The GuideStar Blog retired September 9, 2019. We invite you to visit its replacement, the Candid Blog. You’re also welcome to browse or search the GuideStar Blog archives. Onward!

GuideStar Blog

To Take Notes in Meetings with Donors or Not …That Is the Question!

And the answer is ...

In almost every case I think it’s totally fine to take notes. I have taken notes for 35 years, in more than 3,000 meetings with donors. Not in every meeting, but in the vast majority.


Some Things I Have Learned in My Years of Fundraising

17 axioms you will want to know:


Building a Donor Base from the Ground Up

Nonprofits tend to go for the big money—primarily grants and major gifts—when building their development program at the start. Then, at some point, many find they need to diversify their funding sources by building an individual giving program that targets lower-capacity donors.

The idea of building a donor base from scratch can leave a lot of fundraisers (neophyte or not) feeling overwhelmed. But with reasonable investments and consistent efforts, any nonprofit can get there. Let’s break it down ....