Bloomerang

JUNE 30, 2023

Today’s question comes from a nonprofit employee who wants advice on how to credit and acknowledge donor advised fund gifts in their donor database: Dear Charity Clairity, I’m unsure how to enter donor advised fund gifts in our database so they’re credited and acknowledged appropriately.

Database 117

Database Fund Gift Donor 117

Bloomerang

SEPTEMBER 25, 2021

Today’s question comes from a nonprofit employee who wants advice on how to talk to legacy givers as you document their legacy gift intent. . I don’t recommend requiring donors to report to you the amount of their legacy gift expectancy. Our Ask An Expert series features real questions answered by Claire Axelrad, J.D.,

Gift 102

Gift Pledge Charity Mentoring 102

Bloomerang

APRIL 17, 2021

Today’s question comes from a nonprofit leader who needs advice on who the best prospects are to ask for legacy gifts. Dear No Rockefellers, It’s a myth that legacy gifts must come from rich people. This may be those who give to you religiously, or even those who don’t make cash gifts but who give their time as volunteers.

Gift 111

Gift Charity Award National 111

Bloomerang

JANUARY 13, 2023

Today’s question come from a nonprofit leader who wants advice on how to frame monthly gift asks to minimize accounting complications between restricted and unrestricted gifts: . Is promoting giving for a specific purpose helpful in attracting monthly gifts? Make a Monthly Gift. Let’s take them one at a time.

Gift 84

Gift Lesson Skills Training 84

NonProfit PRO

OCTOBER 24, 2022

Here is some advice on transitioning your caseload to another major gifts officer. On average, fundraisers are moving from one nonprofit to another every two to three years. This disruption can either be a good transition or a disaster, depending on how you plan for it.

Roles 202

Roles Disaster Fundraising Advice 202

Bloomerang

JULY 1, 2021

Legacy gifts are an area of revenue in the nonprofit sector that few can afford to overlook. The hardest part is measuring the effectiveness of a particular campaign and trying to predict gifts in wills’ income for the future. How have you seen nonprofits getting their gifts and wills program wrong? Stay motivated.

Gift 110

Gift Program Guide Charity 110

Bloomerang

DECEMBER 4, 2021

Today’s question comes from a nonprofit employee who wants advice on what to do when you get notified of an estate gift of which you were previously unaware. . Who should we thank for this gift and how can we get in touch with them to show our appreciation? So help your colleagues by asking away.

Gift 103

Gift Phone Charity Contact 103

Bloomerang

MAY 8, 2021

Today’s question comes from a fundraiser who needs advice on how to deal with a potential legacy gift that has conditions attached. . I have stayed in touch by calling but want your advice as to what we can do so that he will further explore our offer. Turning down a gift can be a tough decision.

Gift 98

Gift Proposal Law Charity 98

Bloomerang

MAY 1, 2021

Today’s question comes from a fundraiser who needs advice on how to shine a light on their legacy giving program by publicizing bequests. . So no one in the family will notice how, or if, we acknowledge the gift. My boss thinks talking about such gifts is a bit unseemly because they’re received due to a death.

Gift 100

Gift Public Award Story 100

Bloomerang

JUNE 26, 2021

Today’s question comes from a fundraiser who wants advice on how to honor, credit, and recognize their memorial gifts. . This would basically give credit to the same gift twice on the Honor Roll. I would simply count up all gifts from the Vanguard Fund and list them under that category. . Jane and Joe Doe”.

Gift 108

Gift Public Fund Donor 108

Bloomerang

MAY 8, 2021

Today’s question comes from a fundraiser who needs advice on how to deal with a potential legacy gift that has conditions attached. . I have stayed in touch by calling but want your advice as to what we can do so that he will further explore our offer. Turning down a gift can be a tough decision.

Gift 88

Gift Proposal Law Charity 88

Achieve

AUGUST 25, 2023

The high ROI of planned gifts and their accessibility to wider groups of donors has always made them a smart investment of your time and development resources. While you should leave explicit financial or estate planning advice to the professionals, there are other steps you should still take. They include: Bequests.

Gift 52

Gift Team Fund Donor 52

Beth's Blog: How Nonprofits Can Use Social Media

FEBRUARY 7, 2019

What Donors Want – Fundraising Advice Straight from the Donor’s Mouth – Guest Post by Rachel Stephenson Sheff. Major gift fundraising is an intuitive blend of art and science, with relationship-building at its core. Advisors, I produce a podcast called What Donors Want where we ask donors questions just like these.

