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Giving Opportunities

Will a Wealth Screening Really Help Me?

When you are looking to find qualified major gift prospects in your database, want to segment your donor database for targeted asks, or want to realign your fundraisers’ portfolios for optimum performance it can seem daunting — especially if your database has thousands of records. It isn’t a magic bullet, but a wealth screening can take you pretty far, even in this age of A.I.

Review of 2024 Reports on Donor Advised Funds

Review of 2024 Reports on Donor Advised Funds

By Elisa Shoenberger

In the past few weeks, two big reports on donor advised funds (DAF) in the US were released. The findings are pretty fascinating and can help reorient your thinking of how to approach DAF advisors for your organization.

The 2024 National Study on Donor Advised Funds (NSDAF) undertook the largest study of DAFs in the US so far by working with 111 DAFs to parse their data from 2014-2022. One of the most interesting findings is that 81% of DAFs in the study were opened after 2010 with 25% or more opened after 2020. That is astonishing! That means that most DAF advisors are relatively new to having a DAF.

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How to Assess Your Fundraising Campaign’s Success: 3 Tips

People discussing a project at a desk

Whether you’re managing a large-scale capital campaign or a small GivingTuesday push, understanding your fundraisers’ wins and failures can better prepare you for campaigns in the future. However, with so many moving parts at play, it can be challenging to pinpoint your success indicators and understand how to measure them. 

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Reduce, Reuse, Recycle: Key Environmental Fundraising Tips

People recycling plastic, paper, and aluminum

Your nonprofit fundraises to further your social good impact, but have you ever considered how your fundraisers impact the environment?

Consider the following ways you can make your operations greener, all while maximizing donations, boosting donor retention, and increasing ROI for your organization: 

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How to Build a Strategic Plan for Your Nonprofit: 5 Steps

Three people are looking at a computer screen

When you think about your nonprofit’s future, what do you envision? 

You might think about serving more constituents, diversifying your source of fundraising revenue, expanding your volunteer program, or hiring more employees. Whatever your specific vision is, you’ll need a clear plan on your side to help you get there. 

That’s where a nonprofit strategic plan comes in, in which you identify how you’re going to reach your long-term goals. 

To set your organization up for success with strategic planning, we’ve put together this quick guide that will cover all the basics you need to know, including five steps for building out your strategic plan. Let’s begin. 

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