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Alumni and Constituent Engagement and Relations

Alumni Engagement Pathways

By Nancy Treser Osgood

During this COVID time of online and digital engagement, alumni and donors are hungering for more personal contacts …

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Energize Your Alumni – and Your Fundraising in the Process!

By Myra Garcia

The temptation for under-resourced institutions in financially-strained times is to cut back and retrench across the board. Here …

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Building a Comprehensive Fundraising Program

Talent Management Reimagined

By Richard Tollefson

USE A HOLISTIC APPROACH TO ATTRACT AND RETAIN TOP-LEVEL STAFF LESSONS LEARNED: 1. It’s critically important that current …

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Continuously Sustaining and Growing Your Fundraising Performance In 2021

by Richard L. Tollefson

If there is one key takeaway for philanthropy professionals from 2020, it’s that they have to be prepared …

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It is Time to Truly Embrace Donor Advised Funds

by Richard Tollefson and Michal Tyra

A ONCE-MISUNDERSTOOD GIVING TOOL IS PROVING ITS VALUE ANOTHER TOOL FOR CRISIS RESPONSE Donors are investing resources to …

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Need to Amp Up Your Creativity, Efficiency, and Productivity Fast? Outsource!

By Richard Tollefson and Michal Tyra

IT CAN BE A SURPRISINGLY BUDGET-WISE DECISION CULTURAL ALIGNMENT According to the Nonprofit Committee of New York, hiring …

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Avoiding the Operational Black Hole

By Richard Tollefson

DEVELOPMENT LEADERS OFTEN TAKE ON TOO MANY OPERATIONAL TASKS, NEGLECTING FUNDRAISING PERSONAL ORGANIZATION TOOLS Nonprofit leaders looking to …

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Overhead and the Nonprofit

by Richard Tollefson

EXECUTIVES SITTING ON NONPROFIT BOARDS ARE UNIQUELY SUITED TO HELP REFRAME PERCEPTIONS ABOUT NONPROFIT OVERHEAD COSTS HOW TO …

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Better Branding = Fundraising Impact

by Richard Tollefson

A GREATER UNDERSTANDING OF BRAND AND MESSAGING CAN BOLSTER A NONPROFIT’S FUNDRAISING EFFORTS MARKETING TOOLS FOR THE NONPROFIT …

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The Value of Values-Based Hiring

By Brian Mohr and Richard Tollefson

SETTING ASIDE A CANDIDATE’S RESUME AND JOB DESCRIPTION MAY BE THE BEST STRATEGY FOR NONPROFITS SEEKING THE PERFECT …

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Coaching for Fundraising Success

By Richard Tollefson

FINDING THE RIGHT FUNDRAISING TALENT MAY BE EASIER THAN NONPROFITS THINK — WITH THE RIGHT TRAINING THE BEST …

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The Value of Professional Interim Management

By Cassandra Larsen and Deborah Whitehurst

RUSHING TO REPLACE NONPROFIT LEADERSHIP MAY HAVE NEGATIVE CONSEQUENCES 5 REASONS TO HIRE A PROFESSIONAL INTERIM LEADER The …

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The Real Impact of Impact Investing

By Richard Tollefson

EXECUTIVE BOARD MEMBERS LOOKING TO DIVERSIFY THEIR NONPROFIT ORGANIZATION’S REVENUE STREAMS MAY WANT TO CONSIDER A SECRET WEAPON: …

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Coffee to Cashflow

By Marc Kellenberger

CORPORATE EXECUTIVES INSPIRE NEW WAYS TO DEVELOP DIVERSIFIED REVENUE SOURCES FOR THE NONPROFIT BOARDS THEY SERVE COFFEE BEANS. …

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Five Principles of Transformation

by Richard Tollefson

How to transform your organization to achieve lasting impact on our world. How do people and organizations transform …

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Four Key Strategies for Advancement Success

By Richard Tollefson

Take the time to step back, reflect and reaffirm key strategies for success in the competitive advancement field. …

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Campaign Planning and Management

Silent Phase to Public: When to Announce a Fundraising Campaign

By Richard Tollefson

It’s much more than a percentage of goal raised in advance Fifty percent. Sixty. Ninety… Conventional fundraising wisdom …

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Visioning, Priority and Goal Setting

By Richard Tollefson

Big bold ideas create transformational change for your nonprofit, your community, and your fundraising Nonprofits that put forward …

