Julia C. Patrick

Most fundraisers would agree that metrics are a good thing. However, choosing the right accountability metrics can make all the difference. Using the wrong ones could lead to a decrease in fundraising revenue. Check out this post for more information on common fundraising accountability problems and what you should do instead. https://lnkd.in/e_teR4HA #fundraisingmetrics #majorgifts

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In fundraising, it is crucial not only to tell but show your donors how their contributions are making a difference within your mission and vision. You must communicate your organization’s impact to your donors regularly and effectively so they are more likely to encourage repeat donations. A donor impact letter is a key tool to accomplish this task. Check out my recent post on how and why you should build donor impact letters into your organization’s communication mix. https://lnkd.in/e_wt2iHK #fundraising #nonprofits

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What is community power? It's a question that arose from the branding discussion we held with Communities of Opportunity (COO), a partnership between Public Health – Seattle & King County and Seattle Foundation. Read about the important work the COO governance group is doing to achieve #healthequity in our region. bit.ly/COO-Community-Power

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Are you curious about the future of philanthropy? 🤔 In a past webinar featuring Craig Shelley, CFRE, he delved into these top 3 trends shaping the landscape in 2024: 1️⃣ AI is on the rise, revolutionizing fundraising. 2️⃣ Donor-advised funds sparking debates. 3️⃣ Nonprofits facing a talent shortage. Tune into this recording on these trends and how they're influencing your work in the nonprofit sector. Learn more by clicking this link! ➡️ https://hubs.la/Q02xNCcR0 #Philanthropy #FutureTrends #JoinTheDiscussion

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A guide to mastering online fundraising ⬇️ Online fundraising platforms are a game-changer for nonprofits and organizations, offering a streamlined approach to reaching fundraising goals. But how can you build a successful campaign on these platforms? 1. From crowdfunding to integrated solutions like Overflow, there's no shortage of options. With Overflow, keep everything in one place and accept stocks, crypto, cash, + more donations—expanding your income streams like never before. 2. Maximize Social Media! Spread the word, reach a wider audience, and drive donors straight to your online campaign—all without breaking the bank. It's free, engaging, and effective! 3. Set S.M.A.R.T Goals: Specific, Measurable, Attainable, Relevant, and Timely. With a clear framework in place, you'll pave the way for success. Let's talk about it! We want to know your experience with online fundraising. 

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An excerpt from our popular Fundraising Field Guide, this blog post explains the strategies and tactics that cultivate major and planned gift donors: mid-level programs, donor-advised funds, donor surveying, prospect research, and more!

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On June 25, the Indian Nations Gaming & Governance Program invites you to a free webinar where experts and experienced professionals discuss how tribal entrepreneurs are developing successful reservation business enterprises, catalyzing and diversifying tribal economies, increasing tribal government capacity, and driving transformation in their communities. This webinar has been approved for one (1) Nevada MCLE general credit. Register using the link below to join the conversation about trends in tribal entrepreneurship and learn about practical tips, tools, and techniques to build successful businesses and drive enterprise and innovation in reservation communities. https://lnkd.in/g553UxKi

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Grants Simplified, Success Amplified With Instrumentl, your grant work becomes effortless. Prospect, track, manage and succeed – all from one user-friendly platform. https://lnkd.in/efwVPvGY

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According to the Fundraising Effectiveness Project by the Association of Fundraising Professionals (AFP Global), overall donor retention rates hover between 40-45%. Since the cost of retaining your donors can be up to 5x cheaper than acquisition, the more donors you can retain year-over year, the more cost-effective your acquisition efforts become. The question is: HOW can your nonprofit implement an effective donor retention strategy that works with today's modern donor? Virtuous' 'Donor Retention Playbook' helps nonprofits of any size with the tactics and strategies to help retain your donors. You’ll also gain the tools to create a map for each donor segment which will act as a daily reminder to your entire team of who your target audience is and how you can reach them. Get the ebook for free: https://lnkd.in/efS8N4W6

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Nonprofit leaders, here's your roadmap to fundraising success: 1. Assess Your Situation: Dive into past efforts. Analyze your data. Get to know your donors. 2. Set Clear Goals: Define measurable objectives aligned with your mission. 3. Craft Your Strategy: Choose tactics, create a timeline and assign tasks. Follow these steps to make an impact! - - - #mgale #nonprofit #fundraising #philanthropy #nonprofitmanagement

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Fundraisers are balancing with multiple generations, diverse cultures, and rising donor expectations. With plentiful communication methods and fierce competition for donor dollars, it's vital to ensure your fundraising program isn't just active, but effective. And to do that, you need good data. But are you overwhelmed by the information in your database and unsure which metrics truly matter? Our new eBook, "Fundraising Health Check," cuts through the noise to highlight the key performance indicators critical for assessing your program's health. Download now: https://lnkd.in/d7XtsRqz #FundraisingStrategy #NonprofitSuccess #DataDriven

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Do you know the difference between "Donor Churn" and "Donor Lapsed"? It's important to understand the distinction between these two terms and how they can impact your organization's fundraising efforts. Read how to calculate these fundraising metrics, and how they can help grow your organization. Link: https://lnkd.in/dzx7xWQ3 #donormetrics

