How to Market Your Planned Giving Program on a Nonprofit Budget
C.J. Bergmen C.J. Bergmen

How to Market Your Planned Giving Program on a Nonprofit Budget

Your planned giving program is probably a secret — a buried line on your website that donors never see. Yet bequests move billions every year, and most flow to the nonprofits that simply thought to ask. Here's how to market a legacy program warmly and consistently on a budget of almost nothing.

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Donor Retention: Why First-Time Donors Disappear (and How to Keep Them)
C.J. Bergmen C.J. Bergmen

Donor Retention: Why First-Time Donors Disappear (and How to Keep Them)

Four out of five first-time donors never give again. That leak, not your acquisition, is what quietly decides whether your organization compounds or starts near zero every January. Here is why the second gift is so much harder than the first, what losing donors actually costs you, and the four simple habits that keep people giving for years.

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Impact Storytelling: How to Turn Your Mission Into Gifts
C.J. Bergmen C.J. Bergmen

Impact Storytelling: How to Turn Your Mission Into Gifts

Every annual report I have read buries its best fundraising asset on page four. Here is what I have learned about impact storytelling: why one specific story consistently outperforms a wall of statistics, what makes a story actually work, and how to start collecting them this week.

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How to Reactivate Lapsed Donors Without Begging
C.J. Bergmen C.J. Bergmen

How to Reactivate Lapsed Donors Without Begging

That untouched lapsed donor list is some of the warmest, cheapest revenue you have — but it never responds to pressure. Here's what I've learned about winning donors back without the desperate year-end email: why they really left, how to read the list, and a gentle win-back sequence you can start this week.

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Capital Campaigns Demystified: A First-Timer's Roadmap
C.J. Bergmen C.J. Bergmen

Capital Campaigns Demystified: A First-Timer's Roadmap

The words "capital campaign" can quiet a whole board meeting. Here is what I have learned about the plain-language roadmap: the four stretches every campaign moves through, the math behind the ask, and the mistakes that trip up almost every first-timer.

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Endowment Building 101 for Development Directors
C.J. Bergmen C.J. Bergmen

Endowment Building 101 for Development Directors

Endowment sounds like university and hospital money, not something a one-person development office can touch. Here is what I have learned: an endowment is more a decision than a size. What it really is, where the money comes from, and how a small shop can start one this week.

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How to Talk About Planned Giving Without Scaring Your Donors
C.J. Bergmen C.J. Bergmen

How to Talk About Planned Giving Without Scaring Your Donors

Say "planned giving" and watch your donor tense up — but the fear is almost all on our side of the table. Here is what I have learned about starting the legacy conversation gently: why the words do the damage, which loyal donors to start with, and how to ask so it feels like an invitation.

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How to Get 100% Board Giving Without the Awkward Conversations
C.J. Bergmen C.J. Bergmen

How to Get 100% Board Giving Without the Awkward Conversations

Every board member's name is on your annual report — but not every name is on your donor list. Here's what I've learned about reaching 100% board giving without the awkward ask: why the conversation feels so hard, how to make giving an expectation up front, and a personal ask that never feels like begging.

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A 90-Day Donor Stewardship Plan You Can Start This Week
C.J. Bergmen C.J. Bergmen

A 90-Day Donor Stewardship Plan You Can Start This Week

Stewardship is the first thing that disappears when you are wearing every hat. Here is a simple 90-day plan you can start this week — three thirty-day rhythms for thanking donors fast, showing them what their gift did, and deepening the relationships that matter most. No new budget required.

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The Fundraising Metrics That Matter (And the Ones You Can Ignore)
C.J. Bergmen C.J. Bergmen

The Fundraising Metrics That Matter (And the Ones You Can Ignore)

Most fundraising dashboards bury the few numbers that actually predict your future under a pile of ones that just keep you busy. Here is what I have learned about which metrics to watch — donor retention, lifetime value, recurring giving, pipeline movement — which ones to ignore, and how to build a dashboard you will actually use.

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Writing a Case for Support That Actually Moves Money
C.J. Bergmen C.J. Bergmen

Writing a Case for Support That Actually Moves Money

Most nonprofits have a case for support sitting unread in a folder while the real fundraising happens somewhere else. Here is what makes a case actually move money: the four moves every donor is looking for, why most cases quietly fail to connect, and four small edits you can make this week.

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Donor Segmentation for Small Shops: Stop Treating Every Donor the Same
C.J. Bergmen C.J. Bergmen

Donor Segmentation for Small Shops: Stop Treating Every Donor the Same

Most small shops send every donor the same letter — the first-time giver, the nine-year monthly donor, and the major donor all get one blast. Here is how to segment your list into the few groups that actually matter, tailor the message without burning out, and start with what is already in your records.

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AI for Grant Writing: What Works, What Doesn’t, and What’s Next
C.J. Bergmen C.J. Bergmen

AI for Grant Writing: What Works, What Doesn’t, and What’s Next

AI can help nonprofits draft stronger grant proposals, organize research, and sharpen narratives—but it cannot replace human strategy, funder relationships, ethical judgment, or fact checking. Here’s what works, what fails, and how grant teams can prepare for what’s next.

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AI-Powered Donor Research: Finding Your Next Major Gift
C.J. Bergmen C.J. Bergmen

AI-Powered Donor Research: Finding Your Next Major Gift

AI-powered donor research can help nonprofits find major gift prospects faster, but the real goal is stronger relationships. Learn how to use donor data, prospect scoring, ethical AI, and human review to identify your next major gift while protecting donor trust.

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How to Use AI to Write Better Fundraising Appeals
C.J. Bergmen C.J. Bergmen

How to Use AI to Write Better Fundraising Appeals

AI can help nonprofits write warmer, clearer fundraising appeals without losing the human touch. Learn how to use donor stories, segmentation, prompts, editing, testing, and ethical AI practices to create appeals that build trust and inspire giving.

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