A Fundraiser Walks Into a Bar

Depicted illustration of a male fundraiser with a glass of beer.

In Brief

Every good story starts with a setup. It doesn’t matter if it’s a joke, a novel, or a blockbuster movie—the beginning is where you learn what’s happening, who’s involved, and why it matters. Without it, the rest of the story just doesn’t land.
Reading Time: 2 minutes

People are investing in their legacy.

Every good story starts with a setup. 

It doesn’t matter if it’s a joke, a novel, or a blockbuster movie—the beginning is where you learn what’s happening, who’s involved, and why it matters. Without it, the rest of the story just doesn’t land. Think about it: if you only caught the last 20 minutes of Star Wars, you’d be completely lost. “Why is everyone so worked up about this Death Star? And what’s going on with Leia’s hair?”

The same rule applies to fundraising. Donations are like the big finale of your nonprofit’s story—the part where all the effort, trust, and communication come together. But just like a story doesn’t work without a setup, fundraising doesn’t work without preparation; without relationships. If people don’t know who you are, what you stand for, and why they should care, it’s going to be really tough to inspire them to give.

Build Your Foundation

This is why the “setup” is so important. Donors want to trust your organization and feel confident that their support will make a real difference. And that confidence, that trust, has to come from you. But it doesn’t just happen on its own—it’s something you build over time through consistent communication and transparency. People need to see you as credible, capable, and aligned with their values. Otherwise, asking for their support can feel like trying to sell a house without bothering to clean it up first. It’s just not going to happen.

That’s why successful nonprofits invest in marketing and brand-building. It’s not just about making your name known—it’s about helping people understand what you do and why it matters. It’s also why building relationships is so important. It’s about creating a connection so that when you do ask for support, it feels natural. Donors want to feel like they’re an integral part of your story, not just someone you’re hitting up for cash.

Just this morning I was talking with Dr. Eddie Thompson, Founder & CEO at Thompson & Associates Estate Planning, when he reminded me that, “You can have all the gadgets and trinkets you want, but it comes down to communications and relationships. Fundraising to me is like banking, where you have to make a number of deposits before you make a withdrawal. Those deposits are visits and relationship-building activities.”

Focus On the Setup

The truth is, people want to give. They want to help causes that inspire them—but they also want (need!) to trust the people running those causes because they are investing in their legacy. And trust doesn’t come from a slick campaign or a single great appeal. It comes from showing up, being transparent, and proving that you’re the real deal. It comes from doing the setup work.

So, when you’re thinking about your next campaign or donor outreach, take the time to set the stage. Share your story. Help people understand who you are, what you stand for, and why they’re an essential part of what you do. Because if you get the setup right, the ending—those much-needed donations—will feel like a natural conclusion to a story they’re proud to be part of.

  • Viken Mikaelian founded PlannedGiving.com in 1998 and has spent nearly three decades advising and training nonprofit professionals responsible for billions in charitable gifts. He has presented at over 500 fundraising conferences and is widely published on planned giving strategy. Viken is the founder of Philanthropy.org and publisher of GIVING Magazine.

    View all posts

Browse by Topic

Colored open hand illustration

Seeking Visionary Voices

We occasionally publish thoughtful perspectives from practitioners and researchers shaping the future of philanthropy.

Learn about contributing.

Related Posts

Man standing at a forest crossroads symbolizing reevaluation and change

Time to Move On – The Reason Relationships End

Most relationships don’t end in drama. They erode quietly as priorities shift, leadership changes, and implicit contracts expire. Longevity is not proof of alignment. Sometimes what feels like betrayal is simply evolution. The real mistake isn’t moving on—it’s pretending nothing changed while the cost of staying continues to rise.

Read More »

The Authenticity Imperative: Lessons from Bad Bunny’s Super Bowl Performance

Bad Bunny’s Super Bowl performance illustrates the power of authenticity. In health research and advocacy, honoring language, culture, and community values leads to stronger trust, better data, and improved outcomes. Studies on culturally tailored diabetes programs confirm this impact. Communities must be partners, not subjects. Funders must support inclusive, community-driven research to sustain meaningful progress.

Read More »
Faucet slowly leaking water

Your Bequest Pipeline Has a Leak You Can’t See

Donor-advised funds now hold over $251 billion in assets — and wealthy donors are increasingly routing legacy gifts through DAFs instead of direct bequests. When that happens, your organization moves from confirmed allocation to discretionary intent. You lose visibility. You lose influence. And revocations happen quietly, inside estate documents you were never invited to review. The bequest isn’t dying. It’s being restructured around you. The question is whether you’re inside that structure — or outside it.

Read More »

Action Creates Confidence: Why Nonprofit Leaders Must Ask Before They FEEL Ready

Nonprofits don’t stall because of bad missions or weak strategy. They stall because leaders are afraid to ask. Research shows most executives understand fundraising—but freeze when it’s time to execute. Donors want to give. Leaders hesitate. The breakthrough isn’t more training. It’s action. Confidence follows behavior, not the other way around. Ask first. Feel ready later.

Read More »
>