Program Recap - Refresh Your Planned Giving Approach: Trends and Notes from the Field in 2023

As development professionals, we’re no strangers to having challenging, sensitive conversations—with donors, organizational leaders, board members, co-workers, and others. The events of recent years have brought increased attention to a host of complex issues surrounding race and racism, inequality, reproductive rights, politics, and more. These articles offer useful tips on navigating conversations that veer into difficult topics.
Name: Patricia D. Keenan
Title & Organization: Vice President of Advancement, Community and Equity, Ellis Early Learning
WID Role: Current WID Member, former WID Board member
Hometown: Bridgewater, Massachusetts
Lives Currently: Sharon, Massachusetts
Education: BA in Urban Studies from the College of the Holy Cross
Hobbies: Sharing movies and books with family and friends, spending time with our grandchild, walking in the woods, traveling anywhere and everywhere
Name: Alison LeBlanc
Title & Organization: Executive Director, Child Health Equity Center, UMass Memorial Health
WID Role: Member, Board of Directors; Co-Chair, DEI Committee
Hometown: Boston, Massachusetts
Lives Currently: Boston, Massachusetts
Education: BA in Sociology and English from Wesleyan University; MS in Communications from SI Newhouse School of Public Communications at Syracuse University
Hobbies: Kayaking and hanging with my dog, Dash
How much of an impact will inflation make on nonprofits this year?
As we look to end-of-year giving as a critically important time for philanthropic gifts, nonprofits everywhere are gauging how inflation will impact the bottom line. Although only time will tell whether the current state of the economy will translate to fewer donations raised, organizations and their leaders are looking at clues from the past to help understand what to expect when they close out this calendar year. Each of these articles gives different perspectives, insights and suggestions on how best to navigate the remaining few weeks of 2022.
“The only constant in life is change.” This adage feels truer now than ever—particularly in the professional world, where our work lives are largely unrecognizable from just three years ago, and movements like the Great Resignation and Quiet Quitting dominate headlines.
Year-End Fundraising Strategies: Are you, like many other development professionals, wondering why it is hard to meet your forecasted targets? With the exponential rise of costs in goods, services and travel, does it leave our benevolent donors with less to give? As we inch closer to fall, here are some fundamentals for year-end appeal story-telling and the importance of developing deeper relationships with donors through volunteerism.
Name: Caitlyn Burke, CFRE
Title & Organization: Associate Director of Donor Engagement, Brookline Community Foundation
WID Role: Member
Hometown: Shrewsbury, MA
Lives Currently: Quincy, MA
Education: BA History and English- Saint Michael’s College, MBA in Nonprofit Management- Heller School of Social Policy and Management at Brandeis University, Certificate in Social Impact Management and Leadership-Institute for Nonprofit Practice, in affiliation with Tufts University’s Jonathan M. Tisch College of Civic Life
Hobbies: Running, reading, traveling, knitting
Ensuring that your nonprofit has a robust donor relations program is paramount for overall engagement of your donor base and increased support at your organization. With so many competing priorities of a fundraiser’s time, stewardship can often be furthest from our minds. However, these articles will help you find ways to carve out time, demonstrate impact and provide helpful suggestions on how donor relations can be incorporated in all that you do.
On Thursday, March 31, WIDGB attendees had the opportunity to learn about Middle Tier and Major Giving Pipeline Development through a presentation from Nanette Fridman, Founder of Fridman Strategies. Nanette has over 25 years of experience with nonprofits as a professional, lay leader, consultant, and coach, and partners with organizations of all sizes. As attendees introduced themselves in the chat, it was clear that fundraising employees of large, small, and mid-sized organizations were all present.
In honor of Women’s History Month, the articles below highlight the increasing impact that women donors have on the philanthropic landscape. From in-depth research on gender giving tendencies, the generational differences of donors and the best ways to engage women with your nonprofit, these resources will provide development professionals with tangible tactics to engage their donors in a more strategic and thoughtful way.
On March 1, 2022, attendees from the WIDGB community had the opportunity to learn from three executives about how to best navigate your career in this new normal. All three panelists navigated a career shift during the pandemic. The panelists included: Nicole Dumas, Director of Advancement Talent, Boston College; Sarah Krasin, Executive Vice President, CCS Fundraising; and Molly Richter, Associate Director of Development, Talent Management, Massachusetts General Hospital. The moderator was Wendy Wilsker, Managing Partner, Boyden. The advice was aimed toward fundraising professionals at all levels of their career.
On February 2, 2022, Women In Development was thrilled to host a discussion featuring Kristen Robinson, COO of Fidelity Charitable, to share insight and trends in donor giving and donor advised funds (DAFs). Moderated by Giselle Ferro Puigbo, Executive Director of the Brookline Community Foundation, the session was well attended as participants were given information and strategies on how best to navigate DAFs and to utilize donor trends to help shape their fundraising strategies.
As we head into 2022 our reading has been focused on growth, improvement, and hope for a brighter year. Whether your focus is individual giving or electronic communications, we hope you enjoy a tip or trick to help tighten your copywriting or enhance an upcoming campaign.
Hobbies: Spending time with family & friends, reading, and walking