What Drives Giving: The Heart or Brain: Major Gifts, Planned Gifts & Donor Retention was presented at the 2023 Nonprofit Academy in St Mary's PA and focuses on the power the heart plays in Major Gifts and Planned Giving through conducted research and the personal experience of Gary Bukowski in his fundraising effort to make a difference in Higher Education, with Intellectually Challenged Individuals and most recently at Sarah A Reed Children's Center with children with behavioral challenges. Six donor case studies are reviewed. Recent research is used from the recent book The Embodied Mind by Thomas Verny MD and recent fundraising research. Plus, the author has provided a plethora of resources for the fundraising professional to help them in developing a major gift and planned giving program or enhance their present efforts.
Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt. 1/2)West Muse
This document discusses planned giving opportunities for museums through bequests and other planned gifts as part of an upcoming transfer of wealth. It provides an overview of giving trends in the US, the amounts of wealth expected to be transferred between generations in the coming decades, and how different generations approach philanthropic giving. The document then discusses strategies for launching a planned giving program, overcoming challenges, identifying prospective donors, gift types and their tax benefits, and opportunities involving bequests, life insurance, retirement plans, and charitable gift annuities. Experts provide insights on these various planned giving tools and how nonprofits can utilize them.
Sqeezing Blood From A Turnip: Fundraising in Tough TimesRobert Croft
This document discusses fundraising strategies for non-profits during tough economic times. It notes that while fundraising has shown cautious optimism, charities must focus on the fundamentals. Specifically, it identifies that cultivating a culture of philanthropy, using effective emotional storytelling in communications, and maintaining a donor-centered approach are key to successful fundraising even during recessions. The document provides tips in each of these "turnip" areas that non-profits must squeeze or slice to boost fundraising.
This document discusses strategies for strengthening fundraising programs, with a focus on securing major gifts from various donor prospects. It begins with historical context on philanthropy in the US. The bulk of the document then provides details on potential donor prospects like entrepreneurs, women, LGBT individuals, minorities, and baby boomers. It outlines commonalities among entrepreneurial donors and challenges they may face. The document concludes with describing the major gifts fundraising process and skills needed for fundraising.
Building Stronger Donor Relations SystemsColin Cumming
In recent years, phrases like “culture of philanthropy” and “donor centricity” have hit the field by storm, often with budget-breaking strategies for implementation and little information about where to start when one may not be a decision-maker. Thus at the Johnson Center for Philanthropy's Brown Bag Lunch & Learn Series, I facilitated a discussion about the importance of donor relations when it comes to long-term fundraising success and ethical fundraising practices. I also talked about the role of fundraising in the context of arts and cultural organizations.
The goal of the event was for participants to walk away with easy to understand ideas for their own organizations and volunteer roles. I discussed: Donor relations and fundraising from a historical perspective; How to integrate engaging donor relations practices into your fundraising program; Fund development challenges specific to membership-based organizations, arts and cultural organizations, and organizations that frequently request general operating funds.
The document provides guidance on how to effectively fundraise for the Otschodela Council's capital campaign. It outlines three key components to develop for fundraising asks: 1) Become comfortable with fundraising by viewing it positively, 2) Create personalized solicitation strategies by finding connections between donors and the organization, and 3) Set the stage for productive dialogue by structuring meetings to make donors feel valued. Specific tips are provided for running solicitation meetings, including introducing yourself, actively listening to donors, presenting the organization's case, making the funding ask, and following up after meetings. The overall message is that human connection is important for inspiring philanthropy.
Major Gift Fundraising on a Shoestring BudgetBloomerang
The document outlines 10 foolproof steps for successful major gift fundraising on a shoestring budget. It discusses establishing major gift fundraising as a strategic priority, dedicating resources, determining the number of donors and prospects that can be actively managed, identifying and qualifying prospects, tiering the qualified portfolio, setting revenue goals, creating cultivation plans, and defining accountability. The 10 steps are: 1) stop making excuses, 2) make major gift fundraising a strategic priority, 3) deliberately dedicate resources, 4) determine number of donors that can be managed, 5) identify prospects to upgrade to major gifts, 6) qualify prospects, 7) tier the qualified portfolio, 8) establish revenue goals for prospects, 9) put cultivation plans in writing,
Nmp 650 e-portfolio assignment 2 - a gouldAthenaJG
This document discusses the importance of relationship building, communication, and getting your philanthropic message out. It emphasizes that relationships are the core of philanthropy and outlines "sins" to avoid like separating fundraising from philanthropy or treating giving as only a financial transaction. The development cycle of cultivating donors and only asking when they are ready is discussed. Mechanisms for communicating your message like direct mail, newsletters and websites are presented. The document stresses listening to donors and putting them at the center of fundraising efforts through a strategic communications plan.
MarketSmart Words That Work: The Phrases That Encourage Planned GivingMarketSmart
This document provides guidance on effective language for encouraging planned giving. It discusses how words that reference family and social connections ("family words") outperform more formal language. Key recommendations include using phrases like "make a gift" instead of legal terms, mentioning charitable gifts in one's will, and incorporating stories of living donors. The document also notes that social norms influence giving decisions and that memorializing a loved one can motivate legacy gifts. It advises tailoring messages and approaches to an individual's stage of consideration.
Planned Giving Opportunities with the Upcoming Transfer of Wealth (Pt. 1/2)West Muse
This document discusses planned giving opportunities for museums through bequests and other planned gifts as part of an upcoming transfer of wealth. It provides an overview of giving trends in the US, the amounts of wealth expected to be transferred between generations in the coming decades, and how different generations approach philanthropic giving. The document then discusses strategies for launching a planned giving program, overcoming challenges, identifying prospective donors, gift types and their tax benefits, and opportunities involving bequests, life insurance, retirement plans, and charitable gift annuities. Experts provide insights on these various planned giving tools and how nonprofits can utilize them.
Sqeezing Blood From A Turnip: Fundraising in Tough TimesRobert Croft
This document discusses fundraising strategies for non-profits during tough economic times. It notes that while fundraising has shown cautious optimism, charities must focus on the fundamentals. Specifically, it identifies that cultivating a culture of philanthropy, using effective emotional storytelling in communications, and maintaining a donor-centered approach are key to successful fundraising even during recessions. The document provides tips in each of these "turnip" areas that non-profits must squeeze or slice to boost fundraising.
This document discusses strategies for strengthening fundraising programs, with a focus on securing major gifts from various donor prospects. It begins with historical context on philanthropy in the US. The bulk of the document then provides details on potential donor prospects like entrepreneurs, women, LGBT individuals, minorities, and baby boomers. It outlines commonalities among entrepreneurial donors and challenges they may face. The document concludes with describing the major gifts fundraising process and skills needed for fundraising.
