Visionary Voices Listing

When I think about how most of us learned about money, I hear my dad’s voice: “Save first. Live within your means.” I opened my first CD with summer-job earnings sitting next to him at the bank. Later, when I got my first apartment, dad and I built a budget together so I could manage […]

Why the Organizations Built To Withstand Disruption Don’t Just Survive, They Evolve Into Something Stronger A few years ago, a small organization in Illinois achieved what many believed impossible: a 68 percent reduction in shootings in its community. The Trauma & Resilience Initiative didn’t just move the needle; it rewrote what was possible. Yet, when […]

Development directors across the nonprofit sector are facing an uncomfortable truth: The traditional model of fundraising operations is breaking down under its own inefficiencies. Recent research reveals that organizations often spend 31 percent of a grant’s value on administration, while funders typically allow only 13 percent for indirect costs. This gap forces development teams into […]

The most powerful acts of philanthropy rarely involve press releases, celebrity names, or commas in the millions. “MacKenzie Scott has donated $133.5 million to educational nonprofit Communities in Schools … the billionaire philanthropist’s donation is the largest unsolicited gift in the program’s history.” This 2022 statement, as reported by CNN and announced by Communities in […]

Bill & Melinda Gates Foundation | Philanthropy.org LOGO Bill & Melinda Gates Foundation Country: United States About the Bill & Melinda Gates Foundation The Bill & Melinda Gates Foundation is the world’s largest private philanthropy, working globally to improve health, reduce poverty, and expand opportunity. It partners with communities in developing countries to build sustainable […]

Ancient Indian traditions and modern behavioral science share surprising parallels in how they inspire generosity. At GOSUMEC Foundation USA, we unite these wisdom streams into an East–West Behavioral Philanthropy Framework—blending identity-based giving, stewardship, and transparency with proven donor retention strategies. Our zero-overhead, trust-based model funds perpetual scholarships while achieving donor retention rates far above the nonprofit average, offering a blueprint for sustainable, scalable philanthropy built to last.

Featured Cover Preview Best in Show: How the Wisconsin Humane Society Unleashes Its Fundraising Potential Lizzie Covington, Vice President of Development, Wisconsin Humane Society, Wisconsin, USA Other Articles Tried and True: The IRS Did Charities a Favor What’s Working?: At the Akron Zoo, Donor Engagement is on the Nose! Your Voice: Would you ever consider sending […]

When the Classical Theatre of Harlem lost $60,000 in NEA funding, outrage followed. But let’s strip away the emotion and apply business logic: if your organization can’t survive without a government grant, the problem isn’t the funding cut—it’s your model. The arts shouldn’t have to beg. They should thrive. Planned giving isn’t flashy, but it works. It’s time to move from panic to planning—and build financial independence that doesn’t hinge on politics or pity.

Nonprofits rarely collapse from bad intentions. They collapse because the foundation is cracked. Seven pillars determine survival: strategy, packaging, focus, prospects, outreach, stewardship, and leverage. Miss one and you wobble. Miss two or three and you’re irrelevant. Passion won’t save you. Discipline will. Prosperity isn’t luck—it’s alignment. Ignore the pillars, and you’re building a mission on sand.

At St. Vincent Hospital, the Seton Society transformed major donor relations by engaging members year-round, not just thanking them. Each quarter offered unique experiences: elegant dinners with personalized gifts and speakers, volunteer opportunities, educational sessions, and surprise family events. A rotating planning committee kept ideas fresh. Recognition plaques, recruitment efforts, and volunteer awards deepened involvement. Many donors later joined the Foundation Board, proving genuine relationships outlast any single gift.

First impressions shape how people judge both individuals and nonprofits. Just as social interactions can hinge on superficial questions like “What do you do?” or “Where do you live?”, donors often gauge an organization’s credibility by its branding, not its actual impact. A strong nonprofit brand—through name, logo, messaging, voice, typography, and color—signals capacity and potential, attracting trust, resources, and partnerships that fuel meaningful growth.

In 2017, the Wall Street Journal warned: “Many Colleges Fail in Teaching How to Think.” Eight years later, was it prophecy? Alumni giving is down. Public confidence has collapsed. Colleges are closing almost weekly. Donors now ask: Am I funding thinkers—or just diplomas? Real education, or expensive amenities? If students leave no better at reasoning than when they arrived, why should anyone keep writing checks? The warning was clear. The collapse was inevitable.

