Nonprofit Lowdown

Your year-end plan is actively insulting a segment of your donor file. It's September and that plan is nearly locked, so let's fix it before it goes out.When I was a baby ED, we'd get a $7,500 check from Schwab Charitable in December and I'd code it to Schwab. Not to Susan, who actually made the gift. In my file, Susan looked like she'd bought a gala ticket. She was a major donor and I never once treated her like one, because I didn't know what a DAF was and neither did the person doing my data entry. You probably have Susans right now, sitting in your database dressed up as corporations.Here's what most fundraisers miss: a DAF donor already took her tax deduction the day the money went into the fund. February and December are the same day to her. So every countdown clock and midnight-tonight email you send that segment is factually wrong, and she knows it. It makes you look like an amateur.In this episode I give you the CRM screen to run this week, the four behavioral signals that flag someone holding a DAF who's never given you one, and why I'd rather run this play in January. Everyone decided December was the Super Bowl. January is the empty field. Keep your annual fund calendar exactly as it is, your major gift calendar is a different animal.Important Links:My Big Ask Gifts ProgramMy Book, Get That Money HoneyMy NewsletterJoin the Free Webinar

Why AI Cannot Replace Fundraising StrategyI use Claude every day, he's literally my side piece. And I'm telling you to stop buying AI tools.Here's what I'm seeing across nonprofit shops right now: everyone's buying wealth screening software, AI donor tools, personalization platforms. They think the tool will fix it. It won't. AI amplifies what you already have. If your strategy is broken, AI just accelerates the crash.The real problem isn't AI. It's that most nonprofits don't have a strategy. They don't have criteria for what qualifies a major donor. They don't have a framework for moving donors through a process. So they purchase expensive tools and create content slop, technically personalized, completely forgettable.Here's the Ferrari metaphor: You need three things to actually get somewhere. One, the car (your AI tools). Two, to know how to drive (a clear strategy like EFOS). Three, to know where you're going (the skills to execute). Most nonprofits have one. Maybe two. Then they crash and blame the car.In this episode, I'm breaking down the five components of real qualification, timing, capacity, reason, engagement, permission and why wealth screening covers maybe one of them. Then I'm showing you what changes when you nail down EFOS first, then layer AI on top: suddenly AI becomes a qualification accelerator instead of just a donor organizer.What You'll Learn:Why wealth screening is not qualification (and what actually is)The five components of real donor qualificationHow AI synthesizes your data when you have a clear strategyThe Ferrari framework: why most nonprofits crashHow to stop chasing donors and start attracting themWhy your donor communication tools are creating slop (and how to fix it)Important Links:My Big Ask Gifts ProgramMy Book, Get That Money HoneyMy NewsletterJoin the Free Webinar

Here's what nobody tells you: when a founder gets $47M in liquidity, they don't call you. They call their advisor. And by the time you find out they exist, the giving decision's already locked in with someone else.Most nonprofits are still running the old playbook. Cold outreach to newly wealthy people (who get 100 asks a day). Hoping they land on your website. Betting on a gala where you can somehow figure out if they have capacity. It doesn't work. And the reason is simple: you're chasing donors when you should be positioning yourself with their advisors.Here's the blind spot nobody talks about: the window to be top-of-mind after a liquidity event is 6 to 12 months. After that, it closes. The advisory team, wealth advisors, tax attorneys, family office managers, they're the ones steering the giving strategy. Not the donor. The donor's overwhelmed. The advisor's asking, "Where should you give?" And if your nonprofit isn't the one they think of, you're invisible.I walk through four systematic levers for accessing this wealth before anyone else does. The Advisor Play (one board connection can generate $250K–$300K annually in referred gifts). The DealBook Scan (fifteen minutes every Monday on Crunchbase finds you one warm outreach opportunity per week). The Candid Play (your profile needs to be the obvious choice when newly liquid people search). And Founder Networks (if you have founder board members, you have direct access to people already thinking about impact).These aren't lottery tickets. They're repeatable revenue streams. The math: one systematic scan nets you roughly six to twelve donors per year at $25K–$100K each. One strong advisor relationship can generate $125K–$500K over five years.The best time to position your nonprofit for newly liquid wealth was three years ago. The second-best time is Monday morning.Important Links:My Big Ask Gifts Program:⁠⁠⁠ https://go.rheawong.com/big-ask-gifts-program⁠⁠⁠My Book, Get That Money Honey:⁠⁠⁠ https://go.rheawong.com/get-that-money-honey⁠⁠⁠My Newsletter:⁠⁠⁠ https://www.rheawong.com/⁠⁠Join the Free Webinar: The Lapsed Donor Email That 10x'd a Gift

