Category: Organizational Planning

Explore insights and resources to enhance your strengthen your organizational planning efforts from the Carter team.

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A small model sailboat with white sails navigating through dark blue ocean waters, captured during a windy day, emphasizing marine recreation and sailing hobbies.
Coaching & Training, Fundraising, Organizational Culture and Climate, Organizational Planning

Looking Ahead: What 2026 Tax Changes Mean for Philanthropy and Why We’re Still Optimistic

Gathering of diverse seniors enjoying coffee and conversation at an outdoor cafe in a sunny, urban setting, emphasizing friendship and social engagement among elderly people.
Coaching & Training, Organizational Culture and Climate, Organizational Planning

Want Your Board to Be More Productive? Connect More!

Four individuals discussing and engaged in Strategic Planning Process
Coaching & Training, Organizational Planning

Need a Strategic Plan? Don’t Skip the Planning!

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Coaching & Training, Donor Information Management, Fundraising, Organizational Planning

Four Donor Stewardship Plan Essentials

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Organizational Planning

A New Giving Opportunity: The Consolidated Appropriations Act of 2023

Year End Giving Doesn't Have To Be Scary
Coaching & Training, Fundraising, Organizational Planning

Year-End Giving Doesn’t Have to Be Scary: 4 Steps to Maximize Donations

Re-Engage Your Board
Coaching & Training, Fundraising, Organizational Culture and Climate, Organizational Planning

How to Re-Engage Your Board for the Busy Season in One Meeting

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Coaching & Training, Fundraising, Marketing & Communications, Organizational Planning

Fundraising in a Recession Webinar: The Top 10 Takeaways

Campaign Branding
Coaching & Training, Marketing & Communications, Organizational Planning

A Guide and Checklist for Building a Campaign Brand: It’s Not Just a Logo

The Top 15 Campaign Calamities: How to Avoid Them and Ensure Your Major Campaign is Positioned for Success
Coaching & Training, Fundraising, Marketing & Communications, Organizational Culture and Climate, Organizational Planning

The Top 15 Campaign Calamities: How to Avoid Them and Ensure Your Major Campaign is Positioned for Success

2022 predictions
Coaching & Training, Global Philanthropy, Organizational Planning

Bob’s Crystal Ball:

board graph
Coaching & Training, Fundraising, Marketing & Communications, Organizational Planning

When are impact reports impactful?