How to measure the progress of your planned giving program

Measurement It is not unusual for organizations to eagerly establish planned giving programs only to back away from them a few years later as the board of directors looks for more immediate and tangible fundraising successes. The problem is often...

Governance Q&A: Accepting donations from tobacco companies

My charity has just been offered a large donation from a tobacco manufacturer. Is it ethical to take money obtained from a product that kills when used as directed? Many people are surprised to find there are two sides to...

When to pull the plug on a special event

When is it appropriate to cancel an event? (i.e. one that is no longer attracting/producing the desired results, or has grown stale.) If your event style is no longer producing the highest possible return on your - and your guests,...

Grant proposals must promote funder’s goals, not yours

The bad news about grant proposal writing is that grantmakers will never fund what you want them to. They only fund what they want to fund. They fund projects that further their mission. They fund initiatives that meet their priorities....

Planned giving relationship tracking

Why Track? It’s a familiar refrain, “I’m too busy with my fundraising activities to make notes about my donor interactions!” or “It would take hours out of my week if I had to record everything I do!” Too often fundraisers...

The charitable effect: How a nonprofit is influencing for-profit sustainability

When Bell Canada decided to throw its hat in the ring as a potential sponsor of the 2010 Olympics, it faced stiff competition. In its aim to top the list, and with the bid book of the Vancouver Organizing Committee...

Writing planned giving policies: What and why

Policies Polices are simply a list of dos and don’ts that your organization (staff and volunteers) will adhere to. Written policies need to be in place at the outset of the establishment of a planned giving program, to guide and...

Just the name game

“What's in a name? That which we call a rose by any other name would smell as sweet.” The famous plea by Juliet to her ill-fated lover bears timeless implications. With a giant sweep of her golden locks and with...

Assessing the security needs for your event

When do we need security at an event? Security is valuable at an event to: Prohibit unwanted guests from crashing your function Ensure underage drinking does not go on Prevent drugs from being used on your event premises Make sure...

Developing a business case

Introduction If you have ever pitched a project idea, you have likely been asked what the business case for the project is. This is the person’s way of saying, “What’s in it for me?” Developing a business case is your...