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New Markets Tax Credits: Organizational opportunities and cautionary cons
Posted on: December 17, 2019 at 10:28 am

By: Hunter Atherton, Lee+ Associates College Intern In a previous article, I discussed the opportunities that New Markets Tax Credits can bring for investors and how they leverage those investments to their own success. As I mentioned, there is little to no information on the success or failure rates of these projects funded by NMTCs, but I want to outline what NMTCs could look like for you and your nonprofit organization should you  want to consider

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Realizing the value of the Development professional
Posted on: February 19, 2019 at 2:43 pm

By Karen Kegg I had a business professor in college who would refer to us fun-loving, extremely extroverted marketing majors as “Do you want fries with that?”  Nice! Granted, he was a finance and business policy guy and I respected him very much, but at the time his attitude didn’t help our confidence as business majors.  Who did he think had the right interpersonal skills to successfully build relationships with clients and prospective clients in order

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Fundraising “legend” Mike Davis to retire
Posted on: February 19, 2019 at 2:06 pm

Michael D. “Mike” Davis, veteran fundraiser and nonprofit “legend” in San Antonio, will retire at the end of February after serving 47 years in various development roles for several area nonprofits.  Davis began his career at University of the Incarnate Word when it was still an all-women college, as an admissions counselor and “road runner” representing the school to enrolling high school students.  He then took over development responsibilities and served at UIW for 10

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An attitude of gratitude
Posted on: November 13, 2018 at 10:38 am

By Amy Phipps There is no way to spread good feeling faster than by sharing a little gratitude.  I found this out several years ago, when I was asked to chair a small committee at my church called “Attitude of Gratitude.”  I have to admit I thought the name was a little corny, but I found that the work of the group was incredibly meaningful.  It centered on “stealth gratitude.”  Every month, the group would

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Nonprofit fraud hurts more than the bottom line
Posted on: February 20, 2018 at 10:04 am

By Marion Lee, CFRE  A thief has three characteristics: first a thief is not recognized by you as being a thief; second, he robs you of what you have without your realizing it at the time; and third, a thief leaves you feeling foolish after you have been robbed. –N. Ravichandran In this article, I ‘d like to explore why theft happens, how to work smarter to prevent this happening in your nonprofit and how

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Getting to know the Lee+ Associates team
Posted on: August 6, 2017 at 2:51 pm

The Lee+ Associates team recently completed a fun (but surprisingly challenging) poll of some of our favorite things. The resulting responses will give you a snapshot of each of us, including a quirk or two. We hope you will enjoy getting to know us a bit better! Priscilla Cortez, Associate • What’s your most memorable fundraising related experience?  While working at UT Austin, a student in the College of Natural Sciences passed away -too young – from brain cancer.  I worked

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Healthier economy sparks increase in U.S. charitable giving
Posted on: July 28, 2015 at 2:14 pm

By Joyce Penland, CFRE The Giving USA report on last year’s charitable giving in the United States has been released and we have reason to be encouraged. Americans gave an estimated $358.38 billion to charity in 2014, surpassing the peak last seen before the Great Recession that began in 2008. That’s the good news coming from the 60th anniversary edition of Giving USA. The 2014 giving total topped a 2007 benchmark, when giving reached an

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New Year’s resolution: Is your data in order?
Posted on: January 13, 2015 at 10:51 am

By Joyce Penland,CFRE “You’re only as good as your data.” We in the fundraising profession have heard this statement repeatedly…whether at conferences or through newsletters and, frankly, we know it’s true.  We know that we can’t reach out to donors, former donors, and prospective donors for support if we don’t have accurate data about them. Too often we think that talking about our data, or having meetings with staff about data management is “boring.”  But

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