Sign expressing values

Bottom Line: Philanthropy Culture Improves Fundraising

“Philanthropic culture is a key driver of fundraising performance.”

— Adrian Sargent, Institute for Sustainable Philanthropy

Is a culture of philanthropy just something that’s ‘nice’ to have? Does it simply make people feel good? Or might it actually affect your bottom line – making it ‘necessary?’

I know I’ve worked with organizations who looked at the notion of developing a philanthropy culture a bit like doing staff morale building or sensitivity training. It certainly sounds good, and who can argue with reports from pioneering organizations like the Walter and Evelyn Haas Jr. Fund (see Underdeveloped, Beyond Fundraising: What Does it Mean to Build a Culture of Philanthropy, and Fundraising Bright Spots) and Sea Change Strategies (see Inside-Out Fundraising) that embracing a culture of philanthropy (COP) will bring all sorts of benefits, including recruitment and retention of talent, stronger development plans and infrastructure, a better understanding of the board role in fundraising and a shared understanding of the importance of fundraising across functional siloes.

“As a sector, we need to elevate the importance of fund development as a leadership issue, invest in a stronger talent pool, and strengthen the ability of nonprofits to develop the systems that enable fundraising success.”

— Jeanne Bell, CEO of CompassPoint, co-author of Underdeveloped

“Generally, a culture of philanthropy is one in which everyone—board, staff and CEO—has a part to play in raising resources for the organization. It’s about relationships, not just money. It’s as much about keeping donors as acquiring new ones and seeing them as having more than just money to bring to the table. And it’s a culture in which fund development is a valued and mission aligned component of everything the organization does.”

— Cynthia Gibson, author, Beyond Fundraising

“Without tackling internal issues head-on, we believe the prospects for major fundraising progress are limited. In most organizations, fundraising is limited more by organizational culture and structure than by lack of strategic or tactical know-how.”

— Alia McKee and Mark Rovner, Founders, Sea Change Strategies

Despite the impressive research that’s been done showing the value of a philanthropic culture, too many nonprofits have simply assumed they had one by virtue of merely existing within the social benefit sector. Or even if they understood achieving a true COP took work, they just never moved this from the back burner to the front.

“Many charities are so wrapped up in the process of doing – delivering, raising income, adapting to the panoply of changing circumstances that can radically alter day to day activity – that establishing a truly philanthropic culture might not be high on the list of priorities.”

— Adrian Sargent, Institute for Sustainable Philanthropy

It’s Time for a Change

2 CommentsCulture & Values

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10 Top Nonprofit Strategies to Get Through this Crisis

The times we’re in are extraordinary, and ‘business as usual’ isn’t.  Having strong coping skills today are truly important. As is being more thoughtful and strategic than usual, because you can’t rely on the ‘normal’ playbook.

I recently happened on a thoughtful article I want to share from the University of Colorado, Something for Everyone: 25 Tips to Get Through Your Day. I’ve selected what I believe are the Top Ten Tips for nonprofits.

Use these tips to help you make the most of this time into which we’ve been thrust. See if you find anything that speaks to you. Apply to both your personal and professional life to the extent you can. I’m quoting from the author in the highlighted segments, and following with a number of targeted fundraising and donor communication strategies you may want to consider.

Leave a commentStrategy & Management

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LEAP Day Resolution: New Nonprofit Board Leadership Model

Tomorrow is “leap day” — that little something extra we’re given every four years, just to slow things down a bit and make February last a bit longer.

Leap day has something in common with nonprofit boards of directors — that little something extra we’re given — volunteers put in charge of the business; something that sometimes has an unfortunate tendency to slow things down and make decision-making take a lot, lot longer than it should.

Sound familiar?

Work in a nonprofit organization for any period of time, and you’re likely to hear yourself or someone else complain:

” My board is driving me nuts! “

When asked by BoardSource, more than 1,000 nonprofit leaders gave nonprofits boards a “B-minus” grade in overall performance. Almost a third of nonprofit CEOs reported being unhappy with their boards’ support of them in their role as leader, and many of these folks were considering leaving their positions.  When it comes to community relations and fundraising, CEOs rated their board members even worse — giving them a C!  This is barely a passing grade.