Building Stronger Donor Relations SystemsColin Cumming
In recent years, phrases like “culture of philanthropy” and “donor centricity” have hit the field by storm, often with budget-breaking strategies for implementation and little information about where to start when one may not be a decision-maker. Thus at the Johnson Center for Philanthropy's Brown Bag Lunch & Learn Series, I facilitated a discussion about the importance of donor relations when it comes to long-term fundraising success and ethical fundraising practices. I also talked about the role of fundraising in the context of arts and cultural organizations.
The goal of the event was for participants to walk away with easy to understand ideas for their own organizations and volunteer roles. I discussed: Donor relations and fundraising from a historical perspective; How to integrate engaging donor relations practices into your fundraising program; Fund development challenges specific to membership-based organizations, arts and cultural organizations, and organizations that frequently request general operating funds.
The document provides guidance on how to effectively fundraise for the Otschodela Council's capital campaign. It outlines three key components to develop for fundraising asks: 1) Become comfortable with fundraising by viewing it positively, 2) Create personalized solicitation strategies by finding connections between donors and the organization, and 3) Set the stage for productive dialogue by structuring meetings to make donors feel valued. Specific tips are provided for running solicitation meetings, including introducing yourself, actively listening to donors, presenting the organization's case, making the funding ask, and following up after meetings. The overall message is that human connection is important for inspiring philanthropy.
Major Gift Fundraising on a Shoestring BudgetBloomerang
The document outlines 10 foolproof steps for successful major gift fundraising on a shoestring budget. It discusses establishing major gift fundraising as a strategic priority, dedicating resources, determining the number of donors and prospects that can be actively managed, identifying and qualifying prospects, tiering the qualified portfolio, setting revenue goals, creating cultivation plans, and defining accountability. The 10 steps are: 1) stop making excuses, 2) make major gift fundraising a strategic priority, 3) deliberately dedicate resources, 4) determine number of donors that can be managed, 5) identify prospects to upgrade to major gifts, 6) qualify prospects, 7) tier the qualified portfolio, 8) establish revenue goals for prospects, 9) put cultivation plans in writing,
Nmp 650 e-portfolio assignment 2 - a gouldAthenaJG
This document discusses the importance of relationship building, communication, and getting your philanthropic message out. It emphasizes that relationships are the core of philanthropy and outlines "sins" to avoid like separating fundraising from philanthropy or treating giving as only a financial transaction. The development cycle of cultivating donors and only asking when they are ready is discussed. Mechanisms for communicating your message like direct mail, newsletters and websites are presented. The document stresses listening to donors and putting them at the center of fundraising efforts through a strategic communications plan.
MarketSmart Words That Work: The Phrases That Encourage Planned GivingMarketSmart
This document provides guidance on effective language for encouraging planned giving. It discusses how words that reference family and social connections ("family words") outperform more formal language. Key recommendations include using phrases like "make a gift" instead of legal terms, mentioning charitable gifts in one's will, and incorporating stories of living donors. The document also notes that social norms influence giving decisions and that memorializing a loved one can motivate legacy gifts. It advises tailoring messages and approaches to an individual's stage of consideration.
This publication is a collaborative effort of the Waterloo-Wellington LEAVE A LEGACY™, a program of the Canadian Association of Gift Planners (CAGP-ACPDP™), to provide valuable information to the readers on planned gifting and charitable giving.
Dan Harris of Wells Fargo Charitable Services presents his ideas on simplifying planned giving in this Minnesota Community Foundation and Saint Paul Foundation webinar.
This document provides details for the Green Umbrella Project capital campaign planbook created by Brooklyn Wilson and others for Grand Rapids HQ. The campaign aims to raise funds to replace Grand Rapids HQ's roof. Secondary research focused on donation trends and drop-in center fundraising. The action plan includes objectives to raise $80,000-$120,000 by December 2018 through strategies of communicating the roof's importance and building donor relationships using social media, events, and giveaways.
The document provides information on planned giving and strategies for marketing planned gifts. It defines planned gifts as larger, more personal gifts that often involve estate or tax planning. The key points are:
1. Planned giving prospects tend to be loyal donors, not necessarily wealthy. Loyalty is a better indicator than other factors.
2. Marketing should target loyal donors through personalized direct mail, websites, and phone calls to identify planned gift opportunities and increase planned gifts.
3. Stewarding planned gift donors with recognition programs keeps them engaged and more likely to recommend the organization to others.
After making the successful Ask the "The Artful Journey" begins as William T. Sturtevant says and the donor relationship begins.This is stressed in this teaching module and we delve into the mind and heart of donors from a corporate,foundation and personal donors perspective which was accomplished through a live panel discussion that followed the slides.
Before you get started fundraising, you need to understand donors - why they do or do not give. Then using stories to connect and communicate - online and offline. Once that is in place, leveraging the cost effective, high learning, easy to spread nature of online to infuse your fundraising becomes easier.
The document provides an overview of fundraising strategies for non-profits. It discusses who typically donates to non-profits and how much is donated annually. It then outlines key elements of an effective fundraising plan such as setting goals, budgeting, and developing marketing strategies. Additional sections cover identifying key players like board members and staff roles, potential sources of funding from individuals, corporations, and foundations, and general fundraising best practices and resources.
Charities use newsletters to communicate with donors. But often with mixed objectives and for mixed audiences. In this presentation we look at what makes good communications and what newsletters are for. Towards the end, all attendees critiqued each others newsletters (anonymously) and the result was a resounding disappointment. Only one of the newsletters were actually achieving good communications.
- Ethical wills help clarify values and provide guidance for heirs regarding medical decisions, distributing wealth, and what is most important to the writer.
- Ethical wills benefit estate planning attorneys by helping them execute the estate plan in line with the client's values and intentions. They also provide context during probate.
- Ethical wills have a long history but are increasingly popular as a way to pass on wisdom and lessons learned to loved ones. They can prevent future disputes and help all families, regardless of wealth.
Giving is powerful. But it's also complex. This presentation looks at some of the stats of the philanthropic sector as well as some science behind giving, fundraising, and marketing for causes.
This presentation focuses on how women's control of North American wealth is changing the way that money is flowing into the financial and philanthropic sectors.
The document discusses creating a culture of giving at universities by building commitment among donors. It outlines different types of donor constituencies and the strategic process of cultivating major gifts. Key points include choosing initiatives that connect donors to the institution's work and leaders, using foreground and background initiatives to advance donor commitment, and ensuring internal staff support major gift fundraising through activities like keeping faculty informed and hiring the right development team.
How To Talk About Legacy Giving Without Seeming CreepyBloomerang
https://bloomerang.co/resources/webinars/
Claire Axelrad, J.D., CFRE will explain how fundraisers can persuade ‘powers that be’ that they should actively promote legacy giving, even (especially) now.