Advice 93

Advice Donor Fundraising Blended 93

Bloomerang

MARCH 8, 2024

Today’s question comes from a nonprofit employee who wants advice on whether they can credit a donation in 2023 if the check was dated 2024: Dear Charity Clairity, A donor advised in early December a $20,000 check was mailed to us. SEE In Which Year Are Gifts Made On Or Before December 31, But Received In January, Counted?

Calendar 94

Calendar Difference Mail Law 94

Bloomerang

MAY 22, 2021

Today’s question comes from a fundraiser who needs advice on how donor-advised funds should be recognized in their annual reports. . If you list donations by amount/level of gift, be sure to cumulate all the gifts received from the DAF administrator to assure they are listed in the correct level. — Charity Clairity.

Fund 100

Fund Gift Donor Award 100

Bloomerang

SEPTEMBER 9, 2022

Today’s question comes from a nonprofit employee who wants advice on how to handle gift solicitation when more cultivation is needed first. . If this visit is one of several planned major gift ‘moves,’ that’s swell. The ED said “Oh, we’re not here to ask you for a gift today. But, it should be a flexible plan.

Gift 77

Gift Charity Advice Guidelines 77

Bloomerang

DECEMBER 9, 2022

Today’s question come from a nonprofit employee who want advice on which year to count gifts that are made on or before December 31, but not received until January: . Our auditors later told us the gifts should have been recorded as pledges, with the payment showing as being applied in the new year. — In a Dilemma.

Gift 84

Gift Mail Charity Pledge 84

CauseVox

JULY 26, 2023

Practical advice on testing across devices, simplifying the donation process, optimizing forms for mobile use, and creating mobile-friendly emails. In this 60-minute live webinar, you’ll learn: The significance of mobile optimization and how it impacts peer-to-peer fundraising campaigns. Examples of successful mobile-first campaigns.

Relationship 79

Relationship Gift Program Build 79

NonProfit PRO

MAY 13, 2021

We all know telling a good story engages readers and gets them emotionally involved so that they feel compelled to send a gift to your organization. But simply being advised to “tell a story” is pretty empty advice without some concrete guidance about what kind of story to tell and how to tell it.

Story 214

Story Advice Gift Organization 214

Byte Technology

JANUARY 19, 2016

From learning to talk about your cause on the donors’ terms to working harder to build personal relationships, there’s some truly good advice here no matter the size or goal of your organization. Be specific about how their gift has made a difference for your cause, and ask them to do more by continuing their support.

Advice 100

Advice Tips Fundraising Causes 100

Bloomerang

DECEMBER 16, 2021

Julie Ordoñez will outline a proven strategy, messaging and action steps you can implement right away to close major gifts faster, ethically. We’re here to talk about 3 steps to closing over $10,000 gifts by December 31st. It is not too late to raise major gifts this year. Julie: Let’s do it. That’s right.

Gift 112

Gift Video Calendar email 112

Bloomerang

DECEMBER 21, 2023

Today’s question comes from a nonprofit employee who wants advice on when to soft credit donors in their database: Dear Charity Clairity, I have two questions: (1) Our organization received a check from one spouse, without any paperwork crediting the other spouse. I’m calling to thank you for your recent gifts—it means so much!

Database 93

Database Donor Gift Phone 93

Bloomerang

FEBRUARY 2, 2024

Today’s question comes from a nonprofit employee who wants advice on how to persuade leadership to get donor thank-you letters out sooner: Dear Charity Clairity, I just took a new job and have discovered they don’t get thank you letters out for two weeks. We then looked at the total gift journey. Do you wait for the mail to arrive?

Donor 89

Donor Exercise Gift Charity 89

sgEngage

DECEMBER 5, 2023

Make sure you process sustainer gifts before December 29th! The end of the year falls on a weekend this year, so you’ll want to be proactive in processing any sustainer gifts that may come in at the last minute. By processing your gifts as they come in, you will have an accurate view of how much has been donated up to this point.

Action 97

Action Gift Donor Template 97

Nonprofit Tech for Good

JUNE 23, 2020

The third post in this series, 10 Donation Page Best Practices for Nonprofits , provides detailed advice, but its worth reiterating that the first step in being successful in online fundraising is having well-designed, data-driven donation pages. According to the Global Trends in Giving Report , 33% of donors worldwide give tribute gifts.

