Fundraising Insight - White Paper Archive
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White Paper Archive

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Membership Engagement
Effectively Involving Individuals With Your Nonprofit
Membership is an effective method to engage individuals with your nonprofit organization. Engage members through benefits, recruiting, renewals, retention and upgrading. Today’s visitors are tomorrow’s members... and your future donors.

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SOAR with Your Board
A fundamental requirement for any major fundraising campaign is a carefully crafted strategic plan. Potential donors and volunteer leaders need to know that the objectives you have set forth in your campaign are based on thoughtful strategic planning from your board and staff leadership. Replace the traditional SWOT (Strength, Weakness, Opportunity, Threat) analysis with an inspirational and engaging activity that energizes your board, identifies the “big ideas” and creates an exciting vision for your organization. SOAR is a new method of strategic visioning introduced by Jacqueline Stavros and Gina Hinrichs. SOAR is an acronym for Strengths, Opportunities, Aspirations and Results.

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Can I Fire My Board?
There are a myriad of reasons to fire a board member—or a number of board members. We have to remember that the board has the fiscal responsibility for the organization. Your nonprofit is a public trust and your board is responsible for it. Governing your organization is challenging to say the least and boards should take that responsibility seriously. That perspective is nurtured by structure, guidelines, expectations, goals and objectives and accountabilities. Dealing with bad board behavior is a serious issue as it impacts all aspects of board function and productivity—not to mention what it can do to the functioning of the organization as a whole. Don’t take this lightly and sweep the issues under the rug. Board issues need to be dealt with immediately and fairly.

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It's Harvest Time for Planned Gifts
Planned giving can be vital for the future of your organization. However, despite the potential for these gifts, most small nonprofits—including most statewide and local preservation organizations and historic sites—admit that their efforts to secure planned gifts leave much to be desired. Most of the challenges of planned giving are a matter of perception. The reality is that securing planned gifts isn't as hard as you might think. As one executive director lamented, “Everyone tells me planned giving is ‘low hanging fruit' but I haven't found the big orchard.” There is good news. Finding the orchard can be as simple as using a new map.

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Dating Your Donors: The Courtship of Cultivation
As fundraisers, we know the key to receiving major gifts: The right potential donor asked by the right person in the right way at the right time for the right request in the right amount. How do you find Mr. or Mrs. Right? Building a relationship with a donor is a lot like dating. In this white paper we draw parallels between cultivating major donors and the courtship of dating to demystify how to build relationships with donors. We will discuss how to identify a donor (set ups, online options and yentas), cultivate or "woo" your potential donor, "pop the question" for a successful solicitation, and nurture a long-term relationship to achieve a happily ever after, for you and your donor.

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The Secret of the Gifts Chart
Major gift fundraising can be traced back to the founding of our country as generous individuals made philanthropic investments in charities of interest. The gifts chart, also known as the gift pyramid or chart of standards, is one of the first major gift tools to be institutionalized and bring scientific practices to fundraising. The science starts with patterns of giving for a specific project or cause among donor constituents. Such fundraising patterns demonstrate why it’s unrealistic to expect to raise $10 million by convincing 100 individuals to give $100,000 each.

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X+Y=$, Generational Philanthropy
So what is Generational Philanthropy? Why should we engage Generation X and Y with our fundraising efforts? Research shows that the time to engage these individuals is now. Did you know that Generation X and Y constitute $38.3 billion a year in charitable contributions? In this white paper, Fundraising Consultant, Renee C. Herrell, M.A., CFRE, discusses Generation X and Y, why they give, and how to reach them.

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Building a Better Fundraising Board
The board plays an important role in the overall success of an organization’s fundraising initiatives. This white paper defines the role of the fundraising board and how to build a better fundraising board in three steps: attracting the right people, training them appropriately and evaluating their performance.

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Cultivating Fundraising Success
The Importance of Cultivation Events During a Capital Campaign
Cultivation—the ongoing education and involvement of potential donors—is imperative for successful capital campaigns and for an organizations’ overall financial health. This white paper illustrates the importance of a formal cultivation program and the need for integrated cultivation events to ensure the success of capital campaigns.

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The New Campaign
Fundraising in Today’s Economy

Fundraising, over the past few years, has changed. Starting with the financial crisis in 2008 and continuing through stock market instability, the national debt crisis, international financial insecurity and a sluggish economy, dynamics have emerged that are re-shaping the way philanthropic campaigns are being conducted. The New Campaign demonstrates how organizations can adapt in order to thrive in today’s economy.
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Five Elements of Year-End Giving
Philanthropy and economic conditions go hand-in-hand. If the economy is suffering, philanthropy suffers, too. Year-end giving is a key element in achieving fundraising goals. We've developed a white paper that outlines the five elements of year-end giving and how to be successful when the economy is still recovering.
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Cultivation through Discovery Calls
Building relationships with donors and potential donors is a key element to successful fundraising. This relationship can be initiated with a simple phone call to a constituent. Picking up the phone and engaging in a conversation with a constituent requires strategy, planning, practice and courage.
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Common Sense Tips on Board Leadership in Uncertain Times
There is much written about the responsibilities inherent in board leadership. The Association of Governing Boards of Universities and Colleges and BoardSource provide the best information and guidance on these issues. Through hands-on experience over the past 30 years, there are a number of "common sense" principles that I have seen effective boards utilize to deal with the day-to-day reality of board leadership.
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Fundraising in Tough Economic Times
Economic instability is at the forefront of the news and on the minds of every nonprofit organization and Board across the country. While we all, at one point or another, have attended a lecture on economics and have learned the definition of business cycles–traditional business cycles undergo four stages: expansion, prosperity, contraction, and recession–this knowledge, doesn't necessarily assuage concerns we have about how current economic conditions will affect our organizations fundraising production.
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© 2017 The Compass Group, Inc.