Raise the Money of Your Dreams With Donor-Centered Major Gift FundraisingBloomerang
https://bloomerang.co/resources/webinars/
Join author, speaker and consultant Gail Perry, CFRE, MBA to learn her secrets for bringing major donors – and mega gifts – into your organization.
Great Things from Small Beginnings: The Importance of Retaining First-Time D...Bloomerang
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, Steven Shattuck of Bloomerang will make the case for why development professionals should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
Successful legacy fundraising adrian sargeant1iof_events
This document discusses best practices for legacy fundraising based on research. It finds that donors who make charitable bequests are more likely to regularly donate, volunteer, and have strong connections to charities rather than simply having wealth. Effective communication focuses on how gifts will make a difference and final legacy rather than prevention. Top suggestions include promoting estate planning and will-making, using positive language about bequests, celebrating all gift sizes, and conducting ongoing research.
Great Fundraising Events - AFP ICON 2017Bloomerang
Fundraising events have become an increasingly important and ubiquitous tool for nonprofit organizations.
But what is it that ultimately makes an event “successful?” and how can events provide new and potentially exciting forms of value for participants?
This session will dive into new Bloomerang-funded research from the Rogare Fundraising Think Tank at Plymouth University, which outlines for the first time what overarching factors may have a part to play in distinguishing genuinely outstanding fundraising events from merely ‘average’ ones.
Learning Outcomes:
Discover how your own efforts compare with an international focus group
Learn the critical success factors that lead to event success
Uncover key recommendations for creating memorable experiences
The Art and Science of Effective Gift Acknowledgements (DonorSearch Flash Class)Bloomerang
https://bloomerang.co/resources/speaking/
We all know that thanking donors is important, but how and when should we be thanking donors? How do different approaches to acknowledgements make people feel, and how does that impact future engagement?
In this session, we’ll explore the latest research into donor behavior and effective gift acknowledgements, with special attention given to the recent groundbreaking findings of Jen Shang and Adrian Sergeant. You’ll come away with practical takeaways to help you craft thank you’s that are both impactful and memorable!
We’ll cover:
The connection between thanking and retaining donors
What donors want out of the communications we send them
The ways in which surveys can play a role in thanking donors
The enlightening results of several gift acknowledgement experiments
An effort to start a Summer School in the Pulaski-Lighthouse District on Erie's East Side. This would establish a beachhead for Sarah Reed to begin working with children on Erie's East Side after being on Erie West Side for four years. The success of the ARP Summer Program helped to lay the groundwork toward putting back the "soul" into the former St Ann's School built in 1925.
To date over $500,000 of improvements have been made to the building under Phase#1 ,new heating and cooling, IT Infrastructure upgrades, classroom equipment, technology. Once two new roofs are completed. Phase #2 begins to address a plethora of needs internally.
An impact report on our 2023 Summer & Math Program/STEAM Initiative of the accomplishments made possible through EITC donations for this program held every summer at our Sarah Reed Main Campus. Where we provide math, reading and STEAM skills to the children that attend.
Contenu connexe
Similaire à What Drives Giving The Heart or Brain:Major Gifts,Planned Gifts & Donor Retention
This publication is a collaborative effort of the Waterloo-Wellington LEAVE A LEGACY™, a program of the Canadian Association of Gift Planners (CAGP-ACPDP™), to provide valuable information to the readers on planned gifting and charitable giving.
Dan Harris of Wells Fargo Charitable Services presents his ideas on simplifying planned giving in this Minnesota Community Foundation and Saint Paul Foundation webinar.
This document provides details for the Green Umbrella Project capital campaign planbook created by Brooklyn Wilson and others for Grand Rapids HQ. The campaign aims to raise funds to replace Grand Rapids HQ's roof. Secondary research focused on donation trends and drop-in center fundraising. The action plan includes objectives to raise $80,000-$120,000 by December 2018 through strategies of communicating the roof's importance and building donor relationships using social media, events, and giveaways.
The document provides information on planned giving and strategies for marketing planned gifts. It defines planned gifts as larger, more personal gifts that often involve estate or tax planning. The key points are:
1. Planned giving prospects tend to be loyal donors, not necessarily wealthy. Loyalty is a better indicator than other factors.
2. Marketing should target loyal donors through personalized direct mail, websites, and phone calls to identify planned gift opportunities and increase planned gifts.
3. Stewarding planned gift donors with recognition programs keeps them engaged and more likely to recommend the organization to others.
After making the successful Ask the "The Artful Journey" begins as William T. Sturtevant says and the donor relationship begins.This is stressed in this teaching module and we delve into the mind and heart of donors from a corporate,foundation and personal donors perspective which was accomplished through a live panel discussion that followed the slides.
Before you get started fundraising, you need to understand donors - why they do or do not give. Then using stories to connect and communicate - online and offline. Once that is in place, leveraging the cost effective, high learning, easy to spread nature of online to infuse your fundraising becomes easier.
The document provides an overview of fundraising strategies for non-profits. It discusses who typically donates to non-profits and how much is donated annually. It then outlines key elements of an effective fundraising plan such as setting goals, budgeting, and developing marketing strategies. Additional sections cover identifying key players like board members and staff roles, potential sources of funding from individuals, corporations, and foundations, and general fundraising best practices and resources.
Charities use newsletters to communicate with donors. But often with mixed objectives and for mixed audiences. In this presentation we look at what makes good communications and what newsletters are for. Towards the end, all attendees critiqued each others newsletters (anonymously) and the result was a resounding disappointment. Only one of the newsletters were actually achieving good communications.
- Ethical wills help clarify values and provide guidance for heirs regarding medical decisions, distributing wealth, and what is most important to the writer.
- Ethical wills benefit estate planning attorneys by helping them execute the estate plan in line with the client's values and intentions. They also provide context during probate.
- Ethical wills have a long history but are increasingly popular as a way to pass on wisdom and lessons learned to loved ones. They can prevent future disputes and help all families, regardless of wealth.
Giving is powerful. But it's also complex. This presentation looks at some of the stats of the philanthropic sector as well as some science behind giving, fundraising, and marketing for causes.
This presentation focuses on how women's control of North American wealth is changing the way that money is flowing into the financial and philanthropic sectors.
The document discusses creating a culture of giving at universities by building commitment among donors. It outlines different types of donor constituencies and the strategic process of cultivating major gifts. Key points include choosing initiatives that connect donors to the institution's work and leaders, using foreground and background initiatives to advance donor commitment, and ensuring internal staff support major gift fundraising through activities like keeping faculty informed and hiring the right development team.
How To Talk About Legacy Giving Without Seeming CreepyBloomerang
https://bloomerang.co/resources/webinars/
Claire Axelrad, J.D., CFRE will explain how fundraisers can persuade ‘powers that be’ that they should actively promote legacy giving, even (especially) now.
