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Donor Expectations

Posted on May 21, 2025May 21, 2025 by Jason McNeal

“Use the gift as you see fit,” is not the same as, “there is no need to tell me how my gift made a difference.” “I won’t be able to make the event,” is not the same as, “I’m not interested in making a gift.” “As a gift officer, he’s a warm and engaging guy,”…

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Advancement Outcomes Matrix

Posted on May 19, 2025May 18, 2025 by Jason McNeal

Here is a simple way to think about the potential advancement outcomes related to our annual planning. First, some definitions: Goals are qualitative statements that support our longer-term aspirations.  The word “goals,” includes the word, “go” – a reminder that “Goals” are direction setting statements, describing the focus we plan to embrace. Objectives, on the…

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Another Way

Posted on May 16, 2025May 15, 2025 by Jason McNeal

The next time someone asks you what you do for work, explain your role without using the following 3 words: fundraiser (or fundraising) advancement development Being able to explain what you actually do – in a compelling and winsome way – is far more helpful than sharing your title. . . or leading people to…

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Who Needs To See?

Posted on May 14, 2025May 14, 2025 by Jason McNeal

As a child I remember our family traveling a couple of times each year over the mountains to visit my grandparents.  From Maryland to West Virginia, these trips weren’t short and my two sisters and I would be somewhere flip-flopping and complaining in the backseat (of course, long before child safety seats or even regularly…

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The Best and Most Human Things

Posted on May 12, 2025May 12, 2025 by Jason McNeal

As A.I. grows in applicability and opportunities for content creation multiply, there remains a space in which the best advancement professionals can shine.  Here’s how: We can empathize. We can show care. We can over-communicate. We can cooperate. We can give the benefit of the doubt. We can connect. We can smile and laugh. We…

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Work Worth Doing

Posted on May 9, 2025 by Jason McNeal

We don’t talk a lot about adding value to our work, to our colleagues, to our programs, or to our organizations. We do talk a good bit about being too busy, about being over-scheduled, and about being rushed. But, if we focused more on adding value – and how to do that more often –…

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Jumping To Tactics

Posted on May 7, 2025 by Jason McNeal

It can feel productive to jump straight into tactics. A volunteer might ask, “What you want me to do?” A colleague might suggest, “What if we raised our sponsorship amounts for our gala this year?” A boss might opine, “You might think about adding another giving day to the calendar.” Tactics get us moving.  Tactics…

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What We Say vs. What We Say

Posted on May 5, 2025May 4, 2025 by Jason McNeal

Major gift officers are taught that their role is to guide donors in making gifts that align with their personal passions and values. Experienced gift officers will share stories of helping donors give in ways that are meaningful to them as an exemplar of effective major gifts work. This is what we say about our…

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Motivations

Posted on April 30, 2025 by Jason McNeal

In advancement, the most effective professional plans, implements, and follows-up with a motivation to guide the audience through a meaningful and joyful experience of giving and/or volunteerism. The fairly effective professional plans, implements, and follows-up with a motivation to respond and react to the audience.  Whatever the audience wants dictates their work. The ineffective professional…

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On Proposing

Posted on April 25, 2025 by Jason McNeal

We talk a lot about asking in advancement. Asking for the gift.  Asking for their feedback. Asking for their advice.  Asking for their service. We talk far less about how to effectively and consistently get to point of asking. When we propose a potential gift, or propose a donor strategy, or propose a volunteer role…

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