Leave a commentBoards & Leadership

Fundraising Do's & Don'ts logo

Fundraising Don’ts vs. Do’s: Year-End Donor Retention Email

Fundraising Do's & Don'ts logoI’m continuing with my occasional “Do’s vs. Don’ts” feature which I began last spring.  I promised whenever something arrives in my mailbox that seems a good ‘teaching opportunity,’ I would share it with you. I hope you find this timely example useful for your year-end fundraising ‘clean-up!’

Clean-up?  Yes. That’s exactly what I want you to do right now.

Get. Everything. In. Order.

Tie up loose ends so you assure nothing slips through the cracks before the calendar year closes.

Take a look at all your sources of support last year.

Who’s given this year already?  Who hasn’t?

Important: Don’t let any of last year’s donors lapse!

Leave a commentOnline Fundraising

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Easy Ways to Boost Your Nonprofit’s Monthly Giving

Group boosting the team effortDo you have monthly donors, or a monthly donor program?

If you don’t have a program, you’re likely leaving monthly donors on the table.

This is hurting your bottom line because, on balance, the net value of a monthly donor to you is more than that of a one-time donor.

So let’s look at how to turn your handful of monthly donors into a full-fledged program.

1. Begin with Proactive Strategies

If what you have right now is simply a checkoff box on your remit piece or donation landing page, you’ve got a passive strategy.

In other words, if donors don’t know why you want them to give a monthly gift there’s nothing to persuade them to check this box. Try to get inside the donor’s head and imagine what they’re thinking. It could be any of the following:

1 CommentAnnual Giving

Jar of penny coins

ONE Amazingly Simple Smart Fundraising Strategy

 

Invest more.

That’s it.

It’s simple. And it works.

You see, penny-wise fundraising may seem smart.  You may pat yourself on the back for working “lean and mean.” But, in actuality, lean and mean is the antithesis of how a nonprofit becomes successful.

Penny-wise fundraising ends up being nothing more than mean.

  • Mean to the people to whom you pay pauper’s wages.
  • Mean to the staff you overwork.
  • Mean to the volunteers you burn out.
  • Mean to the clients you can’t afford to help.
  • Mean to the donors to whom you’re unable to offer satisfying philanthropic investment opportunities.
  • Mean to the community you can’t afford to serve.

Penny-wise fundraising takes you down exactly the wrong pathway.

You May Think You’re Being Smart, But You’re Not

Penny-wise fundraising reveals an underlying attitude fundraising is a “necessary evil.’  So… why not invest as little as possible in it?

Sadly, this approach to fundraising is doomed to failure.

3 CommentsStrategy & Management

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Are You Failing to Achieve Your Nonprofit Fundraising Potential?

Too often, fundraising is relegated to an administrative function rather than a mission-central function.  It’s viewed as a ‘necessary evil.’ As a result, either no one embraces it as central to their job description, or someone is hired and shunted off to a corner to do the ‘dirty work.’

Others don’t necessarily feel a need to cooperate or support the fundraising effort. It’s ancillary, not primary.

In fact, I’ll often hear executive directors or board members tell me, with some pride and a soupçon of defensiveness: “We can’t spend money on development staff right now; anything extra we have must go into the mission!”

As if fundraising doesn’t support the mission?  Seriously, that’s the entire purpose of what nonprofits call ‘development’ (aka fundraising and marketing). It derives its purpose from ends served. It’s never an end in itself.

What this so-called ‘mission first’ logic fails to acknowledge is that everyone associated with your nonprofit is guided by a ‘mission first’ philosophy and has a collective stake in your nonprofit’s survival.

And for most nonprofits, survival – or at least some level of mutually desired success – depends on philanthropy.

When fundraising is treated as an afterthought, relegated to the development committee, or delegated to the development director, it disenfranchises a huge segment of folks who care about sustaining the cause. This means you’ll leave money on the table and fail to realize your mission potential.

It takes a dedicated village to generate sustainable, meaningful philanthropy.

I’ve found four ways nonprofits don’t wholeheartedly commit to fundraising. They all have to do with typical priorities that aren’t standing them in good stead.

1 CommentStrategy & Management

2 Secrets to Prepare for a Fundraising Job Q & A

In my last article I offered 7 out of 9 interview secrets to prepare for your next fundraising job. Today I’ve got 2 more biggies!

 

  1. Pump yourself up
  2. Ask others to pump you up
  3. Strike a Super Hero pose
  4. Refresh your research and review the job description
  5. Prepare talking points
  6. Demonstrate how you’re a good cultural fit
  7. Avoid talking salary at first interview
  8. Prepare ahead to answer common questions
  9. Prepare ahead to ask important questions

 

Together, these 9 secrets are all you need to ace your next interview and land the job of your dreams.

