From Spare Change To Real Change: Enlightened Philanthropy And How To Achieve It For All

From Spare Change to Real Change:
Enlightened Philanthropy and How to Achieve It For All

In the previous blog, Why Visualization is the Key to Success, we talked about the importance of visualization to help donors, their families, and their advisors construct major and or planned gifts. This blog will continue the conversation, specifically focusing on how this visualization method pertains to stocks.

Here’s what you should know.

Option 1: Stocks and Mutual Funds

As briefly discussed in our last blog, the GIFTABULATOR is the best tool to use when helping illustrate estate, financial and philanthropic planning. It helps you minimize taxes while making the world a better place through planned or major gifts.

And — believe it or not — cash is not always king in the world of philanthropy. While many donors choose to donate using cash, it isn’t always the right move. What often happens is that donors will sell stocks in order to give a tax donation. Unfortunately, selling appreciated assets leaves the donor with the responsibility of paying capital gains tax.

Instead, they could select to gift their stocks to their charity of choice. This gives the donor a tax reduction and helps them avoid paying a capital gains tax in the process. Additionally, depending on the size and type of their gift, it could also lead to a reduction in their taxable estate.

Calculating a Tax-Efficient donation is really easy when it can be visualized. First select the Province you live in. Let’s select British Columbia for our example.

Then you’ll be prompted to select an asset. For this blog select Stock. You will see that the current value of the asset is $100,000. Feel free to change the asset to any amount.

Giftabulator will then have the amount that you paid for your asset that is now worth $100,000. Populated into the app is amount suggesting you paid $25,000. You have a taxable capital gain of $75,000. $100,000 – $25,000. That math was simple. Now with the information you have input Giftabulator will calculate how much tax you owe on your capital gain if sold.


By inputting a donation amount of $10,000 you will see on the coloured charts your $10,000 donation which is illustrated in green. As well, you will see your tax credit from your $10,000 donation of $4,529 in blue. The red chart represents the tax you will owe from your $75,000 taxable capital gain. With your $10,000 donation your taxable capital gain has been reduced from $14,749 to $10,220. Finally, the actual cost of your $10,000 donation is illustrated in gold as $5,471. 

Including Every Donor in the Conversation

Recently, we came across the article Making the Most of Mid-Level Donors. The authors, Sarah DiJulio and Yoonhyung Lee, state, “Mid-level donors are often overlooked at non-profits, even though they are among the most generous and loyal supporters and may have the potential to give much more if they are treated well. How can your organization attract, keep, and inspire mid-level donors to give more?” 

The reality is that these mid-level donors are the backbone of your organization’s annual funding. The issue is how to convert many of these donors into major gift and planned giving donors. The key is to provide the tools that can illustrate the benefits associated with a larger donation and indicate where the funding can be sourced. Since most donors give from the “wallet” in the form of a credit card, cheque or cash, the ideal major gift should be sourced from appreciated assets with a taxable capital gain. 

Why is this important for your donors to know? Illustrating a donation from an appreciated asset with a taxable gain will help the donor understand the benefit associated with a donation on which they will be paying tax if not used partially or wholly as a charitable gift. After all, no one wants to pay tax, and you’re providing them a fulfilling alternative through a donation to your organization!

Final thoughts

Over the next several weeks, we’ll be discussing all of the ways that potential donors can give to your organization. In fact, so many may not know that the money that they have in stocks can become a charitable gift. That “spare change” they have lying around can create real change — especially if you include every donor in the conversation!

Blog Visualization

Why Visualization is Key to Major and Planned Giving Success

In the past several blogs, we’ve covered five of the seven steps of FUNDING matters, Power Donor Experience (PDX). The goal of the PDX is to help individuals and organizations visualize how they need to manage the relationships and develop a prospect pipeline. Underlying all of the steps is the ability to visualize that donation at the end of the tunnel.

In this Harvard Business Review article, Scott Berinato argues that there are four different types of visualization, but all are just a means to an end. “Visualization is merely a process. What we actually do when we make a good chart is get at some truth and move people to feel it—to see what couldn’t be seen before. To change minds. To cause action.”

This blog will focus on why visualization is the key to success as you continue to engage donors and how you can help them visualize their future contributions.

