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There’s always a beautiful moment when a significant gift is finalized. The commitment is made. The vision moves forward. The campaign number goes up! The excitement is real.

Recently I listened to a webinar filled with statistics.

• Repeat donor retention was down.

• New donor retention was down.

• Lapsed donor recapture was down.

(I was relieved to see overall giving is up slightly! Yay!)

The news made me think about what we can do to change the trajectory of the numbers and build operational security for our organizations.

The answer is stewardship. Intentional, meaningful stewardship can create lifetime donors with a strong attachment to our mission and cause.

Are your capital projects connected to your strategic priorities?

Let’s consider a new dining hall project at a resident camp. Is this project strategic, or simply reactive to growth in campers or the declining state of the building? This example drives home the importance of using a strategic framework to guide capital projects. Too often, nonprofits begin with a perceived need rather than a strategic imperative.

Capital planning and master planning for facilities flow from strategy… not the other way around.

In our twenty years as a firm, we've seen changing economic conditions, changing laws and changing donor behavior. Today, there are even more changes at hand that will provide both challenges and opportunities for savvy nonprofits. 

I've seen it time and again: nonprofits that aren't deeply connected to the communities they serve miss critical opportunities. Having recently facilitated a community leader forum for a strategic planning project and a community needs assessment, I'm always excited when community leaders are fully engaged and ready to help. I often hear them say, "Thank you for inviting me to participate today; I've learned so much about this organization," "I appreciate the opportunity to provide feedback on this important initiative for our community" and “This is exciting! How can I help?”

The last quarter of the year always feels different. The calendar is heavier, expectations loom larger, and every ask seems more urgent than the one before. But here’s what I’ve learned: leadership in Q4 isn’t about pushing harder. It's about how you show up.

When you walk into a room at year-end, donors and staff alike are watching. They notice your tone, your posture, your clarity — or lack thereof. That’s where leadership lives.

Have you ever experienced the excitement of securing that first donation from a supporter, only to feel the connection slowly fade away? It’s a common frustration among nonprofit leaders—like trying to hold water in your hands; no matter how tightly you grasp, it slips through your fingers.

This isn’t just a feeling. It’s backed by data. The 2025 Virtuous Benchmark Report reveals that the average gross donor retention rate across nonprofits sits at just 50.4%. That means nearly half of donors disappear each year. First-time donors? The numbers are even bleaker—up to 70% never give again.

As fundraisers or nonprofit leaders, we express gratitude in a million ways. We appreciate the volunteers and donors who show up to events or support our cause. We are grateful to the corporations and the people within the companies who sponsor our events and the supporters who remember our organizations in their wills. We honor the small gifts that are so heartfelt and the big gifts that represent transformation.

The pool of donor-advised fund (DAF) assets is projected to exceed $2 trillion by 2026. It often flows through channels that can conceal the actual donors behind the gifts. While this can be a challenge, it also represents an enormous opportunity for leaders who know how to make the invisible visible.

A couple years ago, I decided to sign up for my first ever beginner triathlon. Even though I didn’t have a training schedule, I did have an irrational sense of optimism – what else could I possibly need?  Without a plan, I showed up on race day to the start line without goggles and one sock. Unprepared but still optimistic. I can manage a short swim, bike ride, and 5k because I had done those exercises in some form before – how hard could it be?

Needless to say, I found myself struggling to make it through. By the run, I was exhausted and would shamelessly run when there were cheerleaders and spectators and would walk when no one was watching.

I finished, but it was messy.

That experience taught me something important: passion and optimism are great, but without a focused plan and intentional execution, you’ll spend more energy scrambling than succeeding.

The same is true in fundraising…especially at year-end.