The Perfect Pair: Endowment and Immediate-Use Gifts

I noticed that a consistent leadership annual fund donor had stopped giving through the annual fund and instead had pledged to fund an endowment. He had the financial resources to continue his annual fund support as well, but he hadn’t, and I wondered why. Imagine my...

Gifts for Today and Tomorrow–Annual and Planned Giving

At first glance, Annual Giving and Planned Giving may appear to be polar opposites.  Annual Gifts are for immediate use, can (and do) come in all sizes, and are often pooled together with the gifts from other community members to maximize their impact.  Planned Gifts...

Ten Tips to Get the Right Reports, Part 2

    Sorry to make you wait for tips six through ten, but it seemed almost fitting, given that getting reports (especially the right reports) often involves some patience.  In our first five tips, we focused on work that needs to happen before you even get to...

Ten Tips to Get the Right Reports

Getting a new report to evaluate and manage your Advancement efforts can be quite challenging.  Because programming resources are scarce and emergency needs take priority, receiving a report is often preceded by a long wait in a queue.  So, before your request finally...