Nonprofits CAN Advocate or Lobby?
Deirdre Noor Deirdre Noor

Nonprofits CAN Advocate or Lobby?

Recently, I’ve heard from several of you wondering what your organization is allowed to do when it comes to advocacy (and, yes, lobbying!). As many mission-driven leaders know, weighing in on public issues is vital to advancing our causes, but the legal boundaries around lobbying can feel confusing…

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Strengthening Nonprofit Leadership
Joel Levy Joel Levy

Strengthening Nonprofit Leadership

By addressing these key areas, nonprofit organizations can improve leadership satisfaction, enhance donor relations, and build a more resilient and supportive environment for their staff and stakeholders.

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The Power of Gratitude
Joel Levy Joel Levy

The Power of Gratitude

Remember, be personal and allow people the opportunity to be cared for and give to your great organizations.

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What is the Heart of Fundraising?
Joel Levy Joel Levy

What is the Heart of Fundraising?

Relationships are not just limited to friends and family but include those who allow me to be part of something bigger than myself, that I may not otherwise be able to fulfill. Your cause. As you listen to the podcast this month, remember relationships. As you provide opportunities for people to make a difference by being part of something bigger than themselves, always remember the relationship.

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Corporate Matching Gifts
Joel Levy Joel Levy

Corporate Matching Gifts

Roughly $2 – $3 billion is donated through matching gift programs annually. However, an estimated $6 – $10 billion in matching gift funds goes unclaimed every year.

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Giving USA 2023
Joel Levy Joel Levy

Giving USA 2023

I think our key takeaway is that Americans are generous people who gave generously and some factors cloud a bit what we take away from the top-line numbers of giving. If we understand the two points above, it helps us put into a deeper perspective that last year was a very strong year for giving and that we have lots of reason to be optimistic for 2023.

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Who Gives?
Joel Levy Joel Levy

Who Gives?

90% of fundraising is cultivation and 10% of stewardship is solicitation. Unfortunately, many organizations have that reversed and then they're left wondering why people aren't supporting them at deeper levels.

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Building Relationships Through Shared Values
Joel Levy Joel Levy

Building Relationships Through Shared Values

When we engage donors in a values exchange around their passion for our shared vision and values, that experience and relational exchange becomes unique to our relationship. It’s metaphysical, not utilitarian-based. I’m not selling widgets; I am creating an exchange of values.

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Leading Organizational Change
Joel Levy Joel Levy

Leading Organizational Change

This tool functions like a road map, highlighting seven things helpful in creating conversation and equipping people, as part of a direct approach to organizational change.

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10 Ways to Foster Giving Habits
Joel Levy Joel Levy

10 Ways to Foster Giving Habits

As we venture into 2023, I want to bring attention to ways we can foster habits of giving in our relationships. We have a tremendous opportunity to foster giving habits, especially in younger generations who are still forming their habits.

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Start the Year Strong
Joel Levy Joel Levy

Start the Year Strong

Follow up, so your donors can follow through. Many organizations don’t follow up out of fear that donors will get mad. If the donor is a transaction and your solicitation reflects that, you bet, they will get mad, not because you followed up, but because you are just resending a transactional appeal to them. On the other hand, if you engage them as a relationship that matters, you engage them personally and you share an opportunity to make a difference. That is about building relationships, not getting checks.

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Developing Generosity
Joel Levy Joel Levy

Developing Generosity

I hope that this month you take time to ask the question: What are we doing to help our donors know we care and then to lead them into the actions of caring, and affirm them in these actions? Love, Lead, Love. I so appreciate all of you and the decision you have made to make giving a way of life.

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Inviting Board Members
Joel Levy Joel Levy

Inviting Board Members

Really focus this fall on seeing your board as the intimate heart of the organization, the closest donor constituency you have. As such, ensure that they are invited to invest in your shared values and vision in ways that reflect and honor that relationship.

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Rethinking Mission Impact
Joel Levy Joel Levy

Rethinking Mission Impact

So, here’s my challenge to you for September: Don’t settle for a fall appeal that just asks people to give. Spend some time and show your donors your real value proposition: how you transform society and how every resource you use is a critical part of that equation, whether it is staff salaries, backpacks for kids, computers, utilities, etc. Show the donor that they are a part of something bigger than themselves and that everything you invest in creates the value that they share with you.

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Building Non-Profit Teams
Joel Levy Joel Levy

Building Non-Profit Teams

There is a saying that our strengths, when over deployed, become liabilities. This is the case for teams and organizations as well as individuals. When the board over-emphasizes its leadership and position, staff may feel devalued in the equation of success. Staff can do the same thing to volunteers. When volunteers overplay their purely voluntary value, a great asset, they can create a perception that they are less passionate or committed than the staff.

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Digital Communication
Joel Levy Joel Levy

Digital Communication

Pictures and video are powerful tools in your fundraising toolbox. And thanks to a multitude of free, low cost, and easy to use programs, creating visual content has never been easier. Programs such as Canva and Piktochart allow you to upload your own images, add text, and design away. You can create anything from surveys and presentations to infographics and thank you cards.

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Leading Through Listening
Joel Levy Joel Levy

Leading Through Listening

Listening and reflecting are powerful tools of leadership that are often overlooked. Recently I went through a process of listening that impacted my own clarity in a meaningful way. I thought it would be helpful to share this life experience with you and how the tools of listening and reflecting applied

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Renewal in Philanthropy
Joel Levy Joel Levy

Renewal in Philanthropy

We often get pressured in this field that we have to keep reinventing donor engagement and find new donors every time there is a concern in the field (economics, labor, giving, etc.). But maybe a better approach is to look at what is old, and yet still effective, and grow it. Then look at what is new and enhance with it.

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Building Lasting Relationships
Joel Levy Joel Levy

Building Lasting Relationships

Are you thinking about the lifetime giving value of your relationships as opposed to just how much they gave this year? Remember, a donor who gives for 25 years usually will give a lot more than someone who is a donor for 5 years. Think about the long-term, lifetime giving value of your relationships.

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Defining Success
Joel Levy Joel Levy

Defining Success

The question remains: How do you define success for your organization? Too often, organizations define success in response to funding opportunities. When funders become the primary ones defining success, organizations can find themselves facing the very challenges described above. However, when organizations define success for themselves, an outcomes-based approach becomes both meaningful and achievable.

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