Mind Your Manners (and Other Practical Tips for Calling a Prospective Funder)

Calling a prospective funder shouldn’t just be another phone call to quickly check off your to-do list. At the point of actually picking up the phone, you should be confident the funder is open to your communication (Call Me… Maybe: Determining If You Should Call a Foundation Prospect) and have spent time researching and preparing… Read More

Wait, Don’t Just Pick Up the Phone

  So, you have decided to move forward with a call to a prospective foundation funder (after considering this information we shared in our last post, Call Me… Maybe: Determining If You Should Call a Foundation Prospect). The most important thing to remember: the contact you make with a potential funder can make or break… Read More

Call Me… Maybe: Determining If You Should Call a Foundation Prospect

To contact or not to contact? That’s the million-dollar question (okay, let’s be realistic – the $40,000 question). You’ve identified a new private foundation that might fund your organization, so you want to make contact with them right away and tell them all the ways your organization is a great investment opportunity for them. Now’s… Read More

Stewardship of Social Enterprise Investors

Successful social enterprise requires capital investment. I am honored to work with the organizations participating in The Patterson Foundation’s Margin Mission Ignitioninitiative. My role is to support their capital investment fundraising efforts. Social enterprise business planning is hard work and not coincidentally, raising the capital can be hard work, too. Once the business plan is… Read More

3 Ways to Turn Failure Into Adventure

I took my kids on an adventure. Or at least I called it an “adventure.” My kids called it a “fail” (they are teenagers, that’s how they talk). I wasn’t willing to admit defeat. What’s the difference in adventure and failure? I think it is in the learning. If you learned something from your failure,… Read More

Raising Investment Capital and Fundraising – Not the Same

In 2016, I worked with five nonprofits engaged in The Patterson Foundation’s Margin Mission Ignition program. After completing a strenuous business planning process, it was time for these organizations to implement their plans. A key part of any social enterprise plan – and ultimately successful implementation – is raising investment capital. It’s not uncommon for nonprofit… Read More

6 Reasons NOT to Attend Planet Philanthropy

Planet Philanthropy is coming to Tampa June 25-27 – hooray! The Florida fundraising conference moves around the state each year and for the first time in many years, we are hosting it right here in downtown Tampa. I think this is fabulous but I realize not everyone agrees with me. So for those who aren’t… Read More