Feb32025
journey over rope bridge

How to Fuel a Donor Journey that Yields Major Gifts

journey over rope bridgeThe major gift journey is a synergistic one. You see, it’s both your journey and your donor’s journey.

If you want to follow along the most direct pathway to sustainable philanthropy, you’ll want to consider the two-fold nature of the expeditious endeavor known as major gift fundraising. Or, as I prefer to call it, passionate philanthropy.

First understand the pathway to passionate philanthropy is not just about the money;  it’s every bit as much about the experience.

Strive to become your donor’s favorite philanthropic journey guide.

If you do your job as guide well, they’ll find meaning, purpose and happiness being engaged with you.

  • Make the experience a joyful one, and your fellow traveler will become your donor.
  • Continue to make the experience joyful, and they’ll continue to travel the road with you by renewing and upgrading their support.

Major gift fundraisers, essentially, are in the happiness delivery business.

That’s right! It’s both  (1) a business, and (2) a donor journey toward joy.  You’ve got to treat it like a business if you want to make money. That means clarifying goals, setting specific objectives, planning strategies and tactics, and holding yourself accountable. Otherwise you’re just occasionally taking folks along for a stroll, without being thoughtful about what’s in it for both of you. And if you haven’t concretized what the benefits are, it’s hard to deliver on them!

Let’s take a look at the 6 steps you must take to build and sustain a winning major gifts program.

Expeditious Steps to Fuel Your Pathway to Passionate Philanthropy

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Leave a commentMajor & Legacy Gifts
Jan302025

10 Common Nonprofit Major Gift Asking Mistakes to Avoid

When you’re not aware you’re making a mistake, it’s hard to avoid it.

So let’s get curious. I’m going to ask you to close your eyes for a minute to imagine a donor you’ve been wanting to ask for a major gift. I’m going to ask you to visualize a space where you’re meeting. Put them in your office, their home, a café or even a Zoom screen. Choose what’s comfortable, and where you think you’d be most likely to meet with this donor within the next month or so.

Okay… do you have your donor and your meeting space in mind? Excellent!

Now, before closing your eyes, commit to visualizing these four things:

  1. You’re in the room together.
  2. You smile. They smile back.
  3. Someone else is in the room with both of you. . Imagine you brought them with you. Who are they, and how does it feel having them there to support you?
  4. Bolstered by the smiles and good company, what do you say to open the conversation?

SELF-EXERCISE: Okay, are you ready to close your eyes? Even if this feels a little weird, why not give it a try? (1) Pick your donor… (2) your meeting space… (3) your additional person supporting you in the room… and (4) open the conversation. What are you saying to them? What are they saying back? Don’t think in terms of pitching what they can do for you, but in terms of promising what you can do together. Play this scenario out just a bit, until you get to a place of comfort or discomfort. Then open your eyes.

What did that feel like?

What felt comfortable to you? Uncomfortable? Did it feel more comfortable and pleasant than you may have imagined?  Smiling people, committed to the same cause, hanging out in a comfortable space together…. from such a space can come many good things.

  • What did you say to open the conversation?
  • How did that feel?
  • If it felt good, why?
  • If it didn’t feel good, why?
  • What might feel better?
  • Do you think it might feel better to the donor too?

REFLECT and JOURNAL: Take a few minutes to quickly journal some answers to the questions posed above. Whatever comes to mind first is great; don’t overthink this. I guarantee this will help you shift the energy for the next time you move into this space – in real time – with a donor.

A Mistake is Just a Misjudgment

It’s not fatal; you can correct it. But first you have to recognize it happened!

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Leave a commentMajor & Legacy Gifts
Jan272025
Promise to share

Major Donor Conversations: Promise Contrary to Pitch

Promise to shareToday I want to talk about the heart of successful major gift fundraising.

It’s about reframing what you may think of as a “pitch” into what your donor would like to consider a “promise.”

The pitch is one way.

A monologue you deliver about everything you know about your organization. Usually it’s about how great it is, how pressing the need is, how you know the donor cares about your mission… and, then, you drop a bomb into your donor’s lap with a big-ass ask they didn’t quite anticipate. This often leaves them feeling they didn’t get a chance to get a word in edgewise and/or they’ll be a ‘bad’ person if they don’t respond as you suggest.

