Strategic Planning

Managing and maximizing strategic planning; getting the most out of goal setting, visioning, and framing

5 Ideas for Engaging Next Gen Donors

5 Ideas for Engaging Next Gen Donors

Why do non-profit leaders need to better understand this generation? For one thing, next gen donors are expected to inherit an estimated $59 trillion dollars by 2061 and it is estimated that they will allocate almost half that sum to charitable causes.

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Why and How to Engage Women Donors

Why and How to Engage Women Donors

Women make up 45 percent of American millionaires. In 2013, an estimated 60 percent of high-net-worth women made their own fortunes, and some estimates put as many as two-thirds of all wealth in the U.S. will be controlled by women by the year 2030.

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5 Takeaways from the Major Gifts Fundraising Benchmark Study

5 Takeaways from the Major Gifts Fundraising Benchmark Study

For the study in early 2017, over 600 nonprofit organizations in a variety of sectors from the U.S. and Canada were polled. The goal of the research was to assist organizations in seeing what prospect identification processes other nonprofits use, compare their effectiveness, and explore related insights.

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Understanding Your High- and Ultra-High-Net-Worth Donors

Understanding Your High- and Ultra-High-Net-Worth Donors

In 2017, The Philanthropy Workshop released a study on the perspectives and philanthropic practices of high- and ultra-high-net-worth individuals. Highlighted are key survey findings, what these findings can mean for your organization, and the valuable next steps for moving forward.

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The 1.5 Million Wealthy Women of Facebook

The 1.5 Million Wealthy Women of Facebook

During the strategy development process, we analyze, craft, and build targeted audiences for cultivation purposes. Of interest to our clients is how to find and deliver targeted messaging to high-net-worth constituents on Facebook. The growth of wealthy women on Facebook is of particular interest to organizations.

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Three Keys to Successful Philanthropy Discovery Visits

Three Keys to Successful Philanthropy Discovery Visits

Discovery visits—a tedious and often a dreaded task for major gift officers. Most fundraising professionals realize this necessity but often do it reluctantly. These visits are valuable for focusing your work, increasing philanthropic support, and can be personally rewarding.

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