May
27
2022
Setting up an Endowment
Many charities have an endowed component to their finances. The term endowment often confuses people and they are really unsure what it means. I repeatedly use...
Campaign Planning
Jan
21
2022
Reserves — What is Appropriate
The last two-plus years have certainly been a wild ride. Up here in the Great White North (Canada), we are still on a modified lockdown, with...
Nov
19
2021
A Case for a Case
The Case for Support (or Case as it is more commonly known) is the primary tool that an organization has to raise money. It should explain...
Mar
19
2021
What to Track in Fundraising
By now, all organizations should have closed off their 2020 (calendar) year. And what a year it was! I can confidently say that for every organization,...
Feb
05
2021
Issues Raising Funds — Part II
Last week, I wrote about golf and fundraising — the advent of the graphite shaft amplifies your golf swing (good or bad), just as COVID has...
Jan
29
2021
Signals that you will soon have Issues Raising Funds
Fundraising during COVID is like using a graphite golf club. Those things that go well go really well, and the things that go poorly go really...
Dec
11
2020
Budget for 2021 — an Educated Guess
Many charitable organizations have a fiscal year-end of December 31. To say that 2020 has been a year of unpredictability and uncharted territory is an understatement....
Jul
03
2020
8 Mistakes that Hurt Fundraising
Everybody makes fundraising mistakes. Hopefully, everybody learns from their mistakes. But, wouldn’t it be nice if we could learn from others’ mistakes without having to endure...
Jun
26
2020
Why vs How: A Tool for the Debate
A few years ago, I wrote an article discussing the Why vs How when it comes to fundraising. This has always been at the heart of...
Mar
22
2019
Who should be Driving Fundraising?
I have stated many times before that I am a huge fan of Jason Lewis. He is really making some of us stop and think about how...