Posts tagged ‘AFP-Skystone Prize’

August 12, 2015

23 Sources for Powerful #Fundraising Tips that Will Get Results

Most fundraising professionals want to achieve better results. Unfortunately, finding the insights and tips that will help you enhance your development efforts is challenging. So many information resources exist. However, which sources are the best?

Last week, I reported that Fundlio created a valuable resource list: “20 Fundraising Blogs Every Nonprofit Organization Leader Should Be Reading Now.” I’m honored to have my blogsite included on the list.

Now, I’m honored to report that my blog has been included on yet another list of must-read sites. Chris Baylis of The Sponsorship Collective has written: “23 Fundraising Websites and Blogs Every Fundraiser Should Read.”

Information Hydrant by Will Lion via FlickrTo compile the list, Baylis says, “My preference is for blogs that provide good content, comic relief and tips and tricks that I can implement right away.”

Baylis has done fundraising professionals a great service by putting the list together. While his list is not exhaustive, as he himself admits, it is certainly another great place to start if you’re looking for wisdom in the vast sea of information on the Internet. I encourage you to checkout the list and visit some of the blogs with which you might not yet be familiar.

May 5, 2015

Will You Help Me Celebrate My (Re)birthday?

On May 2, I began my month-long (re)birthday celebration. One year ago, I underwent a 14-hour surgery to remove the rare cancer that had spread throughout my abdomen. The surgery was a success, and I am now in remission!

First Birthday Balloons by akadruid via FlickrPrior to surgery, I was told my life expectancy would be about two to five years. Following surgery, my doctor told me I can expect a full life. That’s why I consider May 2 my (re)birthday.

Having gone through what I have during the past year, I’m returning to professional life with a reinvigorated commitment to help the nonprofit community be more efficient and effective so we can make the world a better place.

I’m doing a number of private and public things this month to celebrate. While I normally ensure that my blog site remains largely non-commercial, I’m making an exception with this post because I want to enlist your help as I mark this important time in my life.

There are a number of ways you can join my (re)birthday celebration:

New Clients. I’m looking for at least three new clients. If you’ve found my blog posts helpful, imagine what we can achieve by working closely together, as some readers have already discovered. If you work for a nonprofit organization, I can help you with annual fund enhancements, donor retention efforts, ethics education and policy development, phone fundraising improvements, planned gift marketing, and training for staff and/or boards. If you work for a for-profit company serving the nonprofit sector, I can help you with service/product enhancements, new service/product development, and marketing.

Please contact me if you would like to discuss how I can help you achieve your goals.

Paid Speaking Engagements. As part of my return to professional life, I’m looking forward to getting back out on the speaking circuit. I’m an experienced, well-reviewed presenter and AFP Master Trainer. I’m also an adjunct faculty member at Drexel University where I teach Advanced Fund Development to graduate students. For your organization, I can facilitate a variety of training programs for your board, staff, or volunteers. For your professional associations, I can offer a variety of seminars or keynote presentations to meet the group’s needs and particular interests.

March 10, 2015

Want a FREE Book? How about 2 FREE Books?

From time to time, I come across truly special offers that I’m pleased to share with you.

Today, I want to give you the chance to get not one, but two, FREE books about planned giving written by Texas Tech University researcher Russell James, JD, PhD, CFP:

Visual Planned Giving: An Introduction to the Law & Taxation of Charitable Gift Planning

Visual Planned GivingThis textbook is written specifically for fundraisers or financial advisors seeking to expand their knowledge about charitable gift planning. This introductory book addresses all of the major topics in planned giving law and taxation and features over 1,000 full-color illustrations and images that guide you through complex concepts in a visual and intuitive way. Distilled from his years of teaching Charitable Gift Planning at the undergraduate and graduate levels, James makes this topic accessible and enjoyable for the busy professional.

Here are some of the things you’ll learn:

• The secret to understanding planned giving

• A super simple introduction to taxes

• How to document charitable gifts

• Valuing charitable gifts of property

• Special techniques for donating retirement assets, private foundations and donor advised funds

• And much more!

The paperback version of this book retails for $187.98. However, you can get the electronic version for FREE thanks to my friends at MarketSmart, just click here.

American Charitable Bequest Demographics

This book provides an extensive review of the changing nature of American charitable estate planning from 1992-2012 and includes over 50 charts and graphs. James presents information in a simple, visual fashion with each page containing a graph or chart, comments on the importance of the information, and details about the methodology behind the data. Much of the information presented comes from a long-running, nationally-representative, longitudinal survey including information about the final estate distributions from over 10,000 survey respondents who have died during the study.

• Major sections include:

• National demographic trends

• Trends in charitable plans among those aged 55+

• Examination of matured plans of deceased respondents

• Timing of charitable plan changes

• And much more!