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Art and Science of Fundraising Campaigns

By Richard Tollefson

BOARDS THAT APPLY SCIENCE AND ART TO FUNDRAISING CAMPAIGNS SEE UNEXPECTED HURDLES AS OPPORTUNITIES EXPECT THE UNEXPECTED The …

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Quiet Does Not Mean Silent

By Richard Tollefson

COMMUNICATION STRATEGIES DURING THE QUIET PHASE OF A CAMPAIGN ARE ACTUALLY ROBUST QUIET TALK How can organizations communicate …

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Transforming the Nonprofit

By Richard Tollefson

MAJOR CAMPAIGNS ARE AMONG THE MOST ENERGIZING AND POSITIVE WAYS TO EFFECT CHANGE ESSENTIAL FIRST STEPS — CAMPAIGN …

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Life After a Campaign

By Richard Tollefson

THE OLD PHILOSOPHY OF ‘BACK TO BUSINESS AS USUAL’ AFTER A CAMPAIGN IS OLD NEWS AVOIDING VOLUNTEER BURN …

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The Importance of Market Research

By Richard Tollefson

WHEN NONPROFIT LEADERS EMPLOY MARKET RESEARCH, THE RESULTS ARE OFTEN DRAMATIC The Best Research and Consulting Firms? Reputable …

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Communicating with Prospects, Donors, and Key Stakeholders

Maintaining Stakeholder Relationships during Leadership Change

By Richard Tollefson

The importance of constituent communication Employee turnover is nothing new in the workplace, but it presents an even …

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Transform Mundane Financial Statements into Compelling Stories

By Richard Tollefson

How to Infuse Creativity into your Nonprofit’s Common Reporting Tools Many nonprofit organizations are missing out on a …

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Tell me a Story and Capture my Heart

by Richard Tollefson and Michal Tyra

WHAT NONPROFITS CAN LEARN FROM BUSINESS STORYTELLING CHECKLIST Storytelling is the best way to present a business or …

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The Most Important Ingredient in Fundraising Success

By Laurel Kimball, Founding Principal

“We are friend-raising, not fundraising.” So my first fundraising boss always reminded us. We are friend-raising, not fundraising.” …

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The Challenge is Never the Ask

By Stephen Zastrow

In our rush to hit financial goals, are we straying from what’s most important: developing genuine relationships? When …

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Culture of Philanthropy

A Strong Culture of Philanthropy = Financial Success

By Richard Tollefson

Nonprofits with strong giving cultures are more likely to succeed You know you have a strong culture of …

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Creating a Culture of Philanthropy

By Peter Smits and Richard Tollefson

WHILE MANY NONPROFITS IDENTIFY AS HAVING A STRONG CULTURE OF PHILANTHROPY, RESEARCH REVEALS THE CONCEPT IS MISUNDERSTOOD VOLUNTEERS …

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Cultivating Your Culture of Philanthropy

By Peter Smits

Everyone in your organization plays an important role in this ongoing process, starting at the top – with …

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Fundraising Roles, Responsibilities, and Partnerships

Do Donors Really Care About 100% Board Participation in Giving?

By Richard Tollefson

You Bet They Do! Many prospective donors, when determining if, how much, or when to make a major …

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Successfully Navigate the Transition into a VP or Chief Development Officer Role

By Richard Tollefson

When a long-time major gift officer, annual fund manager or advancement services director steps into their first chief …

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Fundraising vs. Finance

By Richard Tollefson

Change the Dynamics to Build Organizational Strength Friction between a nonprofit’s fundraising and finance teams is not uncommon, …

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Optimizing the Role of the CEO in Fundraising

By Richard Tollefson and Michal Tyra

SPIRIT MATTERS CEO Key in Fundraising Collaborative Leadership is the term for leadership that is generated and sustained …

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Who Manages Endowment

By Deborah Whitehurst

NONPROFITS MAY FIND PARTNERSHIPS WITH COMMUNITY FOUNDATIONS AND INVESTMENT COUNSELORS FRUITFUL FOR THEIR ENDOWMENTS QUESTIONS TO ASK A …

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Knowing and Doing: The Board Member’s Key Responsibilities

By Deborah Whitehurst

NONPROFIT BOARD MEMBERS MUST KNOW THEIR ORGANIZATION FIRST, AND ACT SECOND BEING A BOARD MEMBER — like being …

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Why are Good Fundraisers Hard to Find?