The promise is two-way.

The donor promises to make a gift to accomplish something near and dear to their heart; you promise to put that gift to work effectively. You fulfill on that promise through prompt acknowledgement and by reporting back to the donor on specifically what their philanthropy accomplished.

The difference between these approaches is the difference between success and failure, especially over time.

For donors to give at their most passionate level, and to stick with you over time, they have to:

  • see and feel the promise;
  • believe and trust in you, and
  • feel good about their giving.

Promises feel good; coercion and guilt don’t.

If people gave because they felt coerced or guilted by your perceived sales pitch, they aren’t likely to want to do this again. Promises, and fulfillment of promises, build relationships. When you make giving transactional, you fail to build a relationship. Ultimately, these donors will evaporate.

Which brings us to the heart of effective, two-way, donor-centered major gift fundraising.

THE CONVERSATION

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Leave a commentMajor & Legacy Gifts
Jan212025
symbolic rainmaking god

How to Build a Major Donor Program from the Ground Up

symbolic rainmaking god

Learn to become an “inside” major donor rainmaker

If you’ve got donors, you’ve got the raw material for a major donor program – and it’s easier than you think.

Begin with your own database.

Most organizations have plenty of donor prospects, without having to go outside and look for prospects who aren’t connected to you.

You know who I mean. The people board members tend to suggest. They may be rich, and may even be philanthropic elsewhere, but don’t have any interest in what you do. And no one knows them or can make an introduction to them.

Don’t start with the most out-of-reach prospects.

You can be a major donor prospect rainmaker without having to go outside or reach too far.

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Leave a commentMajor & Legacy Gifts
Jan162025
Giant gummy bear

The Huge Mid-Level Fundraising Opportunity You’re Missing

Giant gummy bear

Nonprofits pay a lot of attention to donor acquisition. Then?

They largely ignore these donors, unless…

They become worthy of attention by virtue of being ‘major’ donors. Then?

Nonprofits pay a lot of attention to major donor relationship building.

But between new donor acquisition and major donor cultivation, solicitation and stewardship, what happens?

Usually not enough.

This is a HUGE missed opportunity.

You’ve likely got great donor prospects hiding inside your own donor base, and you’re essentially treating them like, well, poop.

What if you were to begin to look at your mid-level donors as the transformational fundraising opportunity they are?

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Leave a commentMajor & Legacy Gifts
Jan132025
"Doing the right thing isn't always easy" storefront art

How Humanity and Trust Supercharge Nonprofit Fundraising

"Doing the right thing isn't always easy" storefront artEveryone’s been saying this, just about daily, for some time.

“These aren’t ordinary times.”

If the anthem for the Boomer generation was Bob Dylan’s “The TImes They Are A’Changin’,” what’s the anthem for today? History doesn’t repeat itself, but it rhymes. We’re living in the face of a firehose of breaking news, and much of it is difficult to digest. Let alone know how to face, handle and get through it with safety and sanity intact.

We can retreat, live in limbo or figure out a way to navigate through this reality and find opportunities to do our work in new and better ways.

It’s a difficult assignment, because it’s not easy to know where to begin.

As social benefit organizations, we want to come from a human-centered, community-centered place, but… what exactly might that be in this extraordinary time?

What the World Most Needs Right Now.

I think it’s humanity and trust.

Usually we have to guess at what will feel relevant to our supporters. Today, we pretty much know. Because we hear it all the time. On the news. On social media. When we zoom with colleagues. When we talk to our friends.

  • People want to know who they can trust.
  • People want their fellow humans to act the part.
  • People want to consciously engage — with humans they can trust — in a meaningful manner.

Social benefit organizations have a secret advantage.

Survival in the civil sector is based on the philanthropic exchange, and ‘philanthropy’ means ‘love of humanity’. Yet sometimes it seems all we see and hear is hatred of humanity. Us/Them.  Left/Right. Red/Blue. Young/Old. Good/Evil. Insiders/Outsiders. I could go on…

There’s a better way. When you infuse your nonprofit work with humanity, you’ll reach trust.

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Leave a commentAnnual Giving
Jan62025
woman expressing values

Your Unique Coping Strategies?

woman expressing valuesThese are the best of times. These are the worst of times.

However you see the present, rest assured others see it the opposite.