The electronic version of this book retails for $9.99. However, thanks to James, you can get it for FREE when you subscribe to this blog site in the right-hand column. You’ll receive an email confirmation of your subscription that will contain a link to the book. (I recognize that your privacy is important, so I assure you that your email address will never be sold.)

Now that I’ve saved you a bundle of money, I’d like to suggest some books you can purchase that will inspire and help you achieve greater results. When you make your purchase, usually at a discount, at The Nonprofit Bookstore (powered by Amazon), a portion of every sale will be donated to charity.

January 23, 2015

Breaking News: Big Planned Giving Myth Busted!

Many nonprofit professionals have long believed that those who make charitable bequest commitments will be less likely to make an annual fund gift. The fear, held by CEOs and CFOs in particular, is that legacy gift donors will feel they have already done their part and, therefore, will no longer be receptive to annual appeals.

Now, new evidence busts that planned giving myth once and for all!

As researcher Russell James, JD, PhD, CFP will explain in an upcoming  free webinar hosted by MarketSmart, not only will legacy donors continue to support their favorite charities on an annual basis, their support will actually increase once they have made their planned gift commitment, as indicated in the following graph:

Current Giving Before and After Adding Charitable Estate Beneficiary

Among those who have added a charitable beneficiary to their estate plan, the average annual charitable giving before making the estate gift commitment was $4,210. After making the estate gift commitment, the average annual charitable giving jumped to $7,381! On the graph, the label “Mixed” means we do not know how much of the giving was before or after the addition of the charitable estate plan given the timing of the survey.

While making a planned gift commitment does not necessarily cause one to increase his or her annual giving to charities, the longitudinal evidence now reveals that it most definitely does not cause donors to decrease their annual charitable support.

Recognizing that the average annual giving amounts for this group are quite large, James notes:

February 12, 2014

Special Report: Winner of Book Contest Named

[Publisher’s Note: “Special Reports” are posted from time-to-time as a benefit for subscribers and frequent visitors to this blog. “Special Reports” are not widely promoted. To be notified of all new posts, including “Special Reports,” please take a moment to subscribe in the right-hand column.]


We have a winner!

As 2013 drew to a close, Michael Rosen Says… announced a chance for readers to win a free copy of Donor-Centered Planned Gift Marketing. To enter the book drawing, readers needed to share the title of a favorite book they recently read about fundraising, philanthropy, or civil society.

You can read the original post and discover what books have been recommended by clicking here.

You can find other reader recommended books by visiting The Nonprofit Bookstore (powered by Amazon).

Donor-Centered Planned Gift MarketingThe winner of the contest is Pete Stroble, President of the British Transportation Museum (Ohio). Pete’s name was randomly selected by guest judge Tracy Malloy-Curtis, Director of Philanthropic Planning at the International Planned Parenthood Federation/Western Hemisphere Region. I thank Pete for his book recommendation and Tracy for selecting our winner.

For writing Donor-Centered Planned Gift Marketing, I won the AFP/Skystone Partners Prize for Research in Fundraising and Philanthropy. The best-selling book is listed on the official CFRE International Resource Reading List. The average reader review on Amazon is 5-stars. You can find the book by clicking here.

December 20, 2013

Have You Read Any Good Books Lately?

Wise fundraising professionals, nonprofit managers, consultants, and volunteers, often seek out the latest, greatest ideas, and have an interest in stories that can inspire.

If you are like many in the nonprofit world, you read books to discover the ways to generate improved results or to find inspiration.

Bookworm by PMillera4 via FlickrNow, I invite you to share the favorite book(s) you’ve read in the past year. Please use the “Leave a Reply” section below to provide the title and author of any fundraising, nonprofit management, or philanthropy book that you found particularly worthwhile to read. The book you recommend can be either a classic or a new title.

The objective here is to build a list of worthwhile books we should all consider adding to our 2014 reading lists.

By recommending a book here, you’ll get three benefits:

1. You’ll have the pleasure of helping your nonprofit brothers and sisters find worthwhile material that can help them and their organizations.

2. You’ll be entered into a drawing to win a free copy of my bestselling book, Donor-Centered Planned Gift Marketing. I’m honored to have won the AFP/Skystone Prize for Research in Fundraising and Philanthropy for this book. In addition, I’m pleased that my book has been placed on the CFRE International Resource Reading List because my goal was to get this valuable, practical information to as many people as possible. If you already have a copy (Thank you!), I’ll donate the winning copy to your favorite charity. One winner will be randomly selected on January 10, 2014.

October 30, 2013

Special Report: Two New Books Acknowledge Rosen

[Publisher’s Note: “Special Reports” are posted from time-to-time as a benefit for subscribers and frequent visitors to this blog. “Special Reports” are not widely promoted. To be notified of all new posts, including “Special Reports,” please take a moment to subscribe in the right-hand column.]


We’re honored to report that two new scholarly books have acknowledged the assistance and helpful insights of Michael J. Rosen, CFRE.

