Life After a Campaign

by Richard Tollefson 

Life after a successful campaign is filled with rewards and benefits. New buildings, improved facilities, innovative programming, expanded services, research and scholarships, and working capital infuse nonprofits with a sense of momentum. Campaigns also bring enhanced visibility, strengthened reputation and increased community impact that makes future fundraising less … [More]

Quiet Does Not Mean Silent

by Richard Tollefson 

Today’s comprehensive fundraising campaigns often include a quiet phase before going public. But what does quiet really mean to executives who sit on nonprofit boards? “The quiet phase is really about growing your circle of influence every quarter and progressively amplifying what you are doing to achieve your strategic plan,” says Lori Bachand, Sacramento State’s associate … [More]

The Art and Science of Fundraising Campaigns

by Richard Tollefson 

Successful fundraising campaigns don’t happen without planning. In the early stages, they draw heavily upon discipline, rigor, organizational tools and processes — the science of good campaigns. Art also plays a crucial role — the art of adaptation and fluidity. No one knows that more than San Diego State University’s Mary Ruth Carleton, vice president of university … [More]

Transforming the Nonprofit

by Richard Tollefson 

When Darlene Newsom, CEO of Phoenix-based UMOM, the largest shelter for homeless families in Arizona, tackled a $25 million campaign in 2006, she — along with her board — aimed to reach more families and expand services through the creation of a new facility. What she didn’t expect were the myriad additional benefits a successful campaign could generate. “Not only were we … [More]

Usher Gratitude into the New Year

by Cassandra Larsen and Deborah Whitehurst

The year is drawing to a close — a time of reflection for individuals and organizations alike. With that reflection often come resolutions: to focus on health, to raise more fundraising dollars, to make a greater impact on the lives of others. But what about “to be more grateful”? It’s not generally at the top of the resolution list. Science, however, is proving that a focus … [More]

Donor Stewardship Done Right

by Jan Halpin and Julie Iacobelli 

Stewardship: (noun) stew·ard·ship \ˈstü-ərd-ˌship\ — the activity or job of protecting and being responsible for something. What exactly does stewardship mean to a nonprofit and its donors — and to the corporate executives sitting on the nonprofit boards they serve? Aside from assuming custody of gifts, managing them and applying those resources responsibly toward the … [More]

Discovering Great Donors

by Richard Tollefson 

Narrow and arbitrary. These terms are best reserved for the Southwest’s meandering streams and deep-cut canyons — not a nonprofit’s donor prospect strategy. And yet many organizations think in narrow and arbitrary terms when it comes to prospect research, screening and qualification. Some nonprofits incorrectly assume wealthy donors are the only donors. They also limit their … [More]

Storytelling as a Tool 

by Jan Halpin and Julie Iacobelli 

Good storytelling isn’t reserved simply for books and movies and campfires. “For board members uncomfortable with fundraising, stories are one of the easiest ways to share the power of the work the nonprofit does,” says Phoenix-based Andrea Beaulieu, who offers speaking, story performance, and presentation skills coaching and training. “Story sharing is less intimidating … [More]

It’s Not Just Checkbook Giving Anymore

by Richard Tollefson 

In the past, the most common way for individual donors to support their favorite nonprofit was to open their checkbooks once per year in response to the annual fundraising campaign. They wrote checks from discretionary income, and, on occasion, donated stock or other appreciated assets. They still do, but today they have a wider array of giving vehicles at their fingertips, … [More]

The Good News Continues

by Richard Tollefson

Charitable giving by American individuals, estates, foundations and corporations increased 12.2 percent over two years in 2014 and 2015 (the largest two-year increase since 2003-2005). Today’s Americans, in fact, give one billion dollars per day in their efforts to assist others, accounting for $373.25 billion in 2015. According to the Giving USA 2016 report, total … [More]

Overhead and the Nonprofit

by Richard Tollefson

Today’s nonprofits often find themselves looking over their shoulders. “They worry about the scrutiny or debate that may rage over their spending while, at the same time, understanding the critical need to invest in their enterprises in order to fulfill their missions,” says Robert Ashcraft, Ph.D., executive director of ASU’s Lodestar Center for Philanthropy and Nonprofit … [More]

Better Branding = Fundraising Impact

by Richard Tollefson

Two simple questions lie at the heart of a nonprofit’s branding and marketing efforts: Who? and Why? Who is the nonprofit helping, and why? “Organizations often forget what they’re really about,” says Russ Haan, founder of Phoenix-based Charles Russell, a visual storytelling consultancy. Knowing that answer, he says, is the essence of a strong brand and a catalyst for … [More]

Who Manages the Endowment? 

by Deborah Whitehurst

Though they are only one part of a nonprofit’s cash equation, endowments provide a predictable source of income and may be a lifeline during economic downturns. They allow nonprofit entities to produce income as well as growth. But who should manage the assets in an endowment? It might seem a single executive or executives seated at the boardroom table are best suited. After … [More]

Powerful Strategic Planning 

by Deborah Whitehurst 

Annually — or every three to five years — nonprofit board members gear up for strategic planning retreats, assessing the organization’s performance over the previous year or tackling long-term planning. Some view strategic planning as nothing more than a label: Yes. We have a strategic plan. Check. Others see such planning as a waste of time or money. Still others see its value … [More]

Creating a Culture of Philanthropy

by Peter Smits and Richard Tollefson

Ask five different executives sitting on nonprofit boards to define “culture of philanthropy,” and five different definitions will rise to the top. Board members may also differ in their opinion of the role they should play in building a culture of engagement and philanthropy within their nonprofit. Clarity on these two points is essential, however; if organizations can … [More]

The Value of Values-Based Hiring

by Brian Mohr and Richard Tollefson 

It happens all the time: A candidate with impeccable credentials steps up to a nonprofit leadership position only to step down within a year or so. But why? And why so often? A number of reasons could be at play — expectations aren’t being met (by employee or employer), co-workers’ work styles clash, the workload is not as expected — but mostly it boils down to not the right … [More]

Outside Help

by Julie Iacobelli

There are plenty of reasons why nonprofit organizations seek the expertise of consulting firms. They may face financial uncertainty, a major fundraising campaign, an extended project or leadership changes that would benefit from a third party’s professional insight. Additionally, they may seek counsel during program or organizational expansion to help identify and align new … [More]

Coaching for Fundraising Success

by Richard Tollefson

Though they possess innate fundraising instincts and a passion for their nonprofit missions, Kristin Priscella and Annet Ruiter admit they weren’t necessarily born fundraisers. Priscella, Arizona Science Center’s chief operating officer for external affairs, started within her organization in a marketing capacity. Ruiter, vice president of external affairs for Planned … [More]

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