skip to Main Content

News and Notes – As of December 1, 2019

December is here, and it’s a good time to think about year-end giving, legacy/planned gifts, and many kinds of celebrations. On that note, here is a news item by a leading planned giving expert, Dr. Russell James, who was recently featured in a podcast of The Fund Raising School (you can subscribe to those, free of charge and they appear every Monday). Dr. James commented: “Childlessness is the number-one predictor of both the frequency and size of bequests or planned gifts. It’s more significant than any other factor. And even if you’re working with donors who are not childless, we have found in experiments (as well as in actual practice) that one of the best approaches is to suggest gifts in honor of family members as memorial gifts.”

Along those same lines, here is some information sent to us by Tom Evans, recently retired treasurer of the NAD, which is valuable for us to know during these complicated times. Final regulations confirm: Making large gifts now won’t harm estates after 2025, IR-2019-189, WASHINGTON – The Treasury Department and the Internal Revenue Service today issued final regulations confirming that individuals taking advantage of the increased gift and estate tax exclusion amounts in effect from 2018 to 2025 will not be adversely impacted after 2025 when the exclusion amount is scheduled to drop to pre-2018 levels. Treasury Decision 9884, available today in the Federal Register, implements changes made by the Tax Cuts and Jobs Act (TCJA), the tax reform legislation enacted in December 2017. Though the final regulations largely adopt the proposed regulations published last November, they also include clarifying technical language addressing concerns raised in several public comments as well as four examples which, among other things, illustrate the impact of inflation adjustments. As a result, individuals planning to make large gifts between 2018 and 2025 can do so without concern that they will lose the tax benefit of the higher exclusion level once it decreases after 2025.

Important update—PSI has recently updated its list of available software for donor databases. Please write us if you would like this information and are looking to purchase software for your donor records.

Do your donors trust you and your organization? According to an article in The Chronicle of Philanthropy Daily Update, NOVEMBER 14, 2019 “Trust Gap Persists for Charities, and It Hurts Giving, Study Says,” by Michael Theis. Please consider what you can do to improve or maintain trust in YOUR organization. Steps to take would include thanking the donor immediately and reporting on use of their donation, transparency in financial matters, sharing information regularly on use of donations, personal contact, and more. If you need this article, please write me.

Also congruent with the concept of trust is the matter of tainted money. Although this article addresses mainly universities and possible problems (given some of the headlines we’re seeing today regarding bribery at universities) the suggestions and analyses are relevant for all of us. In The Chronicle of Higher Education, OCTOBER 31, 2019, Universities Are Facing Criticism for Taking Dirty Money. Do Their Donor Policies Protect Them?, by Francie Diep.

Perhaps summing up the above information is this article which contains wise giving advice for this special time of the year— You want to give to charity. How to do it smartly and not be scammed?

“Donating to a charity can be fraught with fraud. The key is research. A smart donor, experts say, scrutinizes the intended recipient as carefully as studying vacation venues or 401(k) investment possibilities.” Read in Miami Herald: Click here

But since this is the season for giving and for remembering where our gifts come from, let’s end on a happy note! I have much more information along these lines, if you need it. “Giving to Charity Creates Sustained Happiness, by Dan Parks, The Chronicle of Philanthropy Daily Update, November 5, 2019.

We at PSI wish you a productive end of the year, a happy holiday season, and a blessed new year to come!

lFor archived messages click here.

News and Notes as of October 1, 2019

Online giving is always of interest to fundraisers and it’s an ever-changing scene. Some mixed results were described in an April 25, 2019 article in the The Chronicle of Philanthropy Daily Update, “Online Giving Didn’t Outpace Inflation in 2018, but Monthly Donations are on the Rise.” Online giving grew just 1% in 2018 and it was the smallest increase in digital donations in 13 years. This is probably due to a mix of factors, according to a study, including possible effects of the new tax laws. As always, if you don’t have access to this article and any others we mention, please write me.

A related article was published in The NonProfit Times, September 1, 2019, “Recap and 2020 Outlook,” which stated that tax issues weigh heavily on bottom lines. The article, by Shannon McCracken, describes the effects of taxes on charitable giving.

A most useful study was recently released by the Lake Institute on Faith and Giving (lfi@iupui.edu), the National Study of Congregations’ Economic Practices. This includes generosity figures and facts by congregations in the United States.