By Laurel Kimball

The best fundraisers possess two key characteristics – the problem is, they are not often found in the …

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Issues and Trends in Fundraising

Philanthropic Resilience Compromised by Inflation

By Richard Tollefson

Even with 2022 GDP growth and historically low unemployment While economic uncertainty and stock market volatility have influenced …

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Fundraising Success for Complex Social Issues

By Richard Tollefson

Transform challenging social issues into effective fundraising opportunities Fundraising for Our Most Complex Social Issues Inspiring donors and …

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Fueled by Economic Recovery, Giving in 2021 Reaches A New High

By Richard Tollefson

But the wealth divide grows Strong increases in individual, foundation and corporate giving summarize the key philanthropy trends …

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The Future of Philanthropy – Next-Gen Nonprofit Leaders Speak Out on Philanthropy, Governance, and Social Change

By Richard Tollefson

Social change champions help today’s nonprofits adapt for leadership change A new era of philanthropy, nonprofit governance, and …

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Keys to Success with Institutional Donors and Government Funding

By Richard Tollefson

Several trends in institutional and government funding are emerging that can have significant impacts on nonprofits – if …

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Record Giving Reaches $471 Billion. What Does it Mean for 2021?

By Richard Tollefson

Opportunities persist when organizations pursue them While a strong year-end stock market and record giving in response to …

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How the University of La Verne Achieved Fundraising Success Despite Pandemic

By Richard L. Tollefson

Quick action by a fearless and talented fundraising president and her team helped the University of La Verne …

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Virtual Events: Embrace the Opportunities

by Jeri Kendle

STRATEGIES TO MAXIMIZE RETURN ON THIS FUNDRAISING VEHICLE There are many advantages to a virtual fundraiser. Nonprofits may …

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Best Communications and Fundraising Practices During COVID-19

By Richard Tollefson

LESSONS FOR TODAY AND FOR THE FUTURE Remember to celebrate resiliency and generosity. American donors are amazingly resilient. …

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The Changing Nature of America’s Donors

By Richard Tollefson and Michal Tyra

AND CHALLENGES TO OVERCOME While the advice and counsel in this month’s article is meant to provide practical …

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Communicate the Transformative Impact with Social Return on Investment

By Richard Tollefson and Michal Tyra

INTRIGUED BY THE POSSIBILITIES OF SROI? There are several resources available to help get started. The Alliance of …

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The New Tax Law

By Richard Tollefson and Michal Tyra

AND WHY YOUR NONPROFIT SHOULDN’T BE TOO CONCERNED “Givers make their largest gifts in support of ideas in …

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It’s Not Just Checkbook Giving Anymore

By Richard Tollefson

UNDERSTANDING THE VARIED WAYS IN WHICH TODAY’S INDIVIDUAL DONORS GIVE CAN BENEFIT BOTH NONPROFITS AND THEIR DONORS INDIVIDUAL …

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P3s Partnering for the Future

By Cassandra Larsen

CORPORATE EXECUTIVES SITTING ON NONPROFIT BOARDS MIGHT CONSIDER A NEW TOOL TO SUSTAIN THEIR ORGANIZATIONS AND LOCAL COMMUNITIES: …

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Organizational Strength

Balancing Fundraising for Short-Term Needs and Long-Term Strength

By Richard Tollefson

Did you know? • The Federal CARES Act provided $377 billion for financial assistance to small businesses—generally including …

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Public Private Partnerships

by Cassandra Larsen

P3: An equation that works PPP, P3, and P3 may seem like complicated algebra problems that leave you …

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Replacing a Star Player

by Stephen Zastrow

the question is the same in nonprofits and professional baseball. When a ten-year veteran player leaves, does management …

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Other

6 Creative Ways to Nurture Tax-Credit Donors to Give Continuously

by Richard L. Tollefson

Arizona has several tax credit programs that benefit taxpayers and nonprofit organizations alike. Two of the most popular benefit …

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Engaging a Fundraising Consultant – the Why and the How

By Richard Tollefson and Michal Tyra

ENGAGING THE RIGHT CONSULTANT IS ONE OF THE BEST DECISIONS AN ORGANIZATION CAN MAKE. ENGAGING THE WRONG ONE …

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Usher Gratitude into the New Year