How do you cope? How do you help others cope? How are you adapting, personally and professionally, to the times in which we live?

It turns out the way you cope, particularly during times of stress, has a lot to do with your unique personality traits.

During such times, it pays to be self-aware. It can help you understand why you may be feeling particularly panicky. Or inexplicably calm and at peace. ANd it can help you lean in to what makes you feel creative, purposeful, and even joyful.

Through self discovery, you can live your life in the best way possible.

Want to make a contribution that feels authentic, productive and true to you?  Want to make this a year where you help others do the same, be they your family, friends, co-workers, program participants and beneficiaries, volunteers or donors?

Then how about taking a bit of focused time to unearth some important truths about the most interesting person on earth — YOU!

Now is a terrific time for some good old-fashioned introspection.

Turn off the news, stop scrolling through social media, and instead get in touch with, and appreciate, what you bring to the table.

How to Learn About the Most Interesting Person on Earth

I’ve got four fun things for you to try!

One is a values exercise. The others can be grouped under the mantle of “personality tests.”

First, let’s stipulate values vary and they’re all legitimate. Also, there’s  no ‘right’ or ‘wrong’ personality. These exercises and assessments I’m sharing today are my favorites for the workplace (and beyond) as they’ve been rigorously tested, are grounded in research and have been shown to be fair and consistent across populations.  Plus, they’re fun to take.

Are you game?

Even if you don’t love doing exercises and taking quizzes as much as I do, you may find one or more of these interesting. None of them take a lot of your time. And it’s even more fun if you do it together (with friends, family, co-workers); then compare and discuss results!

Remember: Everyone brings their own gifts to the situation at hand. 

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2 CommentsCulture & Values

Time to Catch Up on Last Year’s TOP 10 Hottest Topics

Did you miss the most popular tips on Clairification last year? The trending topics included how to effectively leave voice; retention techniques; e and other campaign appeal strategy; how to communicate about things like overhead and transaction fees; philanthropic culture and board giving.  The standout articles, from bottom to top, include: Countdown: Top 10 Hottest…

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Leave a commentStrategy & Management
Dec302024
Thank you note writing

Don’t Blow Your Post-Holiday Opportunity to Thank Your Nonprofit Supporters

Thank you note writingFor good things once a year is not enough. Why do so many of us only eat turkey once a year?  Or pumpkin pie? I’ve no idea! It’s surely not rational. These are special foods we value and take great delight in. Yet we get into a bad habit of thinking on auto pilot. If it’s not Thanksgiving, the idea of roasting a turkey or making cranberry sauce doesn’t even enter most or our heads. And egg nog, hot mulled cider, panettone and stollen are mostly Christmas things. And then there are the once-a-year only potato latkes. Why are we missing out on an opportunity for greater joy and satisfaction?

When things are good, they bear repeating.

And this is most certainly the case with expressing gratitude to your valued supporters!

It’s not rational to thank your donors only annually.  They keep you going all year long. They deserve your gratitude all year long as well.

What better time to thank supporters than right now, and all through the coming weeks, after a holiday season filled with gratitude?

The much-anticipated “holiday season” is pretty much over. There’s a natural let-down for many.  Wouldn’t it be lovely for your donors and volunteers to get a call from their favorite charity? A call that simply expresses gratitude? If you reach your donor, the goal is to have a quick conversation. Most important: stick with pure gratitude as your focus. Your aim is to make your donor feel connected to your cause, and really good about their support. If no one picks up the phone, don’t waste the call. Leave an upbeat message.
            “Joe, hello! I just called because, in thinking over the past few days about all for which I’m grateful, I realized I’m grateful for you and all you do to make our community a more caring place. I just wanted you to know how much your support is appreciated. Thanks so much, and may the new year bring many blessings.”
My hunch is there’s nothing better you could do with your time today. Or early next week if you’re taking some personal (or shopping the sales?) time today.

All the “strategies” in the world can’t substitute for a genuine, personal connection that comes from the heart.

Don’t let weeks and months go by. Connect!  Express your thanks!  Don’t wait until you’ve got a perfectly crafted letter, email or insert piece. That’s called procrastination, or “letting perfect be the enemy of the good.” Sometimes, timing is everything.
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Leave a commentDonor Retention