Featured Cover Preview Small and mighty: The GOSUMEC Foundation proves that you don’t need to be a big nonprofit to achieve sizable results Dr. Sanjay Bindra, Founder & President,Seth Gordhandas Sunderdas Medical College (GOSUMEC), Mumbai, India Other Articles Tried and True: Clearing up Confusion: The Legacy IRA to CGA Rollover What’s Working?: The 11th Commandment: Thou […]

A nonprofit celebrated 1,270 bequest commitments worth $117 million. Reality check: filtering for actual prospects yielded 55 names. Calling those 55? They reached five people—none remembered making any commitment. The culprit: organizations spending $8,000-$20,000 annually on digital tools, expecting software to cultivate donor relationships. When results disappoint, staff move on, leaving nonprofits with the cleanup. The lesson: five genuine legacy phone calls will always outperform 1,270 fictional commitments. You can't build relationships with shiny website objects.

Harvard: citadel of brilliance or fortress of privilege? For decades, liberals slammed it as an elitist gatekeeper—legacy admissions, donor perks, and wealth dressed up as meritocracy. Now, conservatives aim to gut its funding, branding it a woke factory. Different flags, same battlefield. Reform or revenge—the motives have shifted, but Harvard remains rich, elite, and untouchable. The question isn’t whether it deserves criticism. It’s whether you’d bankroll an empire of inherited advantage… or gamble on the promise of change.

It’s time we stop thinking of young people as future leaders and start recognizing them as current ones. Boards are not clubs for years served but strategic bodies for stewarding the mission. Readiness isn’t about age—it’s about perspective, commitment, and passion. Including younger voices isn’t symbolic—it’s strategic. They bring energy, authenticity, and digital fluency. If your board makes decisions about youth, equity, or tech, their presence isn’t optional—it’s essential. Empower them, don’t just appoint them.

On July 4th, the One Big Beautiful Bill Act (OBBB) became law—prompting predictable panic in the nonprofit sector. Critics decried lower top-tier deductions and a new AGI floor. But pause. OBBB didn’t undercut charitable giving—it strengthened it. By making key reforms permanent, it created clarity: a 60% AGI limit for cash gifts, a new deduction for non-itemizers, and preserved estate exemptions. Just as important, it solidified long-term economic stability—an essential foundation for future generosity. This wasn’t a loss; it was a safeguard. The smart fundraiser sees the opportunity, not the noise. It’s time to stop reacting—and start leading.

Featured Cover Preview Operation Contagious Philanthropy: Finding That Eureka! Narrative to Engage Navy SEALs Kim Rhinehelder, CFRE, National Director of Development & Capital Campaign,Navy SEAL Museum, San Diego, California Other Articles Tried and True: Corporate Sponsorships What’s Working: Reaching Active Duty Seabees Trend or Tale?: Introverts and Fundraising: A Powerful Combination Your Story Matters: From Galas to […]

When donors begin their estate planning journey on your website, they stay within your secure, branded ecosystem. No redirects to third-party vendors. No loss of control over sensitive donor data. We own PlannedGiving.org—the domain trusted by donors, attorneys, and financial advisors nationwide. Your custom URL (yourname.plannedgiving.org) keeps your brand front and center, unlike typical vendor URLs that bury your identity (vendor.com/yourname). Every detail matters when building donor trust and protecting your brand equity throughout the planned giving process.

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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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.

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.

This is an urgent summons to funders, sector leaders, and scholars: The true story of American philanthropy remains buried, its most transformative chapters deliberately omitted. If we dare to understand the real legacy of American generosity, we must confront the systematic silencing of those whose radical acts of collective care built communities, funded freedom movements, and sustained hope against impossible odds. The reckoning is overdue.

Most fundraisers assume they deserve a seat at the table; this tool reveals if you truly do. It tests your grasp of financial metrics, donor intelligence, and strategic priorities—core knowledge that separates respected leaders from the overlooked. You’ll identify gaps in your organizational awareness and uncover the skills that position you as a trusted, data-savvy partner. It’s more than a professional check-in—it’s a reality check on your readiness to lead.

Who is our enemy? The current administration or us? This explosive essay argues nonprofits are committing suicide through moral performance theater. While organizations obsess over donor 'purity tests' and Twitter tantrums, missions collapse and staff get laid off. The brutal truth: accepting 'tainted' money isn't unethical—letting your cause die because you're afraid of headlines is. Universities and government take questionable money daily. Stop letting reputation managers kill your mission. Take the controversial donation, keep the lights on, and help people instead of virtue signaling your way to bankruptcy

Featured Cover Preview The Power of Partnership in Fundraising: Donors Step Up When You Make Them Feel Integral To Your Mission Nate Broeckert, Executive Director,Coal Creek Meals on Wheels, Lafayette, Colorado Other Articles Tried and True: Four Tips to Push Forward in Times of Uncertainty What’s Working: Mastering the Basics: A Beginner’s Guide to Effective Fundraising […]

Today’s 10-year-olds will inherit and create more wealth than any generation before them—yet we wait until age 40 to talk to them about philanthropy. That’s a strategic mistake. Habits form early, and if we want generosity to be part of their identity, we must start now. Philanthropy isn’t a transaction—it’s a belief system. Waiting means forfeiting influence over the values of those who will soon control trillions. The future of giving starts younger than you think.

