Author: Caitlin Fillmore

An Image of December 31 Year End starting a new year of planned giving strategy.
Year-End Giving
Caitlin Fillmore

Make These 3 Adjustments to Your Nonprofit Before 2024

Believe it or not, we’re officially at the halfway point to this year. As we continue to advance our missions in the months ahead, there are a few key tips that will set you up for success in 2024. Before we get swept up in year-end campaigns and Giving Tuesday efforts, take a moment to check in with these simple ideas for the months ahead.

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An illustration of balloons rising as a crowd of people cheers, to illustrate a PlannedGiving.Com blog on the Donor Bill of Rights.
Estate Planning
Caitlin Fillmore

What is the Donor Bill of Rights?

Transparency and building trust rank near the top for values fundraisers must cultivate. With competition for donor dollars increasing year after year, adopting a clear and validated set of professional values will boost donor peace of mind. The Donor Bill of Rights delivers a widely-accepted list of basic expectations between donors and their chosen nonprofits. Consider adopting these guidelines to lend legitimacy to your organization. This document will also help you observe the building blocks for a well-functioning development department.

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Fundraising Appeals
Stewardship and Relationships
Caitlin Fillmore

5 Elements of Effective Fundraising Appeals

For many nonprofits, the fundraising appeal provides the backbone for year-end, fiscal year-end, and annual campaigns. The appeal, often a direct mail letter or e-blast, frames the most important concepts surrounding your nonprofit and encourages donors to join the cause. Because an appeal is so essential, fundraisers must begin with a solid foundation for this fundraising strategy. Follow these five elements of effective fundraising appeals as a useful template for all of your upcoming appeals.

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Involve engage sign
Major Gifts
Caitlin Fillmore

Engage Major Donors with a Commissioning Club

The textbook definition of a commission is, “a fee paid to an agent or employee for transacting a piece of business or performing a service.” However I prefer to think of a commission, in terms of the nonprofit world, as connecting inspiration with financial and community support. Commissioning clubs provide a uniquely inspirational way to connect major donors intimately with the cause they care about.

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Culture of Philanthropy
Major Gifts
Caitlin Fillmore

Don’t Build a Major Gifts Program Without a Culture of Philanthropy

A culture of philanthropy ranks as one of the most vital foundations to a successful development department. Nonprofits looking to boost fundraising and build substantial relationships with major donors should first measure the strength of their organization’s culture of philanthropy.

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