By Cassandra Larsen and Deborah Whitehurst

THANKFULNESS OFFERS HEALTH BENEFITS TO BOARD MEMBERS AND THE NONPROFITS THEY SERVE GETTING GOOD AT GRATITUDE Gratitude — …

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Leading and Elevating Arizona

By Laurel Kimball

ARIZONA LEADERSHIP FORUM DRAWS CORPORATE, NONPROFIT, PHILANTHROPIC AND GOVERNMENT LEADERS TO DISCUSS CHALLENGES AND OPPORTUNITIES FACING THE STATE …

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“Merger” is not a Dirty Word

by Marc Kellenberger

Done right, a merger or acquisition between two nonprofits can mean greater services delivered to more people in …

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Prospect Development and Engagement

Cultivating the Generosity of Seasonal Residents

By Richard Tollefson

Mobile philanthropists do invest in second-home communities As people become more mobile, so does their attitude toward giving. …

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Capacity, Propensity, and Readiness – Three Key Elements in Fundraising Success

By Richard Tollefson

Have any of these scenarios ever happened to you? A Board member forwards an article about a local …

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Prospect Research on a Budget

By Whitney Fulton

Prospect research is vital to fundraising success and organizational sustainability – and it doesn’t have to be expensive. …

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Beyond People and Place – to Purpose

By Richard Tollefson and Michal Tyra

ENGAGING ASPIRATIONAL AND TRANSFORMATIONAL DONORS Want to pursue aspirational and transformational donors? It starts with an organization-wide culture …

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Cultivating Mobile Philanthropists

By Richard Tollefson

HIGH-NET-WORTH, SEASONAL COMMUNITY MEMBERS ARE KEY TO FUNDRAISING DISPELLING SEASONAL RESIDENT MYTHS Assuming that philanthropically minded people aren’t …

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Discovering Great Donors

By Richard Tollefson

EXECUTIVES SITTING ON NONPROFIT BOARDS PLAY A KEY ROLE IN IDENTIFYING DONOR PROSPECTS, BUT THAT’S JUST THE BEGINNING …

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Sectors and Services One-Pagers

General Services One-Pager

by Ted Raymond

We’re Here for You – From Start to Finish Since 2004, The Phoenix Philanthropy Group has been committed …

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Strategic Planning

Measuring Success

By Dr. Wayne Parker

THE VALUE OF EVALUATION “Nonprofits who take a proactive approach to evaluation and outcomes reporting are more prepared …

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Powerful Strategic Planning

By Deborah Whitehurst

EXECUTIVES SITTING ON NONPROFIT BOARDS OFTEN ARE LESS THAN ENTHUSIASTIC ABOUT STRATEGIC PLANNING RETREATS, BUT SHOULD EMBRACE THEIR …

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Make no Little Plans

By Terry Jones

Today’s nonprofit leaders can learn from history’s “big dreamers” by focusing on their organization’s important “why” While visiting …

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Volunteer Leadership Development and Engagement

Harnessing the Power of Volunteers

By Laurel Kimball

EXECUTIVES SITTING ON NONPROFIT BOARDS SHOULD CONSIDER VOLUNTEERS AS A WAY TO AID THE NONPROFIT’S CAUSE AND CASH …

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The Nonprofit Board: Financial and Legal Best Practices

by Marc Kellenberger

ALTHOUGH THE SARBANES-OXLEY ACT TOOK EFFECT MORE THAN A DECADE AGO, NONPROFIT BOARD MEMBERS MAY BE FEELING ITS …

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Knowing and Doing: The Board Member’s Key Responsibilities

by Deborah Whitehurst

NONPROFIT BOARD MEMBERS MUST KNOW THEIR ORGANIZATION FIRST, AND ACT SECOND BEING A BOARD MEMBER — like being …

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Shared Leadership

by Richard Tollefson

TODAY’S GOVERNING BOARDS AND NONPROFIT CEOS WORK TOGETHER TO STRENTHEN SOCIAL IMPACT “The challenge for nonprofits often comes …

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Mentoring to Build a Better Board

by Deborah Whitehurst

Recruiting an outstanding individual is just the start of creating an effective nonprofit board member and a well-functioning …

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Volunteers’ Wheel of Philanthropy

by Laurel Kimball

“Best practices” is a management term for optimal tactics and strategies. They do not guarantee success, but rather …

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