As most of our constituents, clients and readers know, PSI is involved in a major, national project, Growth in Giving and its major component, the Fundraising Effectiveness Project. An excellent article on this project’s data and results was published by Paul Clolery in The NonProfit Times on September 5, 2019. As the article states, “No matter how you count it, by any metric you use, fundraising and the number of donors plunged during the first six months of 2019 when compared to the same period of 2018.” The article provides data to substantiate this statement and also offers some rationale as to why this has occurred. A most valuable, research-supported look at fundraising today throughout all sectors of the United States.

PLEASE NOTE: PSI is discontinuing offering NAEIR to our constituents and clients. We have been able to help a significant number of schools and some churches, but at the same time have discovered some hidden costs that no longer make this a productive service of PSI. We’re glad we could provide assistance to several schools and if others wish to investigate how to acquire non-philanthropic or non-cash gifts, please write me.

For the higher ed professionals in Adventist institutions, a new report published by the Council for the Advancement and Support of Education (CASE) provides a global snapshot on voluntary support. Most interesting to discover how collegial as well as global higher ed institutions are doing in fundraising. Read here

Social media continue to be valuable tools for fundraising, and should be part of every organization’s toolbox for fundraising. But use of these tools should be handled wisely. “The Pros and Cons of Facebook Fundraising” appeared in the The Chronicle of Philanthropy Daily Update on August 9, 2019. Again, feel free to write me for a copy of this article if you don’t receive the Chronicle.

PSI’s friend and colleague Steve Reed had an article published in the Healthcare Philanthropy Journal, Spring 2019, on developing a culture for philanthropy, an ideal state of affairs for ANY nonprofit organization. “How a Culture for Philanthropy Enables Fundraising Performance” is for healthcare organizations but also contains suggestions for shifting from a culture of philanthropy to a culture for philanthropy, and in his article the reader can discover how to ensure organizational systems, processes and policies support donor needs and enhance fundraising capabilities.

Also PSI’s friend and colleague Darryl Allen of the Mentorship Institute—Chicagoland will be offering a workshop on “Social and Emotional Leadership, Transforming Culture,” specifically designed for leaders of small schools and nonprofits, on February 2 and 3, 2020, in Oakland, California. For more information, write Prof. Darryl E. Allen at da.prof.mgmt@gmail.com. This will be held at the Golden Gate Academy in Oakland, California. His co-host will be Cliff Wright, Jr.

Are you tired? Fundraisers generally complain they don’t get enough support, they’re given unrealistic goals, they lack resources, and more. Some solutions are offered in the August 7 issue of The Chronicle of Philanthropy Daily Update, “How to Keep Fundraisers from Leaving Their Jobs.”

Finally, a positive item of counsel, which also reminds me to remind you to view a new addition to PSI’s website, Positive Points to Ponder, found on the top right-hand side of our website. The advice below certainly is relevant to us as fundraisers! Until next time…

l

For archived messages click here.

News & Notes – as of September 4, 2019

We hope that all of you had a good Labor Day weekend, especially if school has already started for you! And a special wish to all our fundraisers who labor all year ‘round to ensure financial resources!

A special report of interest is the Millennial Impact Report, which you can download here: http://www.themillennialimpact.com/ This covers helpful information on how and why millennials engage in supporting causes.

The NonProfit Times, May 1, 2019, reported that “Online Giving Flat in 2018 As Open Rates Drop.” The article on this research stated that there are probably many causes for this. For example, one quarter of the revenue raised through Facebook was probably due to #Giving Tuesday. If you don’t receive NonProfit Times, write me.

The Association of Fundraising Professionals published the AFP Compensation and Benefits Study, which may be significant for both fundraisers and employers in determining fair salaries. The summary article by Melissa S. Brown, a friend of PSI, appeared in the July 2019 issue of Advancing Philanthropy. While the mean and median compensation amounts both rose, only 32% benefited from increases of more than 3%. More AFP members saw an increase of between 1% and 3%, or just around the rate of inflation, and 23% saw no change.

Also in Advancing Philanthropy, July 2019, was an article that PSI has permission to share and which might be highly useful when asking our colleagues and teams to help us in fundraising—“Are Your Money Beliefs Sabotaging Your Fundraising Success?” by Amy Varga. Perceptions and misperceptions about fundraising persist, and we should be prepared to ethically and professionally deal with these.

