In Part 1, we reframed what digital fundraising is really about: not just mastering tools, but learning to connect with heart and humanity — in the places your donors already live: on. Now, it’s time to turn insight into action. Whether you’re launching your first on campaign or refining what you’re already doing, these four…
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Full confession: I’ve used the franken “best practice” appeal structure for years. And honestly? It works — especially if you borrow generously from the best of the best appeal writers. I’ve even taught these practices at conferences, on webinars, and through consulting engagements.
You probably know the formula:
Lead with the beginnings of a story illustrating your mission.
Introduce a compelling need or problem.
Offer a specific, credible solution.
Ask.
Provide more context about the need.
Share more details about the solution.
Ask again.
Suggest a hopeful conclusion — one the donor can help create.
This structure isn’t wrong.
It’s a well-intentioned attempt to do all the right things.
But over time, something gets lost. It becomes less of a cohesive narrative and more of a checklist — a stitched-together collection of tactics. And like any Frankenstein’s monster, it can start to look and feel… unnatural.
Here’s the truth: I know better now.
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It may be summer, but smart fundraisers know the most important giving season of the year is right around the corner. Between September and January, donors are most engaged, generous, and open to supporting causes they care about. That’s why now is the time to think strategically about what you’ll be asking for — and…
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Every fundraiser knows the tension: You want to lead with a story that stirs hearts. Your CFO wants broad messaging that raises money for the whole organization. They’re not wrong—unrestricted funding is essential. But broad, abstract appeals rarely move donors to act. Most people give to something they care about deeply. A moment. A face.…
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Let’s flip the script. This week, you’re not the fundraiser—you’re the donor.
For five easy, eye-opening days, you’ll experience your organization the way your supporters do: what they see, how they feel, and what might be turning them off (or winning them over). It’s a chance to spark fresh insights, fine-tune your approach, and build a more donor-centered experience—without adding anything major to your to-do list. Let’s go!
Before you can see your organization through a donor’s eyes, you need to know where they’re looking. Begin by making a list of all the ways a potential donor might interact with your organization. First impressions matter—and so do second, third, and tenth ones. Every touchpoint is a chance to build trust (or lose it).
To get you started, here are some common places your donor might encounter you:
Jot down every possible entry point—even the ones that seem small.
These are the windows into your world, and this week, we’re going to peek through them all.
Today, you’re a stranger—someone who just heard about your organization and decided to check it out. Open your website as if you’re visiting it for the very first time. What do you see? What do you feel?
Here’s your checklist:
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Remember, behind all your work there are people. It’s your job to learn about them. One of your best tools is curiosity. One study published in Harvard Business Review, found curiosity builds trust and improves relationships in the workplace. It also builds trust between you and donors. Jon Simons, Executive V.P. of DBD Group, suggests curiosity is…
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When the world feels wildly out of whack, it’s time to figure out how to bring things back into some semblance of balance.
Today I share a proven 1-2-3 formula for nonprofit fundraising success — even when the ground underneath feels shaky.
This is a time when keeping one’s balance is quite a challenge. But, if you use this formula, you can steady yourself, right your organizational ship, and bring meaning, purpose and joy to others in your community who share your values.
What I’m about to share is obvious. I know you know it. But… do you do it?
Just in case you need a little reminder.
I’m talking about balancing self-love with donor-love with mission-love.
You’re no doubt familiar with the adage “You can’t help others unless you first take care of yourself.”
This is a truism you should carry with you throughout your life, and not just when the oxygen masks come down on an airplane. It’s never been truer than in the times in which we’re currently living, when there are new things about which to worry seemingly daily.
How do you lead the way forward, helping yourself and others navigate through the tough times?
I’d like to suggest you heed this 3-Step Formula to nonprofit fundraising success.
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Use of Donor Advised Funds (DAFs) as a way for individuals to make charitable contributions continues to rise and grants from DAFs are becoming a growing source of income for charities of all shapes and sizes. An ever-broader group of donors are embracing them to approach philanthropy in the thoughtful, strategic way once reserved only…
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Often, so-called best practices are merely myths, beliefs or habits. “That’s how we’ve always done it” is not a reason to continue a practice that’s not evidence-based. In the Middle Ages, bloodletting was the go-to medical cure. Sometimes people got better, but that may have been in spite of the strategy rather than a causal…
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Shifting politics are creating economic uncertainty for all, and it’s especially scary for U.S. nonprofits who, on average, receive about a third of their total funding from Federal grants. This means nonprofits today need to shift emphasis (and budget) toward individual donor engagement strategies. Giving USA reports 75% of all giving (lifetime + bequests) came from individuals last year.
Major individual donors are, by far, the largest slice of today’s philanthropy pie.
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!
But don’t worry. It’s definitely not rocket science. A shorter way to say this is:
Meet with donors. Listen to donors. Ask donors. Thank donors.
See — it’s simple!
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 an upcoming cohort of the Certification Course for Major Gift Fundraisers. [NOTE: If you sign up within one month before it begins, you’ll get a nice discount.] It may be the most important investment you make all year. Just one major gift will more than cover the cost].
Over my 40 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!
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