The biggest gift your organization will ever receive might come from a donor who's been quietly giving you $10 a year for two decades. And most of you are ignoring them.Planned giving evangelist Tony Martignetti, retired attorney and author of the upcoming Planned Giving Accelerated, is back to bust the six nasty myths keeping small and mid-size nonprofits out of the game. It's not too complicated, it's not just for the big guys, and you're not having a "death conversation", you're talking about the life and longevity of your mission.The launch is simple: query your database for loyalty and longevity (gift size doesn't matter), pick your top 3-6 prospects, start conversations. Ten hours a month, no splashy website required. Plus: what to say when you make the ask, and the research showing 75% of donors who put you in their will increase their other giving.If planned giving has been on your someday list, this episode moves it to Monday.Important Links:Connect with Tony:⁠ https://www.linkedin.com/in/tonymartignetti/Tony Martignetti Nonprofit Radio :⁠ https://tonymartignetti.com/Join the Planned Giving Accelerated Waitlist: https://www.plannedgivingaccelerated.com/My Big Ask Gifts Program:⁠ https://go.rheawong.com/big-ask-gifts-program⁠My Book, Get That Money Honey:⁠ https://go.rheawong.com/get-that-money-honey⁠My Newsletter:⁠ https://www.rheawong.com/⁠

This episode is a little different. It's a bit of a public service announcement.I recently read new nonprofit sector data, and honestly, I haven't been able to stop thinking about it. The numbers tell a pretty clear story: organizations that rely heavily on grants and government funding are feeling more pressure than ever, while nonprofits with strong individual giving and major gift programs are weathering the storm much more successfully.If your organization has been putting off building a major gift strategy or if your current program just isn't producing the results you need. I hope this conversation gives you permission to rethink where you're investing your time.In this episode, I share why major gifts are becoming more important than ever, the biggest mistakes I see nonprofits make when trying to build a program, and a few practical steps you can take today to start creating more sustainable fundraising.If you're feeling overwhelmed by fundraising right now, know this: you don't have to keep doing things the way they've always been done. Sometimes the smallest shift in focus can make the biggest difference.Important Links:My Big Ask Gifts Program: ⁠https://go.rheawong.com/big-ask-gifts-program⁠My Newsletter: ⁠https://www.rheawong.com/

I sat down with my friend Glennda Testone, CEO of the Nonprofit Leadership Lab, to talk about what we're both seeing across the sector right now: burnout, funding uncertainty, increasing demand for services, and nonprofit leaders trying to do more with less.It's easy to get caught up in the anxiety of the moment, but one thing became crystal clear in our conversation: the organizations that will weather this season best are the ones investing in relationships.We talked about why individual donors matter more than ever, the risks of relying too heavily on grants and government funding, and why fundraising is ultimately about human connection not transactions.We also got into some hot takes on galas, donor behavior, AI, and what nonprofit leaders should be focusing on when everything feels uncertain.If you've been wondering how to navigate the current fundraising landscape, I think you'll find this conversation both grounding and encouraging.Important Links:Nonprofit Leadership Lab: https://nonprofitleadershiplab.com/?wickedsource=google&wickedid=Cj0KCQjw0JnRBhDJARIsALobnXYMR6sg7UyNnriy98C0t1QkwFu8XqFOpgP5qXL4hJB-Ly5wREp22jYaAlXLEALw_wcB&w_adid=733701107251&w_campaignid=22263756844&utm_source=google&utm_medium=cpc&utm_campaign=22263756844&gad_source=1&gad_campaignid=22263756844&gclid=Cj0KCQjw0JnRBhDJARIsALobnXYMR6sg7UyNnriy98C0t1QkwFu8XqFOpgP5qXL4hJB-Ly5wREp22jYaAlXLEALw_wcB My Newsletter: ⁠https://www.rheawong.com/⁠My Quiz: https://bit.ly/4vDEBjl