Planned-giving data are difficult to determine, but a new report from FreeWill, a company that provides free online estate-planning tools, analyzed plans and bequests made via their platform, and concluded that there’s a great deal of possibility for this gift, which is often underutilized by fundraisers, whether because of lack of knowledge or time, or even understanding of the enormous value (no pun intended!) of these gifts! This report was referenced in the Chronicle of Philanthropy, Daily Update, August 28, 2019.

Giving Days have become increasingly more significant and are far more than a “flash in the pan.” The Chronicle of Philanthropy Daily Update had a useful article, “8 Ways Giving Days Are Evolving,” by Heather Joslyn, April 30, 2019. This might be a great way to involve volunteers in a fundraising effort.

Finally, an interesting book, Giving Done Right, by Phil Buchanan, offers suggestions on Effective Philanthropy and Making Every Dollar Count, as the subtitle suggests, that sometimes business practices are not suitable for nonprofits, especially when there is a need for productive relationships. This is a thought-provoking book, especially when compared with some of Peter Drucker’s groundbreaking work.

Finally, remember the oft-repeated advice on how to tell a story. Make it concise, straight, factual but also heartwarming. Avoid the path on the right! 

For archived messages click here.

News & Notes – As of August 1, 2019

As of August 1, 2019

We extend a warm and hearty welcome to Oksana Wetmore-Martinez, who joined the PSI staff in July! We are most grateful to have her on board. Oksana is a recent graduate of Southern Adventist University with her bachelor’s degree in public relations and a minor is business administration. After graduating, she briefly worked with ADRA International’s donor relations department, where she was introduced to the field of fundraising. She has also worked alongside the communications team at the Columbia Union Conference during a summer internship where she was able to strengthen her skills in the field on public relations/communications. Oksana is starting her professional career as the newest member of PSI as a Senior Office Assistant. Outside of work, she enjoys spending time with friends, family, and her new husband and puppy.

A fundraising tool that is often forgotten is the concept of matching gifts by companies or employers. This is just one way that our constituents and clients can be involved in our fundraising. If you need some guidance about this, please write me. Experts say there’s much money waiting to be donated, if only the employee gets involved.


We would all like to think our worthy causes are trustworthy, but unfortunately many don’t agree with this state of affairs. In the June 20, 2019, issue of the Chronicle of Philanthropy, the following article stated the facts: “A Third of People Globally Lack Confidence in Charities, Gallup Study Says,” by Julian Wyllie. In the United States, 60% of respondents to a survey said they trusted charities, and 27% said they did not. Nations in Central America and Eastern Europe were among the least trusting. Write me if you need this article. This certainly should cause us to think about accountability and transparency, and what we do to help our donors and constituents trust us.

Recently we downloaded a sample briefing document which we can share with you. This would be most useful as not only you but also your volunteers prepare for a face-to-face visit. If you wish to have this form, please contact us. Along with this document which is useful for preparation, an article published by grahampelton.com, a major consulting firm, provides good ideas on face-to-face solicitation: “The most effective way to converse with a donor.” The first suggestion is to do more listening!! Also available if you write me.

For those of you tracking philanthropic giving in 2018, the Giving USA research has been published, and last year was a tough one for many charities even though the overall economy was strong: Donations declined 1.7 percent, to $427.7 billion, according to the annual “Giving USA” report released by the Lilly Family School of Philanthropy. The information in this report is truly worth knowing. Check out this website: Click here

Finally, an interesting update about an event that made a big splash five years ago! Remember the ice bucket challenge? Quite a few updates have been published on the Internet. This was a one-time event that can’t be replicated, for various reasons. Read about it on various Internet sites where which have many news articles and updates.

For archived messages click here.

News and Notes – as of May 1, 2019

BIGGEST AND BEST news is that PSI now has a complete series of webinars on our website which coordinates with the general version of Successful Fundraising. You can pick and choose just one which fits your needs or you can go through the series for a good learning or review experience. Many thanks to Mark Lindemann and our webinar presenters. And this is FREE! Here are the notable presenters:

Erik Daubert – Major gifts
Sung Kwon – Transparency and accountability
Don Pursley – Debt payment
Barbara Ciconte – Should you hire a fundraising consultant
Tyrone Freeman – Volunteers
Bobbie Donahue – Selecting the right campaign
Kristin Priest – Special projects
Michael Brown – Alternative revenue resources
Alphonse Brown – Boards and committees
Vivi Kelly – Phonathons
David Sternberg – Capital campaigns, annual fund
Marnie Maxwell – Planning for fundraising
David Colwell – Finding donors
Nathan Hand – Is social media here to stay?
Tim Seiler – Donor relations
Lou Gehring – Making a case, part 1
LuAnn Davis – Making a case, part 2
Stephanie Johnson – Proposal writing parts 1 and 2
Randy Fox – Fundraising Fitness Test
Tom Wetmore – Legal aspects

And since we’re on the subject of learning and training, please remember that we have a great lending library (you can find the titles on this website) plus a vast collection of other items right on my computer which I can send to you. Feel free to contact us for any information you need. If we don’t have it, we know where to get it!