We're thrilled to share that Patrick O’Donnell will be taking the helm of GIVING magazine as executive editor, and will also serve as editorial director for GIVING’s sister site, Philanthropy.org. Patrick is a writer, editor and author who brings more than 30 years of experience to the table. He’s been working with the PlannedGiving.com brand for almost a decade, specializing in storytelling, attention-grabbing appeal letters, and planned giving content.

Inspired by Your Next Five Moves by Patrick Bet-David, this article reframes nonprofit leadership through bold, unapologetic strategy—not survival. It’s for leaders who want impact, not inertia. It separates those in denial from those ready to take action. And if you’re not a CEO? Read it anyway. You'll understand how real leadership thinks—and become one faster. If you’re tired of playing checkers in a chess world, it’s time to think five moves ahead. Your mission deserves nothing less.

The most meaningful gifts aren’t given out of impulse—they’re reserved for those who’ve earned lasting trust. If your organization hasn’t shown it’s built for the long term, don’t expect to be remembered when it matters most. Donors don’t leave legacies to nonprofits scrambling to survive. They choose the ones that act like they belong in the future. If your message ends with “we need help,” you’ve already lost. The real question is: Are you worthy?

As we drive through our neighborhoods, each home tells a different story. On one side, mornings begin with breakfasts, school runs, and fresh energy. On the other, night-shift workers are winding down, reflecting on the day’s lessons. Our perspective defines what we see—hope or fatigue, beginnings or conclusions. By asking, “What does this look like from the other side of the street?” we open the door to empathy. In families, communities, and work, this simple shift can build deeper understanding, turning judgment into connection and isolation into belonging.

Laura MacDonald discusses how nonprofits face recurring disruptions but historically remain resilient. Despite challenges like COVID-19, tax changes, recessions, and current political anxiety, charitable giving has averaged 6% growth since 1967. She advises organizations to project resilience, sustain relationships, respond strategically rather than react, and adopt donor-centric approaches. Rather than making preemptive decisions for donors, nonprofits should stay the course and continue their missions, as anxiety is the enemy of philanthropy but donor confidence typically rebounds within 6-18 months after disruptions.

The author argues that true stewardship requires humility and self-awareness, not just good management skills. Many stewardship efforts remain transactional rather than transformational due to lack of humility. The solution involves self-stewardship through 15 attributes of humility, including being teachable, correctable, and focused on helping others succeed. A donor-centric approach requires genuine curiosity about donors' passions and motivations. Effective stewardship involves asking better questions, deep listening, and building meaningful relationships. Ultimately, stewardship isn't about money or control—it's about love and compassionate service to others.

After five decades in nonprofit development, the author explores why donors openly discuss outright gifts but become secretive about planned giving. Key barriers include fear of mortality, financial insecurity, complexity, trust issues, family dynamics, and concerns about increased solicitation pressure. The $84.4 trillion wealth transfer opportunity is significant, yet fewer than 25% of donors with charitable estate plans notify organizations. Success requires building trust, simplifying processes, emphasizing confidentiality, creating legacy donor communities, and prioritizing family needs first before introducing charitable considerations.

DAFs are where generosity goes to nap. With over $160 billion sitting idle, donor advised funds are the polite face of philanthropic procrastination—wrapped in tax breaks, moral applause, and just enough paperwork to feel productive. Whether you're funding climate activism, the NRA, or a dog yoga retreat in Boulder, DAFs let you delay real giving while looking like a hero. This satirical exposé unpacks how DAFs function as legal laundromats, helping donors stall while nonprofits wait... and wait. And wait.

The real wealth gap isn’t money—it’s mindset. Most fundraisers think too small, failing to grasp the scale their donors operate on. A million seconds is 11 days; a billion is 32 years. That’s not clever—it’s clarity. A $1.2M net worth worries about healthcare; a $500M net worth builds dynasties. If you approach them the same way, you’ve already lost. Legacy giving isn’t just for the elite—it’s your greatest untapped asset. Stop thinking small. Your mission deserves better.