Ever feel like your major gifts program is held together by spreadsheets, good intentions, and crossed fingers?This week, I'm joined by my client and friend Amy Lester, Major Gifts Officer at Polar Bears International, for a candid behind-the-scenes look at how she transformed her fundraising program in just over a year.When Amy started, she inherited a portfolio, a giant spreadsheet of prospects, and what she lovingly calls a "hope strategy." Fast forward 15 months, and she's exceeded her fundraising goal by more than $400,000, doubled major donor gifts, increased her conversion rate from 40% to 84%, and brought in 19 new major donors.My favorite takeaway? Amy's shift from feeling overwhelmed and reactive to confident and strategic. That's the magic of having a system.If you're sitting on a portfolio full of potential and wondering how to turn donor relationships into real revenue growth, this episode is packed with practical lessons you can apply immediately.Important Links:Connect with Amy: https://www.linkedin.com/in/amy-lester-cfre-40166b49/ My Big Ask Gifts Program: ⁠https://go.rheawong.com/big-ask-gifts-program⁠ My Book, Get That Money Honey: ⁠https://go.rheawong.com/get-that-money-honey⁠ My Newsletter: ⁠https://www.rheawong.com/⁠ My Quiz: https://bit.ly/4vDEBjl

In this episode of Nonprofit Lowdown, I sat down with Janine Quijije to talk about AI but probably not in the way you’re used to hearing about it.Instead of asking, “How can AI help us do more?” Janine asks a much more important question: How can AI help us preserve our energy and prevent burnout?We talk about the reality of being overextended in the nonprofit sector, the pressure to constantly produce, and how AI can actually help us create more sustainable ways of working. One of my favorite takeaways was Janine’s simple exercise of uploading your calendar into ChatGPT and asking it to audit how you’re spending your energy. The results? A little confronting… and incredibly helpful.This episode is really a reminder that your worth is not tied to how exhausted you are.My Ai Analysis Report: Your export contained 239 campaigns, but most showed 100% open rates against tiny sendcounts — those are automated/triggered sends (welcome flows, single-recipient sends), not listbroadcasts. I filtered to campaigns sent to at least 500 people, which isolated 43 realbroadcasts to your full list (median list size ~6,400).For each subject line, I tagged structural features (length, emoji, punctuation, opening word,presence of 'you/your', sender voice, editorial framing, etc.) and compared the top 11 andbottom 11 performers to identify what actually correlates with open rate on your list specificallyImportant Links:Connect with Janine: https://www.linkedin.com/in/janinequijije/ My Big Ask Gifts Program: ⁠https://go.rheawong.com/big-ask-gifts-program⁠ My Book, Get That Money Honey: ⁠https://go.rheawong.com/get-that-money-honey⁠ My Newsletter: ⁠https://www.rheawong.com/⁠ My Quiz: https://bit.ly/4vDEBjl

This episode felt personal—because it is.In honor of Mental Health Awareness Month, I sat down with Lauren Carson (Black Girls Smile) and April Walker (Philanthropy for the People), and we got real about what’s actually happening right now—in our work, in our communities, and in our bodies.If I’m honest, it feels like a lot. And I know I’m not the only one.We talked about how the pressure out in the world—politics, funding cuts, constant uncertainty—is showing up in our mental health. Especially for Black women and girls, who are so often expected to just… keep going.And then there’s the funding piece. The promises that didn’t last. The lack of transparency. The constant hustle. It’s exhausting—and it’s impacting how we show up as leaders, as teammates, as humans.One thing that really stuck with me:We talk a lot about resilience as “pushing through,” but not enough about healing. And without healing, what are we actually sustaining?So here’s what I’m taking with me this month:Rest isn’t a reward—it’s necessary (even in small moments between meetings)I don’t have to do everything—just focus on what actually mattersMy inner voice matters—if I’m resting but still beating myself up, that’s not restAnd honestly… sometimes the most powerful thing I can do is just breatheIf there’s one thing I’d invite you to do this month, it’s this:Tell yourself the truth about how you’re actually doing—and give yourself a little more space to be human.We’re all figuring this out. And you don’t have to do it alone.Important Links:Black Girl Smile: https://www.blackgirlssmile.org/Stop Flying Blind: Fix Your Leaky Fundraising System: ⁠https://go.rheawong.com/donorjourneyauditwebinar-2026⁠ My Big Ask Gifts Program:⁠ ⁠https://go.rheawong.com/big-ask-gifts-program⁠⁠ My Book, Get That Money Honey:⁠ ⁠https://go.rheawong.com/get-that-money-honey⁠⁠ My Newsletter:⁠ ⁠https://www.rheawong.com/⁠⁠ My Quiz: ⁠https://bit.ly/4vDEBjl