News from the Nonprofit Research Collaborative regarding philanthropic giving:

Melissa Brown, who directs this collaborative, reported that the most recent NRC survey was fielded in early 2019, and results will be released in April. Topline results:

  •      Overall, 63% saw giving increase (63% in US; 60% Canada), same as in 2017.
  •      Giving dropped at 25% of orgs, which is basically the same share that reported a drop in 2017, when we reported one of the best years ever. (25% in USA; 30% in Canada)
  •      The share seeing the same level of giving is also similar to 2017, 12% overall; 12% in USA, 10% in Canada.
  •      71% met goal. vs. 75% last year (but the sample this year is too small to say that the difference is statistically significant)
  •      The press heavily reported that the big donors changed their giving; but just 3% of the NPOs surveyed in the NRC survey attributed any change they saw to the tax law.
  •      Local economies matter. One participant wrote about a terrific economy in Dallas. Another spoke of wildfires and how response to those disasters took precedence so donors gave there at year end.

A good reason for engaging volunteers in our organizations was described in the Chronicle of Philanthropy Daily Update, APRIL 15, 2019—”Most Volunteers Serve Multiple Groups and Want Recognition, Not Gifts, as Thanks, Report Says,” By Julian Wyllie. If you want the full article and don’t get the Chronicle, write me.

Finally, one more reminder to not forget how vital communication is for us in fundraising—face-to-face, responsiveness, attentiveness, and timeliness! 

Finally, one more reminder to not forget how vital communication is for us in fundraising—face-to-face, responsiveness, attentiveness, and timeliness!

The modern update on the old version

This is what is happening these days

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

News and Notes – as of April 1, 2019

As of April 1, 2019

We who do professional and donor-centered fundraising often ask the question, “What do donors want?”  Now there’s a book about successful fundraising communications published by popular author Tom Ahern, What Your Donors Want . . . and why!  The subtitle is “The Ultimate Guide to Successful Fundraising Communications.”  You can borrow this book from the PSI library.

Are you job hunting, or just needing to update your resume?  A recent article in Bottom Line Personal, (BottomLineInc.com), had an article on “New Rules for Breakthrough Resumes.”  I can share a copy if you’re interested.  Don’t forget that PSI’s website,www.philanthropicservice.com, has a site for resumes and job notices.  We would like to improve this service for our clients and constituents, so please send suggestions as well as content.

Also, don’t forget our free book on careers in fundraising, which you can download from our website, Your Future in Fundraising. Let’s work together to increase the number of fundraisers in the Adventist Church and its organizations!  Which remind me—be sure to remember our Career Opportunities program.  You can look up the information on our website.

For our colleagues and clients in Canada, Advancing Philanthropy, the journal of the Association of Fundraising Professionals, published an article “Taxes and Charitable Giving in Canada,” by R. Scott Fortnum.  If you want this information, just e-mail me.

Speaking of e-mail, at times it seems like the more we are able to communicate through various tools, the less we do.  The news journal The Week, March 1, 2019, had a short item summarizing a New York Times article that stated “Competent people answer their emails,” by Adam Grant.  E-mail is still a good means of communication with our donors and friends, so let’s be competent and attend to e-mail promptly, courteously, and effectively.

Do you work with low-income people, immigrants and refugees, women and girls, or people with disabilities?  The survey by Grantmakers for Education found that three-quarters of foundations said their grants go toward these population groups.  PSI can help you research for these grants.  Contact lorenahernandez@nadadventist.org.

For those of you in healthcare, the Healthcare Philanthropy Journal published an article on “Engaging Physicians in Philanthropy:  Twelve Years Later,” by Clifford I. Harris, M.D. in the Fall 2018 edition.  Very helpful in suggestions on how to reach this donor group.

Congratulations to a PSI friend, Dr. Steve Kamajian, who received the national humanitarian of the year award In Chicago by American College of Osteopathic Family Physicians — for work in free clinics and for the homeless.