American Charitable Bequest Demographics (1992-2012), by Russell James, JD, PhD of Texas Tech University, provideRussell James Books an extensive review of the changing nature of American charitable estate planning. The book presents over 50 charts and graphs in simple, visual fashion with each page containing one graph or chart, comments on the importance of the information, and details about the methodology behind the data.

With James’ book, you’ll learn about the estate planning trends that affect planned giving; you’ll discover how different demographic factors (i.e.: age, race, gender, family status, etc.) affect charitable estate planning; you’ll see the impact of giving and volunteering on charitable estate planning. You’ll also gain many other useful insights.

You can purchase a paperback version of James’ book at The Nonprofit Bookstore (powered by Amazon), Alternatively, thanks to the kindness of Russell James, readers of Michael Rosen Says…may download a FREE copy of the e-book version here, for a limited time.

October 2, 2013

Special Report: Live Interview with Author of Donor-Centered Planned Gift Marketing

On Thursday, Oct. 17, 2013, at noon (EDT), Denise McMahan will interview me about my award-winning book, Donor-Centered Planned Gift Marketing. This is a free webinar presented by CausePlanet. To learn more and to register, click here.

McMahan, the Founder and Publisher of CausePlanet, will focus the interview on some of the book’s highlights, including:Book Cover: "Donor-Centered Planned Gift Marketing"

  • Identify who makes planned gifts and assess your organization’s potential for planned giving.
  • Understand planned gift donors’ motivations and how these fuel the author’s recommended approaches.
  • Explore how to educate and cultivate planned gift prospects and professional advisors.
  • Engage in effective asks and stewardship practices.

During the lively discussion, I will also share new insights based on the latest research.

Do you want to start a planned giving program? Do you want to reinvigorate an existing planned giving program? Do you want to maximize your planned giving results? If you answered “Yes” to any of those questions, then register today for this free webinar about the book that earned the prestigious AFP/Skystone Partners Prize for Research in Fundraising and Philanthropy.

Here are some reviews of Donor-Centered Planned Gift Marketing:

May 17, 2013

A Donor Offers You $5,000. Now What?

Congratulations! You’ve done everything right, so far. As a result, a prospect has offered to write a $5,000 check to your nonprofit organization. She only has one question: “Who should I make the check out to?”

So, what should you do next?:

A. Let loose with an enthusiastic, sincere, “Whoohoo!”

B. Thank the donor and tell her the proper name of the organization for the check.

C. Tell the donor the information is on your organization’s website.

D. Thank the donor, tell her the proper name of the organization for the check, and then say, “And, let me just ask, if I may, do you have any appreciated stock?”

Check SigningIf you’re like most development professionals, you probably answered “B.”

While that’s not exactly a wrong answer, there is a better one that will be more helpful for the donor and for your charity: “D.”

Sadly, many development professionals wrongfully assume that all donors of means know, at least, the basics of financial planning and tax avoidance. However, that’s simply not the case.

Sometime ago, I served on the board of a nonprofit organization. At one of the charity’s events that I attended, a modest donor came over to me and expressed an interest in donating $5,000. She simply needed to know the organization’s official name so she could put it on the check.

As in the above scenario, after thanking her and providing the information, I asked if she had any appreciated stock.

Puzzled by my question, she replied, “Yes, I do. Why do you ask?”

February 19, 2013

Special Report: Do You Want to Talk with an Award-Winning Author?

Have you ever read a book and wished you could talk directly with the author? Did you ever want to pick the brain of the author to get additional helpful ideas? Have you had questions about the material that you desired to explore more deeply? Were you ever curious about the author’s view of the future? Did you ever wonder what parts of the book the author felt were most important? Did you ever want to let the author know which parts of the book you particularly liked or which parts you disagreed with? Have you ever wanted to know if the author had acquired valuable, new information since writing the book?

If you answered “Yes” to any of the above questions, I have a special opportunity that will interest you.

I (Michael J. Rosen, CFRE) will be interviewed on The Nonprofit Coach Radio Show on Tuesday, February 26, 2013 at 12:00 PM (EST).

Donor-Centered Planned Gift MarketingI wrote the bestselling book Donor-Centered Planned Gift Marketing, for which I won the AFP/Skystone Prize for Research in Fundraising and Philanthropy. The book is on the official CFRE International Resource Reading List. I’ll be discussing the book with host Ted Hart, ACFRE. We’ll also look at the challenges and opportunities presented by recent changes in government policy.

During the program, listeners will have the opportunity to call in to ask questions. You can learn more about the broadcast and find the call-in number by clicking here.

I invite you to listen to the show live and to participate by calling in to the program. If you’re unable to listen to the live show, you will be able to stream it after the broadcast.


Get every new post delivered to your Inbox.

Join 1,128 other followers

%d bloggers like this: