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

Upcoming Events


Understanding Proposal Probability: A New Data Science Statistic for Pipeline Forecasting
When: February 26, 2026


A Case for Coding Language Skills: Turning Big Data into a Prospecting Tool
When: February 18, 2026


AASP Webinar: John's Annual IRS & State Regulations Update 
When: January 14, 2026, 2 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. 


Spencer Foundation – Large Research Grant 
Deadline: February 24, 2026


Camille and Henry Dreyfus Foundation – Teacher-Scholar Awards 
Deadline: February 3, 2026 


Herb Block Foundation – Pathways Out of Poverty 
Deadline: LOIs – February 2, 2026


AWS Education Equity Initiative 
Deadline: January 31, 2026

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

Happy New Year! Welcome to the January 2026 edition of Fundraising Talks. We hope you had a wonderful holiday season and are feeling reenergized to begin another successful year. New resolutions and goals set the tone for 2026, helping us be more strategic with our time and talents.


Looking back at the factors that shaped philanthropy and charitable giving in 2025, we can certainly call it another “unprecedented” year. Many nonprofits were impacted by federal budget cuts, new tax laws, and other socioeconomic challenges. Yet, as in other difficult times, development professionals worked hard—focusing on strategic donor engagement and teamwork.


As we head into 2026, it’s important to adapt strategies that deliver positive results in advancement services and help leaders understand the changing landscape of higher education, while anticipating the continuation of some trends from last year. Among these trends, artificial intelligence will remain a hot topic in 2026. Investing in technology for data collection and analysis—and using it to understand donor performance and behavior—is key to fundraising success this year.


A recent article from The Chronicle of Philanthropy highlights several trends that advancement professionals should keep in mind for 2026:


  1. Increased use of artificial intelligence for tasks such as donor research, communications, and grant writing.
    
  2. Helping donors navigate new tax laws as they make contributions in the new year.
    
  3. Finding meaningful ways to engage with DAF donors (Donor-Advised Funds).
    
  4. Adjusting operations amid reduced federal funding and economic uncertainty. In 2025, strong stock market performance may have driven midlevel and major gifts. In 2026, it’s harder to predict these factors, so fundraisers must listen carefully to donors and apply personalized approaches to build relationships.
    
  5. Motivating staff to thrive and succeed, reducing turnover and strengthening organizational culture.


We’ve entered 2026 with more data than ever—data that can improve efficiency, strengthen donor communications and trust, and inform decisions that drive success. Personalized messages that convey your institution’s mission and needs can influence donor behavior and demonstrate the impact of their gifts, building trust along the way. While advancement teams focus on relationships, strategic use of AI to craft stories and enhance analytics will amplify performance.


I wish you great success as we move forward into 2026. As always, please feel free to reach out with questions, comments, or requests for assistance with fundraising research!


Best regards,


Sapna and the USM Advancement Research Team


 

From Asking To Advising: Fundraisers Must Embrace Change

This article from Forbes comes to us from Laura MacDonald, founder of Benefactor Group, author of The Endowment Handbook, and past chair of Giving USA. In the article, Laura notes that as charitable giving becomes increasingly complex, strategies that worked in 2025 may not succeed in 2026. Things such as new tax laws, DAFs, and innovative giving platforms mean that fundraisers have to move beyond just asking for gifts and instead, act as philanthropic strategists. This means understanding donors’ motivations and aligning giving with their financial goals, as well as using behavioral insights to grow trust and engagement. Successful fundraising professionals now need to have skills in philanthropic literacy, must collaborate with advisors, and share stories rooted in shared values. The focus is shifting from transactional fundraising to transformational relationships, where success is measured by trust and impact rather than dollars raised. Ultimately, fundraisers who use this partnership-driven approach will help donors rediscover the joy of giving.

Tech Trends 2026: What to Anticipate in the Nonprofit Sector

This article from BizTech covers tech trends in 2026, specifically what trends we can expect in the nonprofit sector. According to BizTech, now, more than ever, nonprofits are turning to artificial intelligence to address staff shortages and to streamline operations. They are using AI to support HR onboarding, compliance, and administrative tasks, as well as using AI for donor engagement through AI-powered CRM systems that enable segmentation, retention-risk scoring, and personalized outreach. Nonprofit organizations are moving toward unified cloud platforms that integrate fundraising, service delivery, and finance, which in turn reduces IT costs and improves transparency. Data privacy and cybersecurity are top of mind, and nonprofits are adopting advanced encryption and confidential computing to protect sensitive donor and beneficiary information. This year, hybrid engagement models will continue to dominate events and fundraising, as they offer flexibility when facing budget constraints and global uncertainties. Click here to read more.

Case Study: AI-Powered Donor Research

In 2024, Clark University in Worcester, MA partnered with EverTrue to launch an AI-powered donor research system that dramatically accelerates what was once hours of work into minutes. The system delivers detailed, citation-backed reports while keeping humans in charge of oversight. This article from CASE outlines exactly what the system is and how Clark University is using it. Using a custom super prompt in ChatGPT, the system generates rich 15–20-page profiles that include biographies, affiliations, giving history, and outreach guidance at around $0.90 per report. The reports feed into a human review process to ensure accuracy and align with ethical standards like GDPR and CASE’s fundraising principles. Thanks to this system, Clark went from producing about 100 reports per year to nearly 1,900. The Clark team stresses the importance of starting with publicly available data, establishing strong governance, and maintaining human validation before scaling AI tools. Click here to read more.

Case Study: Empowering Advancement Services

In another case study from CASE, we learn about how the University of Southern California (USC) is using AI to transform advancement services by automating donor data processing and improving efficiency. Previously, staff spent hours manually reviewing and updating records, but AI tools now handle tasks like address standardization, gift entry validation, and duplicate detection in minutes. This has freed up staff to focus on strategic priorities such as donor engagement and stewardship rather than administrative work. USC understands that AI is not a replacement for human judgment. Instead, AI augments workflows while maintaining compliance and ethical standards. The university also invested in staff training to build confidence in AI tools and ensure proper oversight. Click here to read more.

12 Revealing Nonprofit Stats From 2025

This article from Nonprofit Pro covers data from 2025 that reveals key trends shaping the nonprofit sector as we move into 2026. Some highlights include that recurring giving continues to grow and that one-time giving remains flat, year over year; GivingTuesday donors were retained at a 65 percent rate in comparison to 52 percent for donors who gave earlier in the year; Millennial giving increased 22 percent to an average of $1,616 per donor; Gen Z donors are more likely to give if a digital creator is involved in a nonprofit; and only 24 percent of nonprofits had an AI policy in 2025. Click here to read the full list.

Four Advancement Predictions for 2026

EAB predicts four major trends shaping advancement in 2026. First, AI will become a core tool for advancement teams. Second, data integration and governance will take center stage as institutions work to unify fragmented systems and ensure compliance while leveraging insights for smarter decision-making. Third, donor expectations for transparency and impact reporting will rise, requiring advancement professionals to demonstrate measurable outcomes and articulate the value of giving more clearly. Fourth, talent challenges and staff burnout will persist, prompting organizations to invest in automation and professional development to retain skilled teams. Click here to read more insights on these trends from EAB.