Good morning and welcome to 2025! I hope the last evening of 2024 was an enjoyable one for you, your family, and friends. As many people establish resolutions for the New Year, I thought I’d share mine. I’m calling this “A Resolution for Generosity.” I hope I can keep it. In a world full of…
Author: Jason McNeal
I provide leadership, advancement and fundraising consulting services to educational, healthcare, and non-profit organizations.
“Top Down” or “Inside Out”?
In any campaign or significant fundraising initiative, there is wisdom in practicing the maxim of engaging your potential donor segments in a “top down, inside out” order. This phrase, of course, refers to inviting both your highest financial capacity donors (i.e, the “top” in “top down”), and those donors closest to your institution (i.e., the…
The Data We Share
How many data points would it take to prove to your CEO, your board, your major donors – anyone, for that matter – that your fundraising program is healthy and growing? If you think it would take at least 5 data points and probably 10 or more, you might not be using data as effectively…
The Spiritual Roots of Giving
Giving, I believe, is a spiritual act. I believe this, in part, because every major world religion points its adherents toward being generous to others: Judaism: Tzedakah is a Hebrew word that means “righteousness,” or “fairness.” In the Jewish faith tradition, tzedakah is operationalized as a obligation to help others and make the world more…
Informal Indicators of Future Financial Distress
Here are some behaviors that point to a troubling financial future ahead for your institution: Your institution is investing more (more people, more financial resources, etc.) in “marketing” as opposed to investing more in traditional development efforts. During Board meetings, your institution’s Board is awkward about or doesn’t easily and regularly have open discussions about…
Belief Flexibility and Hiring For Success
Traditionally, we hire for advancement positions with a core set of attributes and characteristics in mind. For instance, we want people on our team who are: Ethical Excellent communicators Relationship-oriented Attentive to detail, and, Goal-oriented Even though the above list is just a sampling, we typically don’t include “belief flexibility” as one of those core…
What Donors Value
More often than not, it’s not another tchotchke. Nor is it public recognition. It’s not their name on a building, or even being told about the impact of their gift. Far more often, donors value an experience. And, donors value the good feelings that come with giving. Donors value the experience of access. Whether that…
Former Board Members
Whether through the rhythm of regular Board meetings or in more individual and personal settings, institutional leaders are wise to pay attention to current Board members because of the important legal, fiduciary, and supervisory roles they hold. But, what about the relationships with individuals who previously served on the Board? Because they no longer hold…
What About Lightning?
“What about asking the alumni who have never given?” “What about asking the wealthy business leaders in our community who haven’t supported us?” “What about asking the Gates Foundation or MacKenzie Scott? It can be tempting to focus on the prospects who may have the financial capacity but have never shown the willingness or interest…
Today and Tomorrow
Today, we may want more resources for our annual giving program. On the other hand, tomorrow we may want to have more dollars raised from our annual giving program. Today, we may want another gift officer to meet with more donors. On the other hand, tomorrow we may want to have more discovery visits completed…