How Visualization Can Help You 
The PDX lays out several visualization steps for you – perhaps you just didn’t know that’s what they were until right now. The most prominent are Step 1 and Step 4.

Step 1 (Brainstorming and Strategy) is perhaps the greatest opportunity for visualization. Berniato references brainstorming directly as a key tool in idea generation. Whiteboards, butcher paper, the back of a napkin, or a Google Doc – however you brainstorm best is up to you, but this type of visualization is seen as a way that business can work and answer complex challenges. For you, it’s how you will ensure planned giving success. You’re laying the foundation and beginning the process of identifying, cultivating, and soliciting high-net-worth donors.

Step 4 (Communication) is also a highly-valuable step in the visualization process. This is when you have the opportunity to prepare communication materials to build your prospects’ enthusiasm and commitment. This is what Berniato calls “idea illustration.” He says the focus should be on “clear communication, structure, and the logic of the ideas.” By creating these materials, you’re able to visualize the optimal outcome (a donation), and your donors are able to visualize donating themselves.

How To Help Donors Visualize
 Helping donors visualize is also essential to achieving major and planned giving. As noted above, you directly help this process along in Step 4 of the PDX by providing written materials, but what if there was an even better way? Say you have a donor who lives in Ontario and their household income is in the range of $95,000 and $115,000. This range indicates their tax bracket on income. They have been contributing $1,000 to your organization each year in December as part of their year-end tax planning. They support your mission as both a donor and a volunteer, and you feel secure in their commitment to your organization.

Now, you want to show them a simple illustration of another method of tax-efficient giving that they may do at any point in the year. Ideally, this would be triggered by growth in an asset like a publicly-traded stock or a mutual fund. If they purchased Shopify shares at $100 per share and today their shares are worth $1,500, their capital gain on their Shopify shares is $1,400. If sold, they would be required to pay the tax on the capital gains.

In helping your donor visualize how the part of all of the tax on their capital gain can be used to make their donation, it demystifies the donation process and allows them to visualize actually make that donation. In the end, this makes both you, your donor, and your organization happy.

Fortunately, you don’t have to sit with each and every prospect donor and lay out all of the different options. The GIFTABULATOR does this for you. Here what it will show donors:

  • How they can support your charity without impacting their lifestyle
  • How a donation to your charity can help them minimize their taxes and those of their beneficiaries
  • How they can ensure that their values and beliefs are reflected in their estate planning choices
  • How their potential to give back is based on their assets as opposed to their income

Final Thoughts 

Visualization is key to major and planned giving success because it allows both you and your prospective donor to better understand how you can make it happen.

As Yogi Berra once said, “If you don’t know where you’re going, you’ll end up someplace else.”

For more information on the GIFTABULATOR, visit here. It’s easy to understand, use, and explain. It’s a tool individualized for each prospective donor that will demonstrate their potential giving capacity and help them visualize donating to you.

Step Five: Physics In Fundraising: How To Use Leverage And Friends To Lift Heavy Objects

Physics in Fundraising: How to Use Leverage and Friends to Lift Heavy Objects

Physics is a science that deals with matter and energy and their interactions. Matter and energy are both required to successfully raise funds. 

Fundraising is a never-ending race, and in order to maintain your speed, your organization must use leverage through your or your stakeholder’s efforts to engage prospects. Leverage builds on the interests, values, priorities, and intent of your donors.

Leverage can also mean taking something you’ve done previously and using it to its maximum potential or advantage to increase your results in the future, especially where your donor has demonstrated interest.

Just as we have addressed in the previous blogs (Step 4: Communications and Step 3: Connectors), having a series of conversations with your donors will uncover some of their “hot spots” for giving and their personal feelings toward your organization. Building a discussion around their values provides tremendous insights and can make a tremendous difference for both your donor and your organization.

To obtain major and planned gifts for your organization, FUNDING matters recommends using leverage and alliances in engaging prospects. In this blog, we’ll discuss how leverage helps prospects understand the benefits and impacts of major or planned gifts. Let’s get started.

What are the three steps to using leverage and alliances to cultivate prospects?

1. Understand the donor and their family’s interests, values, views, and priorities. The insights can be sought through brainstorming, research, and support provided by volunteers and/or stakeholders; or just having a conversation with the prospect.