Raise the Money of Your Dreams With Donor-Centered Major Gift FundraisingBloomerang
https://bloomerang.co/resources/webinars/
Join author, speaker and consultant Gail Perry, CFRE, MBA to learn her secrets for bringing major donors – and mega gifts – into your organization.
Great Things from Small Beginnings: The Importance of Retaining First-Time D...Bloomerang
https://bloomerang.co/resources/speaking/
Fundraisers spend a lot of time acquiring new donors, and with good cause. However, in order to create a long-lasting relationship, the most critical gift isn’t the first; it’s the second.
In this session, Steven Shattuck of Bloomerang will make the case for why development professionals should concentrate on acquiring a donor’s second gift in order to achieve sustainable funding, high donor retention rates and high donor lifetime values.
You’ll see examples that can be implemented by any organization, whether you are a one-person shop or a large development department. The results can be astounding when put into daily use!
Successful legacy fundraising adrian sargeant1iof_events
This document discusses best practices for legacy fundraising based on research. It finds that donors who make charitable bequests are more likely to regularly donate, volunteer, and have strong connections to charities rather than simply having wealth. Effective communication focuses on how gifts will make a difference and final legacy rather than prevention. Top suggestions include promoting estate planning and will-making, using positive language about bequests, celebrating all gift sizes, and conducting ongoing research.
Great Fundraising Events - AFP ICON 2017Bloomerang
Fundraising events have become an increasingly important and ubiquitous tool for nonprofit organizations.
But what is it that ultimately makes an event “successful?” and how can events provide new and potentially exciting forms of value for participants?
This session will dive into new Bloomerang-funded research from the Rogare Fundraising Think Tank at Plymouth University, which outlines for the first time what overarching factors may have a part to play in distinguishing genuinely outstanding fundraising events from merely ‘average’ ones.
Learning Outcomes:
Discover how your own efforts compare with an international focus group
Learn the critical success factors that lead to event success
Uncover key recommendations for creating memorable experiences
The Art and Science of Effective Gift Acknowledgements (DonorSearch Flash Class)Bloomerang
https://bloomerang.co/resources/speaking/
We all know that thanking donors is important, but how and when should we be thanking donors? How do different approaches to acknowledgements make people feel, and how does that impact future engagement?
In this session, we’ll explore the latest research into donor behavior and effective gift acknowledgements, with special attention given to the recent groundbreaking findings of Jen Shang and Adrian Sergeant. You’ll come away with practical takeaways to help you craft thank you’s that are both impactful and memorable!
We’ll cover:
The connection between thanking and retaining donors
What donors want out of the communications we send them
The ways in which surveys can play a role in thanking donors
The enlightening results of several gift acknowledgement experiments
Similaire à What Drives Giving The Heart or Brain:Major Gifts,Planned Gifts & Donor Retention (20)
An effort to start a Summer School in the Pulaski-Lighthouse District on Erie's East Side. This would establish a beachhead for Sarah Reed to begin working with children on Erie's East Side after being on Erie West Side for four years. The success of the ARP Summer Program helped to lay the groundwork toward putting back the "soul" into the former St Ann's School built in 1925.
To date over $500,000 of improvements have been made to the building under Phase#1 ,new heating and cooling, IT Infrastructure upgrades, classroom equipment, technology. Once two new roofs are completed. Phase #2 begins to address a plethora of needs internally.
An impact report on our 2023 Summer & Math Program/STEAM Initiative of the accomplishments made possible through EITC donations for this program held every summer at our Sarah Reed Main Campus. Where we provide math, reading and STEAM skills to the children that attend.
A quick look at the beginning of the St Ann's Campus and how it fits into the Sarah Reed Childrens Center efforts to work with children with behavioral issues on Erie's East Side..Know as the Pulaski-Lighthouse District. Sarah Reed bought this school from the Diocese of Erie in 1986.Presently we have over 70 children enrolled and have helped over 86 over this 2023-2024 Academic Year.
We have initiated a Phase #1 improvement Plan for our St Ann's Campus in the Pulaski-Lighthouse District in the City of Erie. After a very successful Summer 2022 Program on the campus. We made an analysis of the necessary improvements we need to make for the students we educate at our St Ann's Campus. One of the first efforts was to upgrade the aging classroom furniture in 10 of our classrooms. We developed this Case Study in collaboration with School Specialty. This was one component of our $500,000 Phase #1effort to bring back the soul of the building that has a true history of being the site where many children have received an education in this school on Erie's East Side. www.sarahreed.org
Presentation to the Torch Club of Erie PA at The Erie Yacht Club on Sarah A Reed: A Renaissance Woman and How Her Spirit Still Lives On 153 Years Later. Focuses on Sarah A Reed and her band of thirty women that founded the Home for the Friendless here in Erie PA that grew into today's Sarah A Reed Children's Center and Sarah Reed Senior Center.
Covers its growth and developments through its 153-year history of making a difference for the children we serve in Erie Pa. Some of the individuals discussed in this presentation include Sarah A Reed, Rufus Reed, Charles Reed,William Reed, Laura Sanford, Senator Morrow B Lowry, William Scott, Andrew Carnegie, Msg McBride and a host of others.
Gary Bukowski MA CFRE recently made a presentation entitled: Sarah A Reed A Renaissance Woman: Her Spirit Lives on 153 years later. Sarah A Reed was a leader who along with 29 women in Erie, PA helped to create two non profits in 1871, one that would deal with homeless children and the other with a focus on the elderly. I focused on Sarah Reed the woman who was committed to making a difference for the less fortunate throughout her devoted lifetime and she through her leadership truly was a Renaissance Women who truly has left a legacy in Northwestern Pennsylvania.www.sarahreed.org
This is the 33 consecutive year of the CFRE Certification and was just notified of my recertification. Continue to adhere to high ethical fundraising standards and the love of making a difference in people's lives through philanthropy.
This week gave a presentation to our AFP Northwest PA Chapter about conducting prospect research in your advancement operation using traditional methods and we discussed the use of AI in your prospect research. Provided various links for further research for those who need to conduct donor research..
Talk today Sarah A Reed: A Renaissance Woman-Her Spirit Lives On 151 Years later in Erie, Pa. at the Asbury Community Center about the foundress of the Sarah A Reed Children's Center and the Sarah Reed Senior Living.Her life and times were covered and carried through to present day development of 7 campuses assisting over 1,700 children yearly.With focus on some of the latest developments and our efforts at our St.Ann's Campus on Erie's East Side
Some of the improvements we have made to our St Ann's Campus on 10th and East Avenue.We just moved back into that building starting a Summer Program in 2022 and now are working with over 62 children at that site ,with more projected in the near future.To enhance the school, we have made some major improvements like enhancing the children's library,furniture needs,educational opportunities from Gannon University,major refurbishment to the community garden with many more enhancements planned as we try to secure NAP funding to address infrastructure needs..
