Join us as Andrew and Rhen share a plan of action for successful year-end appeal letters.  They answer all of the important questions:  who, what, when, and why!  

Show Notes:  

As Andrew shares early in this episode, 30 percent of nonprofit giving is done in December.  For this reason, y...

By Mary Walker, Petrus Blog Contributor

December is the time for the FUN part of FUNdraising! After getting the Christmas/Year-end appeal out,  grab a cup of hot chocolate, sit back, open the mail, and count up the donations! 

I hope you get to do lots of that, BUT there is still work to b...

One of the non-profits I worked for didn’t have a database; they had an Excel spreadsheet for their donor information. It wasn’t very organized, and I had no idea how accurate it was. 

There was information everywhere - on spreadsheets, in the executive director’s notebooks, and in the heads ...

By Mary Walker, Petrus Blog Contributor

The end of the year, that is. 

Did you know that about 1/3 of annual giving happens in December? The time between Thanksgiving and Christmas is a season that encourages generosity. As a result, nonprofits ramp up their “asks.” Also, in the United Stat...

In this episode, we feature Dr. Adrian Sargeant, co-director of the Institute for Sustainable Philanthropy, as he gives his keynote address at the Petrus Development Conference in June.  Dr. Sargeant shares his research about donor motivation and identity, and he discusses how we, as development pro...

In this episode, Andrew visits with Juliette Picciano, former director of the Cardinal’s Annual Stewardship Appeal for the Archdiocese of New York and current president of Cathedral High School in New York.  (Juliette changed positions between when this podcast was recorded and when it was published...

By Jamie Cappetta, President, USC Caruso Catholic Center and Petrus Consultant

Like many development professionals, I didn’t start my career aspiring to be a fundraiser, but rather my aspiration was that of a professional baseball player. However, when I did not get drafted my senior year in co...

By Mary Walker, Petrus Blog Contributor

Clarence, the wingless angel: We don’t use money in heaven.

George Bailey: It comes in pretty handy down here, Bub.

From the movie It’s a Wonderful Life.

Note: I am not a lawyer, and the following is not legal advice—just my perspective and experien...

In this 100th episode, Andrew visits with Bishop David Konderla from the Diocese of Tulsa and Eastern Oklahoma.  Andrew met Bishop Konderla when they worked together at St. Mary's Catholic Center in College Station, and the pair discusses the successes of the campus ministry’s multi-decade capital c...

By Mary Hernandez, Petrus Blog Contributor

Your year-end appeal is about to get to the final proofing stage, and thankfully, there is still time to edit with a critical eye and include your donors as a key player in your messaging. 

Your appeal likely includes these elements:

• Transformat...

In this episode, the Blueprint for Development series is on it's third installment. Tara and Sarah are back with Annual Funds, also known as an operating budget or director's fund. How can you create a new or sustainable development program that doesn't depend solely on that one event or those 1-2 m...