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Nonprofit Training Resources And Blog Posts
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Don't Forget to Read the Instructions!
A few weeks ago, my wife got to make a move she had been dreaming of for a long time: after years of building seniority at her...
Sep 13, 20243 min read


Why do people pre-plan their funeral? And, why you should plan for Year-end giving NOW.
A few months after my Dad passed away, my mother called me and said… Sharon, will you plan my funeral? Well Mom, you seemed ok when I saw...
Sep 4, 20242 min read


A full schedule, and a funnel of major gift prospects
Recently, a former colleague of mine died after being diagnosed with a particularly aggressive cancer. It was very sad; I was very sad. I will remember him as a kind and thoughtful person, a loyal friend, and a very good fundraiser. He was mourned by his family and many dear friends. It was also a little funny (just to me) because he and I had talked - at ridiculous lengths - about the importance of estate plans, the opportunities that planned gifts could provide to donors wh
Aug 23, 20244 min read


What I Learned on My Summer Vacation
August 19th, the first day of school, is a day that has been circled on my calendar for a long time. I’ve had the great joy - and quite...
Aug 16, 20243 min read


This was NOT your average Almond Milk Latte!!!!
Last year, I wrote a blog called " It’s Not Just an Almond Milk Latte ." In it, I provided a brief description of some best practices for a first-time meet-up with an individual donor at Starbucks. Important things to remember including making it a conversation, not a presentation. Engage in purposeful small talk. Watch for nonverbal cues. Brainstorm ideas: How do we best engage? Address sensitive issues (if needed). Limit distractions , if possible. Make a follow-up plan. Al
Aug 8, 20243 min read


So glad that Ben made the right decision
In parenting, it’s said that the days pass slowly but the years fly by, that’s apparently true for businesses too! It’s hard to believe...
Aug 2, 20243 min read


Lessons of a Broken Knee
There was once a great book many of my contemporaries read when our kids were little. The book was called Blessings of a Skinned Knee...
Jul 26, 20243 min read


What's Old is New
This year’s “How did you spend your summer vacation?” question will have a lot of the usual answers: a few family trips, weekends at the...
Jul 19, 20243 min read


The Power of the Introduction – Finding Lara
Many years ago it was my first day in the office of a new partner – I was working on-site primarily to review files and get an understanding of the organization’s efforts in the world of planned giving. This early consulting project was limited in scope. It wasn’t meant to be a day of meetings – I had spoken with the CEO on the telephone and knew what papers would be waiting for me (unorganized file boxes … but that’s a story for another day). I had barely found my chair when
Jul 15, 20244 min read


Pashmina Math- How to do a successful third-party fundraiser
Every Development Director has had a new, enthusiastic fundraiser come knocking on their door saying the following: "I have a restaurant...
Jun 21, 20243 min read


Try something new this summer
I often talk about the importance of “Bravery” when it comes to fundraising. If you fear hearing a NO, you might never get to a yes. A...
Jun 13, 20242 min read


A Mental Health Checkup for Fundraisers
A little over three years ago I wrote a blog post that changed my life. I was feeling tired, stressed, and burned out - on a whim, I...
Jun 11, 20243 min read


Working Hard vs Working Smart
If you have spent any time in sales or fundraising, you have heard this phrase. So often it is used as if it is a choice. Bob works so...
May 31, 20243 min read


Come in like a Lady-Leave like a Lady (or Gentleman)
I was reminded by the Mouse just this week of one of my favorite Sharon-isms. Yes, I am remembering something I have said for years in...
May 10, 20244 min read


Better Together- Thoughts on partnerships
Spring fundraising season is in full-force. The golf tournaments, 5Ks, galas, and other events are bringing together community members...
May 6, 20243 min read


Running Your Fundraising Race
I am not a runner. I have never been a runner. But to know me one of my favorite sayings is when running the fundraising race- don’t...
Apr 26, 20242 min read


Spring Cleaning Your Fundraising Events
As a fundraiser, there’s one hill I’ll always be willing to die on: I hate fundraising events. We all have our strengths and areas of...
Apr 19, 20243 min read


Dear Clients,
Dear client who sent me the email that told me working with Team Kat & Mouse led them to raise their sponsorships by 36%, THANK YOU for...
Apr 12, 20242 min read


Shoot for the Moon, but Don't Forget the Other Opportunities Along the Way
“How do we get some of the money MacKenzie Scott is giving away?” There are a lot of recurring questions that come up among nonprofits,...
Apr 6, 20243 min read


Change is in the air
Spring forward! It seems to be the season for people to embark on new jobs, at least according to my LinkedIn feed! With the spirit of...
Mar 18, 20242 min read
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