A presentation on Sarah A Reed who was one of the founders of our NPO ..She and a band of 29 women in 1871 created a home for children and women,that was to become the Sarah A Reed Children's Center and the Sarah Reed Retirement Center,This presentation was delivered at the Hagen History Center about a woman that was truly ahead of her time and what I call a Renaissance Women.She had a tremendous impact on the Erie Community..and making a difference for children and adults for the last 150 years..
A quick analysis of giving at midyear FY 2005-2006 as we developed fundraising momentum due to our incredibly successful "Preserving the Legacy Capital campaign. Which helped us build two significant buildings, The Audrey Hirt Academic Center and within it a 250 seat Dr Barrett Walker and Catherine Walker Recital Hall and at the North- East Campus: The Michelle &Tom Ridge Health and Safety Building along with 10Million in endowed scholarships, which greatly enhanced the colleges overall endowment!!
Sarah A Reed Children's Center will be offering a Summer 2022 Youth Program at their St.Anns School Campus located in the Pulaski-Lighthouse District in the City Of Erie.We are a Sanctuary (c)Certified and trauma-informed non-profit.Our mission is to improve the lives of children,teens,individuals and families helping them realize their potential and experience success.
Support from the Erie Community Foundation here in Erie,PA to our 150th Technological Initiative here at Sarah A Reed Children's Center.This is a $300,000 effort to enhance technology at Sarah Reed and start a STEAM program here for our children.
Some quick views of how support from the Erie Community Foundation helped challenge up to raise more funds for our 150th Anniversary Technological Challenge
The document summarizes highlights from Sarah Reed's 2021 summer program, which was made possible by donors. It includes positive feedback from a teacher about the program's positive impact on students' academics. Students comment on enjoying using technology like Chromebooks and iPads during the program to learn languages, search for guitar chords, program robots, and attend virtual guitar lessons, as part of the school's STEAM initiative. Pictures show activities like painting sea animal sculptures.
The student felt happy and safe at their new school, where they met new friends, teachers, and staff. Their whole life changed for the better since coming to this school. The document is a letter celebrating the 150th anniversary of Sarah A. Reed Children's Center, which helps over 1,700 children and families annually through programs like its Partial Hospitalization Program and Residential Treatment Program. It thanks donors for their support which has helped the center continue and expand its important work.
The document discusses highlights from Sarah Reed's new STEAM initiative during their 2021 Summer Programs. Students at both the Hamilton Campus and Residential Campus engaged in programming robots and creating art projects using technology like Chromebooks and iPads. Teachers and staff observed all students actively participating and collaborating on challenging tasks like coding robots.
This document summarizes highlights from Sarah Reed's new STEAM initiative during their 2021 Summer Programs. It describes how students at different campuses engaged in hands-on activities using technology like Chromebooks, robots, and iPads to learn coding, programming, art, and languages. Positive quotes from both students and staff demonstrate how the new programs successfully engaged all children and supported learning.
How to Fix the Import Error in the Odoo 17Celine George
An import error occurs when a program fails to import a module or library, disrupting its execution. In languages like Python, this issue arises when the specified module cannot be found or accessed, hindering the program's functionality. Resolving import errors is crucial for maintaining smooth software operation and uninterrupted development processes.
This presentation was provided by Steph Pollock of The American Psychological Association’s Journals Program, and Damita Snow, of The American Society of Civil Engineers (ASCE), for the initial session of NISO's 2024 Training Series "DEIA in the Scholarly Landscape." Session One: 'Setting Expectations: a DEIA Primer,' was held June 6, 2024.
ISO/IEC 27001, ISO/IEC 42001, and GDPR: Best Practices for Implementation and...PECB
Denis is a dynamic and results-driven Chief Information Officer (CIO) with a distinguished career spanning information systems analysis and technical project management. With a proven track record of spearheading the design and delivery of cutting-edge Information Management solutions, he has consistently elevated business operations, streamlined reporting functions, and maximized process efficiency.
Certified as an ISO/IEC 27001: Information Security Management Systems (ISMS) Lead Implementer, Data Protection Officer, and Cyber Risks Analyst, Denis brings a heightened focus on data security, privacy, and cyber resilience to every endeavor.
His expertise extends across a diverse spectrum of reporting, database, and web development applications, underpinned by an exceptional grasp of data storage and virtualization technologies. His proficiency in application testing, database administration, and data cleansing ensures seamless execution of complex projects.
What sets Denis apart is his comprehensive understanding of Business and Systems Analysis technologies, honed through involvement in all phases of the Software Development Lifecycle (SDLC). From meticulous requirements gathering to precise analysis, innovative design, rigorous development, thorough testing, and successful implementation, he has consistently delivered exceptional results.
Throughout his career, he has taken on multifaceted roles, from leading technical project management teams to owning solutions that drive operational excellence. His conscientious and proactive approach is unwavering, whether he is working independently or collaboratively within a team. His ability to connect with colleagues on a personal level underscores his commitment to fostering a harmonious and productive workplace environment.
Date: May 29, 2024
Tags: Information Security, ISO/IEC 27001, ISO/IEC 42001, Artificial Intelligence, GDPR
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Reimagining Your Library Space: How to Increase the Vibes in Your Library No ...Diana Rendina
Librarians are leading the way in creating future-ready citizens – now we need to update our spaces to match. In this session, attendees will get inspiration for transforming their library spaces. You’ll learn how to survey students and patrons, create a focus group, and use design thinking to brainstorm ideas for your space. We’ll discuss budget friendly ways to change your space as well as how to find funding. No matter where you’re at, you’ll find ideas for reimagining your space in this session.
Chapter wise All Notes of First year Basic Civil Engineering.pptxDenish Jangid
Chapter wise All Notes of First year Basic Civil Engineering
Syllabus
Chapter-1
Introduction to objective, scope and outcome the subject
Chapter 2
Introduction: Scope and Specialization of Civil Engineering, Role of civil Engineer in Society, Impact of infrastructural development on economy of country.
Chapter 3
Surveying: Object Principles & Types of Surveying; Site Plans, Plans & Maps; Scales & Unit of different Measurements.
Linear Measurements: Instruments used. Linear Measurement by Tape, Ranging out Survey Lines and overcoming Obstructions; Measurements on sloping ground; Tape corrections, conventional symbols. Angular Measurements: Instruments used; Introduction to Compass Surveying, Bearings and Longitude & Latitude of a Line, Introduction to total station.
Levelling: Instrument used Object of levelling, Methods of levelling in brief, and Contour maps.
Chapter 4
Buildings: Selection of site for Buildings, Layout of Building Plan, Types of buildings, Plinth area, carpet area, floor space index, Introduction to building byelaws, concept of sun light & ventilation. Components of Buildings & their functions, Basic concept of R.C.C., Introduction to types of foundation
Chapter 5
Transportation: Introduction to Transportation Engineering; Traffic and Road Safety: Types and Characteristics of Various Modes of Transportation; Various Road Traffic Signs, Causes of Accidents and Road Safety Measures.
