Browsing the archives for the Uncategorized category

Every Donor Is An Exception

Over the last few years, I’ve taken to explaining the purpose of donor and prospect management as the “management of exceptions.”  By that phrase, I simply mean that all major donors and major donor prospects are “exceptions” to any conceivable universal rule one might use to engage them as a group.  Each of these identified […]

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5 Researched Reasons To Be Grateful For Your Work In Advancement

In a world seemingly plagued by insecurity, brittleness, volatility, anger, negativity, and senselessness, being involved as a professional in the arena of gift-giving and philanthropy is something for which you should be grateful.  Each day you work in advancement, you are affirming the remarkable goodness of humanity through generosity.  Consider what we know from research: […]

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On Meaning in the New Year

  I invite you to begin your New Year by watching this short “ted talk,” which was actually a presentation by Viktor Frankl, the 20th Century Austrian psychologist and more importantly, Holocaust survivor.   He reminds us all that we have a responsibility to lift up, to inspire, and to encourage others. Regardless of your circumstances, […]

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A Perspective on Purpose

It is well known that, given the choice, younger people will opt to meet new people and participate in new experiences as opposed to spending time with a sibling or other family members.  Conversely, older folks tend to prefer spending time with those closest to them – family, long-held friends, etc. – as opposed to […]

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The New Tax Bill and Charitable Giving: Another Take

This week the U.S. House of Representatives and the Senate passed the much-discussed tax cut and reform bill, which focuses, primarily, on reducing corporate tax rates and re-organizing the individual tax code. In the charitable giving sector, non-profit leaders have expressed concerns that the greatly-increased standard tax deduction levels included in the bill – from […]

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The Gift and The Giver

It’s easy to focus on “the gift.”  What is the amount we are seeking?  For what purpose?  Over what period of time?  We talk about the gift in strategy sessions, when we ask for it, and when we receive it – especially when we receive one of significance!  We write proposals that answer the questions […]

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Using Your Database to Invite, Report, and Steward

The most fundamental and effective organizing strategies when using your database (certainly not the only organizing strategies!): Inviting Donors and Prospects to Give – you will be most effective in inviting donors and prospects to give when you organize your database by giving history.  In other words, to be the most effective and efficient in […]

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5 “Alternative Facts” for Advancement Professionals

Recently, a U.S. political figure who shall remain nameless (only because it would be too embarrassing for her to be named) used the phrase, “alternative facts,” during a heated exchange with a reporter.  And since a fact is, by definition, well, “a fact,” I have no idea what the phrase “alternative facts,” is intended to […]

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The Most Important Resolution

About half of Americans state a specific New Year’s resolution.  Most of these resolutions are focused, as one might imagine, or enhancing health or well being, gaining more education, or increasing one’s financial situation.  And while all those resolutions are fine and good, I do wonder if focusing on resolutions that endeavor to make ourselves better […]

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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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