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The Great Wealth Transfer is underway. Up to $90 trillion is expected to be passed on from wealthy, older generations over the next twenty years. $60 billion of that is predicted to be gifted in 2024.

If you’ve been neglecting your planned giving efforts - or putting them off entirely – it’s time to stop.

Besides the potential for transformational gifts, your organization should absolutely invest time in seeking planned gifts now for several compelling reasons:

In the aftermath of a natural disaster, timely, clear, and compassionate communication is essential for nonprofit organizations seeking to raise support for recovery efforts. Whether you are in this situation now or in the future, here are things to consider to help you stay connected to your donors – both immediately after you have assessed the damages, and in the months following as you continue to rebuild.

Where to start 

Once you have assessed the damages and identified urgent community needs, it's time to initiate your communications. But don’t wait too long. You don’t have to have all the answers before you start to reach out. Prioritize transparency and urgency in your outreach, while also offering hope and tangible ways for donors to make an impact. Early communications should focus on immediate needs and establish a foundation for ongoing updates as recovery efforts continue.

Whether you’re looking to finish strong on an already successful year, or you’re looking to close a gap to goal, this story of a high school wrestling tournament offers four ways to help any team reach their goal in the face of adversity.

First, let me set the stage…

As our clients seek to finish the year strong, we are helping them navigate the changing landscape of grant writing with its new challenges and opportunities. Staying ahead of the curve is crucial for anyone looking to secure funding in a competitive environment. Here’s a look at the latest trends that we are seeing in grant writing. Consider using these strategies to refine your approach and increase your chances of success.

In a blog post from last year, I encouraged fundraisers to break the “rule” that all board members be required to fundraise (you can find that post here). The basic premise being that we should strategically recruit certain board members to actively ask donors for contributions and lean into the fact that other volunteers are on our boards for other skill sets. One of the many follow up questions I received was naturally, “So how do I keep board members engaged in philanthropy if they don’t ask others for money?”

In theory, we all know the importance of data when it comes to working efficiently and effectively. We’ve heard phrases like “data driven” and understand that to be good stewards of our work we should be using data as a regular part of our work.

Yet many nonprofits struggle to truly integrate data into their culture and in their decision-making processes. Here are some ideas on how you can more effectively integrate data into your organization:

One of my favorite DBD axioms is “Listen the gift.” We use this as we coach our clients through a major or transformational gift ask. Listening to our prospect is an important piece of the puzzle in creating a meaningful outcome for the donor and the organization.

After the disruption of the past four years, it seems a great time to pause and think differently – not just about the organization, changing demographics, AI, or the shifts in technology that are all affecting our fundraising, but about our donors. They are the heart of it all. 

Many nonprofits wonder how to identify people who have DAFs and how to get their cause in front of them. It can be a little complicated but with some investigation into how the DAF is administered, you can find the person behind the DAF and start to share your mission and impact with them. Let’s explore...

Years ago, I was working with a very skilled major gifts officer. She had a donor, Elizabeth, who was in her 90s and who was very loyal to the organization. However, this staff member had tried contacting Elizabeth over and over through e-mail or by phone and leaving voicemails. As much as she tried diligently to get in touch with Elizabeth, she was unsuccessful. She started telling herself a variety of stories. Maybe something is wrong or she’s sick? Maybe I upset her with all my emails. Maybe she heard something negative about our organization? Maybe I offended her by asking her for money? Maybe she died?

When the Giving USA 2022 report was released earlier this year, this key finding left many nonprofit professionals concerned: Total dollars given was down 10.5%* to $499.33 billion.