Insights That Drive Philanthropy Forward

Trusted strategy, voices, and tools for fundraisers, nonprofits, and advisors.

Featured Nonprofit of the Month

Nate Broeckert
Coal Creek Meals on Wheels

Donors step up when you make them feel integral to your mission.

VISIONARY VOICES

Frustrated fundraiser overwhelmed at desk with coffee cup, laptop, and donor charts—reflecting burnout and job dissatisfaction in the nonprofit sector.

Why do Nonprofits Struggle to Retain Fundraising Staff?

Fundraisers often leave nonprofits not because of money, but due to burnout and misalignment between mission and daily operations. Passion for the cause can be overshadowed by relentless financial pressures, lack of authenticity from leadership, and inconsistent internal messaging. When leadership fails to communicate transparently or support staff meaningfully, trust erodes. Organizations that retain fundraising talent foster mission-driven cultures, prioritize authentic leadership, and ensure that every team member feels genuinely connected to the work and valued in their role.

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A cartoon image of three yellow figures standing on three green arrows pointing to a bullseye target. It illustrates the concept that financial advisors should form relationships with nonprofits.

Financial Advisors Should Befriend Nonprofits — Before Their Clients Do

As $84 trillion transfers from Baby Boomers to younger generations, financial advisors risk losing both clients and assets to charitable giving—unless they act strategically. When donors establish charitable vehicles without advisor involvement, that wealth often moves permanently outside the advisor’s purview to competitors like Fidelity Charitable or nonprofit-referred planners. The solution? Build intentional relationships with nonprofits before clients do. This triangular alliance—advisor + donor + nonprofit—creates stronger outcomes for everyone while protecting assets under management and positioning advisors as indispensable partners in legacy planning conversations that matter most.

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Financial advisor reading messages on smartphone disappointed at the news. Why should advisors embrace philanthropy? Because the Great Wealth Transfer is already happening.

Why Advisors Are About to Lose Their Best Clients

Advisors: You’re About to Get Fired: An $84 trillion wealth transfer is coming—and your name’s not on the guest list. The moment your client dies, retires, or checks into assisted living, their kids will hand everything to a friend from college or church. Unless you’ve built credibility with the next generation—and brought philanthropy into the conversation—you’re toast. Legacy is the new currency. Master it, or watch your book bleed out while someone else becomes the family’s trusted advisor.

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