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Author: Jason McNeal

I provide leadership, advancement and fundraising consulting services to educational, healthcare, and non-profit organizations.

Talking Points For The Annual Fund

Posted on August 30, 2024 by Jason McNeal

Private educational institutions (either preK-12 or higher ed.) typically have a need for annual budgetary-relieving gifts.  These gifts can be either unrestricted and used however the institution wishes or can be restricted, but supportive of the institution’s operating budget.  However defined, these annual, “repeatable and replaceable,” gifts are typically part of the institution’s Annual Fund….

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“The World Is Coming To An End!”

Posted on August 28, 2024August 27, 2024 by Jason McNeal

It’s true. But it won’t happen (at least by natural means when the all-powerful and life-giving sun peters out) until about 5-7 billion years in the future. So, the statement is true. But, it wouldn’t make much sense to re-order our lives, relationships, work experiences and major decisions around that true statement.  It’s true, but…

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Why Donors Give

Posted on August 26, 2024August 25, 2024 by Jason McNeal

Over the last 20 years or so, a stream of research on giving motivations has regularly pointed to a simple yet powerful factor: Donors tend to give then they are asked. For example, the Study of High Net Worth Philanthropy has been biannually produced since 2006 by the Lilly Family School of Philanthropy and Bank…

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What Happens When The Response Is “No”?

Posted on August 21, 2024August 19, 2024 by Jason McNeal

Does the employee get blackballed, demoted, or, even, fired? Does the donor get ignored? Does the colleague get chastised? Or, is the response a simple, authentic, “why are you thinking that way?”  Or, “Tell me more about your perspective?” Or, “Can you help me understand your response?” The best leaders, the best advancement officers, the…

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What We Can Learn From the Carnival Barker

Posted on August 19, 2024August 19, 2024 by Jason McNeal

“Step right up, ladies, gentleman, and boys and girls of all ages!” This is the well-known patter of the old-fashioned carnival barker – or, as those who work in this field preferred to be called, “carnival talkers.” But underneath the slick, shouting, and staccato speech patterns recognized by most anyone who has attended a circus…

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‘It Will Be Living Document”

Posted on August 16, 2024 by Jason McNeal

Your organizational strategic plan shouldn’t be. Your annual giving solicitation plan shouldn’t be. Your major gifts officer metrics program shouldn’t be. We shouldn’t create plans with the intent that they will change. Instead, we should do the hard work up front to identify the most impactful priorities, discern the most appropriate and inspiring goals for…

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Scaling Generosity

Posted on August 14, 2024August 12, 2024 by Jason McNeal

Everyone wants to “raise more money.” But few people (at least that I’m aware of), speak of wanting to  “scale generosity.” There is a difference. We can raise more money through a gimmick or activity that goes viral.  Recall the ALS Association’s Ice Water Bucket Challenge, which is celebrating a 10-year anniversary this summer. We…

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Becoming Less Certain And More Discerning

Posted on August 12, 2024 by Jason McNeal

Finding agreeable voices can feel affirming. Whether from our team members, from our supervisors, or from donors. We believe in our proposed strategy to grow the number of consecutive year givers and now 3 other colleagues agree with us. We are convinced that our proposed tactic to raise more major gifts will work and now…

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A Direct Mail Invitation to Give “Formula”

Posted on August 9, 2024July 21, 2024 by Jason McNeal

Thinking in terms of “formulas” for advancement work is akin to thinking that there is (or should be) a “formula” for the relationships within our families or our close friend groups. When we think of our personal relationships, we easily recognize that there is no helpful formula or equation that works for all of these…

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Convincing

Posted on August 7, 2024July 20, 2024 by Jason McNeal

Show someone a peer-reviewed, published study that contradicts their worldview and you might just hear, “those studies are all biased.” Share with someone recent data that suggests there are macro-level trends emerging that challenge their beliefs and you might just hear, “the organization that compiled that data is untrustworthy.” Present someone with statistics that suggest…

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