2. Engage your network and connections in prospect engagement. This will help open doors that seemed impenetrable. Your stakeholders or friends can act as links to individuals that you weren’t sure how to connect with.

3. Introduce relevant estate, financial, and taxation planning. This type of planning with their families and advisors can make a tremendous difference and increase donations by generating a larger tax credit to reduce taxable capital gains.

Success in any fundraising initiative depends on your ability to connect your charity’s mission, goals, and objectives with the donor’s values, views, interests, and priorities. Research makes this connection. Your charity can find where the money is through prospect research (Step 2: Prospect ID and Research) either directly or indirectly. Let me explain further.

I can’t tell you how often I have been approached by a volunteer in an organization who offers a name of an individual that I should approach. The prospective donor was never on anyone’s list to approach for a donation, but there we are finding a way to reach out. The volunteer not only offered the name but also  a willingness to facilitate the introduction. These hidden gems are only unearthed through alliances that are in many cases not obvious.

The second step in this process is utilizing the Leadership Committee’s relationships and connections in prospect engagement. Typically, FUNDING matters will invite prospects to use the Giftabulator Best Ways to Give web app at this stage. This allows prospects to explore the idea of giving a gift.

Developed by FUNDING matters Inc., the Giftabulator ”Best Ways to Give” illustrates how to structure major and planned gifts. Giftabulator Best Ways to Give allows individuals to privately run through multiple major and planned giving donation scenarios.

The Giftabulator optimizes the donations section of your client’s website to guide individuals through the process of formulating a gift that is tailored to their unique financial situation. They’ll ultimately come away with the knowledge that making a gift to your campaign is achievable.

Throughout this process, the Leadership Committee and prospects develop an alliance. While major and planned gifts from total strangers occur, they are exceedingly rare. Coordinating deeper relationships with prospects through genuine engagement helps to solicit major and planned gifts in the future. FUNDING matters can help facilitate the cultivation and solicitation process.

We understand the need to engage in discussions with family, financial and legal advisors, and accountants. We know that taking these steps can ensure a successful legacy, and we take great care in developing customized, compelling, and well-thought-out proposals that specifically address donors’ needs and expectations. These proposals also help to maximize our revenue.

Throughout the fundraising process, FUNDING matters provides its clients with the experience, judgment, and wisdom of our counsel. This third step pertains to the ability to discuss relevant estate, financial, and taxation planning with your prospect. It is highly important for the family of the prospect to feel comfortable with their donation when it comes to discussing philanthropy with prospective donors and their families.

Why does this approach work?

Relationships between organizations and prospects begin with knowledge and evolve through the stages of interest, investment, and finally, ownership. Cultivation helps accelerate the process and increase the likelihood of securing the maximum gift possible.

Unless there is a corresponding readiness to give, the capacity to give will not necessarily result in a proportionate gift. Establishing a relationship (alliance) between the organization and the prospect before asking for the gift provides additional leverage.

Finally, in addition to the on-going personal cultivation by the campaign leaders, it will be necessary to hold a series of meetings where prospective donors and leaders can learn more about the project. In most cases, these meetings will be one-on-one (Step 1: Virtual Brainstorming).

Final thoughts

In this blog, we talked about Step 5: Leverage, which helps to engage with prospects in a way that allows them to understand the impact of major or planned gifts. The never-ending race of fundraising is always more successful if you’re coordinated in your approach and prepared to demonstrate impact. 

You can learn more about the GIFTABULATOR here and read more about the 7 Step Power Donor Solution here.

Happy fundraising.

Step Four: Fostering Effective Communication With Donors

Step Four: Fostering Effective Communication with Donors

In steps 2 and 3, we talked about cultivating relationships and building connections with prospective donors. Unfortunately, all of this can quickly fall apart if effective communication isn’t established. Step 4 is focused on donor communication and how implementing strong communication in your process can improve commitment and motivate individuals to consider making a major or planned gift by showing them both the immediate and long-term impacts.

What’s the best way to communicate with donors?

When deciding whether to donate, people primarily make their decision to support a campaign based on the person who is soliciting their support. Others will judge the campaign’s worthiness based on the contents of campaign communications materials and activities. As such, you should draw up various campaign materials that help you properly communicate with donors. Below, we list a variety of documents that keep your target audiences updated about any new developments.

