Author: Nancy Peterman

Nancy E. Peterman, as Partner, assists universities, schools, healthcare, arts and cultural institutions and human service organizations to achieve results and pursue their missions. In her role as Partner at Alexander Haas, Nancy’s recent clients include Clemson University, University of North Carolina Wilmington, Saint Mary’s College of California, University of West Florida, Louisiana State University Foundation, Salem Academy and College, the University of Connecticut, Emory University School of Law, Kansas State University, Sewickley Academy, Notre Dame Academy, and the Institute for Humane Studies at George Mason University.

The Ask Amount

  By Nancy Peterman, Partner Best practices dictate that a solicitation includes an ask for a specific amount.  How do organizations determine the correct amount?  This is a question that is raised repeatedly in every campaign and frequently in annual giving programs with personal, face-to face solicitations.  It is also one that confounds leadership and… Read more »

A Non-Response Isn’t A Rejection

  By Nancy Peterman, Partner In the world of development much has been written about how many attempts one must make to land a meeting with a donor before throwing in the towel.  Some organizations have specified protocol such as the following: If there is no answer leave voice mail on the first attempt; Call… Read more »

Annual Performance Reviews: Passé?

  By: Nancy E. Peterman, Partner Have annual performance reviews become passé?  A recent article states that “more than four-fifths of firms are ditching standard year-end performance reviews and ratings, including Goldman Sachs and General Electric.”  Keeping up with the times, General Electric is now using a mobile app in its new process to provide… Read more »

Rules of Solicitation: The Script

  After only 10 minutes into the conversation, the prospect said, “I am satisfied that you have met all the requirements for fundraising success that I requested several months ago. I’m ready to sign and pledge $2 million dollars to this effort.” The two solicitors looked at each other in disbelief. Carefully scripted, they were… Read more »

Don’t Treat Your Board Chair And Campaign Chair Like This!

A previous blog offered suggestions on how to aggravate your board in four easy steps. Following up on that post, I’ve received suggestions on how to not only tick off your board chair but your campaign chair as well. Some of these came from chairs that we have worked with throughout the years. It brought… Read more »

How To Aggravate Your Board In 4 Easy Steps

  Most board members say that they are honored to be associated with their favorite non-profit, whether it is an educational, arts, cultural, human services, or religious institution. As we work with these non-profits to assist them with strategy; in procuring financial resources; developing, coaching, and mentoring leadership; or defining mission, vision and case; we… Read more »

A Closer Look At Community Philanthropists

  Photo Credit: AFP Atlanta National Philanthropy Day Luncheon Two long time Atlantans were honored last month by the Association of Fundraising Professionals for their transformative philanthropic contributions to the greater Atlanta Community. Tom Chapman and Rabbi Alvin Sugarman received their awards from Bernie Marcus in a ceremony at the Georgia Aquarium. Mr. Marcus, who has… Read more »

Board Member Giving

Should board members be asked to make a minimum annual fund gift? We are often asked about the wisdom in setting a minimum annual philanthropic gift for the members of the board of directors. Written into many descriptions of board roles and responsibilities is the requirement that a board member make a minimum annual gift… Read more »

Endowment Compliance Audits

Institutions which raise funds for endowments need to be mindful of complying with the donor’s intentions long after the gift was made, and often after the fundraiser who closed the gift is gone from the institution. Although agreeing to a donor’s intentions seems to be a straightforward proposition when dealing with one donor and one… Read more »