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Rules of Solicitation: The Script

After only 10 minutes into the conversation, the prospect said, “I am satisfied that you have met all the requirements for fundraising success that I requested several months ago. I’m ready to sign and pledge $2 million dollars to this effort.” The two solicitors looked at each other in disbelief. Carefully scripted, they were preparedRead More Rules of Solicitation: The Script

Engaging Generation Z

By Project Manager, Heather Thornton Recently, my teenage cousin came for a short visit. She is an amazing kid – smart, funny, engaging…so much so that I sometimes forget I am dealing with a 15-year old and not an older, more mature person. I would say that she represents a fairly typical Gen Zer, thoseRead More Engaging Generation Z

Leave A Legacy

“I’d like to buy the world a home and furnish it with love…I’d like to teach the world to sing in perfect harmony…” I was reminded of those lines from a 1971 Coca-Cola ad as I read an article in Planned Giving Today  about ‘Leave A Legacy.’  Now, I know I’m showing my age withRead More Leave A Legacy

Start Thinking About Your Prospects

By Mark Belcher, Partner I’m sure you read the title and thought to yourself, “That’s all I do!” In today’s environment of increasing competition for funding, I’ve been thinking about the constituency beyond Alumni, donors, foundations and corporations and would encourage you to do the same. Many times we leave important dollars on the tableRead More Start Thinking About Your Prospects

Young Alumni Giving

A few months ago I attended my five year high school reunion and a few weeks after that I got my first solicitation to the alumni fund call. I was shocked to think back and realize this was the first time my high school was soliciting me for a gift of any kind. And toRead More Young Alumni Giving

Let It Go!

I finally gave in! Over the holidays, I sat down to view Disney’s animated hit movie “Frozen” in the comfort and privacy of my own home.  My youngest great-niece convinced me that it would be worth my time – and it was! In fact, I’ve watched it two other times since. For nearly a yearRead More Let It Go!

How Do You Present?

By Heather Thornton, Project Manager Recently, I dressed up for my first “picture day” in over 10 years, as the firm is updating our website’s company photos. This time, instead of excitedly pulling on the brand-new thoughtfully purchased and carefully laid out outfit (bought by my mom) and waiting in line with other classmates whileRead More How Do You Present?

Donor Contact: Make It Personal

A recent conversation with an alumna of a public university in the east illustrated to me how a variety of contact methods can be used effectively. She is an international businesswoman in the Los Angeles area being courted by one of the leading private universities there as a potential trustee and eight-figure donor. A deanRead More Donor Contact: Make It Personal

A Simple Thank You

I recently started volunteering at an organization in Atlanta in order to get involved in the community. It wasn’t until I had a horrible experience with their volunteer services that I thought about discontinuing my giving to the organization. From the mismanagement of the volunteers to the lack of gratitude, I was angry and never wantedRead More A Simple Thank You