Donor Centric Musings
How can you count a gift? Let us count the ways.
Whether you’re talking about stock gifts, in-kind donations or other more complex vehicles, gift counting can be daunting. In this podcast, Joe and David J. Toll, JD, Senior Associate Vice President Gift Planning, Institutional Advancement at Drexel University, talk in hypotheticals to get at some hard and fast truths
There is a “bottom line” nature to fundraising that can sometimes place many practitioners in some ethically murky waters.
IN THIS PODCAST, Joe sits down with David J. Toll, JD, Senior Associate Vice President Gift Planning, Institutional Advancement at Drexel University, for a discussion on the intersection of ethics and fundraising. Does the age and faculty of a donor matter when closing a gift? Are there times when you should turn down a bequest? With decades of experience and an ease of explanation, Toll helps us navigate these fundraising grey areas, ensuring your planned giving efforts are always on the up-and-up.
In baseball, as in life, we’re often reacting to the game as opposed to letting the game come to us.
In this podcast, Joe sits down with Dan Sher, an integrated marketing consultant and owner of Shared Vision Media, for a wide ranging discussion on how marketing and fundraising are intertwined, how you can create the perfect “pitch” through meaningful listening and much more.
Spring training is a time to focus your skills and get geared up for the long season ahead.
In this short training video, Joe explains that it’s simply a numbers game. How successful you are as a fundraiser all comes down to your ability to “hit for average.” Learn how to boost your batting average, pitch for power and knock your visits out of the park.
“I’d give my right arm to be ambidextrous” — Yogi Berra
According to Wikipedia, the phrase “inside baseball” refers to a ‘detail-oriented approach to the minutiae of a subject, which in turn requires such a specific knowledge about what is being discussed that the nuances are not understood or appreciated by outsiders.’
It’s easy to over explain things to people.
Some people are big picture, others do want more detail. So what’s the best way to know? Ask them! Ask your prospect if they would prefer a high-level explanation or a more detailed one. This applies to both your oral and written communications. You can say “some donors I speak with want a high-level explanation, others want more detail, what is your preference?” People will appreciate the fact that you care enough to ask. Here’s How:
In this final installment of call outs from Joe’s recent online seminar, he talks goal setting.
If you’re not working ON the business or IN the business, you need to give this short podcast a listen. Consider it Goal #1 for today.
As fundraisers, we spend so much time thinking about the donor’s story that we often fail to consider our own narrative.
In this fifth podcast, gleaned from recent seminar, Joe talks about the writings of Marshall Ganz and the “Story of Self.” It’s a new way you can view donor relationships, and foster a deeper understanding of how an organizational backstory might become one of your go to tools during the stewarding process.
In this fourth of six installments of a recent seminar, Joe lets you in on one of the easiest ways to steward a donor. What is it? You’ll have to listen.
Never leave an exchange with someone without knowing what is coming to happen next.
In this third installment from one of Joe’s recent seminars, he talks about establishing a “clear future” with any potential or current donor. Doing that can make all the difference. Take a few short minutes out of your day to find out how establishing a next step can yield big results.
In this second of SIX podcasts, Joe delivers outtakes from one of his recent seminars.
The initial podcast focused on asking, this one deals with listening. In this short talk, learn how to hone your listening skills to become a more effective advocate for our organization.