Featured Cover Preview The Donor Experience: A Culture Shift That Changes Everything Heidi Bagwell, CFRE Director of Donor Relations,Easter Seals Midwest, St. Louis, Missouri Other Articles Tried and True: How to Successfully Make Your First Major Gift Ask What’s Working: “What Would We Ever Do Without you?” Starting Planned Giving Conversations with Heart Trend or Tale?: […]

This is not the time for small goals or playing it safe. Nonprofits are facing unprecedented challenges — and only those willing to expand, reinvent, and invest will thrive. This candid, no-nonsense post delivers five essential do’s and don’ts to help your organization rise above survival mode and embrace a bold, future-focused vision. From board priorities to fundraising strategy, it’s a practical roadmap for leaders ready to act with courage, clarity, and conviction in a world that demands more.

Planned giving remains one of the most powerful yet underutilized tools in nonprofit fundraising. This article explores why organizations overlook it, the cultural and systemic reasons behind short-term thinking, and what it takes to cultivate long-term donor relationships. Through practical insights, emotional truths, and a self-assessment checklist, it challenges nonprofits to plant the seeds of legacy today—because the fruit, and the future, depend on it. Elegant, honest, and quietly urgent, this is fundraising philosophy in action.

As donor expectations evolve, today’s philanthropists are seeking more from their financial advisors—beyond tax advice. They want strategic, values-aligned giving plans that include family, legacy, and impact. With over $84 trillion expected to transfer across generations by 2045, advisors who understand charitable tools like planned giving and donor-advised funds are well-positioned for growth. Learn how integrating philanthropy into your financial planning services isn't just good ethics—it's smart business.

Most will tools are built for transactions, not legacies. LegacyPlanner™ redefines estate planning by integrating it into the donor journey—educating, inspiring, and deepening engagement along the way. It’s not just about creating documents; it’s about creating impact. As philanthropy evolves, so must our tools. LegacyPlanner™ offers a glimpse into how estate planning can become a central part of donor-centric fundraising strategies.

Featured Cover Preview Rooted in Resilience: A Fundraiser’s Journey from Family Legacy to Global Impact Paul Yeghiayan, CFRE Senior ConsultantBenefactor Group, Columbus, Ohio Other Articles Tried and True: The Invisible Man: Our Work as Porters What’s Working: Grant Writing Made Simple: Best Practices for Success Trend or Tale? Two “I”s Are Better Than One: Artificial Intelligence […]

Featured Cover Preview From Stage to Storytelling: How Creative Backgrounds Shape Fundraising Success Emily Wills, Development DirectorMadison Reading Project, Madison, Wisconsin Other Articles Tried and True: Honoring Lives, Building Legacies How Named Funds Drive Lasting Impact What’s Working: QCDs Part Two: Getting The Conversation Going Trend or Tale? The Power of Personal Values: Inspiring Giving Through […]

Nonprofit giving has declined by $65 billion since 2021, a staggering number influenced by multiple factors. Economic challenges like inflation and market volatility contribute, but there's also a deeper crisis of confidence among major donors. Some feel that nonprofits, especially in higher education, no longer align with their values, leading to hesitation in giving. Additionally, the rise of presentism—judging historical figures by today's standards—has led institutions to remove donor names from buildings, further eroding trust.

The planned giving community has lost two giants—Roger Schoenhals and Lindsay Lapole—whose contributions shaped the profession for generations. Roger, founder of Planned Giving Today, provided invaluable insights into the practice of planned giving, while Lindsay’s leadership at the ACGA strengthened governance and education in charitable gift annuities. Their legacies live on through the professionals they mentored and the programs they established. In recent years, we also lost Deb Ashton and Robert Sharpe—both dear to my heart and pillars of our field.

The free money era is over. Community foundations and major donors are done funding nonprofits that refuse to plan for the future. If your organization is still relying on grants and emergency appeals, you’re already on borrowed time. No more free rides—it’s survival of the smartest. Funders want to invest in organizations that take sustainability seriously, not those stuck in a cycle of dependency. Stop begging. Start planning. Build an endowment. Invest in planned giving. Adapt, or get left behind. Because in today’s nonprofit world, only the strong will survive.

With potential government funding cuts, nonprofits must resist fear-driven reactions and focus on what truly secures their future: philanthropy. Grants come and go, but donor relationships, major gifts, and planned giving provide long-term stability. Relying on political shifts is a gamble—fundraising is the only strategy that puts nonprofits in control. Every handout comes with strings attached, and eventually, those strings can tighten. Now is the time to invest in donor engagement, think strategically, and build financial independence. The strongest nonprofits aren’t the ones that panic; they’re the ones that plan.

Featured Cover Preview Authenticity in Action: Mastering the Art of Nonprofit Storytelling to Inspire Giving Karen Alonso, Vice President of MarketingUnited Way of Southern Nevada, Las Vegas, Nevada Other Articles Tried and True: The Unitrust Foundation What’s Working: The Lasting Power of Trust Building Truth or Tale? The Case For Staying Your Story Matters: From $80k to $27M: […]