Let’s begin!

Leave a commentUncategorized

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BIG Tips to Raise BIG Money for Your BIG Mission

If I had to tell you what you need to do to succeed with major gift fundraising in one sentence it would be this:

Identify major donor prospects… qualify them so you know they want to build a deeper relationship with you… cultivate them… visit with them… listen to them… reflect back to them what you heard… ask them for something specific that resonates with their passions… steward their gift and communicate in an ongoing way to make them feel like the hero they are!

Whew – that was a mouthful!

A shorter way to say this is: Meet with donors. Listen to donors. Ask donors.

See — it’s simple!

It’s definitely not rocket science. It’s just good old hard work. Satisfying and rewarding work. And it’s a type of work anyone can learn to do. [If you want to learn, please sign up for the next Certification Course for Major Gifts Fundraisers e-course . It may be the most important investment you make all year. Just one major gift will more than cover the cost].

Over my 37 years in fundraising, 30 of them working in the trenches as a director of development for organizations with budgets ranging from $1 – $40 million, I have asked for a lot of major gifts.  I know what works, and what doesn’t work. Today I want to give you:

(1) some of my best words of wisdom, and also

(2) answers to some of the questions folks frequently ask me .

I hope these tips will help you tweak your mindset and invigorate your systems so you can be more successful fundraising in the coming year!

2 CommentsMajor & Legacy Gifts

Man running with money

#GivingTuesday: It Ain’t Over ‘Til it’s Over

The absolute worst thing you can do the day after #GivingTuesday is nothing.

As tempting as it is to let out a sigh of relief that it’s over, resist that temptation.

It’s not time to relax yet.

Nothing comes of nothing.

And a huge part of your goal with #GivingTuesday should be to strengthen your bonds with donors. That’s the real something you’re after.

It’s not just about the money you raise today.

Your goal with any fundraising strategy is to retain and, ultimately, upgrade these transactional donors. The name of the game in the business of sustainable fundraising is lifetime donor value. [Here’s a great book on the topic: Building Donor Loyalty: The Fundraiser’s Guide to Increasing Lifetime Value.]

Treat #GivingTuesday as a Special Event

Like it or not  #GivingTuesday is a ‘special event.’(And I don’t really like it, which is why I recommend #GratitudeTuesday as an alternative).You likely put a fair amount of planning, resources and time into this event, involving the attention of more than one staffer and/or volunteer. And it sucks time away from almost everything else in the week(s) leading up to it.

It can be a real drain.

Your job is to put a stopper in that drain so all your hard work doesn’t simply swirl down the drain and disappear. That’s like working super hard to create a delicious soup you simmer over the stove for hours, maybe even days, and then you take one little taste before you pour it out and start all over again with a new one. Endless work. And no one really gets to enjoy the meal.

Leave a commentAnnual Giving

Beware of a Half-Truth; It May Be the Wrong Half

How do you get to the heart of what’s true and meaningful to your constituents?

It’s very easy. It’s also very difficult.

The easy part is simply to listen. As the old adage goes, “you have two ears and one mouth; use them in that proportion.” Sadly, that’s also the difficult part. Because, too often, we think we know more than we do. So we don’t look too closely. We make a lot of assumptions. And assumptions lead to a closed door.

Too often we don’t genuinely invite response or commentary. So there is nothing for us to listen to. Opinion frequently trumps knowledge.  We say “I know what our donors think and care about better than anyone.” Or the boss says “This is the way it’s going to happen. Period.”

Too often those around us let us get away with this sloppy, self-validating approach.

If you think this may be happening at your organization, read on to see why this can be so damaging to your long-term success.

1 CommentStrategy & Management

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Declare Your Independence Day – Information Overload Be Gone!

It’s the new plague. And a highly contagious epidemic, from which no one is immune.

Are you showing any symptoms?

I feel like:

  • I’m working all the time, but not getting that much accomplished.
  • I’m working on 10 projects at once, but none get finished.
  • My ‘to-do’ list never gets completed.
  • I’m in meetings all day and don’t have time to work.
  • I bring my laptop to meetings and pretend to take notes while surfing the web.
  • I’m answering email all day and don’t have time to work.
  • I answer email during conference calls and in meetings.
  • I have less and less time to plan, not to mention free time.
  • I have less and less time to learn, not to mention creative time.
  • I can never get to things quickly enough.
  • I sit down at my computer and end up doing something different than I planned.
  • I am eating lunch at my desk, mired in my virtual inbox.
  • I make calls while driving, and even send the occasional text, even though I know I shouldn’t.

