Blog

  • Applying the value curve to major gift and planned giving

    The concept of the ‘value curve’ was introduced in 1997 by academics, W. Chan Kim and Renée Mauborgne. They believe that an effective strategy needs to have three main factors: 1. A clear focus.2. Divergence from the competition.3. A compelling tag line. The Value Curve model aims to fulfil all of t

  • You Gotta Learn It Before You Know It

    My good friend David Tsubouchi, posts inspirational quotes that are spot on and remind us that we are human and that we don’t always get it right the first time. I have worked with David on many initiatives over the years and he brings positivity, zeal and intelligence to every encounter. He’s a peo

  • #1 Secret To Asset Based Giving

    #1 Secret To Asset Based Giving When fundraisers ask for “cash” they are selling their organization short. Sure talking to donors can be intimidating. Fundraising, financial advisors and donors deserve the tools to help understand complex the benefits associated with making a tax efficient donation

  • So You Won The Lottery, Now What?…

    Over the years I have had the privilege of being interviewed by and presented with Patricia Lovett-Reid discussing the importance of estate and philanthropic planning to her audience and to many organizations, their supporters and members. It was a platform where we heard many interesting and challe

  • The Power Donor® Experience

  • Churches Charities Not-For-Profits: Knowledge Hub 2021

  • Who Is Your Oraganization’s Superhero – A One Minute Read

    Will the financial advisor be the charity’s superhero and save the day? Or, will the charity take the lead showing their donors the best ways to give? I can’t tell you how often I’ve heard in the past 20 years, “we’re fundraisers and not financial advisors…I’m not going to have a discussion with my

  • What’s In Your Wallet?

    Asking for a cash donation may seem easier than a Major Gift, but is it the right thing to do for your organization? When you ask for cash donations you really don’t need to put the time into helping your donors while they are trying to help you and your organization. When you ask for … Conti

  • A Real Estate Plan

    A Real Estate, Estate Plan In our last blog, Gary expressed that the amount of real estate in existence was finite, and he didn’t want his donation to fall into the black hole. He was satisfied with the establishment of the organization’s foundation which would be a golden goose for the charity. So,

  • Knowledge Hub 2

    Raise more money for your organization! Join us on Thursday May 13th to hear from an expert panel discussingthe opportunities and challenges raising funds today, and moving forward. Based on the popularity of this week’s Session, we have opened up with additional virtual seats – reserve your spot to

  • Knowledge Hub 2021

    I am pleased to be part of the organizing committee Session 4 presenter and sponsor for Knowledge Hub. Every not-for-profit organization needs to hear stories and insights about how organizational leaders have navigated their organizations through this period and how they are planning in moving forw

  • Gary And The Black Hole In Charity Land

    Gary and the Black Hole in Charity Land For the past few weeks, we’ve been reviewing the nine potential ways that you can give to charitable organizations. So far, we’ve reviewed stocks, registered retirement investments, and small business shares. This week, we’re diving into real estate with a uni