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When it comes to strategic planning, I’m fortunate to have garnered wisdom from leaders before me and have seen various methods to develop a successful strategy. There are many paths, to be sure, to get you to your goals. Here are three main takeaways from my experience: One – consider the use of a...
What has your company or organization done to support your neighbors during these difficult times? I know there are countless examples and would love to see more posted today. My client, Underwriting Management Experts (UME), decided early in the pandemic that every Friday they would gather to...
As I get to know my client, Montana Legal Services Association (MLSA), I am reminded of the value of cy pres* and residual settlement awards as a means for those in the legal profession to contribute. Kudos for MLSA for sharing multiple options. What about your organization? Are you communicating...
There are more significant donors in your midst than you may realize. Consider these opportunities: 1. Donation Page: Does your online giving page encourage or default to a monthly option? >> Set-up/update your online monthly giving form. Be sure to include ACH (e-check) payments. >> Have a few of...
I love working with mission-focused individuals who aim to bring together as many resources as possible: like carefully assembling a puzzle. My job is helping them to discover the many ways in which new and current revenue streams can be developed and sustained. It’s important to consider the...