Strategic Planning

5 Agenda Items for Your Year-End Strategy Session
September 28, 2022 at 10:05 am

Strategy conversations can boil down to a simple statement: After we determine why we’re doing something, let’s vet what needs to be done. From there, the nonprofit can best figure out how it’s going to get done.

Here’s Why Your Nonprofit Team Isn’t Hitting Its Goals
September 2, 2022 at 11:18 am

Your nonprofit likely has many goals it wants to accomplish, ranging in priority and timeline. Some of these goals may be broad and worldly, while others are not. However, for you to lay a path to accomplish your goals, your nonprofit should follow a similar structure for writing each of your goals. 

4 Steps to Build a Planned Giving Legacy Society
August 5, 2022 at 12:14 pm

For some nonprofits, starting to ask for planned gifts may seem like a big leap. After all, many fundraisers are afraid to ask for a gift in general. So, how are they going to ask a donor to give to a cause after their death?

Why Organizational Values Matter to Fundraising and Strategy
May 20, 2022 at 8:30 am

At a recent strategic planning session, I was working with a nonprofit to create organizational values. As my team introduced the activity, a board member spoke up and said, “We’d like to focus on strategies and goals. Why should we take the time to focus on organizational values?”