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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 preparedRead More Rules of Solicitation: The Script

Learning the Language

By Mark Belcher, Partner After more than 20 years of working in and with various types of development organizations – higher ed, research, hospitals, etc. – one thing I have come to appreciate is that there is more often than not a considerable gap translating our work into the language of business operations. As is alsoRead More Learning the Language

Engaging Generation Z

By Project Manager, Heather Thornton Recently, my teenage cousin came for a short visit. She is an amazing kid – smart, funny, engaging…so much so that I sometimes forget I am dealing with a 15-year old and not an older, more mature person. I would say that she represents a fairly typical Gen Zer, thoseRead More Engaging Generation Z

Leave A Legacy

“I’d like to buy the world a home and furnish it with love…I’d like to teach the world to sing in perfect harmony…” I was reminded of those lines from a 1971 Coca-Cola ad as I read an article in Planned Giving Today  about ‘Leave A Legacy.’  Now, I know I’m showing my age withRead More Leave A Legacy

Crowdfunding: The Ask of the Future or Just Another Tool in the Tool Belt?

By Katie MacKenzie, Project Coordinator Crowdfunding. Every week on my various social media feeds, I see at least one or two Kickstarter, GoFundMe, or Indiegogo-type pleas for fundraising support.  Some of the causes are noble – supporting a medical mission trip to Haiti, assisting underserved students in need of new classroom supplies – while othersRead More Crowdfunding: The Ask of the Future or Just Another Tool in the Tool Belt?

Young Alumni Giving

A few months ago I attended my five year high school reunion and a few weeks after that I got my first solicitation to the alumni fund call. I was shocked to think back and realize this was the first time my high school was soliciting me for a gift of any kind. And toRead More Young Alumni Giving

How Do You Present?

By Heather Thornton, Project Manager Recently, I dressed up for my first “picture day” in over 10 years, as the firm is updating our website’s company photos. This time, instead of excitedly pulling on the brand-new thoughtfully purchased and carefully laid out outfit (bought by my mom) and waiting in line with other classmates whileRead More How Do You Present?

Donor Contact: Make It Personal

A recent conversation with an alumna of a public university in the east illustrated to me how a variety of contact methods can be used effectively. She is an international businesswoman in the Los Angeles area being courted by one of the leading private universities there as a potential trustee and eight-figure donor. A deanRead More Donor Contact: Make It Personal

Dancing With A Donor’s Ego: A How To

By Jarrad Howard, Campaign Strategy Study Coordinator In a meeting with a potential donor, whether they are a new donor or a constant supporter of your organization, I have found that these meetings are never one-on-one. The parties in attendance are always you, your donor…and your donor’s ego. Although uninvited, the ego is ever presentRead More Dancing With A Donor’s Ego: A How To