Blog
Sharing insights, strategies and inspiration you can use right now.
This is where I share strategies, action steps, and ideas for scaling major gifts, and answers to questions that matter most right now.
103. Transforming Donor Relationships with Data-Driven Moves Management
In my experience, moves management is the backbone of successful major gift fundraising. It’s the systematic process of tracking and guiding donor interactions—those “moves” that advance a donor through stages of engagement toward a meaningful gift. For leaders like you, understanding and implementing a data-driven moves management process means having clarity on where each donor stands in their giving journey and how best to steward them. It transforms guesswork into informed action, ensuring your team’s efforts are strategic and personalized.
ModernICG: Ushering in a New Era of Major Gift Fundraising
As much as we honor the past, we know the world of major gift fundraising is changing. Donor expectations are evolving, technology is racing ahead, and the challenges we face are more complex than ever. That’s why, as of January 13, 2025, my company, Fundraising Transformed, has acquired the Institute for Charitable Giving, also lovingly known as ICG. And together, we’ve launched the "Modern" Institute for Charitable Giving (ModernICG). It’s a dream come true for me. And I believe, a turning point for our sector. This isn’t just a name change or a rebrand — it’s a bold leap forward for our sector, and I believe it’s exactly what we need right now.
102. Transforming Major Gifts: How ModernICG Is Shaping the Future of Fundraising
As much as we honor the past, we know the world of major gift fundraising is changing. Donor expectations are evolving, technology is racing ahead, and the challenges we face are more complex than ever. That’s why we’ve launched the "Modern" Institute for Charitable Giving (ModernICG). It’s a dream come true for me. And I believe, a turning point for our sector. This isn’t just a name change or a rebrand — it’s a bold leap forward for our sector, and I believe it’s exactly what we need right now.
Fundraising Transformed Acquires Institute for Charitable Giving—Launching ModernICG to Empower a New Era of Major Gift Fundraising
Big news in the fundraising world! Fundraising Transformed, a global leader in nonprofit training and consulting, has officially acquired the Institute for Charitable Giving (ICG)—a name fundraisers have trusted since 1991. And with that, a new chapter begins: The Modern Institute for Charitable Giving (ModernICG).
Effectively Stewarding Major Donors for Retention and Growth
After nearly three decades in the world of major gifts, I can say with certainty: the way we steward our major donors is the single most important factor in achieving lasting fundraising success. Whether you’re a major gift officer, development director, executive director, or board member, your role in donor stewardship directly impacts your organization’s ability to retain and grow its most significant supporters.
101. Beyond the Thank-You: Transforming Major Donors into Lifelong Partners
In this episode on The Intentional Fundraiser podcast, we’re diving deep into why major donor stewardship isn’t just a best practice-it’s the lifeblood of sustainable fundraising. I’ll share real stories, actionable strategies, and the latest trends so you can keep your most significant supporters engaged, inspired, and giving more generously, year after year.
The Road Less Traveled: Navigating the Pitfalls of Major Donor Strategy
After nearly 30 years in this field, I’ve seen firsthand how the right major donor strategy can propel an organization’s mission to new heights. But I’ve also seen the common pitfalls that can stall even the most passionate teams. In this edition of Scaling Major Gifts, I want to share the most persistent challenges major gift officers face when implementing a major donor strategy—and, more importantly, the practical solutions I’ve found to move past them. Whether you’re building your program from scratch or looking to take your results to the next level, these insights are for you.
100. Overcoming the Top 7 Major Gift Fundraising Hurdles
In this episode on The Intentional Fundraiser podcast, I want to share the most persistent challenges major gift officers face when implementing a major donor strategy—and, more importantly, the practical solutions I’ve found to move past them. Whether you’re building your program from scratch or looking to take your results to the next level, these insights are for you.
99. Intentional Storytelling: Empowering Patients, Inspiring Donors
How do we do it in a way that feels safe, authentic, and truly mission-driven? How do we walk that fine line between inspiration and sensitivity? That’s exactly what we’re unpacking today. So grab your coffee, settle in, and let’s get intentional about storytelling in healthcare fundraising.
From Gratitude to Giving: Empowering Patients and Families to Share Their Journey
Struggling to invite grateful patients and families to share their stories without crossing sensitive boundaries? In this week’s edition of Scaling Major Gifts, I’m drawing on nearly 30 years of experience to unpack the real challenges (and big opportunities) of authentic storytelling in healthcare fundraising. I share practical strategies, a real-world success story, and actionable tips you can use right away to create safe, meaningful pathways for patients and families to get involved.
