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How to gather updates on awardees for donor stewardship
Hello! As part of our donor stewardship strategy, we use follow-up forms to gather information from awardees. We then use templates to create a summary page that we can share with our donors using the details shared on the follow-ups. However, we have been having issues with the information that the templates pull, so we…
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How have professional advisors impacted your development strategy? [Coffee Talk]
Use this discussion to share experiences and best practices to supplement the Coffee Talk, Working with Professional Advisors. Other topics of discussion include: - What role do professional advisors play in your organizations? - What are some ways foundations can help professional advisors and their clients? - What…
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Coffee Talk: A Goal, a Path, and a Mission: Communications Planning at Your Foundation.
We had a great and lively coffee talk exploring how community foundations do communications planning and implementation. Let's continue the discussion here - especially for everyone who shared plans for their anniversary events! Here is the link to the recording: Thank you to all who participated and joined us and special…
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How has your foundation managed database functions / jobs internally?
Hi, TCF transitioned to CSuite in September 2020 and is seeing the need for a FT role to focus primarily on CSuite, and help our teams use it to its maximum ability. (We are a staff of 19.) I am proposing that the role be focused on marrying our internal operations to our strategic goals with CSuite as the explicit tool to…
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Seeking Strategic Planning Facilitator for new Standards for Gift Planning Success (Cross-Post)
Courtesy post on behalf of Michael Kenyon, President and CEO of the National Association of Charitable Gift Planners in Indiana. CGP has introduced a new set of best practices titled National Standards for Gift Planning Success (NSGPS). We are looking for someone to facilitate strategic work with our board to develop a…