  •  The Case for Support

If you’ve never heard of a Case for Support, you’re not alone. While brochures and websites are fairly common, fewer people have heard of a Case for Support unless they’ve worked in this space previously. Let’s jump into an explanation, so you can truly understand why it’s so essential that your organization has one. The Case for Support is a living document that tells the reader the story about your organization, why it exists, and who it serves. It is built around the framework of your vision, mission, and need.

  • Strategic Plan

The Strategic Plan addresses the direction for the organization based on the feedback from stakeholders. It is a critical document and allows stakeholders the opportunity to share and discuss the strengths, opportunities, threats, and weaknesses. This keeps everyone on the same page.

  • Fundraising program website

A fundraising website is a starting point for communication. Today, it’s arguably the first place that anyone would go to learn about your organization and provides countless avenues for you to connect with prospective donors. If you want to create an email

  • Letters

Donation letters are a common tool that charities use to entice prospective supports to donate. These don’t often have the depth that a typical brochure would. Instead, they’re short and address a specific need that your organization is trying to meet. They also typically include a written ask for a donation.

  • Brochures

We’ve all been handed brochures at one time or another. These are short and sweet ways to walk us through any given topic. They take your cause and break it down into a condensed format that any prospective donor can easily understand.

  •  Proposals

These materials help to explain your fundraising program to your donor and encourage their investment in your charity’s cause through a major or planned gift. Don’t write a proposal unless your donor asks for one. Develop a proposal together!

Final thoughts
You may be thinking, “What about a simple phone call or email?” and yes, those do have a time and place in donor conversations as well. However, the communication methods we listed above are common effective ways that you can put your best foot forward with prospects and come out of the interaction successfully. For more on Step 4 (or any of the 7), check out the 7 Step Power Donor Solution.

Happy Fundraising.

Step 3: Connecting

Family Day… Remember, You Can’t do it Alone. It Helps to Have Connections.

Why every charity needs a Godfather or Fairy-Godmother 

Engaging stakeholders has long been a struggle for charitable organizations. This is a core element of charity marketing, and yet, it’s hard to even start the conversation. How do you discuss estate and philanthropic planning? How do you break the ice and make planned giving an easily understood and explained topic? This is where “connectors” come in. Connectors are individuals who build bridges to prospects. In this blog, we’ll learn why every charity needs these connectors, or ambassadors, to act as lifelines to funding. Let’s get started.

Who are connectors?

In some way, connectors have created an association or formed a charity and your prospects. These links produce the potential for prospects to be influenced into donating to your charitable organization. Connectors can identify individuals who may be promising prospects. They can make introductions to people who can help you network with prospects. Or perhaps they can be part of the cultivation or solicitation process itself. A good connector can wear many different hats as a donor, volunteer, employee, or other individuals that a board member knows personally.

How do we use connectors to our advantage?

When you initially think about connectors, you may consider people you already work with, namely those on your Leadership Committee. However, connectors can be anyone, and the more connectors you identify the better! Think of connectors as an army of individuals working on your behalf to expand your fundraising efforts. If you only have a connector or two working to raise funds, it will be difficult. If you have hundreds, the load lifts significantly.

Who can we consider connectors?

As noted above, a connector can be anyone. Here’s a shortlist of who may be a connector for your organization. This can help you as you begin to brainstorm.

  • Donors 
  • Volunteers
  • Employees
  • Professional advisors (financial or legal)
  • Outside individuals known personally by the board member
  • Leadership Committee members

Your leadership committee members are particularly important to this process. To help set up your charitable organization for success, identify and enlist individuals who canjoin the fundraising team for your Leadership Committee. Ideally, these individuals would fit at least one of the following criteria.

1. A passion for your cause
2. A willingness to donate a major gift
3. A meaningful connection to your charity’s prospects

Engage this team as you seek funding. They are a resource to you and utilizing them throughout your fundraising program. As they are passionate enough about your cause that they see the value in donating themselves, they will be more successful in discussing your mission with prospects and other connectors, which in turn, results in major and planned gifts.

Additionally, it’s essential to consider financial and legal advisors as key connectors. They also offer a unique business building opportunity. When they have discussions with clients regarding charitable giving, they can present a variety of choices. As a trusted individual in that scenario, they serve as a key networking resource. Without them, you may never connect with certain individuals. With their support, your ability to reach and engage an entire community is vastly expanded.