Informationoverloaditis.

If you checked off three or more, you’ve got the disease. 8 or more and we need to rush you to an unplugged vacation. All of the above and you need a sabbatical!

Leave a commentStrategy & Management

Is Your Nonprofit Floating or Sailing?

A sailboat without a sail might float.

For a long time, in fact.

But without a sail, it can’t go anywhere, can’t fulfill its function.

Floating is insufficient.

– Seth Godin

For you to ask and answer

  1. Is your nonprofit floating, or sailing?
  2. Are your development efforts floating, or sailing?
  3. Are your marketing communications efforts floating, or sailing?

These are serious questions that deserve your serious consideration.

So… take a moment right now to answer these three questions for yourself.

Go ahead.

Put an “F” or an “S” next to each one of these.

Leave a commentStrategy & Management

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5 Strategies to Improve Nonprofit Use of Donor Data

I cannot tell you how many times I begin a consultation with a small nonprofit, only to discover they have no real donor database.

They’re still using Excel or Filemaker or something that was developed for the program or finance department many moons ago.

I also find many nonprofits that do have a decent fundraising database, but they aren’t really using it to their advantage.

It’s the equivalent of having a 747; then using it to drive down the block to the corner store.

If you’re not exactly maximizing the resources you have, or if you simply don’t have the resources you need, it’s going to adversely affect your fundraising results.

We live in an era of ‘Big Data.’ Which means that understanding why data is important, what data is most meaningful to you, and how to prioritize data collection and evaluation strategies to help you reach your goals has never been more important.

If your fundraising and marketing strategy is not currently undergirded by data, I guarantee you’re missing opportunities, working inefficiently and leaving money on the table.

Could you use a bit of guidance?

Read on…

8 CommentsStrategy & Management

calendar

9 Things Your Nonprofit Needs to Know About Monthly Donations

It’s the time of year when nonprofits are evaluating their recent fundraising results and making new year’s resolutions to bring in more contributions in the coming year. But… how?

What will move the needle for you this year?

No doubt there are a number of things you can do more effectively. I’ll be talking about many of them in the weeks and months ahead. Today, however, I want to discuss one thing you may or may not be giving serious thought to.

MONTHLY GIVING.

Chances are you already have some sort of monthly sustainer program.  But… is it the best it can be?  Could it do more heavy lifting for you?

Today I’ve asked an expert, Bill Sayre, President of Merkle RMG, to give me his thoughts on what you can do right now to begin and/or better manage a monthly giving program.

3 CommentsAnnual Giving

Use the 'Seven is Heaven' priorities on your pathway to passionate philanthropy in 2017 - and beyond!

7 Powerful Nonprofit Opportunities: Your Path to Success in 2017 (Pt.2)

Last week I gave you my top priorities for nonprofit success in 2017: “Seven is Heaven.”  I suggested you focus on each of these with written plans in the year ahead, and that you persist in improving your mastery in each area.

If you embrace these priorities, I’ve little doubt you’ll see greater success in generating the contributions your nonprofit needs to fulfill your mission this year — and in the years to come.

  1. Create Compelling Annual Giving Offers
  2. Master Integrated Online Social Fundraising
  3. Master Major & Legacy Giving
  4. Master Donor Retention
  5. Master Donor-Centered Content Marketing
  6. Embrace Sustainable Business Leadership
  7. Shift to an Organization-wide Culture of Philanthropy

Last week, in Part 1, we covered the first four priority areas.  Today we focus on the final three areas.

1 CommentStrategy & Management

Clairity Click-it: Fall Extravaganza of Free Nonprofit Resources

It’s mid-September and we’re well on the way towards the year-end rush of “giving season!” Now it’s time to get serious about end-of-calendar-year fundraising.  It’s when folks are most generous, and you don’t want to miss out.  So while I’ll continue to offer links to articles and resources aligned with my top “Dive the Five” fundraising fundamentals for 2016, and beyond, I’ll also include some practical, basic stuff that falls a bit outside these categories.

It’s all good stuff and, as usual, plenty of free resources too. I count seven freebies, and 17 great articles! I dare you not to find something you can use right now.

