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Moving Up or Moving Out: A Donor-Centric Approach to Portfolio Management and Handoffs

NonProfit PRO

Join our expert panel featuring two seasoned fundraising experts as they cover the state of portfolio management and share best practices for when to move up or move out. Key topics include the keys to seamless donor relationship continuity and how to build internal processes to support smooth gift officer transitions.

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The Donor-Centered Approach to Major Gift Fundraising

NonProfit PRO

Let's discuss ways that fundraisers can utilize this strategy to acquire and properly manage major gifts. In fundraising, there is one singular approach to success, and that is relational fundraising.

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The Second Gift: Turning Donor Impulse Into a Conscience Choice

NonProfit PRO

We celebrate acquiring new donors, track efforts to turn one-time donors into recurring donors, and create winback strategies for lapsed donors. Here are some tips to compel first-time donors to give a second gift.

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3 Reasons Why Nonprofits Should Embrace Stock Gifting (and How to Do It)

Nonprofit Tech for Good

It was this experience that gave Latham the idea to launch DonateStock , modernizing these transactions making it easier for donors to give and non-profits to receive. “We We work with nonprofits to educate donors on the benefits of donating appreciated stock. So the opportunity to help nonprofits is very significant.”.

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How to Emphasize Blended Gifts in Your Fundraising

NonProfit PRO

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.

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Getting to a Transformational Gift

NonProfit PRO

Setting goals for the donors in your portfolio is important, but there’s another level of planning that successful major gifts officers do that leads to a transformational gift. Here are 6 tips on how successful major gifts officers can cultivate a transformational gift.

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Why Nonprofits Should Seek Out Younger Donors

NonProfit PRO

It’s a common tactic for nonprofit organizations to seek out an older donor base in the hopes of soliciting larger gifts. When most people think of millennials and Generation Z, their financial freedom to give doesn’t typically come to mind.

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