5 Portfolio Management Habits Every Fundraiser Should Adopt
Recently, I connected with a new gift officer who had just been assigned a portfolio of 350 donor relationships. He told me: “Jon, I’ve spent a good deal of time on fundraising theory. Right now, what I need most is to get in the reps.” This stuck with me. Many...
How to Connect with Busy Donors (& Actually Get That VIP Meeting)
Here are proven tactics to build meaningful relationships with high-capacity givers…without being pushy, weird, or forgotten. It’s no secret that getting the right donor on board can change everything. The budget breathes easier. Staff morale improves. Your whole year...
Client Spotlight: Serve Source
Location: Austin, TX Focus: Helping nonprofit and church leaders turn their compassion into coordinated action Scope: Brand messaging, copywriting, website design, fundraising strategy Website: https://www.servesource.org Our Client Spotlight Series is a collection...
The 3 Alarming Trends Every Nonprofit Leader Needs to Watch in 2025 (And How to Respond)
If you’re leading a nonprofit in 2025, the latest data might feel a little sobering. But it doesn’t have to leave you discouraged. This year’s State of the Nonprofit Sector report is packed with insights that, if you pay attention to them now, can...