Watch for upcoming notices about an organized set of webinars that accompany the handbook titled “Successful Fundraising – A Handbook for Best Practices”,  which can give you short and concise learning experiences.

Until next time, and looking forward to hearing from you,

Lilya

Lilya Wagner

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

News and Notes – As of March 4, 2019

Over the years I’ve frequently heard many and varied questions and statements regarding fundraising, but two stand out, mostly because of their great importance and impact.  First, “We tried fundraising but it didn’t work.”  Second, “What DOES work in fundraising?  Can you give me the ten easy steps?”  Although there are no quick-and-easy steps to fundraising, there are good answers based on best practices and research.  Briefly let’s look at the first statement.

What are the factors that make fundraising fail?

  • Lack of an institutional plan that shows credibility and use of funds.  Donors need to see a plan.
  • Little or no involvement by leadership or administration.  If the leader isn’t committed to philanthropy, why would anyone else be interested?
  • Isolating the fundraising professional or person in charge of fundraising, not keeping him or her in the information or respect loop. Lack of board involvement and giving.  If the family doesn’t give, why should anyone else?
  • No history of fundraising and therefore no credibility, or major gaps in the history of fundraising at an institution.
  • Lack of transparency or accountability in use of funds.
  • Not keeping promises to donors—diverting funds from intended cause or project or program.

There are many other reasons but perhaps these will suffice to get organizations and their leaders thinking about the realities of successful fundraising.

So now for the second question–“What DOES work in fundraising?  Can you give me the ten easy steps?”

There is no such thing as a magic formula, easy steps, or quick fixes.

Fundraising is a professional activity based on sound principles.

The key is knowing how to adapt those principles to the cause or organization.

It takes a team to do good fundraising and it’s NOT a solo performance, and there are good reasons for this . . . to quote The Fund Raising School—Fundraising is—

  • The right person asking
  • The right prospect
  • For the right cause
  • In the right way
  • For the right amount
  • At the right time

There is much more information and a great deal of help available through PSI, a service of the North American Division.  Please contact me with any questions or comments.  Next month I’ll talk about the benefits of fundraising, besides the financial income.  There are many worth considering!

An interesting item listed in the Chronicle of Philanthropy Daily Update.  Title of the article is in bold on the following link: Click here.

An important new item prepared by PSI with the help of Jim Greenfield and Dr. Don Pursley is information on how to work with accounting on recording, handling and reporting unrestricted gifts, what to do if a goal isn’t reached and you need to communicate with donors, and also some suggestions on restricted funds.  Ask for your copy:  lilyawagner@nadadventist.org

The good news is that philanthropy continues to grow and well-intentioned people, including celebrities and the wealthy, are seriously involved.  In the AARP Bulletin, November 2018, was an article about “7 Keys to Generous Giving:  Marlo Thomas shares lessons from a lifetime of charity work.”  If you do not receive this publication and would like a copy of article, email me.

A final thought . . . “Please stop with ‘I’m too busy!’”

News Flash–just received this valuable information. 

Did the 2017 tax law change the way Americans give to charities? Here’s what early data show. Read here

Until next time, and looking forward to hearing from you,

Lilya

Lilya Wagner

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

News and Notes – As of February 3, 2019

The year has barely begun, although, as someone just said to me, January seemed like five months long!  As you proceed with your activities, plans, and fundraising, maybe you want to know whom to ask about some specific projects.  While there’s a lot of collaboration among the small PSI staff, some have specific responsibilities.  The major areas of PSI function are:

  • Website and webinars—Mark Lindemann
  • Foundation research and proposal writing—Lorena Hernandez
  • Fundraising Fitness Text—Randy Fox
  • Churches and their organizations—Michael Brown
  • Academy fundraising and healthcare activities . . . and anything else!—Lilya Wagner

Of course, each staff member has many more responsibilities and we’ll share information about those as we move along 2019.  Remember that e-mail addresses are simple to remember: firstnamelastname@nadadventist.org.  Our general information phone number and e-mail are:

Philanthropic Service for Institutions

9705 Patuxent Woods Drive

Columbia, Maryland 21046

800-622-1662

Fax: 443-259-4887

PSI general email address:  helpdesk@philanthropicservice.com

Also, don’t forget that on the home page of our website there are some videos about PSI activities and services.  The first one on the top, right-hand side provides a good overview which can be a reminder for you or an introduction to PSI for someone who doesn’t know us.

