Tag Archives: strategic planning

GOOD TO GREAT: Maximizing Fundraising Performance and Donor-base Potential

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Confronting brutal facts with unwavering faith, according to leadership consultant and best-selling author Jim Collins, is one of the characteristics of “10X companies” that were able to go from good to great. In this blog I talk about a Gift Clarity in-depth assessment, a strategic plan for fund-development, and a sample five-year staging plan—the overall objective being to maximize fundraising performance and donation potential. Continue reading

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STRATEGIC PLAN FOR FUND DEVELOPMENT—PART ONE: From the Big Ideals to the Nitty-gritty Details

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Over the last two years, I’ve been asking organizational leaders privately and publically if they have a strategic plan specifically for the fund development aspect of their organization. At a recent conference, I put that question to over 700 fundraisers. Only three raised their hand. The lack of response to this very informal survey and my follow-up conversations seem to beg two questions: 1) Is a list of fundraising goals the same as a strategic plan for fund development and 2) what difference does it make? Continue reading

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SIX BLIND MEN & THE ORGANIZATIONAL ELEPHANT: Microscopic and Telescopic Versions of the Fundraising Narrative

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The story of the elephant and the six blind men has been told in one form or another since the early fifth century B.C., and has been used to illustrate everything from religious toleration to team synergy. Here’s my application to donor relations and organizational communications. Continue reading

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STRATEGIC AND TACTICAL PLANNING — PART 1: The Fundraising Approach

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The language of classic planning and decision-making can be a bit confusing. What is, after all, the real difference between strategic, tactical, and operational planning? How does institutional doctrine differ from institutional policy? Most importantly, how can these concepts be applied to fundraising and charitable estate planning? Continue reading

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