Note: This post is adapted from a recent presentation to the Maine Planned Giving Council. Thanks to MPGC! My planned giving story begins more than twenty years ago, when my spouse and I created our first wills. In addition to including our daughter, niece, and nephew, we designated six nonprofits to each receive a small percentage of … [Read more...]
The Talmud of Zoom
In the Jewish tradition, the Talmud is one of the core books: a primary source of Jewish law. The Talmud is drawn from centuries of oral teachings and includes the opinions of many, many rabbis. It was compiled about fifteen hundred years ago, with more commentary added in subsequent centuries. I’m no scholar, but what I most … [Read more...]
Time or money: Which is easier to get?
When leading a fundraising workshop, I often use the following two-minute exercise. “I want to try a thought experiment,” I might say, “and this experiment is about you.” That gets everyone’s attention. “I'm starting with two assumptions: you don’t have enough time and you don’t have enough money. I could be totally wrong – in … [Read more...]
Post-pandemic icebreakers
A few weeks ago, I led my first in-person, indoor job in 18 months (!) I traveled to Maine to facilitate a planning meeting for the Coastal Rivers Conservation Trust, a long-time favorite client. I had the pleasure of partnering with graphic facilitator Marsha Dunn to design and deliver the retreat. We began the day by asking … [Read more...]
100 webinars later
Earlier this month, I celebrated (!?) the one hundredth webinar, virtual meeting, or online retreat I’ve designed and facilitated during the pandemic. Looking through the list – yes, I keep a list – it’s amusing to see that the first one focused on how to organize and deliver a remote training. Little did I know… With vaccination … [Read more...]
Help your board promote monthly giving
Note: This guest post is from Erica Waasdorp, author of a new book, Monthly Giving Made Easy. Thanks, Erica! Pandemic lesson number one: you need reliable revenue, no matter what. Your best solution is monthly giving: encouraging automatic monthly payments from your donors, typically via credit card or electronic funds transfer … [Read more...]
Holding myself accountable
One year ago, in response to the murder of George Floyd, I wrote Racism, Privilege, Training, Facilitation – and Sharing the Wealth. To become a more active, authentic ally, I made this commitment: “As I slowly wind down my business over the next few years, I will continue passing along gigs and recommending consultants. One … [Read more...]
Board president confidential
Several years ago I shared Treasurer Confidential, which described my experience as treasurer of a nonprofit board. My volunteer career has progressed and (surprise!) I’m now president of our grassroots, one-employee organization. In theory, I am well-qualified. I’ve served on multiple boards. I train boards for a living. I write books … [Read more...]
Using values to build your anti-racist fundraising program
Note: This guest post is from Laurel McCombs of the The Osborne Group. Thanks, Laurel! My colleague Bob Osborne and I have been fortunate to conduct several presentations this year on how to create an anti-racist fundraising program. As I reflect on these sessions, I want to use this post to emphasize an area that many organizations … [Read more...]
Using evaluation to “scale up” your organization
Note: This guest post is from Traci Shirachi of The Mark. Thanks, Traci! What has the pandemic revealed about your organization? Are you having a harder time maintaining and expanding the resources you need – money, staff, volunteers, focused attention – to do your work successfully? Are you overloaded with increased demand for your … [Read more...]
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