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.
127. Discovery That Builds Trust, Not Pressure
In my experience, when discovery feels like a test, donors feel it too. I want to share a simpler, more human way to approach discovery calls so they build trust instead of pressure. This is the focus of this week’s Intentional Fundraiser podcast episode, “Discovery That Builds Trust, Not Pressure.”
Coaching Leaders and Boards to Show Up Well with Major Donors
Every nonprofit is feeling this tension as donor expectations rise and teams run lean. Personalized stewardship still matters most, yet doing it for dozens or hundreds of donors feels impossible. Especially when every new automation tool promises ease, but adds setup and management time.
Let’s simplify.
126. Turning Leaders into Effective Major Gift Partners
In my experience, pressure shows up most intensely when a CEO or board member joins a major donor visit at the last minute with little or no briefing. You’ve done the relational groundwork. Then someone “swoops in” and the conversation drifts, the message gets fuzzy, and you walk out wondering what just happened.
Here’s the shift I want to invite you into: instead of treating leaders as last‑minute heroes, start treating them as intentional partners in your major gift work.
Hyper-Personal Stewardship at Scale Without Burning Out Your Team
Every nonprofit is feeling this tension as donor expectations rise and teams run lean. Personalized stewardship still matters most, yet doing it for dozens or hundreds of donors feels impossible. Especially when every new automation tool promises ease, but adds setup and management time.
Let’s simplify.
125. Making Stewardship Personal, Scalable, Sustainable
You’re working so hard to love on your donors. You want stewardship to feel personal and heartfelt. At the same time, you feel pressure to scale, meet goals, and protect your team from burnout.
In 2026, donor expectations are higher, AI tools are everywhere, and many nonprofit teams feel stretched thin. You’re not imagining the tension between personalization and volume.
In my experience, the answer is not doing more, it’s doing the right things, for the right donors, at the right level.
Responsible AI for Donor Research and Call Prep
If you feel both curious and cautious about using AI for donor research, you’re not alone. Many fundraisers are testing tools that promise speed and intelligence. Yet, the fear of misusing data or losing authenticity keeps us on edge.
The truth is, AI can help without taking over. Your human presence still matters most. The key is learning where AI belongs in your prep process, and where it doesn’t.
124. AI-Powered Prep: Human-Centered Conversations
If you feel pressure to “keep up” with AI and still stay true to your values, you are not alone.
Donors are living in an on-demand world, and they notice when your outreach feels generic or underprepared.
In my experience, the answer is not to avoid AI, but to use it carefully so your work becomes more thoughtful, not less human.
Listen to “AI-Powered Prep, Human-Centered Conversations,” then share this episode with a colleague or board member who is asking big questions about AI and major gifts.
From Donor Lists to Donor Signals: Prioritizing Your Best Prospects
You might be sitting on a long prospect list that feels overwhelming. I’ve seen lists with hundreds of names pulled from wealth screens or event lists, but very few donors ever move forward.
In this week’s edition, From Donor Lists to Donor Signals: Prioritizing Your Best Prospects, I share that it’s time to stop treating every wealthy name like a top prospect and focus on the few who are both interested and engaged.
123. Finding Your Real Top 25 Donor Prospects
Drowning in “prospect” names?
If your major gift list looks impressive on paper but doesn’t translate into actual conversations or gifts, you’re not alone.
I’ve sat with teams staring at hundreds of “top prospects” and quietly thinking, “Where do we even start?”
In my latest episode of The Intentional Fundraiser podcast, I share how I helped one nonprofit narrow 600+ “major gift prospects” down to a focused Top 25 using simple donor signals, capacity, affinity, and engagement, not just wealth.
Designing a 2026-Ready Major Gifts Plan in an Uncertain Economy
If 2026 revenue targets landed on your desk before anyone checked the donor pipeline, you have plenty of company.
Nonprofits are being pushed to “do more with less” while a smaller group of donors is carrying more of the load.
You feel the pressure to be bold, but you also see the reality in your database.
This week’s topic is about designing a plan that honors both.
122. Your 2026 Major Gifts Plan: Aspirational but Realistic
Creating a major gifts plan that’s both aspirational and realistic is more challenging than ever in 2026.
If you’ve ever felt that pull between wanting to say yes to your leadership’s ambition and knowing your current portfolio can’t stretch that far yet, you have plenty of company.