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👀Can your donors trust that their data is safe with you? 🚫Want to learn more about ways you can prevent online payment fraud? 🏆Donor data is a precious resource that needs to be protected. No matter how large or small your organization is, securing that data is a core responsibility. So how do you make sure you’re doing your due diligence? I’ll be joined by Ravi Virpal (Director of Nonprofit Sales at iATS Payments) for this engaging conversation! Ravi is a cybersecurity expert who is excited to answer your questions and explore ways to prevent scammers from accessing data. Webinar - 7 Ways to Prevent Online Payment Fraud Tuesday, May 14th at 1 PM CT/ 2 PM ET Register here: https://lnkd.in/gSTsVs3B P.S. Pro tip: Even if you’re not able to join live, go ahead and register so you can receive the recording! #nonprofitleaders #nonprofittech #fundraising

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OC Nonprofits- check it out for some tips!

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Discover the Core Practices of Innovation in ‘The Responsive Nonprofit’, a new book by Gabe Cooper 1. Human-Centered Design: How building empathy with your donors and community can accelerate giving and impact. 2. Dismantling Team Silos and Increasing Transparency: How increased team collaboration and shared data insights can save time and help you discover opportunities to increase growth. 3. The Agile Methodology: How working in two-week sprints and prototyping ideas can de-risk innovation and help your organization quickly pivot based on real data and community feedback. 4. Metrics and Goal Setting: How aligning your team to common shared goals can create clarity, improve results, and empower team creativity. 5. Change Management: How effectively navigating the people and process challenges associated with change can be your secret weapon for growth. 6. Building a Culture of Innovation: How empowering your team, encouraging transparency, and focusing on a bottom-up approach to leadership can help you attract and retain the most innovative talent. 7. Storytelling and Community: How activating ambassadors for your cause can exponentially increase your team’s ability to move quickly and accelerate new ideas. 8. Generosity Operations: How a new kind of nonprofit team can help foster innovation, surface data insights, and be a catalyst for growth within your organization. The tactics and mindsets associated with these eight practices have the ability to transform your nonprofit into an innovative juggernaut capable of producing outsized generosity and impact. Learn more: https://lnkd.in/ex9eZTRm

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The Trust for Civic Life and $8 million to fund civic participation in rural communities are examples of what philanthropy can accomplish when funders work together. That was the goal when Stephen Heinz, president of Rockefeller Brothers Fund, asked Carnegie Corporation of New York to join a funder collaborative a year ago, resulting in an early commitment of $3.5 million from the foundation. Today the collaborative has 15 funders. The Trust’s work is grounded in research that was funded by philanthropy and conducted by the American Academy of Arts & Sciences. Its report titled "Our Common Purpose" made a strong impression. It provides pragmatic, nonpartisan approaches to countering mistrust and division in our society. A second round of grants to support civic entrepreneurs is planned for later this year, and if all goes as planned, the collaborative will invest $50 million over the next five years. https://lnkd.in/ebyPnCVt

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If We Truly Valued the Donors We Had Wouldn't we: Survey and/or interview them about what institutional attributes they find most important and impressive to ensure we hire fundraisers who embody them? Tell fundraisers their most important job is to perpetuate and deepen relationships with those assigned to their portfolios? Require fundraisers to demonstrate that they have studied donor profiles and developed engagement plans attuned to their donors' passions and sensitivities? Equip fundraisers with questions to ask so they can fill gaps in those donors' records to ensure they are managed well over time? Check in with those donors after a few months to make sure all is going well with their new development officer? Work with the development officer to learn what each donor does and does not want to receive knowing how many complain of being bombarded with information? Make sure any solicitation is well-thought-out and respectful as evidenced by the number of conversations preceding it and interest expressed by the donor in a particular initiative? Conduct annual stewardship interviews or surveys to make sure donors feel that their gifts have been well-stewarded and they feel respectfully treated, then compare results year over year to make sure gaps are not growing? Show fundraisers how they can help donors develop multiple connections to the organization? Yet, how often do we see fundraisers: Selected on the basis of bravado Pushed into the field with too little training and no review of their plans Expected to solicited after a set number of visits with no review as to whether what is being solicited aligns with donors' interests Not required to show evidence of relationship or affinity building Gone after two years so that donors not only experience giving fatigue but breaking-in-new-fundraiser fatigue So let's be honest. While many organizations have a stewardship office, few have anything that looks like an asset management plan or the awareness of how important one is. Despite what we give lip service to, is it not a fact that we care little about how positive an impression our fundraisers make or how well they treat their donors as long as they bring home some bacon? So here's the lesson that must penetrate or our thick organizational skulls: A stewardship office, no matter how good, cannot compensate for: Leadership attitudes that treat donors like cordwood Fundraisers who don't reflect values and ideals touted by the organization Fundraising imperatives that favor insensitive fundraisers or desensitize good ones Donors being made to feel like ATMs accessed by revolving fundraisers Inappropriate or inept solicitations Most organization leave much too much to chance. They need to build awareness around donors as invaluable organizational assets and, at minimum, hold themselves to ethic articulated in the Hippocratic Oath:  "I will do no harm or injustice to them."

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If you are a philanthropic consultant or donor advisor, please take a few minutes to complete this benchmark survey! 2024 Philanthropy Benchmark Survey - Insights on the role of Consultants & Advisors in Advancing Giving

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