Leave a commentClairity Click-it

Clairity Click-it Long Week-End: Bounty of Free Nonprofit Resources

Welcome back from summer – at least for my North of the Equator friends.  I hope you had the opportunity to read through some of the resources I offered up in my Summer Click-it Extravaganza.  If not, there’s still time over this long week-end.

Now it’s time to get serious about end-of-calendar-year fundraising.  It’s when folks are most generous, and you don’t want to miss out.  So while I’ve continued to offer links to articles and resources aligned with my top “Dive the Five” fundraising fundamentals for 2016, and beyond, I’ve also included practical, basic stuff that falls a bit outside these categories.  It’s all good stuff and, as usual, plenty of free resources too.

2 CommentsClairity Click-it

#ClairityClick-it – Links, Free Resources, Upcoming Training

Mixed #nonprofit links and free resources#ClairityClick-it is a bi-monthly publication linking to useful resources and insights I find across the web.  This year I’m also selecting articles that highlight the “Dive the Five” 2016 fundraising fundamentals we’re collectively digging into in depth over the course of this year. For more on this, read Want to Guarantee Fundraising Success? Dive These 5 Fundamentals on NonProfit Pro. Of course, I’ll add in other food for thought that I just can’t help but share with you as I come across it. As always, if you scroll to the bottom you’ll find some free resources and upcoming learning opportunities.

Leave a commentClairity Click-it

How to Handle Nonprofit Boards Who Won't Play Nice

Recently I posed the question “To board or not to board?”

It was meant to be rhetorical. To get you to think about what may/may not be working with your board. And/or with the board’s relationship with your E.D. And/or with your board’s engagement with fundraising. Because unless you’ve got smooth sailing in these regards, it’s going to be difficult to “Dive the 5” Fundamentals I’m encouraging you to focus on this year.

Ah, pre-conditions. They’ve always got to be in place. First.

Leave a commentBoards & Leadership

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Leap Day Nonprofit Dilemma: To Board or Not to Board

“My board is driving me nuts!”

Today is “leap day” — that little something extra we’re given every four years, just to slow things down a bit and make February last a bit longer.

Leap day has something in common with nonprofit boards of directors — that little something extra, volunteers put in charge of the business, that has an unfortunate tendency to slow things down and make decision-making take a lot, lot longer than it usually should.

Leave a commentBoards & Leadership

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Why Your Nonprofit’s Events are a Waste of Time

Fun events may bring in hundreds of attendees, but a fundraising event is not an end in and of itself.  Often the charity never sees these folks again (or at least not until the next event) because these folks are golfers or ‘thoners, not donors. These events are a waste of your precious resources.

Don’t tell me that you “raised awareness.”

Unless you raised awareness towards a particular end (usually generating greater philanthropic support) – and you have a plan to intentionally build on this awareness — then everything your attendees may have learned about you will go in one ear and out the other. Awareness that isn’t reinforced lasts about two seconds.

Don’t tell me that you “raised good money.”

Did you really? Well, think again.

1 CommentAnnual Giving

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5 More Things Your Board Doesn’t Get about Fundraising and Nonprofits

I unlocked Pandora’s box with my last post, 5 Things Your Board and CEO Don’t Get About Fundraising and Donors. Especially when it comes to board members, many of you say their behavior has you scratching your heads much of the time. So, here are 5 more things that too many boards simply don’t seem to understand:

1. It costs money to make money. This one is odd, since many of these folks seem to understand the concept of ‘investment’ when it comes to their day jobs. 

1 CommentBoards & Leadership

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5 Things your Board and CEO Don’t Get about Fundraising and Donors

Donors feel good when they give. There’s plenty of research  showing  philanthropic giving is good for people. It makes folks happier, healthier and even more successful. So there is no need to apologize when asking for support where the need is authentic. In fact, asking others to participate in philanthropy is a great gift. Just don’t forget to thank them personally and promptly when they do, so they also experience the joy of having made the right decision.

Donors respond to sizzle, not steak.

2 CommentsBoards & Leadership

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How to Take Charge of Your Fundraising Events so they Don't Take Charge of You: Is Your's Worth the Effort?

Before you hold your next fundraising event, ask yourself one simple question: WHY?

Take a minute, right now, to jot down all the things you’d like to happen by virtue of you having held your event.

I’ll wait.

Seriously, do it. Jot.

I’m waiting.

