Category Archives: Uncategorized
5 Undeniable Truths of Successful Fundraising
Special online event – Thursday, February 20, 2014 – 7pm (EST)
Join Laura Waller-Miller as she hosts a discussion on what’s REALLY going on in your donors’ minds and why you are probably leaving money on the table every time you encounter them
Every registered guest to this event will also receive FREE 1/2 hour one-on-one discussion with Laura to design a “first steps” action plan to raise more money, resources and volunteers for their non-profit organization.
Register for this FREE event at Eventbrite –
Laura is the author of Unleashed Abundance –the Fundraiser’s Manifesto
Available in Kindle version at Amazon.com
Contact Laura at –Unleashed.abundance@gmail.com
Free, Electronic Bequest-Potential Calculator Unveiled
Are you reaching your potential? Michael Rosen has come up with a simple tool to calculate your potential . . . how much work do you have to do? His book, Donor-Centered Planned Gift Marketing is an outstanding resource. It is a guide for professionals to have LIFE conversations surrounding philanthropy – not just the (boring / confusing) mechanics of planned gifts. Check out his book and his blog post with the Bequest-Potential Calculator.
Smart fundraising professionals realize the value of understanding their nonprofit organization’s planned giving potential. Unfortunately, it has not always been easy to quantify that potential, until now.
Charities that do not have a planned giving program will want to know how much money their organization can raise through such a program before they decide whether a budget investment would be worthwhile.
Nonprofit organizations that already engage in planned giving will want to know whether their program is achieving all it can or if there is room for significant growth.
Nonprofit Chief Executive Officers, Chief Financial Officers, and board members, will want to know the potential of planned giving before they agree to invest scarce budget resources in a program to acquire planned gifts.
To help fundraising professionals gauge their organization’s planned giving potential, I included a “Bequest Potential Worksheet” in my award-winning book Donor-Centered Planned Gift Marketing. Now, I’ve collaborated…
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His Life’s Work Continues
In December 2011, I received a call from Carolyn Root. It was a typical call for me: Mrs. Root was calling to inform us that her husband had passed away recently, and his trust included a gift to Ohio State. Over the next several months, I worked with Carolyn and her son-in-law, Tony Lush, to administer the gift. I came to know them well, which is not amazing. What is amazing is that I also came to know a man of remarkable integrity and dedication – the man was Darrell Root, Carolyn’s late husband. Even though I will never meet him face to face, I have had the privilege of learning about someone whose entire life reflected a deep commitment to people – especially children and those who teach them.
Dr. Root’s calling to education came early, as a teenager in Trenton, Ohio. He earned a Bachelor’s degree in education from Miami University in 1950 and his Master’s and PhD from Ohio State later on. Other than a brief term of service in Military Intelligence during the Korean Conflict, Dr. Root spent the next 60 years in establishing standards of excellence inside and outside the classroom.
Here is a sampling of his career accomplishments:
- He was a math teacher, coach, principal and district superintendent.
- He was project manager of the Ohio State Evaluation Center – the first of its kind in this country
- With David Basarob of Motorola, he literally wrote the book on evaluating the effectiveness of corporate training programs
- In his classes at the University of Dayton, Professor Root challenged every student to reach higher and further than ever before.
- He never stopped thinking of ways to improve the professional development of school teachers – even contributing to establishing standards for evaluating e-learning programs as education moved into a new, modern phase.
There was one reason why he had such drive that resulted in a distinguished career – he loved children. Dr. Root believed at the very core of his being that every child deserved to have not just an education – but a good education. He wanted every teacher that entered his classroom at UD to leave it a better quality teacher; one that would return to his or her school with an undeniable focus on each student as an individual. He taught by example – giving each student exactly what he or she needed so they could in turn do that with their own students.
Despite the many, many professional accomplishments he achieved, Dr. Root was a humble, self-effacing and modest person. Many of his closest acquaintances had no idea what a leader he was in his field. They simply knew a wonderfully bright, cheerful and kind man who cherished his close connections with others.
Dr. Root also valued family – he did not marry until late in life. Carolyn always joked that Darrell married her for her grandchildren. He was as warm, caring and supportive with her family as if they had been his all along. They spent time on vacations in Florida and in beautiful Jackson, Wyoming. He loved a party, and the family told me of the joyful times they shared over the 22 years they knew him.
Without a doubt, every one that met Dr. Root knew that he was a Buckeye – he said that Ohio State had given him the tools and opportunities to pursue his life calling, and he was grateful for that. He saw it as an imperative that other educators be given the same opportunities he had so that leaders in education could continue to have influence and relevance into the future. That is why he and his wife, Carolyn established the Darrell K. and Carolyn R. Root Endowed Scholarship. Dr. and Mrs. Root gave not only during his lifetime. Because they knew that a gap may exist at his passing, they made estate gift arrangements in the trust I mentioned earlier. Ohio State and Miami University both received gifts, and many more inspired teachers and administrators will be changing education for the better in perpetuity.
Ralph Waldo Emerson defined success this way –
“ To laugh often and much- To win the respect of intelligent people and the affection of children – to earn the appreciation of honest critics – to appreciate beauty – to find the best in others. To leave the world a bit better, whether by a healthy child, a garden patch or a redeemed social condition – to know even one life has breathed easier because you have lived – this is to have succeeded.”
