False Expectations: The Danger of Creative Campaign ReportingFebruary 22, 2018

In 2006, CASE created a campaign standards working group the nature of fundraising campaigns was changing, and CASE recognized the need for standards that schools, colleges, and universities could use to benchmark their campaigns against peer institutions. John Lippincott, CASE President at the time stated, “revisions were warranted due to the rapid growth in the scale...

Best Practice: The Perfect Prospect QualificationJanuary 25, 2018

Part II Part I in this series on the perfect prospect qualification process focused on wealth screening and using technology to begin your search for lead and major gifts. Today’s post will delve even deeper into the process and will introduce some of the best practices we’ve developed while leading hundreds of prospect qualification sessions. Who...

Tax Reform: Turn Uncertainty into OpportunityJanuary 15, 2018

The tax reform bill that passed last month has the potential to transform the philanthropic landscape by altering the financial incentive to give.  As professional fundraisers, it’s more important than ever before that we proactively make the case for the organizations and institutions we lead. The War Revenue Act of 1917 established the charitable giving...

Best Practice: The Perfect Prospect QualificationOctober 31, 2017

Part I As a seasoned development professional, you already know that your campaign’s lead donor—or even your next major gift donor—is already in your database.  But your database contains thousands of prospects.  In this vast sea of oysters, how do you find the pearls?  Today, we begin a two-part blog that explores a successful prospect...

Measure Your Fundraising Success through Key Performance IndicatorsOctober 2, 2017

Written by Jim Bush, Vice President, Winkler Group Effective development and advancement offices assess quantifiable metrics each year—and these metrics go far beyond just total giving.  Without goals, success is hard to define.  In certain areas, the end goal may be too daunting.  Tiered goals allow for more gradual, but attainable success.  We recommend that...

Giving USA 2017: Record Philanthropic Giving Again in 2016June 13, 2017

  Record Philanthropic Giving Again in 2016 Americans gave a record $390.05 billion in 2016, according to Giving USA, released today.  Giving grew for the third year in a row, but at a slower rate than the past two years.  Giving to all nine nonprofit sectors grew — only the fifth time in the 40-year...

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(Proverbs 11:25)

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