Browsing the blog archives for November, 2016

The 5 Questions You Should Be Answering In Prospect Management Meetings

Prospect Management Team (PMT) meetings are often under-utilized as a major gifts program management tool and, sometimes, completely misunderstood. The purpose of PMT meetings is rather straightforward:  to ensure that all major gift prospect managers within a unit, division, or institution are aware of the prospects with whom other prospect managers will soon be engaging. […]

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The Intersection of Politics and Giving

The 2016 U.S. Presidential election is now behind us (although my Facebook feed would suggest otherwise).  If we can remove the divisiveness from the election for just a moment and look at what the candidates proposed about charitable giving policy, we will see that neither of the major party candidates were focused on enacting tax […]

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A Giving Revival

A wonderful benefit of my work as a consultant is the opportunity I have to interview some of the wealthiest and most generous individuals in North America.  I ask questions about their philanthropy – where they give, why they give, and how much they give.  I listen to their life’s stories.  And I attempt to […]

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It’s Lazy to Focus on “Working Harder”

You’ve heard it before.  You may have said it yourself – to yourself or to others.  You probably even believed it when you heard it or said it.  And you may have thought it would motivate people toward better results. “We’ve just got to work harder.” In today’s world with tighter budgets and higher expectations, […]

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