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By chris

Perfect Your Prospect Profile Templates [Free Examples]

Developing prospect profiles on your various high-quality giving candidates is a necessary step in managing a fluid transition from prospects to donors.

Your prospect profiles will contain all of the relevant data you gathered during the screening process. With comprehensive profiles, your team can easily transition prospects from one person to the next, without risking miscommunication and information getting lost in the shuffle.

The prospect researcher is responsible for completing as much information as possible before passing on the details to a gift officer. Once the gift officer begins the donor cultivation process, he or she then tracks any additional input and changes as the relationship develops. That way, if a new officer were to step into the role, he or she would be automatically brought up to date.

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By chris

[Guest Post] Maximize Your Donor Solicitation’s Response Rates

This blog focuses on the world of prospect research and various related fundraising topics. To diversify our subject matter, we like to feature the work of our friends and colleagues in the community. Join me in welcoming Marvin Dawson, Vice President of MMI Direct, for his thoughts on how to improve donor solicitation response rates.

You’ve agonized over every word in the copy, spent hours working with your designer to make sure the layout is perfect, and tested multiple calls to action.  You’re finally ready to mail your incredible donor solicitation, right?

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By chris

[Guest Post] Why You Should Pay More Attention to These Forgotten Donors

This blog focuses on the world of prospect research and various related fundraising topics. To diversify our subject matter, we like to feature the work of our friends and colleagues in the community. Join me in welcoming Mary Cahalane of Hands-On Fundraising and please enjoy her post on mid-level donors.

Why You Should Pay More Attention to These Forgotten Donors

They’re the stalwarts of your annual giving program. They’ve been giving for years. They’re obviously committed.

So how well do you really know your mid-level donors?

I can’t tell you how to define “mid-level”. Just like “major gift donor” it will depend on your organization’s size and donor base. But if you take a good look at your list, you’ll know who they are.

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By chris

[Guest Post] How to Capture a Baby Boomer’s Attention

This blog focuses on the world of prospect research and various related fundraising topics. To diversify our subject matter, we like to feature the work of our friends and colleagues in the community. Join me in welcoming Karen Blanchard of Alumni Finder, and please enjoy this post on engaging Baby Boomers.

While Baby Boomers may have been overtaken by Millennials as the largest segment of the U.S. population, don’t count them out when soliciting donations. Retirees are expected to donate $6.6 trillion cash and $1.4 trillion in volunteer services during the next 20 years, according to a report released recently by Age Wave in partnership with Merrill Lynch.

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By chris

Timeline for a Capital Campaign

If your nonprofit is looking to take on a substantial project or construct a new building in the future, you might need to start planning a capital campaign.

Because capital campaigns can sometimes extend for years, you’ll need to establish a timeline to help you and your team stay on track while you plan and raise money for your nonprofit’s project.

Below, you’ll find a general timeline for a capital campaign.

Naturally, your capital campaign may have fewer or more steps depending on how much money you’re trying to raise and how much time you have. Use these steps as a beginning template and add or subtract as necessary.

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By chris

14-Step Guide for Getting Started with a Capital Campaign

So, your organization needs to raise a significant amount of money for a particular project. This might be a long-awaited renovation for your organization’s headquarters or perhaps another big-ticket project that can’t be covered by your annual fundraising efforts alone.

After examining all fundraising routes, you’ve determined that a capital campaign is the right way to go.

Before you dive straight into fundraising, there are a number of steps that you have to take to properly plan your capital campaign. To get your capital campaign off the ground, you should:

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By donorsearch

[Guest Post] Retaining Major Gift Donors

This blog focuses on the world of prospect research and various related fundraising topics. To diversify our subject matter, we like to feature the work of our friends and colleagues in the community. Join me in welcoming Vicki Shelton, Senior Director of BNY Mellon Wealth Management, Seattle, Washington and please enjoy this post on retaining major gift donors.

RETAINING MAJOR GIFT DONORS

By Vicki Shelton, Senior Director, BNY Mellon Wealth Management, Seattle, Wa.

In 2015, charitable giving increased for the fourth consecutive year, as reported in the 2015 Fundraising Effectiveness Project (FEP) Survey Report. The FEP, developed by the Association of Fundraising Professionals (AFP) and the Urban Institute, measures gains and losses in gift amounts, as well as in the number of donors among participating charitable organizations.

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By chris

[Guest Post] Cast a Wider Net in Your Prospect Identification

This blog focuses on the world of prospect research and various related fundraising topics. To diversify our subject matter, we like to feature the work of our friends and colleagues in the community. Join me in welcoming Jeff Stein and Allison Keech Sanka of Planned Giving Marketing and please enjoy their post on planned giving.

Cast a Wider Net in Your Prospect Identification

There are more big fish in your small pond than you may think (or than you’ve been led to believe).

If you work in major or planned giving for a national fundraising organization, major university, regional healthcare system or other large non-profit with a donor file in the hundreds of thousands or millions, you can stop reading here.

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By chris

[Guest Post] Fundraising Compliance and the Impact on Giving

This blog focuses on the world of prospect research and various related fundraising topics. To diversify our subject matter, we like to feature the work of our friends and colleagues in the community. Join me in welcoming James Gilmer of Harbor Compliance and please enjoy this post on fundraising compliance.

Fundraising Compliance and the Impact on Giving

Fundraising and active donor engagement are critical to your nonprofit’s success. Many nonprofit leaders believe that simply being recognized as tax-exempt under IRC Section 501(c)(3) allows their charity to fundraise freely. However, fundraising (or “charitable solicitation”) is highly regulated at the state level. Failure to comply with the rules and requirements of state authorities can lead to steep financial penalties, loss of personal liability of the officers and directors, and a loss of credibility with your donors.

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