GivingTake Blog Posts

We are All in Human Services
Stakeholder organizations are often divided into different categories to help others navigate the nonprofit sector.  The categories typically include: Education, Basic Needs, Arts & Culture, Health, Religion, Youth/Family Services, Environment & Conservation, Animal Welfare, International Affairs, Policy and many others. To be sure, each of these categories addresses content with which advancement officers need to […]
Raising the Barr
I had the good fortune to attend a luncheon presentation at The Friday Forum* in Boston, by Jim Canales on September 23, 2016. Jim was appointed as president and trustee of the Barr Foundation in Boston in 2014 after spending two decades in a variety of roles at The James Irvine Foundation in California. The […]
Be Smart About Capital Expansion
The recent article in The New York Times, “How the Rich Are Hurting the Museums They Fund” by Ben Davis on July 22, 2016 struck a chord with me because it addresses a common question I ask potential clients about their plans for capital expansion. The question is, once you build it, will you be […]
It is Time for Large Funders to be Leaders
A recent article in the Boston Globe “Does Boston have too many nonprofits?” by Sacha Pfeiffer, addresses an often heard lament that there are too many nonprofits (stakeholder corporations) doing overlapping work. As the article points out, there are 40+ organizations dedicated to help disadvantaged students in the Boston Public School get into and graduate […]
Headwinds for Public Charities
Is the job market for advancement professionals contracting?  And if so, why? It would appear from most of the available data, the number of 501(c)3 “public charities”* in the US is indeed declining. (*StakeholderCorporations) According to the Independent Sector and Urban Institute’s research: More than 275,000 public charities lost their tax-exempt status in 2011 because of […]
It’s About Confidence…Personal and Professional
I just spent a four-day weekend with 35 highly motivated and talented advancement officers who are working to become Master Gift Officers. As I both trained and observed them, I came to the simple realization that the key to their success, and that of most people for any endeavor, is the necessity to have and […]
We Need to Change the Conversation
Words are powerful and have a way of evoking an immediate emotional response to the reader or listener. When you hear the references “nonprofit” organization or “for-profit” corporation which one gives you a: ·         Stronger sense of competency? ·         Stronger sense of viability? ·         Feeling of strength? ·         Sense of longevity? ·         Sense of management prowess? […]
Board Overreach
Who is in charge? A recent dust up at Suffolk University in Boston over a conflict between the board and its new President of seven months, shined a bright light on what happens when boards are too controlling. After the departure of its president of more than 20 years, Suffolk has had five presidents in […]
TOP 5 GivingTake Posts Over the Past 5 Years…A Taste of What’s Been on Our Mind
What better way to find out what is on the minds of our advancement colleagues than to see what they are reading about on blogs. The Copley Raff GivingTake Blog has been publishing for five years now, and here are the top five most read posts:   #5  The Case for Gray Hair The advancement profession is […]
Fundraising Forecasts for 2016…a head scratcher
  This is the time of year when I take stock to reflect and project about new advancement trends and developments, and what seems to be gaining steam to make a splash in the coming year.  2015 was a quiet year for innovation and 2016 looks no different. The past five years or so brought […]
It is Time to Revisit Charitable Gift Annuities
  I was skeptical at first.  A colleague introduced me to a strategy that removes all risk to the nonprofit organization (NPO) when writing a charitable gift annuity (CGA), and reduces significantly the risk of default to the donor.  This is especially true for smaller NPOs and younger donors.  Larger NPOs can tolerate more risk […]
New Gift Counting Standard… Self Serving?
By Larry Raff In Insights, Major Gifts, Training Posted October 5, 2015 0 Comments
  My jaw dropped when I read the latest edition of Healthcare Philanthropy, the publication of the Association of Healthcare Philanthropy(AHP). Under the heading of “The Climate of Integration” AHP says its recent gift-reporting standards recommend that charitable institutions show total productivity of fundraising efforts by recognizing revocable bequest commitments and life-income gifts at the […]

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