The end of the year is approaching sooner than anyone would like to admit. That means that year-end fundraising planning is beginning (or, has already started) to pop up left and right.

It is easy to understand why. On average, charities bring in 40% of their annual donations at the close of the year. Given statistics like that, nonprofits are always looking for the best ways to capitalize on the fall fundraising momentum.

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Fundraising is a challenge for nearly every board. According to Leading with Intent, 60% of CEOs and 58% of board chairs identify it as one of the most important areas for board improvement. You can’t sustain board engagement in fundraising without a culture that prioritizes the fundraising role for every board member. Use the following tips to cultivate a better board fundraising culture.

1. Begin at the beginning

Set the expectation for fundraising in the early stages of board cultivation and recruitment. Many boards include a section on fundraising and personal giving in the board expectation agreement, but it also helps to mention fundraising during interviews with prospective candidates. Say it early and say it often.Read more

You hear it everywhere.

Content is king.

And, if this is true, then context is emperor.

Storytelling is not merely sharing information. It’s understanding your audience, how they consume and share knowledge and where they look for and find trusted sources for making decisions: from where they will buy their next pair of shoes to the place they find inspiration for giving back and making a difference in the world.

In WealthEngine’s newest ebook, Choose Your Adventure: Data-Driven Storytelling, we explore how nonprofits and B2Cs use data to analyze consumer...Read more

Last week, our team, along with over 150,000 of Salesforce’s closest friends descended upon San Francisco for Dreamforce 2015.

Our goals for attending Dreamforce were as follows:

Every year, business leaders from around the country convene together at Dreamforce for a week of inspiration and learning to bring actionable tactics back to their teams. This is WealthEngine’s fourth year at Dreamforce and we keep returning every year because we see the value Salesforce brings to the industries we serve. It’s why we’ve decided to partner with Salesforce and invest resources to bring our solution to the AppExchange. We’re also proud of our growing relationship with Salesforce and our inclusion in the Sales Analytics Cloud.

If you aren’t familiar with WealthEngine...Read more

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