Chapter 6
Environmental Engineering: Environmental Pollution, Environmental Acts and Regulations, Functional Concepts of Ecology, Basics of Species, Biodiversity, Ecosystem, Hydrological Cycle; Chemical Cycles: Carbon, Nitrogen & Phosphorus; Energy Flow in Ecosystems.
Water Pollution: Water Quality standards, Introduction to Treatment & Disposal of Waste Water. Reuse and Saving of Water, Rain Water Harvesting. Solid Waste Management: Classification of Solid Waste, Collection, Transportation and Disposal of Solid. Recycling of Solid Waste: Energy Recovery, Sanitary Landfill, On-Site Sanitation. Air & Noise Pollution: Primary and Secondary air pollutants, Harmful effects of Air Pollution, Control of Air Pollution. . Noise Pollution Harmful Effects of noise pollution, control of noise pollution, Global warming & Climate Change, Ozone depletion, Greenhouse effect
Text Books:
1. Palancharmy, Basic Civil Engineering, McGraw Hill publishers.
2. Satheesh Gopi, Basic Civil Engineering, Pearson Publishers.
3. Ketki Rangwala Dalal, Essentials of Civil Engineering, Charotar Publishing House.
4. BCP, Surveying volume 1
How to Make a Field Mandatory in Odoo 17Celine George
In Odoo, making a field required can be done through both Python code and XML views. When you set the required attribute to True in Python code, it makes the field required across all views where it's used. Conversely, when you set the required attribute in XML views, it makes the field required only in the context of that particular view.
How to Manage Your Lost Opportunities in Odoo 17 CRMCeline George
Odoo 17 CRM allows us to track why we lose sales opportunities with "Lost Reasons." This helps analyze our sales process and identify areas for improvement. Here's how to configure lost reasons in Odoo 17 CRM
This slide is special for master students (MIBS & MIFB) in UUM. Also useful for readers who are interested in the topic of contemporary Islamic banking.
A review of the growth of the Israel Genealogy Research Association Database Collection for the last 12 months. Our collection is now passed the 3 million mark and still growing. See which archives have contributed the most. See the different types of records we have, and which years have had records added. You can also see what we have for the future.
BÀI TẬP BỔ TRỢ TIẾNG ANH LỚP 9 CẢ NĂM - GLOBAL SUCCESS - NĂM HỌC 2024-2025 - ...
What Drives Giving The Heart or Brain:Major Gifts,Planned Gifts & Donor Retention
1. Major Gifts, Planned Gifts & Donor Retention
DO DONORS GIVE WITH THEIR
HEART OR HEAD:
Presented by:
Gary L. Bukowski, MA, CFRE
Associate VP of Development
Sarah A. Reed Children’s Center – Erie, PA
GBukowski@SarahReed.org
November 1, 2023 ● 2023 Nonprofit Academy ● Sacred Heart Parish Center ● St. Marys, PA
2. TODAY’S AGENDA
o Definition of Philanthropy by Douglas M. Lawson, Ph.D.
“Philanthropy is the mystical mingling of a joy for giving, an artful asker,
and a grateful recipient.”
~from the book Give to Live: How Giving Can Change Your Life
o Why the Heart is a Driving Force in Philanthropy
o Importance of Individual Giving
o Major Gifts
o Planned Gifts
o Case Studies
o Donor Retention
o Take-Aways & Closing Remarks
o Questions
3. QUOTE: PEYTON CONWAY MARCH
“There is a wonderful, mythical law of nature that the three things we crave most
in life –happiness, freedom, and peace of mind –are always attained by giving
them to someone else.”
~Peyton Conway March, the famed US Army Chief of Staff in the early 20th century.
4. THE HEART – BRAIN CONNECTION
(3:38)
https://www.youtube.com/watch?v=WhxjXduD8qw
5. CONCEPT OF HEART VS. BRAIN
o Power of the Heart
Recent research is showing that the heart
sends more signals to the brain than the
brain sends to the heart
Feel-good chemicals like oxytocin and
dopamine are released when involved in
the giving behavior
*Oxytocin is commonly referred to as the love or bonding hormone
Heart has powerful electromagnetic waves
*Compared to the electromagnetic field produced by the brain, the electrical
component of the heart’s field is about 60 times greater in amplitude!
Love at first sight
From Dr. Thomas Verny’s book The Embodied Mind
6. POWER OF THE HEART:
EMOTIONAL FACTORS
o Passion for the Cause
o Personal Connection
Major donors are deeply passionate about the cause or
organization they are supporting
This passion is often rooted in personal experiences, values, or a
genuine emotional connection to the mission of the NPO
Emotions can be a significant driver when there is a personal connection to the organization
or beneficiaries of the gift
This might evoke a sense of empathy or desire to leave a lasting legacy for a cause that holds
special meaning
7. POWER OF THE HEART:
EMOTIONAL FACTORS
o Desire for Impact
Emotional satisfaction from making a meaningful impact on a cause or community can
be a powerful motivator
Donors often desire a sense of fulfilment and purpose from their contributions
Article: “$200 Million Bequest Will Support Science Research for High Schoolers”
8. POWER OF THE BRAIN:
RATIONAL FACTORS
o Financial Planning
Making major or planned gifts typically involves a
substantial financial commitment. Rational thinking comes
into play as donors assess their financial capacity, tax
implications & estate planning considerations
o Research & Due Diligence
Major donors often conduct extensive research to understand the NPO’s financial stability,
effectiveness, and how their gift will be utilized
May analyze data & metrics to ensure their contribution will have a significant and lasting
impact
9. POWER OF THE BRAIN:
RATIONAL FACTORS
o Legacy Planning
Planned giving, which involves bequests in wills or trusts, is often a rational and strategic
decision
Donors consider how their gifts will align with long-term financial goals and legacy
planning
10. PHILANTHROPY & WELL-BEING
“If you want happiness for an hour, take a nap.
If you want happiness for a day, go fishing.
If you want happiness for a year, inherit a fortune.
If you want happiness for a lifetime, help somebody.”
~Chinese Proverb
o There is proof that philanthropic activity enhances the giver’s physical & emotional well-being.
Now that keystone is being put into place.
o “A 10-year study of the physical health and
social activities of 2,700 men in Tecumseh, Michigan,
found that those who did regular volunteer work had
death rates two and one-half times LOWER than
those who didn’t.”
