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Before embarking on a capital campaign, you should feel confident in your organizations campaign plan. Knowing that your campaign goal is achievable and that you have the support of leading donors and other key stakeholders will set the tone for a successful campaign. Thats where a feasibility study comes into play. A feasibility study tests your preliminary goals and plans for an upcoming campaign through discussions with your organizations stakeholders.
Lets address an important housekeeping matter in this first issue of 2025: How we can work together in the coming year. Below is a pie chart highlighting how I collaborated with clients last year and provided value through my work. The percentages are derived from revenue. Let's go through each one. Speaking: This was my largest area of work last year, including in-person and online presentations.
Whether you want to sharpen your leadership, fundraising, or grant-seeking skills this year, here is guidance on how to improve. Illustration by Elizabeth Haugh, The Chronicle; Photo by Pexels Whether you want to sharpen your leadership, fundraising, or grant-seeking skills this year, here is guidance on how to improve.
The following is a transcript of the video above, from our webinar Remaking the Economy: Liberating Finance to Build a More Just World. View the full webinar here. Fernando X. Abarca: The work that I think that a lot of us are doing here is trying to create the models that serve as an example for folks to be able to begin to just see or imagine a different alternative.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
What is a donor journey? Put simply, its the way the relationship between a donor and a nonprofit shifts and evolves over time. Join Cherian Koshy, CFRE, and Kelly Ramage, DonorPerfect Learning and Development Manager, for two free webinars that will help you map out personalized and scalable donor journeys.
Not having a plan is planning to fail; the same is true for your fundraising. A year-round fundraising calendar is a must to ensure that youve coordinated all your messages, asks, campaigns, events, and stewardship to optimize revenue and your sanity. Its your roadmap to streamline and integrate your operations, stay organized and reach your goals. No matter your mission, size or scope, you need a fundraising calendar to help you visualize how your year-round fundraising plan will play out for t
Did you know 37% of social donors gave more this year despite economic pressures? We surveyed 1,036 social donors to uncover key giving trends, offering insights to help you build stronger connections. The new report highlights shifts in donor expectations, the influence of younger donors, and the demand for flexible, easy giving experiences.
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Did you know 37% of social donors gave more this year despite economic pressures? We surveyed 1,036 social donors to uncover key giving trends, offering insights to help you build stronger connections. The new report highlights shifts in donor expectations, the influence of younger donors, and the demand for flexible, easy giving experiences.
In this episode of A Modern Nonprofit Podcast, host Tosha Anderson sat down with Kathryn Hoffman, CEO of the Minnesota Center for Environmental Advocacy (MCEA), to discuss how to balance a big mission with human-centered leadership. As the leader of one of Minnesota’s most impactful environmental organizations, Hoffman shared valuable insights on strategic planning, measuring impact, and creating a healthy work culture.
We are at the precipice of financial transformation called the Great Wealth Transfer, and women are poised to become significant beneficiaries of this economic windfall. According to a 2020 McKinsey report , [b]y 2030, American women are expected to control much of the $30 trillion in financial assets that baby boomers will possessa potential wealth transfer of such magnitude that it approaches the annual GDP of the United States.
Emily Callahan is going home to Oklahoma. Most recently the chief marketing officer of ALSAC, the fundraising and awareness arm of St. Jude Childrens Research Hospital, she was appointed president and CEO of Feed The Children in Oklahoma City. Callahan is a native Oklahoman who has spent more than 25 years working across the nonprofit and corporate sector to build global movements that raised billions of dollars.
Relationship Fundraising: A Donor-Based Approach to the Business of Raising Money (3rd Edition) by Ken Burnett Ive been a fan of this book almost since the first edition came out in 1992. Just thinking about the title can be a catalyst for great fundraising. Fundraising can be a relationship? Really? It can! It must! Back in the 90s, Relationship Fundraising was a sort of meme for a fundraising revolution that was growing in our industry.
Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.
