SOURCES & FURTHER READING
Keep learning.
Different perspectives. Better questions.
These sources offer approaches to donor relationships, team operations, recurring giving and responsible storytelling. Choose what fits your donors and your team, and check current definitions before using a benchmark.
Definitions and donor rights
F01 / SECOND-GIFT CONVERSION
Episode 233: Creating Second Time Repeat Donors: Needing Speed and Personalization to Succeed — Hallett Philanthropy
Randall Hallett
F02 / DEVELOPMENT OPERATIONS
387. How to Build the Infrastructure to Succeed in Fundraising - Mary Hackett — We Are For Good
Mary Hackett
F03 / PLANNED-GIFT STEWARDSHIP
How to Approach Donor Stewardship in Planned Giving - Veritus Group
Richard Perry / Jeff Schreifels / Bob Shafis
F04 / MID-LEVEL PORTFOLIO MEASUREMENT
Keep, Lift, Move: The Three Objectives of a Successful Mid-Level Program [Podcast Episode]
Lisa Robertson / Kara Ansotegui
F05 / PERSONALIZED STEWARDSHIP OPERATIONS
Personalized Communications: The Key To Donor Retention
Valerie Harris
F06 / RETENTION PLANNING
[VIDEO] Using Stewardship to Keep Donors Happier Longer
Claire Axelrad
F07 / BEHAVIOR-BASED DONOR JOURNEYS
[VIDEO] Donor Retention Isn't Speed Dating
Lynne Wester
F08 / CAMPAIGN DONOR FOLLOW-THROUGH
Increase Retention for #GivingTuesday Donors
Steven Shattuck
F09 / COMMUNITY PARTICIPATION
How the Donor Participation Project Builds Community
Louis Diez
F10 / RECURRING DONOR EXPERIENCE
Creating Magic in Every Moment: Personalizing the Recurring Donor Experience
Mallory Erickson
F11 / ETHICAL EVENT STORYTELLING
Trauma-Informed Storytelling on the Fundraising Stage with Jenna Watanabe - When Bearing Witness
Jenna Watanabe / Maria Bryan
F12 / BRIEF STORYTELLING PRINCIPLES
Storytelling: The Secret Sauce to Fundraising Success - Thompson & Associates
Lynn Malzone Ierardi / Eddie Thompson
F13 / BOARD STORYTELLING CAPABILITY
How Storytelling Can Up Your Fundraising
Joan Garry
F14 / MAJOR-GIFT RELATIONSHIP CASE
#18 - Fundraising: How Storytelling Helped Achieve a Single Gift of $27.1 Million - and More With Tammy Zonker of Fundraising Transformed — Unveild
Tammy Zonker / John Azoni
F15 / TWO-WAY STORY PRACTICE
The Power of Sharing Stories — Fundraising Growth Now! Podcast — RSC Associates
Bob Swaney
F16 / STORY PURPOSE AND CLARITY
Episode 016 - Effective Nonprofit Storytelling - Nonprofit Fundraising
Jeremy Reis
F17 / RETENTION INFRASTRUCTURE
Four Pillars of Donor Retention: Techniques and Strategies to Retain Donors and Grow Revenue
Lynne Wester
F18 / TRUST AND PERMISSION IN MAJOR GIFTS
#356- The Trust Crisis in Major Gift Fundraising with Greg Warner - Nonprofit Lowdown | Wave AI Podcast Notes
Greg Warner / Rhea Wong
F19 / BOARD AND COMMUNITY INTRODUCTIONS
[VIDEO] Engaging Your Board as Champions, not Just Fundraisers
Terry Axelrod
F20 / ASKING AND FOLLOW-UP
The Art of the Ask: Part 2 — Fundraising Growth Now! Podcast — RSC Associates
Catherine Heitz New