Visionary Voices

Visionary Voices is all about sharing bold ideas, lessons learned, and insights that can truly make a difference in philanthropy. Whether you’ve developed a unique strategy, discovered powerful lessons from challenges, or have expert advice to help others grow, your voice matters here. Stories of success—and the valuable insights gained along the way—have the power to inspire, connect, and spark conversations that move the sector forward. Share your expertise or personal experiences today, because the future of giving needs voices like yours. Contribute and be part of something bigger.

Man in a panic (humorous image with exaggerated expression)

Donors Can Smell Fear

Fear is nonprofit kryptonite, and donors can smell it from miles away. While you’re clutching your pearls in your vanilla comfort zone, bold organizations are reinventing the game. Crisis doesn’t care about your five-year plan or your committee meetings – it’s already here, separating the leaders from the excuse-makers.
Here’s the brutal truth: Your competitors aren’t waiting for permission to innovate. They’re treating their nonprofits like the businesses they are, while you’re still debating whether to rock the boat. The next crisis won’t care about your comfort zone, and neither do your donors.
The choice is yours: Keep covering your back in mediocrity, or step up and lead. Just remember – no one ever changed the world by playing it safe.

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Single pawn stepping out of the rest depicting unfair with a sad face

The System Is Not Unfair

Fairness is subjective, often rooted in financial literacy gaps, not systemic bias. The system rewards those who understand its rules and take personal responsibility, while ignorance fuels the illusion of unfairness. Genuine inequalities exist but don’t define the entire system. This nation offers many free resources—take advantage of them. Blaming the system disempowers; mastering knowledge, strategy, and effort empowers. Success favors those who learn, adapt, and take control.

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Two men facing away - democrat and a republican

Next 4 Years: Thrive or Survive?

The next four years are yours to shape, no matter who sits in the Oval Office. In times of change, there are three types of people: the delusional, the passive, and the ones who take control and make it happen. Success isn’t about luck—it’s about mindset, action, and personal growth. While the world around you may be chaotic, you have the power to focus on what you can control: your mindset, your skills, and your network. Stop waiting for someone else to change things for you. Will you rise, or will you let life happen to you like the 98% who do nothing but hope and complain? The choice is yours.

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Woman applauding at a gala dinner

The Art of Giving vs. Tuxedos and Hors d’Oeuvres

Philanthropy: Heart Over Glitz! When we think of philanthropy, it’s easy to picture glamorous galas, tuxedos, and polished speeches. But true giving isn’t about appearances; it’s about connection. It’s about seeing someone’s need, extending a hand, and recognizing our shared humanity. From small gestures, like a simple brownie shared in a dark time, to life-altering mentorships, the essence of philanthropy lies in the heart behind the act. This isn’t about wealth or prestige—it’s about kindness and the power it has to transform lives. Let’s explore how authentic generosity, no matter the scale, can create ripples of meaningful change.

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Woman looking out the window open to opportunities

Window of Opportunity for Nonprofits

You do not have much time. Over the next fifteen years, Baby Boomers will pass along a staggering $84 trillion to their heirs and to the causes they care about—an incredible $12 trillion of which could land in nonprofit coffers. Is your organization ready to claim its share of this once-in-a-generation opportunity? Setting up a planned giving program doesn’t just secure your mission’s future; it also boosts your nonprofit career. Keep reading to find out why planned giving is the key to unlocking lasting financial stability, deeper donor connections, and valuable leadership opportunities in the sector.

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Senior looking into the future to make an impact.

Smarter Giving: How Seniors Can Make an Impact and Save on Taxes

Did you know giving to charity can save you money on taxes while making a real difference? Surprisingly, fewer than 40% of wealthy retirees know about tools like Qualified Charitable Distributions (QCDs) and Donor-Advised Funds (DAFs) that help them give smarter. If you’re 70½ or older, QCDs let you donate directly from your IRA, lowering your taxable income and helping you meet Required Minimum Distributions to avoid penalties. DAFs, on the other hand, offer flexibility to donate now, decide later, and even grow your contributions tax-free. Learn how these strategies can work together to maximize your impact and align your giving with your goals.

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Thora, a Norwegian Elkhound

The Real Cost of Pet Ownership

Thirty years ago, I said goodbye to Thora, my loyal Norwegian Elkhound, as she gave me one last, loving lick—a silent goodbye that still lingers in my heart. Pets teach us unconditional love, but their time with us is far too short, leaving behind lessons in loyalty and the need to plan ahead. From my Yorkie Chloe’s antics to my sister’s legacy fund for UC Davis Veterinary School, I’ve seen how planning can turn love into lasting impact. Pets enrich our lives, but their care—and the inevitable heartbreak—require foresight. Let’s honor their love by preparing for both their joy and their loss.

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Estate Planning Blocks

Rethinking Estate and Charitable Planning: Insights Beyond the Ultra-Wealthy

Rather than fixating on the ultra-wealthy, whose financial maneuvers dominate headlines but offer limited societal impact, we should shift focus to wealthy retirees—a much larger, reachable group navigating real financial challenges. These individuals, who have diligently saved through 401(k)s and IRAs, face issues like managing Required Minimum Distributions (RMDs) and effective estate planning. Tools such as Qualified Charitable Distributions (QCDs) and Donor-Advised Funds (DAFs) provide retirees with opportunities to reduce taxes, secure their legacies, and amplify their philanthropic impact. By engaging this demographic with proven strategies, fundraisers can foster meaningful giving that benefits both families and communities, driving scalable and lasting change.

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Community

The Power of Community in Primal Fundraising: I’m Not Just Giving, I’m Sharing!

Imagine this: You’re not just writing a check—you’re building something bigger. Giving feels like handing something away, distant and one-sided. But sharing? Sharing connects us. It makes us part of a community, part of a story, part of each other’s lives. This isn’t just about fundraising; it’s about belonging. In this piece, you’ll discover how asking people to share—not just give—can inspire deeper connections, lasting generosity, and a stronger sense of purpose.

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