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...
investment
May
06
2022
5 Universal Truths About Fundraising
There are certain truths that have withstood the test of time regarding fundraising. These truths apply universally, regardless of the type of charity. From large to...
Apr
30
2021
UPDATE: Facts About Stewardship
A few years ago, I wrote an article that listed seven different truths about fundraising (here). The past 14 months have been quite a roller coaster...
Feb
26
2021
UPDATE: The Relationship Needs to Change
A few years back, I wrote about the need to change the relationship with the prospect/donor (here). There, I quoted my good friend Jason Lewis as...
Feb
19
2021
Noble Failure: An Update
I was a fan of the ACBF (Andrea & Charles Bronfman Foundation) before it wound down, specifically how Bronfman went about his thoughtful philanthropy. In his...
Jan
15
2021
We are Family!
Welcome to 2021 — here’s hoping that this is a much better year than 2020! Over the break, I spent quite a lot of time chatting...
Nov
10
2017
Investment Policies — a great tool
Policies may seem like a dry topic to some, so if you believe this to be dry, pour yourself a good single malt and read on!...