Last month was a great one for me. I noticed a number of individuals who liked or congratulated me on Linkedin and Facebook in celebration of FUNDING matters Inc.’s 20th anniversary and it reminded me of how far along I’ve come since its inception.
I would like to give you an idea of what running FUNDING matters Inc. has taught me.
I am no different than any other person who has been given the opportunity to be a part of societal change. Ever since I started working with charities, the biggest fear continues to be not meeting the expectations and results of organizations I serve.
The challenge each client has is unique. Therefore, we have to customize our solutions.
The key is being able to think outside of the box and use the 20 years’ worth of experience to move in the right direction. Often what people think is a good solution for a charity is not necessary the best option. For example, you might think that an individual gives to a charity because the person likes the initiatives that the charity represents. Of course, the initiative is of utmost importance, but donors will not agree to give before they fully understand their own financial situation. The fact of the matter is that 70% of individuals do not have an estate plan, which is why the discussion about the ramifications of their donations must happen early in the discussion. For me, that is always a topic I raise the first time I meet with a potential donor.
Because of this, in the 20 years since I started FUNDING matters Inc. I have become a better strategist for charities, their boards, their executives, and countless families and individuals with whom we interacted with regarding their philanthropy.
In many cases I give full marks to the organizations who allowed us to build our uniques strategies with and for them. Without their leap of faith in us, it would not have been possible to know if our ideas were achievable. I look forward to 20 more years of helping charities and the fundraising that is to come.