Your nonprofits team is no stranger to change. To continue fulfilling your mission, you must stay on top of shifting community needs, donor preferences, regulatory requirements, and technology trends. Thats why investing in continuous learning is vital to your long-term success. TopClass defines a learning management system (LMS) as an online platform that makes it easy for organizations to design, manage, and track educational, training, and certification programs.
For most large and even mid-size nonprofits, your major donors contribute the great majority of your revenue. According to the Fundraising Report Card , nearly 70% of all donation revenue comes from donors giving $5000 or more. Even more staggering, these people comprise less than 1% of all donors. So, a tiny percentage of donors are giving the great majority of money.
Bruce Pankey is the new chief financial officer and treasurer of Americares in Stamford, Connecticut. He oversees all aspects of Americares financial management, including planning, budgeting, forecasting, procurement, treasury, investments, accounting, grants and financial reporting, according to a statement from the organization. Pankey has more than 25 years of management and leadership experience, including in global humanitarian and development work.
Speaker: Tim Sarrantonio, Director of Corporate Brand
Do you really know your donors? Not just what they give, but who they are? 👥 In this interactive session, we’ll break down how nonprofits can use behavioral indicators (affinity, recency, frequency, and monetary value) to build prospecting segments that go beyond wealth screening and actually align with donor identity. You’ll walk away with practical strategies to move beyond basic demographics and cultivate supporters based on how they already engage with you!
Hi Amy, I agree 100% in the power of TOV (tone of voice) and POV (point of view) in communicating effectively; they’re critical. We’re looking to raise major gifts and new donors this year. I have a prospect list, but I’d like to approach and communicate with them in the most strategic and thoughtful way. Can you help us develop a plan for this?
Payroll compliance is a cornerstone of business success, yet for small and midsize businesses, it’s becoming increasingly challenging to navigate the ever-evolving landscape of federal, state, and local regulations. Mistakes can lead to costly penalties and operational disruptions, making it essential to adopt advanced solutions that ensure accuracy and efficiency.
Image Credit: AndreyPopov on iStock The seeds of a financial system that works for the public are already all around us, from credit unions and loan funds to community bonds and Green Banks. Public bankscreated by governments and chartered to serve the public interestoffer a powerful model to advance racial equity, public accountability, and community self-determination.
By M.J. Prest Robin Hood Grantees of the Legal Aid Society and Immigrant Justice Corps, both recipients of grants among the $5.6 million distributed by the Funds for the Newest New Yorkers, during a Constitution Day naturalization citizen event on Ellis Island. Also, the Lilly Endowment granted $95 million to strengthen the leadership of Christian churches in rural areas and small towns, and the Robert David Lion Gardiner Foundation gave $8.1 million for historic sites on Long Island.
Speaker: Duke Heninger, Partner and Fractional CFO at Ampleo & Creator of CFO System
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At the end of 2019, the California Public Banking Act (AB 857) opened the doors for local governments to establish public banks. Just months later, the pandemic brought the world to a standstill, slowing progress. Yet, in the years since, this once-radical idea has quietly gained traction, reshaping the conversation about who controls financial power.
Expect donors and organizations to be attacked by name, harassed and threatened online, and investigated on questionable grounds, says the author. Here's how groups can defend themselves. By Mike Berkowitz Chronicle Illustration; AP, Library of Congress Expect donors and organizations to be attacked by name, harassed and threatened online, and investigated on questionable grounds, says the author.
Image Credit: Dall-E by OpenAI Suppose you park your car in a parking lot. You pay the parking attendant for the service, and they use your car while you are gone to get paid for rideshares, grocery deliveries, or even services you might object to, such as running errands for gun shop owners. Essentially, the attendant has made money from an asset that belongs to you and has charged you for it.
Employee recognition has often been deemed a "feel-good" initiative, tied closely to rewards. While we understand its importance, we tend to associate recognition with intangible outcomes like engagement and sentiment, rather than direct impacts on retention and high performance. In today’s workplace, the true ROI of recognition lies in its ability to regenerate tangible, business-driven results.
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