I hear this all the time: “Why won’t my board fundraise?” And I get it—it’s frustrating. But here’s the truth I’ve learned: it’s usually not because they don’t care. It’s because no one ever showed them a version of fundraising that feels human.Most board members think fundraising means awkwardly asking friends for money. Of course they avoid it. When we shift the definition to something more relational—making introductions, building connections, saying “join me”—everything starts to soften.We also have to talk about the money stuff. The beliefs we all carry about money? They don’t magically disappear just because someone joined a board. Creating space to unpack that can be a game changer.A few things that really move the needle:Everyone gives something—it creates ownershipMake fundraising visible and celebrate the effortBe specific: don’t ask for “help,” ask for responsibilityCreate real connection between board membersAnd I’ll be honest—changing board culture takes time. Some people will lean in, some won’t. But when it clicks? When your board actually wants to bring people in? There’s nothing more powerful.If this is something you’re working through, you’re not alone—and there is a way forward.Important Links:Board Fundraising Training: https://go.rheawong.com/forboardmembers-929795 Webinar: https://bit.ly/4emZZCXStop Flying Blind: Fix Your Leaky Fundraising System: https://go.rheawong.com/donorjourneyauditwebinar-2026 My Big Ask Gifts Program: ⁠https://go.rheawong.com/big-ask-gifts-program⁠ My Book, Get That Money Honey: ⁠https://go.rheawong.com/get-that-money-honey⁠ My Newsletter: ⁠https://www.rheawong.com/⁠ My Quiz: https://bit.ly/4vDEBjl

I’ve been thinking a lot about this lately: before you even say a word, your donor can feel you. Your energy—your calm, your stress, your urgency—it all shows up in the conversation.In this episode, I’m making the case that equanimity isn’t just a nice-to-have… it’s a real fundraising strategy. Because when you’re anxious or rushing to “get it right,” donors feel that—and they pull back. But when you show up grounded and curious? Everything shifts.Especially right now, when the world feels loud and uncertain, your donors don’t need more urgency. They need someone steady. Someone who’s actually there to understand them—not just make an ask.A few things I’m practicing:Preparing to listen, not performTaking a quick pause to check my own state before callsTrusting my system so I’m not operating from panicIf there’s one thing I want you to take away, it’s this: your presence is your pitch.Show up calm. Stay curious. That’s the work.Important Links:Book a Call: https://connect.rheawong.com/ My Big Ask Gifts Program: ⁠https://go.rheawong.com/big-ask-gifts-program⁠ My Book, Get That Money Honey: ⁠https://go.rheawong.com/get-that-money-honey⁠ My Newsletter: ⁠https://www.rheawong.com/⁠

What if your fundraising challenges aren’t really about strategy—but about culture?In this episode, I sit down with Marcia Beckner to unpack how trust, safety, and leadership shape everything—from team performance to donor relationships.We dig into why fear holds fundraisers back, how toxic team members quietly drain revenue, and what it actually takes to build a culture where people (and fundraising) thrive.Important Links:Connect with Marcia: https://www.linkedin.com/in/marciabeckner/ Culture CARES: https://culturecares.com/Book a Call: https://connect.rheawong.com/ My Big Ask Gifts Program: ⁠https://go.rheawong.com/big-ask-gifts-program⁠ My Book, Get That Money Honey: ⁠https://go.rheawong.com/get-that-money-honey⁠ My Newsletter: ⁠https://www.rheawong.com/⁠

Capital campaigns sound exciting—big vision, big gifts, big impact. But they’re also one of the most misunderstood parts of fundraising.In this episode, I sat down with my friend Amy Eisenstein, CEO and co-founder of Capital Campaign Pro, to talk about what a capital campaign actually is, how to know if your organization is ready, and why planning matters far more than people realize.If you’ve ever wondered whether your nonprofit should launch a campaign—or worried it might cannibalize your annual fund—this conversation is for you.Important Links:Connect with Amy: https://www.linkedin.com/in/amyeisensteinacfre/ Capital Campaign Pro: https://capitalcampaignpro.com/ Webinar: https://go.rheawong.com/donorjourneyauditwebinar-2026 Book a Call: https://connect.rheawong.com/ My Big Ask Gifts Program: ⁠https://go.rheawong.com/big-ask-gifts-program⁠ My Book, Get That Money Honey: ⁠https://go.rheawong.com/get-that-money-honey⁠ My Newsletter: ⁠https://www.rheawong.com/⁠