Does Your Online Giving Pass the Test?

I don’t know about you, but I’ve always wanted to be a mystery shopper. It’s not just the shopping part – which I love to do – it’s the opportunity to give feedback on the customer experience. We need to take time to think of our donors as customers – people who buy into our… Read More

4 Keys for Planning a Successful Staff Team Retreat

It’s easy to get caught up in the day-to-day at your organization – doing what you have to do to get through the day and make our community a better place. Then, someone decides that all your team needs is a staff retreat to get everyone back on the same page and focused on what… Read More

3 Ways to Be Present at Your Board Retreat

The annual board retreat is coming up! You’ve found the perfect date (you still can’t believe it worked for everyone!), location (the perfect mix of relaxation and work space) and the yummy food is set to be delivered. The board leadership has worked with your board retreat facilitator to create an agenda that lets the… Read More

Help – Thanks – Wow

Last month I completed my term as president of the AFP Suncoast Chapter. That milestone led me to reflect on my term and write some closing thoughts. I’m currently reading Anne Lamott’s book “Help Thanks Wow.”  Her writing inspired my thoughts about the past two years in our AFP chapter. Help The board members and volunteers… Read More

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

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

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

Inspiration from Under the French Fries

Inspiration comes when you least expect it. While having dinner with my children at McDonalds, I was challenged by the verbiage on the tray liner. You know the tray liner – that piece of paper lining the tray that usually contains a special offer for an amusement park or a promotion of the latest McFood.… Read More

Don’t Confuse Overhead with Fraud

Yesterday’s morning paper greeted me with a big headline about charity fraud. The Federal Trade Commission has filed a complaint against three national charities. I am pleased that action is being taken against charities who claim to make a difference in people’s lives but don’t. However, I fear that a national conversation will lead to… Read More