Having a strategic plan in place is great and often necessary, but if you don’t engage in an inclusive planning process to co-create a shared vision, you’re missing the point of creating a strategic plan in the first place, and your organization is more likely to struggle in achieving impact. If your organization is getting ready to develop a strategic plan, consider weaving these key essentials into your approach to maximize the work of the process and resulting plan.

Our experience working with international NGOs, domestic organizations fundraising for global causes, and grassroots start-ups shows that the steps we take to build a successful resource development program can vary from country to country.

In this series, “Lessons from Global Philanthropy,” we’ll be sharing fundamental truths we have learned from our work in global philanthropy that can improve your organization, no matter the shape, size or location.

At the core of every successful fundraising program is a well-thought-out donor stewardship plan – a detailed outline of an organization’s processes and strategies for keeping a donor engaged, illustrating gift impact and building long-lasting relationships. Whether you are looking to create a plan from scratch or check your current plan against best practices, in this blog post, I’ll cover four of the donor stewardship plan essentials.

The Consolidated Appropriations Act of 2023, passed in December 2022, includes a win for philanthropy! While this legislation will most likely be used by larger organizations and institutions, we wanted to be sure all of our partners, colleagues and friends were aware of a new giving opportunity presented by this Act. Here’s what you need to know.

Congratulations! You worked diligently to secure calendar year-end donations for your charitable organization and ended the year with increased support in terms of both donors and dollars. Take your team to lunch to celebrate, and then get ready to develop and implement a solid stewardship strategy. Follow these best practices to ramp up your stewardship program.

Whether you’re just starting your grant funding strategy or have created a well-oiled grant funding machine, you still are likely asking the same questions to ensure efficiency: “Which grants should we apply for?” While it is a complex topic and one that requires a clear understanding of your organization’s capacity, position in the nonprofit sector, and budgetary needs, the root of my answer is the same: choose funders with whom you have relationships or with whom you can create relationships.

As a nonprofit professional, Halloween may only be scary because it means you have a lot of prepping on your plate for year-end giving. (Calendar year-end is never a surprise, but it still surprises a lot of organizations! You’re not alone!) This year don’t let year-end giving scare you. Instead, let’s use the latest giving data and apply universal truths of fundraising with these four steps to maximize your time, effort and, ultimately, donations.

The nonprofit busy season is upon us! If your board has met more sporadically in the summer months or you’re noticing some fatigue amongst board members in the midst of a campaign, now is the time to re-engage and re-invigorate your board to prepare for a successful season! So, where do you start? It’s easy – at a regularly scheduled board meeting.

In response to dozens of inquiries from our partners and colleagues, last month, Bob Carter, CFRE, Chairman, was interviewed by Steve Higgins, CFRE, President & CEO of Carter, in a webinar conversation detailing how to successfully fundraise in a recession based on both of their decades-long careers in the nonprofit sector and experience fundraising throughout multiple recessions. In this month’s blog post, we’re highlighting the top 10 takeaways from the conversation.

An often overlooked and undercooked component of a campaign is its branding. In this month’s blog post, Carter’s Managing Director Beverly Brooks Thompson, Ph.D., CFRE, and Marketing & Communications Director Becky Brandt offer a step-by-step guide that you can use to create the most effective campaign brand possible and help you determine if you even need a campaign brand. Plus, we’ve included Carter’s downloadable campaign brand vehicle checklist to make sure you’re spreading your message as far and wide as possible!