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Published June 5, 2013

Donor Cultivation — The Giving Path

Doug Higgins is the effective Campaign Director at Kadlec Regional Medical Center in Richland, Washington. He was a very successful campaign director on our staff for a number of years. (We lose them. And often, thankfully, they come back!)

Recently, he sent me a piece called the Donor Cultivation— The Giving Path. It’s an excellent presentation of the 6-Is you have perhaps seen in the past. Yes, yes . . . I know. Doug only lists five.

I like including Intervention— the organization’s regular and structured intervention in the probable donor’s life. I call it getting in their way on a regular basis.

If you would like to see how Doug presented this for Kadlec, visit our website to download the piece. It’s something you may want to duplicate for your own organization and use it with staff and volunteers.

Download the Donor Cultivation PDF >>


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Published May 29, 2013

Tedesco & Political Contributions

When I look at the results of wealth screening, I pretty much discount gifts made to election campaigns.  My attitude is pretty much— so what!

I’ve learned otherwise.  Let me tell you what Jay Frost has uncovered.  He’s a Partner in the firm.

Jay tells me about a study that Bill Tedesco (CEO of DonorSearch) conducted.  He examined two million records which represented about $5 billion worth of philanthropic gifts.


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Published May 22, 2013

Paula Sneed's 11 Principles

She heads the Phelps Prescott Group. It is a strategy and management consulting firm.

In her career, she was executive vice president of Kraft Foods. Since retiring, she has been interim president of InRoads and chief operating officer of Right To Play— both large and significant nonprofits.

Along with all of this, she manages to find time to be on the Board of Simmons College and a number of corporate boards, including Charles Schwab.

Paula joined us at the Institute for Charitable Giving’s seminar on Leadership. We asked the group to evaluate her several presentations. On a scale of 1 to 5, 5 being the highest— she received all 5s except for some 6s!

She ended her session by giving the group the 11 principles she lives by. Look them over. They will provide your True North.


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Published May 15, 2013

Where do bequests come from? Who Gives Them?

So often, a bequest comes to you from a source you knew nothing about. And, by the way, the largest percentage of bequests come from those with a net worth of $3 million and less. As I recall, it’s about 82% of the bequests.


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Published May 8, 2013

Gen X and the Millennial Generation

This comes from Katya Andresen. She is a marketing guru for nonprofits.

Her findings come from a study done by the Dorothy A. Johnson Center for Philanthropy. It has to do with high net worth Generation X and millennial individuals.


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Published May 1, 2013


A Program That Ensures Successful Fundraising

Next to getting the Gift, providing effective stewardship is your most important job. And if you want to dramatically increase your Planned Giving and Bequest program, what follows is your path to success.

Develop and institute an annual contact plan for possible major gift donors that utilize thirteen pre-planned contacts during each calendar year. Put the plan in writing.


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Published April 24, 2013

Don't Overlook the Millennial Generation

The Millennial generation is the age defined by those who were born from 1977 to 1992. In a study described in the Millennial Impact Report, it was found that 75% of the respondents made a financial gift to at least one nonprofit organization in the past year. Three out of five volunteered their time.

When asked about their expected participation this year, 87% said they would likely support at least as many organizations as they did in the prior year. And 41% planned to increase their volunteer time.


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Published April 17, 2013

Fundraisers Guide to Irresistible Communication

Jeff Brooks is the author of a new book. His insider tips are fantastic. Bewitching. The book is called The Fundraiser’s Guide to Irresistible Communications.

He tells us, for instance, that even in this era of text messaging and 140-character tweets, long letters work better 90% of the time. He says that actually, if you’re looking for a way to improve your appeal, add another page.