Final thoughts

Don’t wait for donations to fall from the sky! Use your charity’s connectors to help build the connections you need to be successful. For more information, read about the 7 Step Power Donor Solution. You can also visit FUNDING matters here.

Happy Fundraising.

Valentines Day

💝💝💝 … Better Than a Box of Chocolates!

Forrest Gump is known for the famous quote, “My mom always said life was like a box of chocolates. You never know what you’re gonna get.”

And in general, this sentiment holds true…especially when it comes to charitable funding. Charitable organizations work long and hard to foster relationships with potential donors, set up conversations, work in their ice breakers, and maybe (MAYBE!) get a donation. 

But FUNDING matters wants to help. We’ve developed our GIFTABULATOR app with this particular dilemma in mind, and we’d argue that it’s better than a box of chocolates for your organization this Valentine’s Day (don’t tell your sweetheart!). Keep reading to learn more about this interactive and intuitive tool.

What is GIFTABULATOR?

Each year, roughly $21.8 billion (an average of $142/person) is spent on Valentine’s Day each year…imagine if that went to charitable giving. This phenomenon illustrates something crucial. Although consumers are willing to spend money, they’re not always clear on their financial goals. They spend money on Valentine’s Day and forego charitable giving that can aid their community for years to come. If your charitable organization is seeking donations, it’s up to you to help donors understand how they can make it work financially. This will be the tipping point that takes them from “donating to charity is nice” to “donating to charity is part of my budget.”

Fortunately, FUNDING matters has a solution for you. GIFTABULATOR is an app for charities, donors, advisors, etc. to illustrate the best ways for individuals to give to charity and to make a positive difference in their communities while decreasing their taxable capital gains either now or in their estates. In short, it’s an easy way to help your donors understand their financial goals while giving back to their community.

What can GIFTABULATOR demonstrate?

Individuals need to see the real impact of effective estate planning, charitable giving and tax minimization. Without a tool to do this, the idea of giving pre-tax dollars is just an abstract idea…spending money on Valentine’s Day chocolate seems more fulfilling. 

Now, you have the power to show donors:

  • How they can best support your charity without impacting their lifestyle
  • How a donation to your charity can minimize their taxes and those of their beneficiaries
  • How they can ensure that their values and beliefs are reflected in their estate planning choices
  • How their potential to give back is based on their assets as opposed to their income

While it’s easy for many to think that they don’t have the means to donate to philanthropic causes, it’s simply not true. Both your donors and clients can be in control of their financial future, pay less tax, and do some good along the way.

Interested in trying it out?

The GIFTABULATOR helps your donors show you love while maximizing their own financial situation. You can read more about this here: GIFTABULATOR – Maximize Your Donor Gifts Today.

If you want to try out GIFTABULATOR for yourself, see the impact of your donation here. There’s no software to download!

Happy fundraising.

How To Find Your Next Big Donor

How to find your next big donor

In How to Successfully Brainstorm While Social Distancing, we discussed how charitable organizations must start the process of identifying, cultivating, and soliciting high net-worth donors for major and planned giving. We talked about how you can put together a remote brainstorming session even in these difficult times. Yet, as you’re following these steps and putting together a group of individuals, you may still be scratching your head and asking, “What exactly am I brainstorming about?”

Your brainstorming efforts all come back to your donors. It’s up to you to connect your charity’s mission, vision, and goals with a prospective donor’s values, interests, and priorities. This is what ultimately results in major and planned giving. In this blog, we’ll discuss the process of prospect research and identification.

Let’s get started.

1. Do research on past and current donors

If you’re not sure where to begin, the first step is simple. Take a look at your charity’s current annual donors and find all those that have a consistent track record of giving over the last five years or more. Take these names and put them on your “prospect list.” Then, do additional research to determine which of these donors may have a high net worth and be a potential “big donor.” Once you’re narrowed down your prospects list, consider setting a meeting with a few of these candidates. This can help spark interest in becoming involved in your charity – either financially or through leadership. You never know the power a simple conversation can have!