Darrell Root was a truly successful man. While he was not a wealthy man, he gave us many gifts – the gift of laughter, of family, of friendship, and especially the gift of learning. However, the ultimate gift he gave to us at Ohio State was the privilege of continuing his life’s work. We are humbled by the honor.
Please share your thoughts:
What is your life’s work? – What do you want to invest in that will outlive you?
Success, Significance, Security
In this TED talk, Harvard Professor Clay Christensen asks : How will you measure your life?
All of us in non-profit fundraising need to 1)ask this of ourselves and how we measure success in our organization and 2) ask it of our donors.
BOLD? yes! – watch and please comment. – Laura
Outstanding!
Here is a photo of the 2012 Honorees at the National Philanthropy Day Celebration in Columbus, Ohio last week:
On the far left is my friend and colleague at The Ohio State University, Cynthia Anderson (Outstanding Professional Fundraiser).
Greif, Inc., an Ohio company, was honored as Outstanding Large Corporation. It was just announced this week that the Greif Packaging Charitable Trust has made funding available to The Ohio State University to join forces with the Global Health Delivery Partnership to establish a program for innovative healthcare training and delivery in devleoping nations. See full announcement here:http://medicalcenter.osu.edu/mediaroom/releases/Pages/Global-Healthcare-Grant.aspx
It’s great to be surrounded by outstanding people in the Central Ohio community that are dedicated to “making good work” at home and around the world!
Giving Tuesday
Black Friday, Small Business Saturday, Cyber Monday . . . didn’t shop at all this past weekend (except for a few groceries to feed my crew of teenagers). However, I learned of a day that I could really get into: Giving Tuesday.
I have a theory: You will receive only what you FIRST give away. That means, for example, if you want more business, give some of your business away (see The Go-Giver by Bob Burg & John David Mann.) If you want more money, love, friends . . . give away money, love and yourSELF first and you will
see an increase in those things.
So, here’s an opportunity to test this theory.
1) Find some things to give away today in honor of the special name . . . it doesn’t have to be big or a donation to a worthy non-profit (although that is encouraged, of course). Find simple things, things that you already have . . . some examples: Give someone your undivided attention for 10 minutes; share chocolate; be on the lookout for a colleague that’s having a rough day and give them a word of encouragement; buy lunch for your boss . . . CHALLENGE – do something like this every day for the next 10 days. Be as innovative and imaginative as you like.
2) Over the coming weeks, observe the affects of your giving and use this blog to post your comments. Describe what you gave and what came back to you. Another Theory: what you receive will probably NOT come directly from the person / people you gave to.
Thank you for helping to test this theory. I can’t wait to hear from you!
What are you doing when you feel most beautiful?
What are you doing when you feel most beautiful?.
A reblog of Jacqueline Novogratz’s post from earlier in November. Acumen Fund is putting a new face on philanthropy and self-determination. Funding entrepreneurs for community development all over the globe. Want to see the highest level of the Golden Ladder of Giving? This is it . . .
This will touch your heart and give you new perspective.
Charitable Giving and Tax Policy
The Partnership for Philanthropic Planning (PPP) represents the gift planning community in a coalition of nonprofits nationwide advocating support of the chartiable deduction. Americans were generous long before there was even such as thing as income tax and even today does not affect the basic decision to give or not to give. Nearly 70% of American taxpayers are not even itemizers, and thus receive no direct tax benefit from their giving. Tax policy also does not affect volunteerism (since you can’t receive a charitable deduction for your time).
However, tax-favored charitable behavior does play a role in the timing, vehicle and amount of gifts. If you are engaged with non-profits on any level – volunteer, board member, donor or staff – it is critical that you understand how tax policy and government planning in general affect your choices and those of others that join with you to support the common good through those organizations.
To read an excellent summary of the importance of the “third sector” in our society and the benefits of good tax policy to support the sector, read the coalition’s position paper:
I would also recommend two books by Claire Gaudiani for action-provoking inspiration: The Greater Good and Daughters of the Declaration.
In the meantime – think about your long-term philanthropic plans: Remember that ANYONE can be a philanthropist and can make a difference.
Writing an effective email or direct mail appeal is not as simple as writing a note to a friend. It’s a real challenge. Sometimes, organizations hit the mark. Sadly, this post is about one of those other times when an organization misses the mark.
A short time ago, I received the following email from a performing arts organization (which will remain nameless) that my wife and I care about and have supported in the past:
Subject: We’ve Missed You!
Dear Mr. and Mrs. Michael J. Rosen,
With just a few weeks to go before the end of the [ABC Organization’s] fiscal year, we are writing to ask for your support of the [Organization] at a time of increasingly good news. As you have undoubtedly read, the [Organization] is no longer in bankruptcy. We officially exited from financial reorganization on July 30, 2012. As we look to the future with confidence, we…
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Big Lie #4 – I’m too young
Big Lie 4 – Im too young 10/28 by PhilanthropyPlus | Blog Talk Radio.
Fridays are reserved for inspiration. This certainly fills the bill!
We spoke with Heather Eastep a school teacher and advisor for a youth organization called Family Career & Community Leaders of America.
This will inspire everyone – we often underestimate our young people and their teachers. This is my TGIF gift to you – please unwrap it and get energized!

