Posts by David Allen

Cultivating Top Donors

Posted by on Jan 16, 2018 in Donor Cultivation, Featured, Plans and Budgets | 2 comments

Cultivating Top Donors

I’m working with three clients right now who are each planning for 2018 cultivation of top prospects. January is an ideal time to do this exercise. Most of these prospects (not all) will be solicited in the Fall, and right now we have 9 or 10 months in which to plan meaningful engagement that will help them say Yes! later. My top prospects include just about anyone who will be singled out for special cultivation attention. In other words, not treated simply as a group. One client is working with more than 100 such prospects. The other two are working with about 50 each. The number doesn’t...

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Board Members and Donor Stewardship

Posted by on Jan 9, 2018 in Board Development, Featured | 1 comment

Board Members and Donor Stewardship

When I ask land trust Board members to name the individual donor or family who has contributed the most over the last five years or so, about four of five can answer correctly. (I typically exclude land donors.) If I restrict the request to non-Board members, the rate drops a little. And if I ask for the top three or five, the rate drops a lot. But then I show them a list of the land trust’s top 20 donors (over the most recent five-year period and ask, “How many of these people have you met or talked with over the past five years?” The answers are astonishingly low, and for many Board...

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And that brings us ‘round to Do, oh, oh, oh……

Posted by on Jan 2, 2018 in Featured, Staff Development | 1 comment

And that brings us ‘round to Do, oh, oh, oh……

Start again. January of another year. 2017 is over. History. Fa, sol, la, ti, Done. And January brings us ‘round again “to Do.” 2018 yawns before us. It could be anything. What will it be for you? January is a good time for reflection. Where have we been? How did we get here? What could we have done differently? What have we learned?   *     *     *     *     *     *     *     * For example: Do you hold on to your email? You shouldn’t. It clogs up the server, and someone once told me that claiming they have to go through your email is a classic strategy for FODs (Forces of Darkness) to...

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How will Tax Reform Affect Donor Giving in the Future?

Posted by on Dec 26, 2017 in Donor Cultivation, Featured | 3 comments

How will Tax Reform Affect Donor Giving in the Future?

First of all, I hope that your holiday celebration was warm and cheerful and surrounded by family and good food. Mine certainly was, and I am grateful. I’m getting more than a few requests for help thinking through the potential changes in the charitable giving landscape due to the tax reform package Congress passed last week. Before I attempt to do so, let me first disclaim that: I am not an attorney, and I have not actually waded through the 500-or-so-page tax document (the same could likely be said for many members of Congress). So, what follows is based on what I’ve read and applied to...

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Planning for Year-End

Posted by on Dec 19, 2017 in Donor Cultivation, Featured, Membership | Comments Off on Planning for Year-End

Planning for Year-End

Happy Holidays everybody! I hope that the season finds you warm and comfortable, surrounded by family and good food. I spent the past week sending out Holiday messages to land trust friends and clients all over the country. A lot of them by email. And I was impressed by the number of emails that came back right away with Out-of-Office replies. It reminded me of a post that I wrote in2015.   It is still relevant today, so I’ve reprinted it, only slightly updated, here.   *     *     *     *     *     *     *     *   Let’s say that I’m a donor who wants to give a gift of...

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