2. Build relationships with advisors in your community

Only 60% of adults have current wills and only 4% of those with a current will have bequests. Use this knowledge to your advantage and start working with the advisors who facilitate these arrangements in your community (lawyers, accountants, and financial advisors). They can help create a fruitful situation for all. During estate planning, legal and financial advisors can recommend organizations like yours to help their clients leave a lasting legacy. By building relationships with these advisors in your community, you automatically connect with prospective donors who can contribute major gifts through planned giving. Thinking about your own charitable bequests? Read Family Discussions – Don’t Wait Until It’s Too Late.

3. Screen all stakeholders for major gift potential

Stakeholders are individuals or groups that are affected by or can influence decisions or actions by your charitable organization. They include partners, governments, clients, members of the community, funders (corporations and foundations), suppliers, employees, employee families, volunteers, and volunteer families. If you’re looking for ways to bolster your prospect list, then evaluating your stakeholders, researching their net worth, and determining their gift-giving potential is a solid strategy. Just because someone hasn’t donated in the past doesn’t mean they won’t donate in the future. A stakeholder already has a relationship with your organization and sometimes all you need to do is facilitate the giving.

Final thoughts

Building up your list of prospective donors and knowing who to reach out to informs the next several steps of the 7 Step Power Donor Solution. This is a crucial step and getting it right will set you up for future success. For more information, visit FUNDING matters.

Happy Fundraising.

Step One: Brainstorming

How to Successfully Brainstorm While Social Distancing

Nearly every facet of life has changed due to COVID-19, and that’s frightening when it comes to major charitable giving and donations. We know that 99% of current charitable donations comes in the form of cash or non-asset gifts and 20% of a charity’s annual revenue should come from major and planned gifts. And yet, giving doesn’t just happen, you must make it happen. A strategic plan must be in place and long-term donors must be cultivated. Is that possible while social distancing?

The short answer is YES. To secure major and planned gifts, your charitable organization must start the process by identifying, cultivating, and soliciting the high net-worth donors for both major charitable and planned giving. This is most often started with a brainstorming session. However, because in-person meetings are not yet safe, you’ll have to adapt it to an online forum. Virtual brainstorming is an ideal way to pursue the cultivation of donors and sustain your charitable organization. Here’s what you should know.

Does Virtual Brainstorming Work?

  1. Virtual brainstorming eliminates production blocking

    In a typical in-person brainstorming session, there is often a dominant participant(s) who tends to talk too much. They take over the session, and this hinders the creativity of the group at large. Fortunately, virtual brainstorming allows you to limit or expand group size, open the meeting to participants who are in different regions, and use breakouts within the larger session to help resolve any production blocking you may experience. 

     
  2. Virtual brainstorming enables feelings of anonymity

    Because ideas cannot be attributed to a specific person in virtual brainstorming, participants will be more likely to give you all of their ideas. It will reduce the apprehension that accompanies being evaluated by their peers for an idea that they propose.
     
  3. Virtual brainstorming increases the diversity of ideas
    When you’re brainstorming in-person, your ideas are more likely to align and conform to theirs. According to the HBR article, “exposure to their ideas causes uniformity and regression to the mean: the most creative people will descend to the level of the group average.” Virtual brainstorming encourages participants to offer a wider variety of ideas because they have space and time to do so. While you ultimately come together and share your ideas, you’re not engaging in crowdsourced creativity, which can stunt progress. 

Create a Virtual Brainstorming Session For Your Fundraising

A brainstorming & strategy session helps you understand your WHY and PURPOSE behind funding your charitable organization. The outcome will enable you to establish the scope, timeline, and goals of your fundraising program. Here are some tips that can help you put together a virtual brainstorming session to maximize major charitable giving, donations, and planning giving. 

  • Consider the roles and expertise you want to be involved in the session
     

Most people will try to create a virtual brainstorming session by making a list of the specific participants they want on the call. Instead, work backward and decide the roles and expertise you want on the call. Then, figure out who you know who fits that profile. This way, you’ll know you’re bringing a diverse range of backgrounds and perspectives to the table. 

  • Take advantage of being remote

Sometimes scheduling a call with everyone’s remote schedules and time zones can be a real pain. If you don’t think you’ll have more than 30 to 60 minutes together virtually, then ask your team to prepare in advance. This will actively help combat “groupthink” and allow you to come up with more ideas. Ask everyone to come up with 5-10 ideas on their own and send them to you in advance. Then, you can compile them in a shared document for everyone to look at during the call. 