Okay, there are a few of you who don’t yet have pencils and paper in front of you. Yes, I can see you.  Remember ‘Miss Nancy’ from Romper Room? [I know; I’m dating myself on this one].

Now, let me guess what you’re writing (and/or thinking).

4 CommentsAnnual Giving

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Declare Your Independence Day – Information Overload Be Gone!

It’s the new plague. And a highly contagious epidemic, from which no one is immune.

Are you showing any symptoms? I feel like:

  • I’m working all the time, but not getting that much accomplished.
  • I’m working on 10 projects at once, but none get finished.
  • My ‘to-do’ list never gets completed.
  • I’m in meetings all day and don’t have time to work.
  • I bring my laptop to meetings and pretend to take notes while surfing the web.
  • I’m answering email all day and don’t have time to work.
  • I answer email during conference calls and in meetings.
  • I have less and less time to plan, not to mention free time.
  • I have less and less time to learn, not to mention creative time.
  • I can never get to things quickly enough.
  • I sit down at my computer and end up doing something different than I planned.
  • I am eating lunch at my desk, mired in my virtual inbox.
  • I make calls while driving, and even send the occasional text, even though I know I shouldn’t.

Informationoverloaditis.

If you checked off three or more, you’ve got the disease. 8 or more and we need to rush you to an unplugged vacation. All of the above and you need a sabbatical!

7 CommentsStrategy & Management

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The Keys to Nonprofit Blogging that Drives Engagement

How's My BLogging? bumper stickerI’m a huge blog booster for nonprofits.  So much so that tomorrow I’m offering a free webinar on the topic with the folks at Good Done Great.  I’ll also be posting a series of articles on this topic in the coming week.  If you don’t have a blog yet, you should get one. Pronto! Yup, I think they’re that important.

Here is an overview of what I’ll be covering in tomorrow’s webinar, plus I’ll have a special bonus offer for webinar participants. If you can’t make it, you’ll find a few actionable tips in this article. Plus you’ll find more actionable tips all week.  I truly want you to do this, and I don’t want it to kill you. So I’m going to give you some easy steps you can take to make your blog (1) doable, and (2) a super investment of your time and resources. I’m betting that pretty soon you’ll wonder what you ever did without it!

7 CommentsContent Marketing

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How to Take Charge of Your Fundraising Events so they’re Worth the Effort: Converting Attendees into Ongoing Donors

Before you hold your next fundraising event, ask yourself one simple question: WHY?

Take a minute, right now, to jot down all the things you’d like to happen by virtue of you having held your event.

I’ll wait.

Seriously, do it. Jot.

I’m waiting.

Okay, there are a few of you who don’t yet have pencils and paper in front of you. Yes, I can see you.  Remember ‘Miss Nancy’ from Romper Room? [I know; I’m dating myself on this one].

Now, let me guess what you’re writing (and/or thinking).

Leave a commentAnnual Giving

AI as an Equalizer: Giving Small Nonprofits a Competitive Edge

Small nonprofits often face a daunting challenge: maximizing impact with limited resources. Without the brand recognition or staff of larger organizations, fundraisers at small nonprofits must wear multiple hats and juggle a variety of priorities. Spending extra time on building donor relationships or ing into donor analytics can feel like a luxury you just don’t…

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fruit in basket

Who Makes A Good Nonprofit Legacy Donor Prospect?

fruit in basketLegacy gifts don’t fall from the sky.

Legacy donors aren’t delivered by storks.

You won’t find them hiding behind cabbage leaves.

You’ll mostly find them living in your donor database, volunteer roster, alumni mailing list, membership roll, client files, service purchasers, and anyplace else folks connect with you and have a positive affiliation. An affiliation with you.

You see, the mere fact someone is wealthy does not make them a legacy giving prospect. And the fact they’re wealthy and philanthropically inclined does not make them a legacy giving prospect for your charity.

The biggest indicator someone is a good legacy giving prospect for your organization is their affinity and loyalty. Generally this is demonstrated through affiliation (how they are connected to you) and behavior (what they do with you).

Of course, someone who simply shares the values your organization enacts can also be a viable legacy giving prospect. But they’re not likely to make a bequest or other type of legacy gift unless you first develop their affinity and loyalty — to your charity.  So, let’s begin with the fruit already picked and in your donor basket.  We can look at the low-hanging fruit later. I do not recommend investing a lot of resources going after the fruit you’re hoping will just fall from the sky (though a little couldn’t hurt).

2 CommentsMajor & Legacy Gifts