To ask for one-time gifts or monthly gifts… That’s the question!

Posted by on Mar 5, 2017 in Recurring giving |

This post first appeared on the Donor Perfect blog. Many nonprofits struggle with the decision to make the move and ask for monthly gifts. Here’s what I hear from organizations when I ask them about their monthly donor program: “I need one time gifts.” “I can’t focus on monthly gifts right now. They’re too small to concern myself with.” “I only have so little time. Why would I worry about small donors?” “It’s all about the net and monthly...

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Create a Tax Letter for your monthly donors

Posted by on Jan 3, 2017 in Recurring giving |

This post was first written for and published by Donor Perfect and can be viewed here.  Happy new year! I hope you did fantastic and exceeded your year-end goals! Now it’s back to reality.  You’ve processed all of your donations for 2016.  You’re current with your thank you letters.  That should suffice, right? Then a monthly donor calls and wants a tax-receipt for all of her donations for the year, even though she gets her...

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Monthly (Recurring) Gifts are the future, here and now!

Posted by on Jun 7, 2016 in Recurring giving |

You’ve heard me talking about monthly recurring gift programs and their importance on the long-term retention of your donors. Not to mention how much money you’ll raise! Fundraisers are often blown by away if I mention some numbers, just 300 monthly donors can bring in almost $100,000 a year for your organization. What’s not to like about that? So, if you are not already looking at implementing a program for your organization,...

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A primer and Pitfalls on IRS Form 990…

Posted by on Apr 5, 2016 in Uncategorized |

As we’re all getting closer to our own tax filing deadline, nonprofit organizations have to give consideration to their own tax filings as well, May 15th is right around the corner! That’s why I’m pleased to share a guest blog by James Gilmer, Harbor Compliance A Primer and Pitfalls on IRS Form 990 One of the most important tasks for nonprofits, no matter their industry or purpose, is the annual IRS 990 return. For new...

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Fundraising is Good, but Compliance is Better!

Posted by on Dec 16, 2015 in Uncategorized |

When I start working with new clients or talk to nonprofits, the following issue comes up every now and then. Thank you to James Gilmer of Harbor Compliance for his guest blog on this important issue! Fundraising is Good, but Compliance is better! Fundraising is the lifeblood of most nonprofits. Whether it’s by monthly, annual, or one-time gifts, few organizations can survive without critical donations. While your organization may be going to...

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