Author: Adam Platzer

  • 13 Ways Great University Leaders Partner with Advancement to Raise More Money

    13 Ways Great University Leaders Partner with Advancement to Raise More Money

    The most successful fundraising efforts don’t just come from advancement offices, they come from strong partnerships between college leadership and advancement teams. When deans, directors, and academic leaders see philanthropy as part of their role, everything changes. Here are the best practices we’ve seen from university leaders who consistently help their colleges raise more money,…

  • Lessons from Our Recent Board Meetings: What Worked and What We Can Do Better

    Lessons from Our Recent Board Meetings: What Worked and What We Can Do Better

    We just wrapped a round of board meetings, and I walked away encouraged by what worked and some areas we can improve on Here are the big takeaways: What Worked Well Pre-Read MaterialsSending members pre-read materials (and even a few guiding questions) was a game-changer. People showed up ready to dive in and the conversations…

  • Using AI to Spark Meaningful Connections at Advisory Board Meetings

    Using AI to Spark Meaningful Connections at Advisory Board Meetings

    We had our college advisory boards coming to town. Each board represents its college, but what members love most is meeting each other. Especially folks from other boards. Those are the connections they don’t usually get, and more often than not, those connections turn into real professional opportunities. I’ve seen members go on to do…

  • The Moneyball of Fundraising

    The Moneyball of Fundraising

    In the book, and later the film starring Brad Pitt, Moneyball showed how the Oakland A’s transformed baseball by focusing on one overlooked metric: on-base percentage. It turned out to be the key to building a winning team on a limited budget. In major gift fundraising, I believe there’s a similar game-changing metric: Asks per…

  • The 1:1 Agenda Template That Changed How I Manage My Fundraising Team

    The 1:1 Agenda Template That Changed How I Manage My Fundraising Team

    If you’re managing a team of major gift officers, you know that the 1:1 is one of the most important meetings. But here’s the truth: too many of these meetings get wasted. They usually turn into casual catch-ups and a quick look at open proposals. This is not productive and rarely produces actual fundraising outcomes.…

  • The #1 Thing Top Fundraisers Do Differently

    At the end of this past fiscal year, I took a close look at what separated our most productive fundraisers from the rest of the team. It wasn’t who had the best portfolio or even who had the most experience. It was this:They simply opened more proposals. In fact, our top performers had twice as…

  • Free Major Gift Fundraising Videos to Boost Your Results

    I’m so excited to share the Efficient Major Gifts video series on Forward Fundraisers. If you want more effective powerful donor visits, smarter ask strategies, and a laser focus on your top prospects, these short but powerful videos are your new go‑to resource. On this page 👉 Efficient Major Gifts Videos – Forward Fundraisers, you’ll…

  • Protecting Your Fundraising Time

    Let’s be honest, most fundraisers in nonprofits spend at least 60% of their week in meetings that have nothing to do with their portfolio. Event planning, committee work, campus tours, internal brainstorming sessions fill up your calendar. And while some of that has value, a lot of it pulls us away from the work that…

  • Let’s Talk Fundraising Strategy (Your First Hour Is on Me)

    I know how overwhelming major gift fundraising can feel. You’re juggling dozens of prospects, trying to keep proposals moving, and still getting pulled into meetings that have nothing to do with closing gifts. Whether you’re looking to tighten up your proposal strategy, build better systems, or just need a sounding board from someone who’s been…

  • The ChatGPT Prompt That Helped Me Write a Better Fundraising Pitch

    The ChatGPT Prompt That Helped Me Write a Better Fundraising Pitch

    One of the most valuable things we can do as fundraisers is learn from each other’s approaches—what’s working, what language is resonating, and how we’re making the case for giving. I recently asked eight of our fundraisers who are great at closing gifts in our annual giving society to send me their go-to pitches. I…