From Dr. Douglas Lawson’s book Give to Live: How Giving Can Change Your Life
11. PHILANTHROPY & WELL-BEING
Examples:
Former President Jimmy Carter (99) & his wife, Rosalynn Carter (96)
John D. Rockefeller (1839-1937) – 98
Walter Annenberg (1908-2002) – 94
Warren Buffett (93)
George Soros (93)
Charles Feeney (1931-2023) – 92 *Gave away nearly all of his $8B fortune to charity & insisted on anonymity
Henry Ford (1863-1947) – 84
Andrew Carnegie (1835-1919) – 84
Ray Kroc (1902-1984) – 82 & wife, Joan Kroc (1928-2003) – 75
Andrew W. Mellon (1855-1937) – 82
Courtesy of The Seattle Times
“More than 99% of my wealth will go to philanthropy during my lifetime or at death. Were we to
use more than 1% of my claim checks (Berkshire Hathaway stock certificates) on ourselves, neither
our happiness nor our well-being would be enhanced.”
~Warren Buffett – Read his Philanthropic Pledge here
12. $499.33 Billion
given to charity by
Americans in 2022, a 3.4%
decline compared to 2021.
Adjusted for inflation, total
giving declined 10.5%.
POWER OF THE HEART IN ASKING
o Enhancing individual giving in your giving program
From Giving USA 2023
73% from
Individuals
$364.64 billion
13. HOW TO MOVE INTO MAJOR GIFTS
o Find your Asking Style to help you develop more confidence in asking
https://quiz.askingmatters.com/asking-styles/
14. BASIC FIRST STEPS OF YOUR
MAJOR GIFT PROGRAM
o Start off with identifying 10-25 donors/prospects
o Finding and understanding the importance of a donor’s passions, interests and what drives
them. What are they passionate about?
o Must know your NPO – write out some high points
o Know the impact the donor has made to date
o Acknowledge their past support
o Begin to build relationships and establish trust
o Ask questions of the donor to learn more about them
15. BASIC FIRST STEPS OF YOUR
MAJOR GIFT PROGRAM
o Plan your meeting to establish what you want to accomplish
o Invite the donor to a talk or gathering that focuses in on the donor’s interest
o Develop a game plan of contact points with the donor over the
course of the year
o Introduce the donor to some of the successes that he/she has
helped create
*Example: A donor’s scholarship – meet with the students they have assisted through their
scholarship, provide reports of success
16. CASE STUDY #1
o Dr. Barrett and Catherine Walker
Dr. Barrett & Catherine Walker Recital Hall/Mercyhurst University
Dr. Barrett & Catherine Walker
18. CASE STUDY #2
o Bill and Audrey Hirt
Audrey Hirt Academic Center/Mercyhurst University
Bill & Audrey Hirt
19. PLANNED GIFTS: A CRITICAL
PART OF YOUR GIVING PROGRAM
o Importance of a Legacy Society
o Example: Sarah A. Reed Legacy Society
https://sarahareed.plannedgiving.org/
https://www.facebook.com/SarahReedCC/videos/688624881843944 (1:00)
20. 3 MOST POPULAR PLANNED GIFTS
(The first 2 make up over 90% of all planned gifts & is the easiest for you to promote!)
Courtesy of PlannedGiving.com’s Pocket Guide for Major Gift Officers
1. Beneficiary Designations
⟰ Simple to give, easy to arrange and usually don’t require an attorney.
⟰ The following assets can be designated all, or in part, to charity:
◾Retirement Plan
◾Insurance Policy
◾Bank Account
◾Brokerage Account
2. Bequests
⟰ One of the most attractive planned gifts, bequests allow donors to make a
meaningful legacy gift to a cause they care about without incurring any costs
during their lifetime.
⟰ Nationwide, the average charitable bequest is between $50,000 and $60,000
21. 3 MOST POPULAR PLANNED GIFTS
Courtesy of PlannedGiving.com’s Pocket Guide for Major Gift Officers
3. Blended Gifts
⟰ Blended gifts combine an immediate + future gift – these are the best planned gifts!
⟰ Here are a few popular combinations:
◾Immediate Gift + Bequest
◾Endowed Cash Gift + Bequest
◾Cash Gift + Planned Giving Challenge
◾Gift of Stock + Charitable Trust
◾Cash gift from a Donor Advised Fund + Beneficiary Designation
◾Qualified Charitable Distribution + Beneficiary Designation
22. PLANNED GIVING MYTHS
“I need to be an expert on gift plans and tax laws before I start asking for planned gifts.”
Planned giving is a people business. If you love people and know how to talk to them, you can
ask for planned gifts. You’ll get attorneys and advisors involved when it’s time to work out the
details.
“If we ask people for a planned gift, they’ll stop giving cash now.”
People who make gifts through their wills typically increase the amount of their annual support.
“Planned gifts take too long, and we need the cash now.”
The average time from inception to maturity for a planned gift is 7-10 years. That’s only a few
years longer than most campaign pledge periods.
Courtesy of PlannedGiving.com’s Myths & Facts website: https://www.plannedgiving.com/resources/planned-giving-facts/
23. PLANNED GIVING MYTHS
Fun Facts:
1. The typical completed planned gift is 200 times the size of a donor’s largest AF gift.
2. Only 37% of people age 30+ know what “planned giving” means—It’s important to
educate your donors!
“Planned giving donors are wealthy.”
One of the best-selling points of a planned gift is that it does not affect your cash flow—and that
makes it accessible to people of all income levels. (Your best prospects are your most loyal
donors, not necessarily your wealthiest. The highest predictor for a planned giving prospect is
institutional loyalty.)
“Planned giving donors are old.”
43% of bequests are created by individuals younger than 55, and 15% of all planned gifts are by
those younger than 45.
Courtesy of PlannedGiving.com’s Myths & Facts website: https://www.plannedgiving.com/resources/planned-giving-facts/
24. ENDOWMENT CALCULATOR
o Free Endowment Calculator, courtesy of PlannedGiving.com
https://www.plannedgiving.com/resources/endowment-calculator/
25. CASE STUDY #3
o Bob and Janet Miller
Bob and Janet Miller
Mercyhurst North East Campus
26. CASE STUDY #4
o Dr. George and Mary D’Angelo
Mary D’Angelo Performing Arts Center/Mercyhurst University
Dr. George & Mary D’Angelo
Courtesy of GoErie.com
27. CASE STUDY #5
o Dr. Robert and Betsy Guelcher
Dr. Robert & Betsy Guelcher
28. DONOR RETENTION
o What is donor retention?
o “The good feelings donors get from a thank-you can last
for about six to eight weeks.”
(Jen Shang, co-founder of the Institute for Sustainable Philanthropy)
o National average for donor retention rate is 41.5%
(From Fundraising Effectiveness Project, 2022)
Jay Love, co-founder of Bloomerang, talks
about 3 ways to improve donor retention
(0:36)
Quick overview of donor retention from
Bloomerang (2:10)
“It’s not their checkbook we
should be thanking. It is not
their check or their cash that
made a difference. It was the
decision from the heart.”