Practice 339

Practice Online Fundraising Nonprofit 339

The Fundraising Authority

DECEMBER 4, 2020

It means all of your efforts, research, and cultivation will not be resulting in a gift from this prospect. Part of the cultivation process is weeding out prospects who aren’t really interested in your non-profit enough to make a gift. Get them on your team, doing something with you other than making a financial gift.

Donor 220

Donor Gift Profit Advice 220

Get Fully Funded

APRIL 4, 2024

For instance, in-kind donors might want to know how you’re using their gifts to run your programs, while monetary donors would be interested in hearing how you’re using financial donations to further your mission. Allow donors to turn a one-time gift into a recurring donation with just the click of a button. Personalize donor outreach.

Donation 107

Donation Strategy Nonprofit Gift 107

EveryAction

DECEMBER 2, 2022

These donations came from over 133,000 donors, who gave a median gift of $35 and an average gift of just over $99. As we enter prime year-end giving season, the one piece of advice everyone can use is to keep fundraising and keep engaging! Key takeaways.

Celebrate 194

Celebrate United States Paypal Reflection 194

EveryAction

SEPTEMBER 7, 2022

Although every list and organization is different, as are the communications between them, some of your testing should include transparency about the financial commitment they’ve made to your organization, asks to increase the contribution or update the frequency of their gift, and general playful messaging (e.g.,

Communication 130

Communication Practice Program Test 130

Bloomerang

NOVEMBER 13, 2023

If you aren’t segmenting, these four unique recipients would all get the same exact appeal: Can you imagine making a gift and then immediately receiving another ask? For example: Enclosed is my gift of: $<ASK 1> to [repeat what the letter said the donor’s gift would do] $<ASK 1.5>

Idaho 102

Idaho Personal Money Raise 102

NonProfit PRO

MAY 2, 2022

Richard Perry offers advice on the key indicators of donors who are willing to give and how you can better manage officers' time. The development function of many nonprofits has been lacking for some time, and there are two reasons why.

Develop 264

Develop Advice Donor Management 264

Bloomerang

JANUARY 4, 2022

Today’s question comes from a nonprofit employee who wants advice on best practices around sharing tax information with donors. First, I’m not really comfortable with the way we inform donors of the tax-deductibility of their gifts. I hear a lot about IRA rollovers and stock gifts, but we don’t really receive those.

Kansas City 127

Kansas City Share Donor Kansas 127

EveryAction

OCTOBER 6, 2022

From major gifts to donations the price of a cold brew, contributions from individuals often make up the largest portion of Americans’ charitable giving. Sustaining gifts, or gifts that occur on a regular basis, are convenient, customizable, and fuel connections for long relationships with donors. What does the tone feel like?

Program 130

Program Donor Gift Fundraising 130

Eric Jacobsen Blog

NOVEMBER 13, 2023

McCollum divides her book into three parts: Understanding the hurdles to women’s advancement Overcoming the hurdles Eliminating the hurdles She professes that women have unique gifts and abilities. What advice or help do people come to me for? Businesses need talented women, now more than ever.

Business 84

Business Sponsor Leadership Voice 84

Bloomerang

NOVEMBER 3, 2023

Today’s question comes from a nonprofit employee who wants advice on how to recognize and steward tribute donors: Dear Charity Clairity, Our small organization has been around for many years, but we have only just recently begun receiving donations “in memory of a loved one in lieu of flowers” for example. What would you suggest?

Donor 92

Donor Gift Charity Newsletter 92

Nonprofit Tech for Good

SEPTEMBER 17, 2022

I’m going to assume that the question that started you down this path is, “How do I get current donors to increase their gifts?” So, from there, you can create a hard target, such as you want to increase existing donor gifts by x%. After all, what nonprofit doesn’t want that?

Donor 296

Donor Effective Fundraising Map 296

DipJar

SEPTEMBER 2, 2021

With more than $2 billion passing through matching gifts programs every year, corporate philanthropy is a hugely underutilized resource for nonprofits. We are joined by Double the Donation to lead the discussion and share their expertise in matching gifts and give actionable advice to increase revenue through corporate philanthropy.

Philanthropy 98

Philanthropy Gift Advice Grant 98