When my boss at The University of Southern Mississippi Foundation asked me to develop my goal for next year’s annual fund, I leaned into my expertise with spreadsheets and data. Piece by piece, I built a realistic projection for what we could raise through direct mail, email marketing, and our phonathon. Confident in the numbers, I presented them to him, and he was skeptical because the figure was three times more than the previous decade of annual results.

He suggested revising the estimate to a modest 10% increase, but I firmly stood by my projections, stating they were my low-end projections. He challenged me by saying, “If you hit these numbers, I’ll let you put a pie in my face.” We formalized the bet with a signed contract displayed in the office, which became a motivator for the team.

As the year unfolded, the energy around this goal grew. Even as we processed triple the usual number of gifts, everyone rallied around the challenge. My projections were so accurate that our phonathon came within $100 of my estimates, proving the strategy worked.
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At a faculty and staff event marking the year’s end, we celebrated with the promised pie-in-the-face moment. My boss, albeit wearing protective gear, took the pie as I reveled in knowing that meticulous planning and confidence in my expertise led to such a monumental achievement.

As we enter a new year, the promise of fresh opportunities is balanced by the practical need to set realistic projections. For nonprofit professionals, this is a pivotal step in crafting a fundraising strategy that not only meets but exceeds organizational goals. Even if you are on a July - June fiscal year, now is the time to planning and projecting because you will likely need to lobby for budget resources in February or March for the upcoming new fiscal/academic year.

But let’s start with some clarity: a goal is a desired end state – what you hope to achieve. A projection, however, is an educated calculation based on data and trends – a tool to guide your way.

While these terms are related, their distinctions are critical. In healthy organizations, projections should drive goal setting. Yet, many of us have faced the challenge of working under arbitrary or unrealistic goals set without a solid foundation in data.
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So, how do you ensure your projections are both reliable and actionable? Let’s dive into how to create, use, and leverage them to empower your program and set yourself up for success.

Whether your organization has given you a set goal or you have the freedom to build it, projections are indispensable. Even if the target feels unattainable, projections are worth your time because they:

1. Pinpoint the Shortfall
   By analyzing past performance and calculating realistic returns, projections can reveal where your program may fall short. This allows you to identify gaps, explain challenges to leadership, and show with data why certain outcomes are unlikely.
2. Identify Opportunities
   Projections force you to look at each segment of your program, which might reveal untapped opportunities. Is there a new group to solicit? A fresh strategy to implement? These insights can help you stretch toward your goal, even if it initially feels out of reach.
   
3. Tell a Story to Advocate for Resources
   When your projections highlight the potential for growth with additional resources, they become a lobbying tool. Imagine presenting leadership with clear evidence: “If we invest X dollars in this program, we project an increase of Y dollars in revenue.” This positions you as a forward-thinking fundraiser who makes decisions based on data, not guesses.

I remember the feeling of confidence I had going into 2020. I had been in the fundraising field for over 15 years (full-time), and at the time, I thought I had most things figured out. I would have confidently made broad, sweeping predictions about the future. And, as we all know, I would have made a complete fool of myself. Because everything we thought we knew was turned upside down by the global pandemic just a few weeks later.
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That humbling experience taught me a critical lesson: predicting the future isn’t about certainty; it’s about curiosity. It’s about studying trends, tracking the breadcrumbs, and embracing flexibility. As we look toward 2025, the nonprofit fundraising landscape continues to evolve, shaped by technology, shifting donor expectations, and global economic conditions. Here are a few trends to watch and how they might reshape the way we fundraise:

Gone are the days when a generic email blast could sustain your donor base. Modern donors expect nonprofits to know their preferences, interests, and giving history. This shift demands a deeper investment in donor data and segmentation strategies.
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What this looks like in practice:

• Personalized video messages from organizational leaders thanking donors for specific gifts.
• Tailored campaigns that reflect the donor’s passions – think targeted appeals for programs they’ve supported in the past or issues that align with their values.
• Leveraging AI to analyze donor behavior and suggest optimal engagement strategies (more on AI below).

AI has moved beyond being a buzzword – it’s now a practical tool reshaping nonprofit fundraising. From automating administrative tasks to analyzing donor data, AI is helping fundraisers work smarter, not harder.

Emerging applications in fundraising:

• Predictive analytics: By analyzing historical data, AI can identify which donors are likely to upgrade their gifts, lapse, or respond to specific campaigns. This enables fundraisers to act strategically and proactively.
• Content generation: Tools like ChatGPT can help draft compelling appeals, social media posts, or event invitations, giving fundraisers a head start while maintaining their voice.
• AI-powered donor stewardship: AI tools can automate personalized thank-you emails, gift anniversary reminders, and touchpoints, ensuring donors feel appreciated without overwhelming staff time.

