The Nonprofit Research Collaborative, which includes PPP as a partner organization, has released its “Special Report on Nonprofit Fundraising Campaigns.” More than 1,000 organizations responded to a mid-year survey, including 109 that received the survey link from PPP (watch for a link to the next NRC survey in e-mail from PPP on January 21 and plan to respond). Forty-six percent of organizations reported being actively in a fundraising campaign—substantially higher than in summer 2011, when 12% reported being in a special, capital or comprehensive campaign and 34% were planning campaign but not in one.
Gift planners at the National Conference on Philanthropic Planning loved Justin Miller’s session, “Philanthropic Planning Paralysis: Getting Donors to Act.” Justin is wealth strategist at BNY Mellon and an adjunct faculty member at Golden Gate College of Law. He is a frequent speaker on tax, estate planning and family governance topics at professional education conferences throughout the country, and he spoke at NCPP for the first time this year.
If you do one thing right...
Go easy on the technical terms, particularly early on. They have the potential to confuse philanthropic discussions. Rather than focusing on the names and granular detail of the instruments and gift types that may be most applicable to the situation, look first to the donor’s overarching motivations, desires and goals.
Note: Katy’s tips will be put into practice in the Major/Blended Gifts Track at the National Conference on Philanthropic Planning. Major gift officers who need gift planning practice—and planned gift officers who train major gift staff—will work together with the faculty (including Katy) to analyze the motives and options for a loyal donor seeking increased impact.
The following graphs summarize fundraising results at hundreds of charitable organizations each year, surveyed first by AFP (2004-2009) and then by the Nonprofit Research Collaborative, which PPP joined in 2011.
If you do just one thing right…listen for what the donor means, not what she says.
We all get calls from potential donors asking for information about “annuities”, or “trusts” or whatever type of gift has been featured recently in the media or marketing pieces. Often, the donors don’t fully understand how the gift arrangements work.