Insights & Events

The Professional Development Environment Leaders Create

Advancement leaders can create 3 professional development environments for those in their care.  These professional development environments can encourage team members to: Learn More Skills – develop the technical skills related to their work; Receive More Instruction – learn from others about how they have enhanced their work; Think More

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Performance-Based vs. Responsibility-Based Metrics

The concept of “performance-based metrics,” is well known in our advancement work. But, saying something is well known does not mean that it is well understood.  In fact, in the case of “performance-based metrics,” I would suggest the concept is very poorly understood. What “performance” are we talking about? Does

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Compared To What?

If we want the most helpful evaluative process for our development program, an important first question to answer is, “what are we using as our comparison?” For example, we might make the following evaluations, “Overall, our fundraising results haven’t been very productive.”  Or, “We are making great progress with our

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More Data, More Ideas, and More Results

We don’t need more data.  We have so much of it we don’t know how to use or store it all. We don’t need more ideas.  We have more of them at our fingertips than we can possibly implement. More advancement results typically don’t come from more data or more

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The Real World

Listening as higher education presidents or nonprofit CEOs stand before their faculty, employees, volunteers and state that what they do isn’t “the real world,” is a sad statement. I don’t find these types of statements sad because I happen to disagree with them. I find them sad because the statements

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“I Wouldn’t Respond To That”

The personalized letter from the president that invites people to join the President’s Circle by giving at least $1,000 is not for everyone. The purpose of any call to action is not to get everyone to respond. It’s to understand the profile of the core audience, identify those who fit

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“I’ve Never Asked For A Gift.”

I had an experienced gift officer proudly share this comment with me recently.  I don’t think it was the flex he thought it was. I’m pretty sure I understood the sentiment behind his statement:  He engages donors in such compelling ways and with such skill that he doesn’t need to ask for the gift.  They come to their own conclusion

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Remembering

Helping our donors and friends remember: the professor who encouraged them when they were unsure of themselves; the loving care and treatment their mom received during a life-threatening illness; the confidence-building experiences their children had on the courts and fields of play; the sense of calm that emerged when a social service provider offered a program at just the right

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Donor Expectations

What do donors expect as a result of their giving? To answer this question, advancement professionals typically respond with a duality.  The first duality is the donor-focused aspect.  This response is focused on what the donor expects for themselves in response to their giving.  Responses like:  gratitude, recognition, special invitations, small gifts, etc. The second aspect of this duality is focused on

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What Do I Really Want To Know?

Before each visit with a donor or a prospective donor, we should ask, “what do I really want to know?” . . . about their financial capacity? . . . about their interest in our mission or cause? . . . about their willingness to be generous? . . . about why they give? . . . about their business

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The Better Donor Relations Question

“What will our donor get when they make their gift?” In some advancement shops, the response to this question is something specific – a pair of socks, tickets to a football game, a naming right, a tchotchke. In other advancement shops, the response to this question is nothing specific.  A thank-you letter or a handwritten note will suffice. But in

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Persuasive vs. Manipulative

It is common for some in advancement to hear the word, “persuasive,” and think, “manipulative.”  But, the two are very different. When we aim to be persuasive, we: are ethical, transparent, factual, and logical; seek fair, win-win outcomes with others; respect people’s rights and responsibilities to choose for themselves, based on what they believe, feel, and think is best. But,

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