GivingTake Blog

Copley Raff recently held a Zoom Reunion of planMGO alumni from across the country, to catch up and to discuss some compelling fundraising issues.  planMGO is a Master Gift OfficerTM curriculum and 4-day training that was conducted by Copley Raff from 2009 – 2016. The following are valuable insights from our discussion along with conversations during my Philanthropy Massachusetts and ...
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I know this post may be fraught. I want to address how important diversity, equity and inclusion are to the advancement field. Since the murder of George Floyd, the nation and world have been woke to pervasive institutional racism, the importance of diversity, equity and inclusion in the workplace.  A light has also been shined on the presence and effects ...
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By William Gross, Senior Consultant, Copley Raff Inc. Social and technological change are moving faster and faster. We have all learned to embrace digital changes: think of learning to use increasingly sophisticated donor databases, Constant Contact, peer-to-peer giving sites, and other digital tools. We are now seeing different changes … those driven by evolving social norms, and specifically, the movement ...
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English theologian and historian Thomas Fuller appears to be the first person to commit the notion that “It is always darkest just before the Day dawneth,” to print in 1650. The notion implies things often seem at their worst just before they get better. It feels like we are beginning the darkest time of the pandemic. The dawn will likely ...
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I have consulted with well over 200 organizations in my career. This experience has put me in a position to share some of the “greatest hits” of why organizations do not ask a donor or prospective donor to make a gift.  Allow me to share both their arguments against and my arguments for asking a donor or prospective donor for ...
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This, our second economic crisis in the past 12-years, promises to be 10-fold worse with a longer and more disruptive recovery. The lessons we as advancement professionals learned from the great recession offer little insight to our current crisis. Life and the economy as we knew it will be profoundly different, even after the widespread use of a Covid-19 vaccine ...
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Recognizing success can be elusive. And staff, who are closest to the “action”, are often least aware of how their work and their organization are making a difference. I know this is counterintuitive, as evaluation and planning are so much of our work. Here is a story to illustrate my point. During interviews with staff and board members of a ...
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The decision to undertake planning for a major gift campaign is hard enough during normal times- otherwise known as "the good old days". But today, with the potential for subsequent waves of Covid-19 infections, deciding to mount a campaign is a more complicated undertaking. The campaign that was urgent four months ago may need to be quite different now. And, ...
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Every serious athlete has a coach. Every successful executive has or has had a coach. Every successful fundraiser has or has had a coach.  Why? Good coaches help you find the excellence that is in you. They are versed in the behavioral dynamics of teams and organizations and can detect beliefs and fears that may be keeping you from reaching ...
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I started my career in food banking in Portland OR in the early 1980’s. Fresh out of graduate school with a masters-degree in public health and clinical nutrition,  I moved to Portland. Then two-weeks later I narrowly survived a house fire that consumed everything I owned.  Ronald Reagan was just elected president and the public health sector and worker rights ...
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There is nothing like a global pandemic to create a bit of uncertainty in the minds of EVERYONE!  Uncertainty is the mortal enemy of stock traders and investors. Security in having appreciated stock may become a relic of days gone by. Workers who live on an hourly wage and not a salary are fearful of dramatic hourly cuts as employers ...
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Happy New Year!  There is reason to be encouraged about 2020, with regard to advancement at least, and reason to do some adapting to the challenges the new year will bring. Opportunities The 2018 tax law has now been with us for a couple of years and we may be settling into the new normal after declines in giving by ...
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A Boston Globe article on November 19, 2019 “Under pressure from colleges, advising company yanks report on their financial health” addresses an important topic few in higher education want to discuss. With a recent spat of college closures, mergers and acquisitions, a college advisory services firm called Edmit was about to publish its report that identified 200 US colleges that ...
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I am reissuing this post, in part, because the donor universe is declining and under pressure with the new tax environment - making this post even more relevant. #GivingTuesday now has seven years under its belt. It seems prudent to review its growth and significance, and to see whether it elevates overall giving or just redistributes anticipated giving. #GivingTuesday is ...
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By Susan Kinney, Senior Consultant, Copley Raff Inc. Yesterday I had the privilege of attending a panel discussion addressing gender bias, sexual harassment, and bullying in the workplace. This session on “changing culture” was hosted and moderated by Jane Doe Inc. and featured Boston Globe business columnist Shirley Leung and workplace expert Lauren Stiller Rikleen, attorney and author of “The ...
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