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Historically, major gift officers solely sought donors with the capacity to make major gifts, and planned gift officers focused on prospects with the result being a planned gift. But now, blended gifts are the future of gift planning.
The Internal Revenue Service reminded thousands of tax-exempt organizations of their May 15, 2023, filing deadline. The annual filing due date for certain returns filed by tax-exempt organizations is normally by the 15th day of the fifth month after the end of an organization's accounting period.
Speaker: Lee Andrews, Founder at LJA New Media & Tony Karrer, Founder and CTO at Aggregage
This session will walk you through how one CEO used generative AI, workflow automation, and sales personalization to transform an entire security company—then built the Zero to Strategy framework that other mid-market leaders are now using to unlock 3.5x ROI. As a business executive, you’ll learn how to assess AI opportunities in your business, drive adoption across teams, and overcome internal resource constraints—without hiring a single data scientist.
This article hit close to home. I always sit in the middle of the table even now that I am AVP. You make an excellent point and I will change where I sit from now on. Thank you!
Nonprofit donors are increasingly immune to traditional marketing and advertising. Wherever we go, from billboards on the highway to pop-up ads on our favorite websites, countless brands vie for attention. As a result, we’ve learned to tune them out or avoid them. That's why interactive marketing is so effective.
Nonprofit events are the perfect opportunity to bring your community together to celebrate and support your cause, but they also require a lot of work. From designing an effective marketing strategy and securing sponsors to coordinating details like venues, catering, and entertainment, there are dozens of tasks that need to be completed before the day of a big event.
Nonprofit events are the perfect opportunity to bring your community together to celebrate and support your cause, but they also require a lot of work. From designing an effective marketing strategy and securing sponsors to coordinating details like venues, catering, and entertainment, there are dozens of tasks that need to be completed before the day of a big event.
The 2023 DonorPerfect Community Conference will explore industry skills and solutions that make it simple to refresh your fundraising strategy on a dime. Mark your calendar now for two half-days of free, virtual sessions on June 6th and 7th, led by celebrated nonprofit leaders and expert fundraising trainers.
When I first drafted this blog article, it was intended to share why one of the nonprofits I work with had all intentions of staying on the controversial platform, Twitter, despite something of a platform exodus – because it met their needs. I was hoping to use the scenario to emphasize the importance of following marketing strategies that make the most sense for your nonprofit and the people you serve, regardless of what others are doing.
Make 2023 a year of growth and enhance your fundraising data with Melissa’s smart, sharp data quality tools! Learn how Melissa can help you verify global address and contact information to stay in touch with donors, create mailing lists to expand your outreach to the best possible supporters, and keep your funds secure with eIDV by downloading our new Solutions Catalog today!
I worked at an organization where the person not in charge (although they wanted to be) always sat at the head of the table, and the executive director sat in the middle. It made a pretty big statement, as the executive director had difficulty truly being in charge. The employee seated at the head of the table was always calling the shots, telling people what to do, and when to do it, including the executive director.
Speaker: Gareth Webb & Phil Selley, Founding Partners at Intouch Business
For many nonprofit organizations and NGOs, managing grants and monitoring projects with spreadsheets and manual processes feels familiar—but is it holding your organization back? As funding requirements become more complex and stakeholder expectations for transparency grow, relying on outdated methods can lead to inefficiencies, missed opportunities, and compliance risks.
Running one of the 1.5 million non-profit organizations in the United States can be fulfilling and meaningful. It can also bring significant risk of loss exposures. Every year, non-profit leaders are exposed to Directors and Officers (D&O) claims made against them and their organizations. Read on for more information about the growing exposures non-profit directors face, and the peace of mind D&O insurance can offer non-profits.
I'm busy this week teaching in the New Strategies Program in the business school at Georgetown University in Washington, D.C. I'm teaching 30+ nonprofit leaders how to raise money with corporate partnerships. Woo-hoo! ? For that reason, I'm keeping this week's newsletter short! ✍️ Partnership Notes 1. Did you miss the Q&A session I held last Thursday with the gang at Good Scout???
