Tag Archive for: chief development officer

How to work with your donor’s financial advisors to create the greatest impact.

 

 

On this week’s episode of A Modern Nonprofit Podcast, CEO Tosha Anderson invites David Foster,  CFP®, CAP® as her guest. David Foster is a financial advisor at Gateway Wealth Management of our client.

David speaks about, “How to work with your donor’s financial advisors to create the greatest impact”. He gives advice to listeners on should development officers ask for specific dollar amounts why or why not? He also hits on whether or not development officers should be afraid to ask about planned giving and how to be direct when asking about planned giving? Should you ignore your donor’s team of professionals, CPAs, Attorneys, Financial Advisors, when asking for large gifts? Or should you offer to reach out and get to know your donor’s professional advisors? You may think that getting a donor’s professional advisors involved will increase the time you spend and reduce the size of the gift you ultimately “bring in.” What are the three reasons the opposite is true?

These are just a few questions David answers, this episode is an interesting conversation with to experts in their fields.

This episode is a must listen.

Follow David’s career and reach out for any help with all nonprofit donor questions and more.

Here is how to get in contact with David Foster.

Website: gatewaywealthstl.com

Click on Talk with David

Email: [email protected]

Phone: 314-349-2711

What to Look for when Hiring a Fundraising Professional: A Modern Nonprofit Podcast

Are you considering hiring a fundraising professional?

In fact, one of the most commonly searched questions within the nonprofit sector is: “What is the role of a chief development officer?”

The answer is simple: a chief development officer oversees the strategic development and fundraising success of an organization. Additionally, this position plays an important role within a not-for-profit organization. But, you may be wondering: is it time for my nonprofit to hire a chief development officer or a fundraising professional?

Thus, hiring a chief development officer might seem intimidating. You don’t know whether your nonprofit needs one, but you are looking for opportunities to increase fundraising and donor engagement. But, that is why you need to listen to the latest episode of A Modern Nonprofit Podcast.

LISTEN TO A MODERN NONPROFIT PODCAST EPISODE 4: WHAT TO LOOK FOR WHEN HIRING A FUNDRAISING PROFESSIONAL HERE.

What to Look for when Hiring a Fundraising Professional

In this episode of A Modern Nonprofit Podcast, Tosha Anderson of The Charity CFO sits down to chat with Linda B. Haley of Let’s Build Hope, an organization that teaches and mentors development professionals and nonprofits to raise more money through hands-on, real-world training and collaboration.

Tosha and Linda discuss:

  • Responsibilities of a fundraising professional
  • Duties of a chief development officer
  • Red flags in the development sector
  • How nonprofits can use social media, marketing and organizational development
  • Thinking strategically as a nonprofit
  • Connecting with donors
  • Tips within the development hiring process
  • Differences in nonprofit consulting services
  • And more!

It’s a great episode. If you want to learn more about having a presence, connecting with donors and making the most of your nonprofit organization, you must listen and subscribe.

LISTEN TO A MODERN NONPROFIT PODCAST EPISODE 4: WHAT TO LOOK FOR WHEN HIRING A FUNDRAISING PROFESSIONAL HERE.

Virtual Resources for Listeners

So, if want to learn more about Linda, or pick her brain, check out her website here. She offers mentoring and shares soft skills to help you make the most of your nonprofit. Additionally, if you want to partner with an expert accountant for charities, or if you are wondering if your budget has the bandwidth to take on another key leadership position, our team of skilled, certified public accountants is at your service. Let’s connect to help maximize your mission. Request a meeting with us here.

Also, join A Modern Nonprofit Facebook Group and subscribe to our YouTube channel to ensure your nonprofit can always operating at its best!