Budgeting season has a way of surfacing the same question every year: how do we grow the budget (thus, revenue) without growing the risk? 

Maybe this was you just two months ago?

Have you ever wondered if your planned giving program might hurt your other fundraising?

 Honestly, decades ago I was in this camp.

 But, studies prove otherwise. And Tony has convinced me otherwise.

Let’s talk about fully funding your nonprofit organization’s annual budget WHILE launching your planned giving program…

I help nonprofit's shift their fundraising model/approach from transactional (events/appeals) to deep relational activities (investment-level conversations) . . .

Wondering if you’re ready to make that move? 

In my experience, most nonprofit leaders and board members agree with the phrase, “You have to spend money to make money.” 

But when you look at their budget, there is no evidence of this . . .

If your fundraising team can't answer this question, you may have a bigger problem than you realize.

“If I gave you $1M right now what would you do with it?”

The advice I'm about to give usually gets pushback.

You want to grow programs? Spend more money on overhead for a few years to build the engine to propel program growth.

Nobody wants to admit this, but . . .

Too many fundraisers THINK they’re doing relational work. But, they kinda aren’t.

Honestly, I see signs of this every day . . .

Here's a question every executive director should be asking.

Are my fundraisers soliciting donors?

Nobody wants to admit this, but . . . too much fundraising is based on anecdotal evidence vs. proven High-ROI models, strategies, and plans.

What does that sound like?

Executive Director: “We need to raise more money.”

Fundraisers: “We’re already DOING ALL THE THINGS. We couldn’t possibly add more to our plates.”

Leader - If you’ve heard this statement from your development team, you have two choices to make moving forward . . .