Make Progress on Your To-Do List

Posted by National Association of Charitable Gift Planners on Feb 14, 2018 7:30:00 AM

It can be difficult to balance all that you do. How you ever found yourself in any of these situations?

  • The solicitations you planned six months ago are still on your to-do list.
  • You are cultivating several donors at the same time, but you aren’t able to find the time to go see them.
  • You need to give attention to past donors but it’s not happening.
  • The bequest and gift annuity programs are still in the planning phases.
  • Your day-to-day work is piling up.
  • You have made several false starts toward developing a gift proposal for a major prospect, but it remains incomplete.
  • Proposals have come across your desk but gotten buried.

Debra Ashton, author of The Complete Guide to Planned Giving, lists these as the particular problems of fundraisers working in organizations without full-time staff devoted to planned giving. According to CGP’s research, that’s a lot of organizations. Half of CGP members spend less than 50% of their work time on planned gifts, and only 8% are full-time gift planners. If you’re trying to figure out how to juggle your many responsibilities, you aren’t alone.

What IS the difference between “urgent” and “important?” And when you’ve got it all sorted out, how would it look from your donors’ or clients’ perspective? Take our quiz to share your own ideas about time management, and when you’re done you’ll get an early look at how others answered selected questions.

Take the Quiz

Now take action to make more productive use of your time. In the February 28 webinar “It’s About Time: Managing Your Most Precious Resource,Anne Melvin will get specific about what good investments of time include and what tasks can be skipped over. Anne has worked in every phase of Harvard’s fundraising program, and as the current Director of Education and Training at Harvard. Anne will help you identify the work that is most important to your success, and help you make time for it in the midst of constant distractions and other competing priorities.

The year is still young. It’s not too late to resolve to take control of your time!


Topics: Professional Development