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

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

What Are We Doing: Fundraising or Development?

Since starting my job at Lakeland Regional Medical Center Foundation more than 25 years ago, I’ve been explaining what I do. That’s natural; since my title included “development,” and many people weren’t sure what I was “developing.” Throughout my career, my titles have included “development” and “advancement” in several iterations (associate, director of, officer). To… Read More

Hand Written Notes: Who to Write

Here you sit, pen in hand with a blank note card – now what? In my last 2 blog posts I’ve extolled the virtues of writing hand written notes and talked about some of the occasions that would warrant a hand written note. This time I’m shifting my focus to who should receive those handwritten… Read More

Plan Leads to Fundraising Success

    Exciting news: new online class is approved for 3 points toward CFRE certification Not all online classes are created equal – I get that. Many online classes involve watching slides and listening to a lecture. Our class is completely different. We call it discussion-style because the class is a series of video conversations… Read More