
Ready for a More Successful Year-End Fundraising Campaign?
Our End-of-Year Fundraising Planning Template gives you a practical August–December roadmap to help you set your goals, build your campaign calendar, prepare your messaging, engage your donors, and stay on track through the last days of the year.

Your Mid & Low-Level Donors Aren’t Leaving. You’re Leaving Them Behind.
It’s the same story every year: when summer’s in full swing, fundraisers start focusing on year-end. But before you dust off last year’s segmentation spreadsheet, I want to focus on those that keep getting quietly deprioritized — your mid-level and lower-dollar donors.

Giving USA 2026 Data: What Does it All Mean?
If summer’s just begun, it’s time for Giving USA and the Lilly Family School of Philanthropy at Indiana University to share its data on U.S. philanthropy.

Board Engagement in May: The Month That Makes or Breaks Year‑End
May is a pivotal month for board engagement—setting the tone for whether your board enters summer aligned and proactive or loses momentum heading into year-end fundraising.

January 2026 Newsletter
New newsletter; New Client Spotlight; In Focus: Thank You; Fundraising Workshop; What´s On

Make Sure You Are Campaign-Ready
How to create a campaign planning study to identify top prospects, leadership volunteers, define your goals, and ultimately help you plan how to proceed.

December 2025 Newsletter
The Takeaway on Giving Tuesday; Fundraising Training Workshop; and Resources in Focus.

What AI Can’t See: Donor Psychology, Timing, and Trust in Prospect Research ents in the Age of AI
Prospect research is often treated as a box to check or simply a list to generate. In practice, it is something far more consequential. It is the first moment of a donor relationship.

November 2025 Newsletter
New Blog Post: Stewardship January; New Client Spotlight; Giving Tuesday; Resource Roundup