~Becky Carlino, VP of Development at Volunteers of America Ohio &
Indiana (The Chronicle of Philanthropy)
29. BUKOWSKI’S TAKE-AWAYS
o Spend more time on building those donor relationships TODAY that will lead to future major
gifts.
o Cherish your small victories – they all add up!
o Develop those monthly touchpoints with your major donors, keeping them informed and
letting them know the IMPACT of past gifts. Thank them as personally as you can!
30. BUKOWSKI’S TAKE-AWAYS
o The road to Rome begins with the first step! Start this afternoon to begin or continue to
enhance your major gift efforts.
o If you haven’t already, begin adding Planned Giving to your fundraising quiver – just start
making simple steps!
o While the heart (IMHO) is the driving force in major, planned & mega gifts, make the most of
the donor’s wishes to create something special using all the resources of the heart & brain to
carry out their dream.
o As the fundraiser, there will be times you must take initiative in honoring a donor who has
made a sacrificial/substantial donation to your organization. You should go out of your way to
remember that person and the spirit in which their gift was made.
31. CASE STUDY #6
o Frances Malaney a.k.a. “The librarian who carried
a big philanthropic stick”
Frances C. Malaney
The Frances C. Malaney ‘38 reading area is located on the
third floor of the Hammermill Library.
32. CLOSING REMARKS
o Ultimately the influence of the heart (emotion) versus the brain (data) in major and planned
giving can vary widely among individuals, but successful philanthropy often involves a
thoughtful integration of both aspects:
To achieve the donor’s goals and benefit the chosen NPO or the cause they are
passionate about!
33. BIBLIOGRAPHY & HELPFUL
RESOURCES
o Ahearn, Tom and Simone Joyaux, Keep Your Donors: The Guide to Better Communications and
Stronger Relationships, John Wiley & Sons, Hoboken, 2008.
o Burk, Penelope, Donor Centered Fundraising, Cygnus Applied Research, Inc., Chicago, 2003.
o Davidson, M. & Saber, B., Engaged Boards WILL Fundraise! How Good Governance Inspires Them,
Asking Matters, Maplewood, 2021.
o Fredericks, Laura, JD, Hard Asks Made Easy: How to Get Exactly What You Want, Advantage Media
Group, Charleston, 2023.
o Gladwell, Malcolm, The Tipping Point: How Little Things Can Make a Big Difference, Bay Back Books,
New York, 2002.
o Gladwell, Malcolm, Outliers, Little Brown & Company, New York, 2008.
34. BIBLIOGRAPHY & HELPFUL
RESOURCES
o Guarneri, Mimi, MD, The Heart Speaks: A Cardiologist Reveals the Secret Language of Healing,
Touchstone, New York, 2007.
o Hedrick, Janet, Effective Donor Relations, John Wiley & Sons, Hoboken, 2008.
o Kihlstedt, Andrea, Asking Styles: Harness Your Personal Fundraising Power, CharityChannel Press,
Rancho Santa Margarita, 2013.
o Lawson, Douglas, Give to Live: How Giving Can Change Your Life, Alti Publishing, Poway, 1998
o Nathan, S., Shaker, G., Stanczykiewicz, B., & Tempel, E., Achieving Excellence in Fundraising – 5th Edition,
John Wiley & Sons, Hoboken, 2022.
o Panas, Jerold, Asking, Emerson & Church, Medfield, 2002.
35. BIBLIOGRAPHY & HELPFUL
RESOURCES
o Panas, Jerold, Born to Raise: What Makes a Great Fundraiser, What Makes a Fundraiser Great,
Pluribus Press, Chicago, 1988.
o Panas, Jerold, Mega Gifts: Who Gives Them, Who Gets Them, Emerson & Church, Medfield, 2005.
o Rosen, Michael, Donor-Centered Planned Gift Marketing, John Wiley & Sons, Inc., Hoboken, 2011.
o Saber, Brian, Asking Styles: Revolutionize Your Fundraising, CreateSpace Independent Publishing
Platform, Scotts Valley, 2018.
o Saber, Brian, Boards and Asking Styles: A Roadmap to Success, Asking Matters, Maplewood, 2020.
o Saber, Brian, Fundraising for Introverts: Harnessing Our Powers for What Matters, Asking Matters,
Maplewood, 2023
36. BIBLIOGRAPHY & HELPFUL
RESOURCES
o Sargeant, Adrian, Tiny Essentials of Donor Loyalty, The White House Press Limited, London, 2010.
o Stroman, Kent, Asking About Asking, CharityChannel Press, Rancho San Margarita, 2011.
o Sturtevant, William, The Artful Journey, Institutions Press, New York, 1991.
o Sturtevant, W. & Panas, J., The Moves Management Manual: A Fail-Proof System for Major and
Planned Gift Fundraising, Institute for Charitable Giving, Chicago, 2012.
o Verny, Thomas, MD, The Embodied Mind: Understanding the Mysteries of Cellular Memory,
Consciousness, and Our Bodies, Pegasus Books, New York, 2023.
o Warner, Greg, Engagement Fundraising, MarketSmart, Green Belt, 2018.
37. HELPFUL ONLINE RESOURCES:
PLANNED GIVING & FUNDRAISING RESOURCES COURTESY OF MARKET SMART:
Website: LEARN
The Bequest Calculator
DAFWidget
The Fundraising Report Card
Charitable Gift Planning eCourse (13 CFRE credits for completion)
Free versions of Greg Warner's book "Engagement Fundraising"
Complimentary Webinars
Books by Dr. Russell James
Fundraising Automation
Fundraising Climate Change
Benchmarks
38. HELPFUL ONLINE RESOURCES:
PLANNED GIVING & FUNDRAISING RESOURCES COURTESY OF PLANNEDGIVING.COM:
PlannedGiving.com
Gary’s Article: What Drives Giving, the Heart or the Brain?
Free Endowment Calculator
Give yourself a planned giving reminder each week. Our weekly tips will help.
10 Tips & Strategies that Create Incredible Results. (planned giving marketing)
Wills and Estate Planning Facts, Stats and Ruminations. It will remind you why bequests are so
important.
67 Planned Giving Myths and Facts. Useful information to keep you motivated, and powerful
facts to convince the higher-ups (especially when it’s budget time).
Free downloads page here.
39. HELPFUL ONLINE RESOURCES:
PLANNED GIVING & FUNDRAISING RESOURCES COURTESY OF PLANNEDGIVING.COM:
Blended gift conversation (article)
31 Quality Questions to Ask Donor and Prospects (PDF)
15 Conversation Starters (PDF)
14 Questions Every Donor Wants Answered (PDF)
What your I.Q.? (major and planned gifts)
How Planned Gifts Work
Giving Tomorrow magazine. It’s free to clients.