Fundraising Strategy • Campaign Planning • Board Engagement

Hello Friend,

Happy New Year!

As we begin the new year, it's important to reflect on yourself, personal and professional goals for the upcoming year, but also to review the basic duties of obligation and care for you and your organization.

In a recent Chronicle of Philanthropy article, Elizabeth M. Schmidt succinctly describes the 3 Legal Duties of every CEO and Board Member.

This is also a good time to review the Board's Annual Duties. BoardSource provides an excellent summary.

Read my latest blog post A New Year Reminder: Fiduciary Duties Matter and

download the Annual Board Checklist

As always, I’m here to support your fundraising, strategic planning, and board leadership success.

Warm regards,

Tracy Connelly, CFRE

Planet Philanthropy

I have the pleasure of serving on the planning committee for the 2026 AFP Planet Philanthropy Conference. The conference will be held June 22-24, 2026, at Sunseeker Resort in Port Charlotte and will bring together hundreds of professionals committed to ethical fundraising.

If you're interested submitting a proposal to be a speaker, you may do so by using this link. Please note that the deadline has been extended to Jan. 2.

You may also Register for the conference now with reduced pricing through Jan. 31, 2026.

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