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We live in uncertain times, with constant social, political, and economic shifts. During the American War of Independence Lord Cornwallis surrendered to George Washington at Yorktown while the British band played the tune “the world turned upside down”. The most powerful army in the world had just been defeated by the American patriots. It must have indeed seemed like the world was upside down.

Today, nonprofit leaders may feel similarly challenged, as the funding and practices they have counted on in the past may no longer be available in the same ways. Whether you work in a nonprofit or volunteer as a board member, navigating uncertainty is part of the job description. Strategic management of resources is key to managing these uncertainties and ensuring your organization’s ability to fulfill its mission.

I’d be willing to bet that every nonprofit I’ve worked with has spent some time wishing their board members “helped more” with fundraising.

When they say that, they usually mean they want more people to make direct asks for gifts. I say not all board members should ask for money, but every board member can tell a moving story about the meaningful impact of their organization.

Development staff, CEOs, and marketing teams can empower board members to use storytelling as an effective and comfortable way to participate in the crucial work of raising money. To tell a great story, board (and staff) members must be authentic, passionate, and focused on the mission.

Working with boards is a topic that DBD Group has written about at length. Less popular, but only slightly less important, is creating an effective Finance Committee for your nonprofit. This group can be the most dynamic, exciting and important group in your organization.

From monitoring financial performance to approving budgets and financial policies, vetting loan options to overseeing the audit process, there is plenty to dig into. The best committees don’t just happen though. They are intentionally built, diverse in more ways than you might think, and given a clear chart of work.

When setting fundraising goals—whether for annual contributed revenue or a multi-year campaign—many organizations default to looking at past performance. But here’s the thing: basing your goals only on what’s been done before can be limiting.

If you’ve been putting off implementing a strategy to secure gifts from donor-advised funds, let this be the year that changes that. Why? The numbers are too big to ignore.

• Donor-Advised Fund (DAF) contributions represent 8% of all donations in the USA.
• Total Assets in DAFs in 2023 was $251.52B
• Total Value of Grants made by DAF fundholders in 2023 was $54.77B
• Total Value of Contributions made to DAFs in 2023 was $59.43B
• Average DAF Account size in 2023 was $141,120

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?”