Today, I want to walk you through a practical framework that helps you set aspirational goals that are grounded in data, strengthened by alignment, and fueled by possibility.
From “What Is” to “What Can Be”
Fundraising Transformed today unveiled a new brand logo that reflects its core mission: helping nonprofits transform major gift fundraising from unrealized potential into extraordinary results. The new logo debuts as part of a broader brand refresh and a complete redesign of the Fundraising Transformed website set to launch later this year.
Embracing a New Chapter in Fundraising: “Calling All Heroes” is Here!
If there’s one thing my nearly three decades as a major gifts professional have taught me, it’s that our work is never just about dollars. It’s about people, purpose, and possibility.
This week is especially meaningful for me as I celebrate the official release of my new book, Calling All Heroes: Combining the Best of Donor-Centered and Community-Centered Fundraising for Greater Impact. I wrote this book for you: the major gift officers, development directors, executive directors, and board leaders who show up each day with passion for your mission and a commitment to making real, lasting change.
121. How ‘Calling All Heroes’ Elevates Fundraising and Community Impact
If there’s one thing my nearly three decades as a major gifts professional have taught me, it’s that our work is never just about dollars. It’s about people, purpose, and possibility. This week is especially meaningful for me as I celebrate the official release of my new book, Calling All Heroes: Combining the Best of Donor-Centered and Community-Centered Fundraising for Greater Impact. I wrote this book for you: the major gift officers, development directors, executive directors, and board leaders who show up each day with passion for your mission and a commitment to making real, lasting change.
Immersive Donor Experiences Can Transform Major Giving
Last week at the Nonprofit Storytelling Conference, I had the privilege of delivering my keynote, "Casting Your Donors in a Lead Role: The Power of Immersion." The positive response from over 800 attendees was so encouraging that I wanted to share some of these concepts with you here in the Scaling Major Gifts newsletter.
The Power of Virtual Connection
This edition is special. We just wrapped our very first all-virtual Excellence in Major Gift Fundraising Seminar, formerly brought to you by the Institute for Charitable Giving, now proudly hosted by the Modern Institute for Charitable Giving. For three energizing days, passionate major gift fundraisers and brilliant faculty members gathered, virtually, united by one mission: to advance major gifts programs in nonprofits of every kind.
Human-Centered Fundraising Strategies for Small Teams
Recently, I had the privilege of joining the "We Are For Good" podcast to talk about my new book, “Calling All Heroes: Combining the Best of Donor-Centered and Community-Centered Fundraising for Greater Impact.” Our conversation zeroed in on a challenge I’ve encountered and heard about in every region and organization size: building more inclusive, human-centered pipelines, especially when you’re a solo fundraiser or part of a small team.
Our Words Have the Power to Build Bridges or Break Them
This has been simmering inside me for months. It’s about the language we use in the nonprofit sector—and why we need to be more mindful of it.
Have you ever stopped to consider how the words we use shape not only how others perceive us, but how we see ourselves and our profession? In the high-stakes world of fundraising, every phrase matters. Too often, I hear well-intentioned colleagues talk about “tips and tricks” for getting donors to give, as if generosity is something to be engineered or coaxed with the wave of a wand.
By the end of this edition of Scaling Major Gifts, you’ll gain practical tools and fresh inspiration to elevate every donor interaction by simply choosing your words more intentionally.
117. Why “Tips and Tricks” Are Failing Fundraisers
This one has been simmering inside me for months.
It’s about the language we use in the nonprofit sector—and why we need to be more mindful of it.
Specifically, I’m making a plea to eliminate phrases like “tips and tricks” when we talk about engaging donors.
Because giving is not a “trick.” Donors are not targets. And we are not magicians trying to perform sleight of hand to win gifts.
Listen in and let’s transform our language (and our sector!) together.
A Playbook for Major Donor Retention and Connection
The true measure of fundraising success isn’t landing the first major gift—it’s turning that milestone into years of partnership and impact. In my experience, donor retention is where the real transformation happens, yet it’s often overlooked by busy teams focused on acquisition. In this edition of Scaling Major Gifts, I want to talk candidly about why donor retention matters and lay out proven steps any nonprofit leader can take to nurture lasting relationships.