Three things I look for in pitches

Richard Branson needs no introduction and there is no doubt that he has heard thousands of pitches. What can fundraisers learn from Richard when it comes to us pitching to wealthy individuals? Richard states: “Throughout my career, I have heard thousands of pitches: formal business sit-downs, opportunist moments in elevators, and some very inventive incidents […]

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Should You Include Major Donor Prospects in Your Year-End Appeal?

Here’s the challenge – you’ve developed close, friendly, easy connections with your major gift prospects. You’re investing tons of time with these special major donor prospects — visiting with them, listening to their ideas, sharing your work with them. They are getting high-touch, very personalized treatment all the time, and they’re feeling like insiders at […]

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Background investigations – Don’t skip the media report

Due diligence background investigations come in all flavors. They’re generally customised according to industry, level of risk, and time constraints. There’s one component, though, that should be included in all background checks on people and companies – the media report. It’s the section of a background investigation that covers news and social media. The media […]

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Alumni Engagement: What We’ve Gotten Wrong And How To Fix It

At some level, every fundraiser knows that alumni engagement is an important driver of alumni giving. At the same time, the advancement profession seems perpetually perplexed by how to measure engagement and apply those measures to increase philanthropy. Why is that? Generally speaking, advancement offices have access to a pretty accurate picture of who alumni […]

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7 simple steps to qualify your donors

Unsuccessful fundraisers don’t understand qualification. They don’t recognize its power. They wait for the next wealth screened list. They fiddle with it in Excel or in some other database. They make a few calls. They don’t get any appointments. They give up. Then they say the list was no good. Unsuccessful fundraisers don’t use the […]

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Creating a DIY wealth spreadsheet

Wealth advisors need to understand wealth trends in relation to their client’s investment strategies. Their companies have the necessary resources to provide that insight for them in the form of studies and surveys. Surveys dealing with wealth allocation are particularly useful for estimating wealth. In this blog, Kenny Tavares has come up with a list […]

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