JGA Counsel

authentic and strategic philanthropic consulting

Posts Tagged ‘fundraising counsultants’

Sep 2011 | JGA Expands Expertise With New Consultant

by Angela White

 Our JGA team of professionals has grown by one with the addition of Melanie Norton, our newest consultant.

Melanie is a talented planned giving director and fundraising professional well known to the JGA family. Over the years, she has served both at Franklin College and most recently at Depauw University.

Her keen understanding of the legal, financial and emotional dimensions of charitable giving will be immensely valuable for our clients. She provides real world insight into best practices, proven processes and procedures that can help clients generate success in their donor management programs.

I am very excited to welcome Melanie to our team and look forward to having the opportunity to introduce her to you personally over the next few months. Please find more information on Melanie’s background and experience in the announcement below.

 

JGA Welcomes Higher Ed Development Professional

(Indianapolis) September 8, 2011 – Johnson, Grossnickle and Associates announced today that Melanie J. Norton has joined the firm as Consultant. Norton will provide philanthropic counsel to JGA’s nonprofit clients to help them maximize their fundraising potential and position themselves for long-term success.

Prior to joining JGA, Norton was the Director of Gift Planning for DePauw University in Greencastle, Indiana. She brings more than 12 years of experience with Planned Gift Giving committees and boards for higher education institutions.

During her work at DePauw, Norton was responsible for the oversight and administration of the $180 million gift planning program. She helped donors navigate the complex legal and financial mechanisms while matching donor giving interests with the institution’s needs to create a mutually positive and effective legacy between donors and the university.

“We are very excited to incorporate Melanie’s skill set into the JGA team,” said Angela White, Senior Consultant and CEO of JGA. “We have been familiar with her work over the years and her notable track record of success. Her proven leadership on volunteer boards and her expertise with prospect strategy and development will provide great insight and counsel for our clients.”

In addition to her four year tenure at DePauw University, she worked for seven years as the Director of Major and Planned Gifts at Franklin College, where she also began her career as Assistant Director of Admissions.

During her career, Norton also spent seven years in the banking industry serving as an Assistant Vice President at Fifth Third Bank in the divisions of Trust and Investment Advisors and Retail Banking.

Norton holds a B.A in Business with a concentration in management from Franklin College. She also holds an M.B.A from the Kelley School of Business. She was recently elected to serve on the national board for the Partnership for Philanthropic Planning (PPP). She is past President and board member of the Planned Giving Group of Indiana and also served on the board of Independent College Advancement Associates.

About JGA

Founded in 1994, Johnson, Grossnickle and Associates provides authentic and strategic philanthropic consulting services to private colleges, seminaries, independent schools and large cultural and community organizations in the central United States. 

 

Nov 2010 | 5 ways to spot an “under-cultivated” prospect

By Kris Kindelsperger

 

It has struck me how many times we have begun work with non profit clients only to find that their list of “top donors” is populated with prospects for which they know very little.  The “Top 50″ or “Top 100″ turns out to contain more “suspects” than prospects.

If you believe that major gift fundraising is about building relationships, engaging donors with your organization, and bonding prospects to your cause, then watch for these telltale signs that you may not be pointed in the right relational direction.  Do you find yourself saying any of the following about your prospects?

1.  “Mrs. Jones is a close friend of one of our board members.”  Yes, but will this friendship translate into a potential relationship with your organization and is the board member willing to broker the relationship on your behalf? 

2.  “Our president/CEO/ED met with Mr. Smith just last year.”  Fine, but a year is a long time.  What has happened in the meantime?  Was there any follow up contact or have you dropped the relationship ball?

3.  “I see the Johnsons in attendance at our events all the time.“  A good sign, but does anyone from the development team engage them or are they simply attendees?

4.  “We’ve heard that Mr. Smith’s business is doing very well. ” Better than hearing that the business is doing poorly, but do you have any specific knowledge to back this up?  Have you done in-depth donor research on the individual or peer screening that would match the observation with potential support for your organization?

5.  “Mrs. Simpson has been a loyal $1,000 donor for more than ten years.”  Loyalty is great, but has anyone taken the time to personally cultivate this prospect and determined if there is greater potential than the same give year after year?

These are all telltale signs of under-cultivation, but this is not an exhaustive list.  What are the signs you look for that tell you that you should be doing more to cultivate your prospects?

Sep 2010 | Fundraising in Times of Uncertainty

by Kris Kindelsperger

In our discussions with donors and clients in recent months, we’ve observed that some donors are, for lack of a better word – paralyzed – by uncertainty. 

Some are looking for more reliability in the markets, some are looking to the November elections for guidance on economic policy, others are looking at January 1, 2011, wondering what the tax structure will be like. 

Adding to this anxious mix is a flood of conflicting advice obtained through personal research or from those that may be advising them about what might happen in the months to come.

The instinctive reaction for some is to preserve personal resources and avoid – or postpone -philanthropy.  For gift officers this often comes with the message “now is not a good time to make a major gift.”

While those who represent our nonprofit organizations are not financial advisors or financial planners, thoughtful discussion with donors can open opportunities to devise strategies that meet donors’ needs and allay concerns.

Philanthropy is frequently a “win-win” financial situation for both the non-profit and the donor if both can have a frank and open discussion about the outcomes. A carefully planned gift can benefit a donor who is worried about their taxes.  Non profits also offer a number of very attractive income producing financial instruments in today’s market.

So, in these uncertain times, now is a perfect time to move beyond the confines of simple gift discussions and to have conversations with donors about how philanthropy might bring a level of certainty to an uncertain world.  Non profits are in a unique position to have these discussions.

Are there ways that your organization is productively engaging donors in an uncertain world?

Aug 2010 | Donor Survey Provides Insights on Philanthropy

by Angela E. White

Want to know what 15,000 donors said could influence them to be more generous in 2010 than they had originally planned?

Want to know how these donors are feeling about the recession and its impact on their philanthropy?

Want to know if direct mail campaigns are dead?

These are just a few of the questions addressed in the latest research released by Penelope Burk, President of Cygnus Applied Research, Inc., in her new study The Cygnus Donor Survey … Where Philanthropy is Headed in 2010.  

You can review an executive summary and purchase the full report at http://www.cygresearch.com/.  As always, Penelope provides us with very interesting and helpful information to set the stage for our work.

For example, her research shows that the impact of the recession on philanthropy seems to be moderating; however, among the top 10% of select donors, 17% said that they would give less in 2010.

We know that a decrease in giving from our most generous donors has a large impact on our overall fundraising success and thus may indicate that we will not see our total giving bounce back right away.

Now that we are 7 months through the year, how do your philanthropic results compare to last year? Review Penelope Burk’s latest research and see how you compare to national donor trends.

Learn something interesting in the study? Discuss it with Angela and others by posting in the JGA comments section.

Dec 2008 | Home

JGA takes an authentic, strategic approach to philanthropic consulting. Our experienced fundraising consultants are committed partners to a variety of organizations, primarily private schools and colleges, arts and cultural organizations, and large community/social service organizations.

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