The Future of Giving: Building Relationships with Younger Philanthropists
In this week’s Scaling Major Gifts newsletter, I sharing practical strategies, real-world examples, and actionable tips to help you engage next-gen donors effectively. Whether you’re a major gift officer, development director, or nonprofit leader, this is your roadmap to building authentic relationships with the changemakers of the future.
98. Be Courageous: Insights from AFP Global Chair Roger Ali
In this episode, I’ll share insights from my conversation with Roger Ali, Board Chair of the Association of Fundraising Professionals (AFP) Global. We’ll explore his inspiring journey, his strategies for fostering connection and innovation in the nonprofit sector, and his advice for navigating the complexities of our profession. By the end, you’ll walk away with renewed inspiration and practical takeaways to elevate your work as a nonprofit leader.
Crafting Personalized Cultivation Plans for Top Prospects in Your Annual Strategy
Feeling stuck when it comes to cultivating your top donors? In this week's edition of my Scaling Major Gifts newsletter, I share real-world strategies (and a few lessons learned the hard way) to help you build personalized cultivation plans that actually move relationships forward.
97. The Power of a Team-First Culture in Major Gift Success
Have you ever felt the frustration of competing with your own colleagues for donor attention? Or watched as uncoordinated outreach left donors confused and disengaged? By fostering a team-first culture, you can transform your fundraising outcomes, deepen donor relationships, and create a workplace that inspires collaboration and trust. In this episode, I’ll share lessons from my own nonprofit journey, practical strategies to break down silos, and a real-world success story that proves the power of teamwork.
Strategies for Major Donor Stewardship
In my nearly 30 years working in nonprofit development, one truth has remained constant: stewardship is the lifeblood of donor relationships. As major gift officers, development directors, executive directors, and board members, you know how critical it is to not only secure major gifts but also nurture the relationships behind them. In this edition of Scaling Major Gifts, I want to share insights on how you can weave stewardship touchpoints into your annual strategy to deepen donor connections and drive long-term support.
96. From Burnout to Balance: Lessons from Kishshana Palmer
In this episode, I’ll unpack Kishshana Palmer’s wisdom on overcoming “martyritis,” embracing intentionality, and creating high-performing teams without burnout. By the end, you’ll have actionable strategies to reclaim your time and purpose while fostering wellness for yourself and your team. Let’s dive in!
Harnessing AI for Smarter Moves Management Strategies
Over nearly three decades in nonprofit fundraising, I’ve seen countless innovations reshape how we engage donors. But few have been as transformative as artificial intelligence (AI). AI isn’t just a buzzword—it’s a transformative tool that empowers fundraisers to personalize communication at scale, anticipate donor needs, and optimize outreach in ways we couldn’t have imagined even a decade ago. In this edition of Scaling Major Gifts, I’ll share how AI can enhance your moves management strategies at every stage, helping you build stronger donor relationships and elevate your major gift efforts.
95. Navigating Stakeholder Expectations and Building Sustainable Fundraising Strategies
In my recent conversation with Cherian Koshy on #TheIntentionalFundraiserPodcast, we dove into the heart of these challenges. Cherian shared game-changing insights on how curiosity can transform stakeholder relationships, why ROI isn’t just about numbers, and how technology can empower us to focus on what really matters—human connection.
Is Your Board Hesitant About Major Gift Fundraising?
In my nearly 30 years of experience in nonprofit fundraising, I’ve seen one recurring challenge: engaging board members in major gift fundraising. Whether you’re a major gift officer, development director, executive director, or board member, you’ve likely encountered hesitation or outright reluctance when it comes to asking for large donations. In this edition, I want to share insights on overcoming those fears and transforming your board into confident ambassadors for your cause.
94. What Separates Great Nonprofits from Those that Struggle
In a recent conversation with Alan on the Intentional Fundraiser Podcast, he shared transformative insights into what separates great fundraising organizations from the rest. If you’ve ever felt stuck, overwhelmed, or unsure how to take your nonprofit to the next level, this discussion is for you. By the end of this post, you’ll walk away with actionable strategies and a renewed sense of purpose to revolutionize your fundraising efforts.