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Former Board Members

Posted on December 16, 2024December 12, 2024 by Jason McNeal

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…

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What About Lightning?

Posted on December 13, 2024December 11, 2024 by Jason McNeal

“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…

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Today and Tomorrow

Posted on December 11, 2024December 10, 2024 by Jason McNeal

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…

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How Many?

Posted on December 9, 2024 by Jason McNeal

Because so much of our work is counted or can be counted, advancement folk often ask this question first. How many donors should we send this solicitation to? How many donor calls should we make so that we end the year strong? How many gifts will make this giving day successful? A far better question…

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Little, Powerful Phrases

Posted on December 4, 2024November 30, 2024 by Jason McNeal

Instead of simply saying these phrases each day, what if we made the effort to mean these phrases each day? “Thank you.” “You’re welcome.” “How are you?” “Good morning.” “I’m sorry.” “I appreciate you.” “See you tomorrow.” If we made a habit of saying these common, everyday phrases animated by their real meaning: advancement team…

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The Same, But Different

Posted on December 2, 2024November 30, 2024 by Jason McNeal

Productive annual giving messaging often gets changed too quickly because the type of message feels “the same” and change feels like progress. Example: “Let’s not use a student scholarship story for our end of calendar year direct mail annual fund letter since we used a student story in the last annual fund letter.” Similarly, productive…

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“No one cares!”

Posted on November 29, 2024November 26, 2024 by Jason McNeal

Turns out, this statement is right. “No one cares that your organization needs more money.” “No one cares that your campaign is under goal.” “No one cares that your development program is understaffed and overworked.” But. . . “A lot of people care about your mission.” “A lot of people care about those you serve.”…

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Paradoxical Life Lessons

Posted on November 27, 2024November 26, 2024 by Jason McNeal

Three fundamental life lessons that humans must learn in order to lead productive and satisfying lives (they build on each other in paradoxical ways): 1. “It’s not about me.” 2. “While it’s not about me, I end up with more when I give than when I receive.” 3.  “While I end up with more when…

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Value, Growth, and Raising More Money

Posted on November 25, 2024November 24, 2024 by Jason McNeal

In the stock market investing world, two fundamental approaches hold court: Value Investing and Growth Investing. Value investing suggests that investors pay attention to the stock price of a company and compare that price to what they believe is the actual value of the company.  If the current stock price is low compared to the…

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The Case for the Annual Fund

Posted on November 22, 2024November 19, 2024 by Jason McNeal

What if the annual fund wasn’t viewed as “operational support?” What if the annual fund wasn’t viewed as the “black hole of giving?” What if the annual fund wasn’t viewed as being “too general” to be marketable? What if, instead, the annual fund was viewed as a critical and compelling part of your institution?  And…

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