10 Traits of a Trusted Adviser

There’s such a difference in the dynamics of a relationship when your donor views you as a friend and a trusted adviser and not just as someone trying to sell them. Here are my 10 Traits of Trusted Advisers. Practice these in all of your relationships. 10 Traits...

What happens when we fail to listen?

I say that you should make it your goal that in meetings you talk only about 25% of the time and you let your donors talk about 75% of the time. Before you can ask for a bigger gift, you need to learn what your donor would be willing to invest in, and you don’t...
Your mission in their words

Your mission in their words

We remember better the things that we say much better than the things that are said to us. Think about your most recent conversation.  It’s likely that you have a better recall of the things that you said than the things that were said to you. As a major gifts...
Get in the Way of Success

Get in the Way of Success

When I was starting out in my career as a fundraiser I attended a seminar with Jerry Panas. Jerry is an inspiration, and inspiring people are often associated with “big picture” ideas. At that seminar, though, Jerry shared something so incredibly basic and...
Thanksgiving Week Calls to your donors

Thanksgiving Week Calls to your donors

I often ask organizations whether they have a stewardship process or a donation receipt procedure. There’s a big difference. Of course we must acknowledge the contributions of our supporters. We must send a gift receipt. We must say thank you. If you...
Why the points system works

Why the points system works

When I was starting out in my career as a fundraiser I attended a seminar with Jerry Panas. Jerry is an inspiration, and inspiring people are often associated with “big picture” ideas. At that seminar, though, Jerry shared something so incredibly basic and...
What makes a great fundraiser?

What makes a great fundraiser?

What makes a great fundraiser? As a consultant with more than a decade of professional experience, more than a thousand donor meetings, and millions of dollars raised, I am often asked by non profit executives and board members, “what makes a great...