Image Credit: Clint McKoy on unsplash.com “We know that redlining and segregation was not just a phenomenon that has to do with banks,” Jesse Van Tol, CEO of the National Community Reinvestment Coalition, said. “Institutional racism means that many institutions were implicated in the creation of the system that we have today—governmental, academic, corporate, and medical institutions alike.
By Heather King Hunger in the United States is more prevalent, more invisible, and more difficult to solve than many people would imagine. Nearly a quarter of Americans report experiencing regular food challenges, and more than 10 percent of US households are “food-insecure ,” meaning they lack access to enough food to support an active, healthy life for all household members on a daily basis.
Your financial statements hold powerful insights—but are you truly paying attention? Many finance professionals focus on the income statement while overlooking key signals hidden in the balance sheet and cash flow statement. Understanding these numbers can unlock smarter decision-making, uncover risks, and drive long-term success. Join David Worrell, accomplished CFO, finance expert, and author, for an engaging, nontraditional take on reading financial statements.
To spread the word about a new initiative or build awareness around your mission-driven work, effective communication with your audiences is key. This is where a communications campaign can come in handy. But managing a campaign’s moving pieces can be challenging. To set your next campaign up for success, we are breaking up the process of building a campaign into five simple steps.
Have you considered adding a chatbot to your fundraising toolbox? Here are some practical steps to start optimizing all that AI has to offer. The post ChatGPT Did NOT Write This Headline (But It Probably Could Have) appeared first on Veritus Group.
This episode is sponsored by my friends at Keela , a comprehensive fundraising and donor management software that will help you expand your reach, increase fundraising revenue, and foster a dedicated community of supporters. Keela is hosting a webinar, led by me, on June 6 – How to Drive Donations and Get Engagement Using Social Media. It’s totally free, and you can get all the details and sign up by clicking here.
Traditional budgeting and forecasting methods can no longer keep pace with today’s rapidly evolving business environment. Static budgets, rigid annual forecasts, and outdated financial models limit an organization’s ability to adapt to market shifts and economic uncertainty. To stay ahead, finance leaders must leverage a future-forward approach—one that leverages real-time data, predictive analytics, and continuous planning to drive smarter financial decisions.
Testing is one of the great advantages of doing direct-response fundraising. It frees you from guessing what will work. It shuts down the uninformed opinions of amateurs. (Well, it should.) But you have to test right. Here’s a helpful post from the Heroic Fundraising Blog, at When to Invest in a Fundraising Campaign Test? 3 Questions to Ask. (It includes a helpful decision tree for testing.
Today’s episode is Part 2 of a conversation with guests, Dr. Jim Loehr and Dr. Sheila Ohlsson Walker. In Part 1, they discuss why the skill of decision making is essential for the trajectory of our lives. In today’s episode, Jim and Sheila dive deeper into how important your inner voice is and how you can train it to be better at helping you make decisions.
The following is a transcript of the video above, from our webinar on “Remaking the Economy: Caring for the Care Economy.” View the full webinar here. Jenn Stowe: The domestic worker workforce has had a history of exclusion and sexism and racism surrounding it because farm workers and domestic workers were left out of the New Deal in the 1930s. There was a humongous labor package [and] labor protections passed at that time, and domestic workers were not included in that.
Speaker: Tim Sarrantonio, Director of Corporate Brand
Do you really know your donors? Not just what they give, but who they are? 👥 In this interactive session, we’ll break down how nonprofits can use behavioral indicators (affinity, recency, frequency, and monetary value) to build prospecting segments that go beyond wealth screening and actually align with donor identity. You’ll walk away with practical strategies to move beyond basic demographics and cultivate supporters based on how they already engage with you!
By Amy Pisani University of Arizona Health Sciences While the Covid-19 public-health emergency officially ends Thursday, the need to vaccinate all people in the United States and prepare for future pandemics must continue.
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