fundraiser Education

In early February, the Internal Revenue Service and various tax agencies issued an alert warning employers of a Form W-2 email phishing scam. The scam was well known among private-sector businesses—the Democratic National Committee famously fell for a similar version—but the IRS updated the alert to include school districts, health-care providers and, yes, nonprofits...

I travel from time to time to Chicago for mandatory meetings, which I enjoy attending because I can interact with a variety of colleagues. During a recent trip, I had dinner with several senior peers where we thoroughly discussed special events. I have not been responsible for a significant special event for several years, so I listened intently. I am always interested in building new fundraising pipelines...

Early indications do not favor the Trump administration throwing more money toward human services. So, it appears that people living in the superpower that we call home are going to rely increasingly on the work of nonprofits. The inconvenient truth, though, is that those doing the good work are being "systematically starved," as highlighted by…

Is it time to urge the AFP to launch a formal effort to update the Donor Bill of Rights, incorporating donors from offline and online sources, into a single, updated and relevant document? I argue it is, and that part of this effort should be to invite—and consider—input from the fundraisers in the trenches...

Philanthropists, especially those who become evergreen, see giving as a relationship—an ongoing relationship. They give for reasons, which are intensely personal. Those reasons are almost never material. They give to realize their personal values for self-actualization. Nonprofits that understand this appreciate that when they ask for an investment, they’re offering something of far greater value than the financial resource a donor offers...

We are working with a client with several high net-worth board members who have been donors, but not at a level commensurate with their giving capacity. This organization is moving from a focus on special events—where their annual giving was a program of event sponsorships—to a relationship-based culture of philanthropy. The reality is that while…

Wall Street investors famously coined the phrase, “It’s all about the Benjamins,” referring to the hundred dollar bill that bears Benjamin Franklin’s likeness. As it turns out, Franklin can give us a few tips about how to maximize fundraising dollars...

PayPal created its Charitable Giving Fund as a convenient way to donate to your favorite charities. Seems like a simple enough transaction, right? Unfortunately, Friends for Health and Terry Kass recently slammed PayPal with a class action lawsuit for allegedly redirecting charitable funds to other nonprofit organizations without notifying the donor (or the organization that the donation was originally intended for)...

When your focus is on a donor’s potential capacity rather than their passion, you’re making assumptions. When your focus is on their job title or the neighborhood they live in rather than their commitment, you’re making assumptions. When your focus is on the color of their skin or their age or gender, you’re making assumptions...

I suppose all of us are trying to make deep gladness happen in our lives in some way or another. I know I am. I have discovered there is direct correlation between my happiness and serving others. It goes up when I am giving myself away. It goes down when I am focused on me. It’s counterintuitive, I know. But it’s true...