  • Use your time together to get specific 

When you talk about a problem at a distance, you’re more likely to think about it in the abstract. This can make it difficult for people to respond and build on generic ideas. After everyone has come up with their own list of ideas, come together and get as specific as possible. You can do this during a conference call or Zoom meeting. 

Final thoughts

The global pandemic doesn’t have to slow down your fundraising efforts. You can still receive donations, planned gifts, or other major charitable giving. Brainstorming – virtual or in-person – is just the first step of seven in FUNDING matters’ Power Donor Experience. To read more, see the 7 Step Power Donor Solution or The Ikea-Inspired Guide to Fundraising.  
Happy fundraising.

Power Donor Experience Design

Mark Twain once mused, “I’m in favor of progress; it’s just change I don’t like.”

Covid and the pandemic has caused a disruption to how we live our lives and go about our daily routines.  2019 and before permitted many organizations to go about their business in the “old ways” without being forced out of their comfort zones and change the way they went about their operations.  Guess what?  We’ve all had to adapt and find new ways to do things differently from the “old ways”.

The Power Donor Experience tells the story of your donor’s experience, and is an essential tool for assisting your Team to visualize the donor’s point of view. Additional layers depict the organization’s point of view that describe how the Power Donor Experience (PDX) is delivered by your organization.  The PDX is essential for continual, interactive communication optimization. New, current and lapsed donors each have their unique touch points and the Power Donor Experience is a tool which takes you through the 7 Steps to success with your donors.


Helping organizations create one-of-a-kind meaningful proposals through relevant tools, advice and inspiration is what we at FUNDING matters believe is right for the times then as it is now.

The Power Donor Experience Brings Vision to Life

Major and planned gifts are key to the success of your charity’s fundraising program. 99% of current charitable revenue comes in the form of cash or non-asset donations. 20% of a charity’s annual charitable revenue should come from planned gifts either made today or built into estates.  

The simple fact is that major and planned gifts do not just happen; you have to make them happen! Change the way you raise funds by creating unique donor engagement strategies and approaches.

Click on the button below to see for yourself!

Power Donor Experience

Raise $1M More This Year

Raise an Additional $1 Million in 2021 – Transform Your Mid-Level Donors

Your loyal, generous annual donors are there for you and your organization in many different shapes and forms; they number in the hundreds if not thousands. These individuals understand how important your organization is.

Tell them how important they are to further your mission.

Their ongoing support improves your community’s health, education, nourishment, safety, culture, faith and recreational pursuits, to name a few!

The time is now to engage in discussions with your supporters. These supporters are concerned how your organizations are managing through these challenging times. Those that reached out to their friends last year maintained and elevated their relationships with their communities and kept their important work in-front of the public.

Your mid-level donor has tremendous giving potential.  The amount that your donors give compared to what they have the capacity to give is what we call “The Giving Gap”.

  • Most donors give with after tax dollars in the form of a cheque or on their credit card.  Even though these individuals are annually supporting your organization, they may benefit by either looking at donating an asset like a stock or a portion of a mutual fund which is a pre-tax donation.  
  • Most individuals are concerned about their financial circumstances and understand that they need funds to support their lifestyles or unforeseen expenses for themselves and their families.  
  • Considering that almost 70% of individuals over the age of 50 do not have a current will and therefore a current estate plan.  Of those that have current wills, very few individuals have a bequest in their estate plans.  We know that a bequest is another viable option to consider in supporting your mission.

Tools such as donation calculators illustrate important insights and provide vehicles that engage your donors, with their families and their advisors. Be part of the solution and take the opportunity demonstrating how they can revisit their financial and estate planning this year and create philanthropic donations through tax efficient giving, bringing you one step closer to increasing your annual fundraising.

Give Now
A structured $100,000 donation from stocks or mutual funds from a $400,000 taxable capital gain.

Give Later
15% bequest or $75,000 donation from a $500,000 estate. Heirs receive $385,107.

The time to improve how you communicate with your community is now. Refreshing your website creating memorable micro-sites that address your current activities and illustrating strategies how your audience can see current and future giving scenarios. Sharing this information with your members will reinforce and strengthen your relationships and provide insights into what’s transpiring in your world.

I would love to hear your thoughts or send me an email to learn more!