Dear Diary, I am thrilled to share the following content (Donor Stages & Relationship Report) with everyone, free, and ready for download! Enjoy, leave a comment, or message me directly. Until next...

I would like to tell you of the time I had to dissolve a mature portfolio, redistribute, and recreate fragments of it for a new major gift fundraiser. Let’s start with some guiding definitions: A matu...

This month I want to talk about Excel and my basic use of the tool to transform information and visualize data.  My journey with Excel began when I had the urge to better visualize activities in my f...

I am excited to begin 2024 with a discussion on how we, nonprofit professionals, can better understand, learn, and acknowledge our role in introducing philanthropy to new and curious prospects; in add...