“For sure” is not as predictable as it used to be, that’s for sure! 2020 threw all of us for a loop and as we come into 2021, we hope that things will change for the better. However, I believe normalcy may be slower than we had hoped. As we all...
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The best way to stick to your budget is to start one!
By: Barbara Marrou, Associate Why is it necessary to prepare a budget? Isn’t that the thing that takes an enormous amount of time and effort to make, and then is just forgotten until next year? If this is how you feel, then you are not using your...
Annual funds are appealing
By: Marion Lee, CFRE Kenneth Burnett in his book, Relationship Fundraising, said, "Fundraisers are members of a profession that is one of the world’s most powerful catalysts for change." Good fundraisers raise money, great fundraisers make caring...
New Markets Tax Credits: Organizational opportunities and cautionary cons
By: Hunter Atherton, Lee+ Associates College Intern In a previous article, I discussed the opportunities that New Markets Tax Credits can bring for investors and how they leverage those investments to their own success. As I mentioned, there is...
New Markets Tax Credit: It’s an investor’s world
By: Hunter Atherton and Aubrey Parke Lee+ Associates College Interns In 2000, the Community Renewal Tax Relief Act was enacted beginning the New Markets Tax Credit program. This allowed investors to “receive a credit against federal income taxes...
Does Board size matter?
By Priscilla Guajardo Cortez I recently attended a nonprofit panel discussion titled Better Boards presented by NXTBoard. An Austin-based company, NXTBoard provides technology-based solutions to help governing boards achieve success. The first...
Effective co-leadership: Board and Executive Director relationships
By Alexis De Sela Much has been written and discussed about the critical roles of, and relationship between, the Board of Directors and Executive Director of a nonprofit, and I don’t want to fall into redundancy with this article. However, as we’ve...
Realizing the value of the Development professional
By Karen Kegg I had a business professor in college who would refer to us fun-loving, extremely extroverted marketing majors as “Do you want fries with that?” Nice! Granted, he was a finance and business policy guy and I respected him very much,...
Fundraising “legend” Mike Davis to retire
Michael D. “Mike” Davis, veteran fundraiser and nonprofit “legend” in San Antonio, will retire at the end of February after serving 47 years in various development roles for several area nonprofits. Davis began his career at University of the...
Before your next campaign consider the “Hidden Phase”
By Marion Lee, CFRE James M. Greenfield is, for me, the father of modern fundraising processes. In 1991, Greenfield published Fund Raising: Evaluating and Managing the Fund Development Process which is a must read for anyone entering nonprofit...