A most significant document has been recently published by the Lilly Family School of Philanthropy and Marts & Lundy consultancy.  Here is a brief introduction to this valuable information piece.  You can find full information at http://philanthropyoutlook.com/.  We encourage you to peruse this truly worthwhile document based on much research and prepared by leading professionals in the field of philanthropy and fundraising.

This edition of The Philanthropy Outlook projects giving for the years 2019 and 2020 in relation to the year 2018.3 We explain how different economic variables will affect giving by source and to the three subsectors during these years, and provide additional context for the giving predictions. This context includes information about how broad economic conditions, in combination with specific policy changes, may alter the philanthropic landscape. We also offer insight on how overall giving and giving by source may also be affected by these contingencies.

If you need to know about professional development opportunities, besides the ones that PSI offers, please write me.  I track what’s available, plus I receive information on webinars, conferences and books and can share information on what’s best available “out there” to match your needs.  Today, versus when I started in the field long ago, there is a plethora of offerings and they range from A-Z in quality and content, so it’s best to check on what we should spend time and money. The Fund Raising School does a Monday podcast; watch for more information as we work on ways to make it easy for you to learn about these and connect.

Some noteworthy and helpful articles that have appeared recently are these:

            From Advancing Philanthropy Vol. 25 No. 3, “Growing Giving” by renowned researcher from the Lilly Family School of Philanthropy, Dr. Una Osili (www.afpnet.org).

In Time magazine, December 17, 2018, “5 Ways Charitable Giving Is Likely to Change in 2019” by Martha C. White.

From The Chronicle of Philanthropy, Daily Update, January 7, 2019, “Disruption Ahead: What to Know About Donor-Advised Funds in 2019,” by Drew Lindsey.

If you don’t get these journals, write me and I’ll send you a copy.

Finally, I saw this inspirational sign on a building when traveling for work somewhere in Canada.  I thought it was a truly great statement of belief and action. (I apologize for the quality of the photo—I took it while in a car).

Until next time, and looking forward to hearing from you,

Lilya

Lilya Wagner

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

News and Notes as of January 3, 2019

As of January 3, 2019

To begin with, there are some articles that maybe will help you kick off the year right. If you don’t get these publications, we can send you a copy of a particular article, upon your request.

  •  “What Donors Say Will Prompt Them to Give More” was a topic featured in the Dec. 11, 2018 issue of The Chronicle of Philanthropy, Daily Update.
  • The latest report from the Women’s Philanthropy Institute (WPI) of the Lilly Family School of Philanthropy is available from their website. It states that there is a clear link between social norms and charitable giving. The general website is www.philanthropy.iupui.edu and you can find this report on the WPI site as well.
  • Also in The Chronicle of Philanthropy is an article about reaching younger donors–“Live online videos can be effective for raising money and telling stories, and more big charities are getting in the game, nonprofit fundraisers say.” This article appeared in the December 3, 2018, issue of the Daily Update.
  • One more item from The Chronicle of Philanthropy, “Eight Fundraising Trends to Watch in 2019,” the January 2 issue of the Daily Update.

If you and your team or leadership are concerned with endowments and investments, there was a helpful article in The Wall Street Journal: Nonprofits returned an average of 6.7% annually in 2009-16, a new study shows, under-performing to a great degree. Still, experts say endowments aren’t meant to beat the market, but to be resilient over long periods. Read the full story

If you’re doing fundraising globally and reaching across borders, a new book by Ted Hart will be of interest to you—Cross-Border Giving: A Legal and Practical Guide. Information can be found here: https://www.cafamerica.org/publications/cross-border-giving/ As the write-up says, “A timely and comprehensive book, Cross-Border Giving is required reading for any professional in international philanthropy and is relevant to any person or organization working across borders. Cross-Border Giving covers a multitude of topics including: ethical grant-making, the closing space for civil society, equivalency determination & expenditure responsibility, preparing for an audit, and many more.”

PSI has revised and updated its list of software for fundraising data records. Please write me if you wish to have this new list.

PSI has also developed a new system by which we can help our clients with funding research and proposal writing, particularly for foundations. Watch for further details!!

Finally, as we continue to discuss and act upon strategies for diversity in our organizations, this painting which I saw in a dear friend’s office may inspire us all!

Until next time!  My best to each of you,

Lilya

Lilya Wagner

lilyawagner@nadadventist.org

Mobile:  317-250-8274

For archived messages click here.

Back To Top