However, as AI becomes more prevalent, ethical considerations must remain at the forefront. Donor confidentiality is non-negotiable – organizations must carefully vet AI platforms to ensure donor data remains secure and private. Similarly, while AI can streamline processes, it’s no substitute for genuine, human connection. The most successful fundraisers will treat AI as a powerful enhancement to relationship-building, not a replacement for the trust and care that donors deserve.
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By prioritizing ethics, privacy, and authenticity, nonprofits can leverage AI responsibly while maintaining the integrity of their donor relationships.

With limited staff and growing expectations, nonprofits are turning to automation to streamline repetitive tasks. Automation allows teams to focus on what truly matters: building relationships and driving impact.
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What’s being automated:

• Email workflows for donor journeys, from onboarding new donors to lapsed donor reactivation.
• Social media posting schedules, freeing up time for engagement and content creation.
• Grant tracking and reporting processes, ensuring deadlines are met with minimal stress.

By automating these tasks, organizations can improve efficiency without sacrificing quality.

Donors today demand clarity on how their contributions are being used. Organizations that can clearly articulate their impact and demonstrate accountability will stand out in an increasingly competitive philanthropic landscape.
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How to show transparency:

• Detailed impact reports shared via email or social media.
• Real-time project updates through live streams or donor-exclusive newsletters.
• Open discussions about challenges, successes, and lessons learned.

Transparency isn’t just a nice-to-have; it’s becoming a baseline expectation for earning donor trust.

The way people consume information and interact with brands (including nonprofits) is constantly evolving. In 2025, expect to see growth in emerging channels like:

• Short-form video content offers bite-sized storytelling opportunities.
• Text-to-donate campaigns capitalize on the growing use of mobile devices for philanthropy.
• Virtual and hybrid events create global accessibility without sacrificing the intimacy of in-person connection.

Experimentation will be key here, and nonprofits that adopt a “test and learn” mindset will stay ahead of the curve.

The future of nonprofit fundraising is both exciting and daunting. The tools and strategies available today offer incredible potential to engage donors in meaningful ways – but only if we approach them thoughtfully. As we navigate these trends, let’s remember the lessons of the past: stay adaptable, keep learning, and never forget that at the heart of every fundraising effort is a desire to connect people with purpose.

What trends are you seeing in your work? Let’s keep the conversation going in the comments!

​Cheers!

As we turn the page to a new year, it’s the perfect time to reflect on the incredible impact your donors have made on your organization. Donor appreciation isn't just about wrapping up last year's success - it’s about laying the groundwork for lasting relationships that will sustain your mission well into 2025 and beyond.
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In nonprofit fundraising, donor retention is key. It’s much easier (and more cost-effective) to retain a donor than to acquire a new one, which is why a thoughtful approach to showing gratitude can be a game-changer. Starting the new year on a note of appreciation can make all the difference in keeping those relationships strong. Here are six creative and practical ways to show your gratitude this New Year:

Instead of sending out traditional holiday cards, why not opt for a New Year’s card? It’s a great way to stand out, especially since January mail isn’t competing with the December rush. At my current institution, where we serve a multi-religious community, we steer clear of specific religious holiday cards, but New Year’s cards offer a respectful and inclusive option.

This isn’t just about sending a card; it’s about showing donors they’re valued as you enter a fresh chapter. By sending a message of gratitude and well wishes for the year ahead, you remind them that their support is crucial to your mission’s success.

Why It Works: A New Year’s card avoids the crowded December mailbox, acknowledges diverse traditions, and sets a positive tone for the year ahead.

Giving Tuesday 2024 is officially in the books, and I’m thrilled to share what worked for us this year! The seminary I work for has participated in Giving Tuesday on and off for almost a decade, but this year, we took bold steps that paid off in a record-breaking campaign.

​Spoiler alert: We set a $20,000 challenge match - our highest ever - and not only met it but exceeded it, raising $40,000! (We even used a strategic extension to cross the finish line - more on that later.)
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Whether you’re looking for fresh ideas or want to refine your strategy, here’s what made our campaign a success:

Challenge matches are a must-have in your Giving Tuesday toolbox. This year, our $20,000 match created a sense of urgency and gave donors an irresistible reason to give.

Why It Worked: It answered the critical question, “Why should I give today?” A generic “it’s Giving Tuesday” doesn’t cut it anymore because every nonprofit is vying for attention. A match is specific, exciting, and makes donors feel like their gift has double the impact.