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How to Pick a Consultant (and Not End Up With a Dog)

Nonprofit consultants come in all shapes and sizes. Which one fits your needs? Sedate and well-groomed? Specialist or full service? Lean and hungry? Local or global? Miniature or standard size? Finding a nonprofit consultant, fundraising consultant or firm that’s a prefect fit won’t necessarily be easy.

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Stellar Stewardship and Recognition

Stewardship is the “careful and responsible management of something entrusted to one’s care,” according to Merriam-Webster’s Collegiate Dictionary. For purposes of this article, I am referring to the responsible “care” of the people who make planned gifts, rather than the gifts themselves. Planned giving donors, perhaps even more than donors of other types of gifts, expect and deserve nonmonetary benefits such as honoring the intent of the gift, paying attention to the gift process, communicating with the donor after the gift is complete, and sustaining the relationship for the long-term benefit of both the donor and the organization. Sometimes this process is referred to as donor services.

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Showing Honor

Planned giving often involves a reciprocal exchange relationship in which donors have certain expectations of the organizations they support. Planned gift donors have made investments in the long-term viability and growth of organizations that they value. They have entrusted their philanthropic aspirations into the care and custody of specific charitable organizations.

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Personal and Public Recognition

When donor recognition is considered, development professionals often think in terms of published donor lists, walls of honor in lobbies, and plaques for the donors’ offices. Yet the most appreciated ways to honor donors are often simple and personal benefits, customized to the donor’s needs and interests.

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Overcoming Differences

Have you ever felt that a prospective donor was so different from you that you had no idea how to make a connection? Have you walked up to the front door of a donor’s home scared that the two of you have nothing in common? I certainly have.

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Featured: Giving USA 
2021 Infographic
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