At the 2016 National Conference on Philanthropic Planning (NCPP), attendees learned many valuable techniques and skills in handling interactions with potential and current donors to their organizations. One session offered was “Pivoting - The Secret to Successfully Handling Difficult Donor Conversations” presented by Anne T. Melvin, Director of Training and Education, Harvard University. The following is a brief snapshot of that session.
The most recent Nonprofit Research Collaborative report suggests overall health and a largely positive outlook for planned giving activities and income. The report of fundraising results through the end of 2015 also looks back through data collected since 2005. In 2015, 58% of 760 responding organizations reported increased planned gift receipts, the highest in the decade of trends being surveyed.
Over the past several months we have been talking a lot about shifting the strategic direction of the organization and addressing a rebrand, a new website and even a new name to support those changes now underway.
Improve Your IQ (Interprofessional Quotient)—Be A Team Planner
In a series of posts, we’re considering “Core Competencies for Collaborative Interprofessional Practice” for philanthropic planning. The interprofessional competencies we suggest originated in the healthcare field, as an attempt to transform education and prepare students in all the healthcare specialties for “deliberatively working together with the common goal of building a safer and better patient-centered and community/population oriented U.S. health care system.”
“Rebranding an organization doesn’t always have to be so serious, it can be fun and exciting, too. At least, that is how I’ve looked at the process thus far.” Sarah Rosenberger, PR & Marketing Manager
The National Conference on Philanthropic Planning is a meeting place for all the advisors who sit around the planning table. Steve Meyers, Phil Cubeta and Tim Belber got together to present an approach to blended giving that makes sense to donors and their estate and financial planners and creates immediate impact for the organization receiving the gift.