Fundraising Talks
News and updates from the USM Office of
Advancement Research

Upcoming Events


AGN – Email Appeals Workshop

When: September 28, 2023, 11:30 am – 4:00 pm EST

 

Markers of Philanthropy & Leveraging AI to Find Your Best Prospects

When: October 12, 2023, 1:30 PM - 2:30 PM

Tell Me More...

Looking for funding opportunities? We've identified a few funds that might be useful to you. Visit the links below to learn more about the requirements and deadlines for these opportunities. 


Constellation - E2 Energy to Educate grant program

Deadline: October 1, 2023

 

Abell Foundation

Deadline: October 1, 2023

 

Robert Wood Johnson Foundation - Evidence for Action: Innovative Research to Advance Racial Equity

Deadline: Rolling Basis

Contact Us


Sapna Varghese

Director of Advancement Research

301.445.2709


Lois Baker

Prospect Researcher


Bethany Jones

Office Clerk

301.445.1950

Letter from the Director

Welcome to August’s Fundraising Talks. As fall approaches, most higher education institutions across the U.S. have welcomed students to their campuses for another academic year. Relationships with these incoming students began to form when they started researching and applying to our institutions. Strong relationships are cultivated by positive experiences at a student's chosen institution and continuous engagements during and beyond their years of study. 


The 2023 Geography of Giving report by Fidelity Charitable explores how geography plays a role in shaping American philanthropy. How people give in different cities is an interesting data point to explore since one's location may be based on the needs and characteristics of their lifestyle. Additionally, we should consider how giving shapes the communities people live in and how people contribute to make their communities better. The trends identified can be used to drive discussions on giving priorities and innovative giving approaches. Knowing the priorities and needs of communities will help donors determine how to create impactful charitable giving in areas where they live.


Fidelity Charitable’s grant-making activities were examined in order to rank the top 30 metropolitan areas in the United States. The top cities for giving in the Mid-Atlantic region are Baltimore, New York City, Philadelphia, and Washington DC. Of the eight popular charitable sectors (art and culture, education, environment and animals, health, human services, international affairs, religion, and society benefit), the three most popular charitable sectors were human services, education, and religion. Human services emerged as the new most charitable sector in the majority of the top 30 cities for giving, especially in the East and West Coast regions. Research indicates that more donations were directed to nonprofits that focused on hunger and food insecurity. The top charitable sector in most cities in the Central and Southern regions of U.S. was religion. Education was the top charitable sector in the Bridgeport-Stamford-Norwalk region in Connecticut. 49 percent of donor-advised funds of Fidelity Charitable were directed to education in 2022. The Baltimore-Towson area ranked as ninth in giving for education sector.


Geographic location of constituents and other demographic data that we have in our databases can provide valuable insights for fundraisers to create outreach strategies. The Fidelity Charitable report can be used to locate areas where our donors reside and understand what charitable sectors donors in those areas are interested in supporting. We can help them understand how they can contribute to causes that help improve the communities they live in. On a different and final note, August is "National Make-a-Will Month" – an excellent time to reach out to your donors and invigorate planned giving programs.


I hope all of you had a wonderful summer. As always, please feel free to reach out to us with questions, comments, or any assistance with fundraising research!


Best Regards,

Sapna and USM Advancement Research Team

Join the USM Forum!


Join the USM's Forum on the Personify CommUnity platform! USM Forum is a virtual space where colleagues working in advancement (fundraising, research, alumni engagement, marketing and communications, etc.) across the System can meet and discuss current trends in their fields, ask for professional advice, and share whatever else is on their minds. 

 

The USM Forum has org charts for each institution as well as past recordings of USM webinars that you may have missed. Once you have signed up for an account, you can view and contribute to the Resources section – maybe you want to share an event invitation, a timely news article, or a Giving Day appeal video you’re proud of!

 

We hope that you will join us on USM Forum and that this will become a valuable resource where we can share, collaborate, and learn from one another.

 

In order to begin using USM Forum, please click here. Select “Register” and use your USM email to create an account. Once you can access the site, create a profile and begin posting and interacting. Have fun!

A Planned Giving Program for a Smaller Shop is All About Bequests

This article covers essential information for small non-profit planned giving programs such as:


  •   What is planned giving?
  •   Why is planned giving important?
  •   Who should have a planned giving program?
  •  Seven steps to build—and sustain—a planned giving program


Click here to read the answers to the questions above, as well as the seven steps to building and sustaining a planned giving program.

Unraveling the Threads App for Fundraisers

Thanks to the ever-changing policies on "X" (formerly Twitter), there are a number of new competing apps that seek to fill the Twitter-shaped hole in our hearts. One of the most popular is Threads, an app released by Meta. This article offers a quick look into how Threads work and whether or not it is worth it for your organization to join Threads in order to fundraise. Click here to read.

Beyond ‘Sadvertising’: Charitable Giving More likely if Potential Donors are in a Good Mood

We are all familiar with the famous American Society for the Prevention of Cruelty to Animals (ASPCA) Sarah McLachlan commercial. This approach, known as "sadvertising" may not be the best way to win over your donors. A study from Nathan Chan, assistant professor at the University of Massachusetts Amherst, and Casey Wichman, assistant professor at the Georgia Institute of Technology, found that people in good moods are more likely to donate to a charitable causes. The findings suggest that charities may want to improve potential donor's moods before making the big ask. It may also be beneficial to reach out to potential donors when they are already feeling good, such as on their birthday or major holidays. Click here to read more.

10 Effective Strategies For Creating A Fully Customized Donor Experience

Personalizing interactions with your donors can create lifelong supporters to your nonprofit. However, maintaining high levels of personalized care and attention for a large number of donors is very difficult. Members of the Forbes Nonprofit Council shared ten strategies nonprofit leaders can use to leverage a customized donor experience.


  1. Know your donors
  2. Explore why donors support your organization
  3. Actively listen to your supporters
  4. Establish authentic relationships
  5. Prioritize face-to-face communication
  6. Focus on the small touches
  7. Host small donor events
  8. Connect with local community groups
  9. Share recipient testimonials
  10. Leverage technology


Click here to read more about each strategy and how it may work for your nonprofit.

Prioritize These Capabilities in Principal Gifts Fundraising

An effective principal gifts program is crucial for success as campaign and funding goals continue to grow. In order to reach your organization's goals, fundraising leadership must prioritize certain capabilities in principal gifts fundraising. According to Grenzebach Glier + Associates, nonprofits must understand their prospect pools via wealth screening, gift capacity estimations, prospect research, and prospect pool analysis. They must also use growth scenarios to set goals and learn from historical data to forecast future scenarios and they must allocate and invest resources strategically. Nonprofits must also reduce friction in the pipeline by developing comprehensive prospect reports, reviewing prospect activity regularly, and defining proposals for the upcoming fiscal year. Click here to read the full article.