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12Oct 17

October 13, 2017

As of October 13, 2017

As promised, here is installment #3 from PSI, catching you up on a few select items about our work and clients, and also updating you on some interesting happenings in the world of philanthropy and fundraising.

The annual tradition of a President’s Dinner is coming soon, on the evening of October 29.  This year’s featured speaker will be the Dean of the Lilly Family School of Philanthropy, Dr. Amir Pasic.  Our theme is one that concerns all of us who do fundraising—the better the organizational context, the better success we have with fundraising.  We will also feature a short video of leading professionals speaking about this topic and how they have addressed it.  Watch for it on this website after the dinner.  Please urge your Conference and Union presidents to come, along with other leaders with whom you interact.

Coming soon—a survey about how you wish to receive PSI news!  Please fill it out when you receive it so we know how best to serve you!

Remember the Bible text you probably memorized as a child, or at some point in your life you learned this key text… “It’s more blessed to give than to receive!”  Well, we give credence to this thought because we believe in the Bible, but now we also have secular research backing this up!!  If interested, write me at and I’ll send you some references you can use.

Academies continue to grow in fundraising and make headway—yes, I’m repeating this sentence from last time, but it’s worth repeating!!  Please remember and also share this information that PSI has many resources that can help, including a new planning form, as well as our handbook, Successful Fundraising, and countless other materials.  We also come on-site to help you!  Share and spread the news that we are ready and able to help academies move ahead!

Here is a sobering bit of news– CHRONICLE OF PHILANTHROPY DAILY UPDATE

OCTOBER 03, 2017 Fewer Americans Find Room in Their Budgets for Charity, Chronicle Data Show.  If you don’t receive the Chronicle, ask us for info about this piece.

Featuring one of PSI’s consultants this month—our special consultants help meet the many and growing requests for PSI’s help, and we’re fortunate to have them on our team for special gigs and assistance.

Dr.  Dennis Carlson is a fundraising and leadership consultant for non-profits, focusing largely on Seventh-day Adventist entities such as local churches.  His experience in philanthropy includes four years as Vice President for Advancement at Walla Walla University and various fundraising initiatives within the church context during his years as a pastor and church leader.  He served as Vice President for Administration in both the Washington and Upper Columbia Conferences and as President of the Minnesota Conference and the Mid-American Union Conference.  He was chair of the board of Philanthropic Services for Institutions (PSI) during his time as Assistant to the President for Administration at the North American Division of Seventh-day Adventists.  He also served on the Advisory Committee for PSI.  He earned a B.A. in Theology from Columbia Union College (Now Washington Adventist University) and a Master of Divinity degree from the Seventh-day Adventist Theological Seminary at Andrews University.  He earned a Doctor of Ministry Degree from Northwest Theological Union.

Until next time!

Mobile:  317-250-8274


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06Oct 17

October 2017

As of September 25, 2017

As announced last time, we’re beginning a new Director’s Column this month, and will publish it biweekly, on approximately the 1st and 15th of each month.  We’ll cover PSI news items, feature achievements, alert you to latest “hot buttons,” and share information that might be helpful to you.  As the news tradition puts it…

The Fundraising Fitness Test, spearheaded by Randy Fox with the assistance of our friend Bill Levis, continues to make headway and make waves at the same time.  It’s a great way to be accountable to yourself as well as your team and administrators by understanding what works in your fundraising efforts.  As a spin-off from the Fundraising Effectives Project of the AFP, it’s a tool that crunches the numbers for you.  Take a look now on our website and write

PSI was represented at the ASI conference and subsequently assisted several who stopped by our exhibit.  We value the efforts of ASI members and are happy to help them with advice and resources whenever possible.

Academies continue to grow in fundraising and make headway, but at the same time we’re a bit astonished about how many don’t know what PSI services can do for them—and those services range from consulting to our successful MAP program. See below.

Click to view the PSI Education Services Flyer for 2017

Don’t forget that we can advertise jobs and post resumes on PSI’s website—perhaps we can help you, whether an employer or job seeker, make the right match for mutual benefit!

PSI is fortunate to have several professionals assisting us as requests for our services increases constantly.  We’ll periodically feature these consultants, for whom we and many of our clients are grateful.

Derek L. Lane

Mr. Lane is the Principal owner of The Lane Consulting Group, an agency that provides workshops, training, and consulting services for community and faith-based organizations throughout the U.S. Some of his clients include World Vision, the U.S. Department of Housing and Urban Development, the Chamber of Commerce, and the Christian Community Development Association. Specific areas of specialization for churches and faith-based organizations include launching, growing, and funding nonprofits, governance, church growth, stewardship, and community relations. He has launched over a dozen non-profit agencies and secured $20+ million in grants and resources over the past thirty years. He is an ordained minister and graduate of Oakwood University and completed graduate-level work at MS State University in Leadership. He also completed the Nonprofit Executive Leadership Institute through Sanford University. In 2013 he was selected as a Peer Reviewer for the Standards of Excellence© Institute, and is the membership director for ASI in the Southern Union. He enjoys public speaking, writing and is passionate about helping communities, churches, and nonprofit organizations make an impact where they serve.

Until next time!

Mobile:  317-250-8274

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07Sep 17

September 2017

Beginning this month, PSI staff and I will use this column for a biweekly update of:

  • news in our fundraising, philanthropy and nonprofit professions,
  • updates of exciting events at PSI,
  • special information about clients, and
  • miscellaneous interesting “stuff” in our world.

There is a new editor at the AFP Advancing Philanthropy journal and she is really putting the emphasis on productive and ethical practice.  A recent article discussed how to develop or improve a culture for philanthropy in your organizations.  If you’re not a member, write me and I’ll send you a link or a scanned copy.

Academies are doing it!  In spite of some negative news that circulates in the field, there are stellar academies who are doing fundraising successfully.  Some have been doing it for some time, some are new, some have used PSI’s assistance, others have moved ahead on their own.  A select group came together in April to share their strategies and to discuss what’s going on as well as the possibilities.  There are already some results of this highly productive meeting already.  Write me for a copy of the fundraising implementing and tracking form, designed especially for academies but adaptable to most organizations.  Those who met at PSI were:

Don Short
Shenandoah Valley Academy

Janel Ware
Development Director
Shenandoah Valley Academy

Carla Thrower
Takoma Academy

Ronnie Mills
Development &Advancement
Takoma Academy

Greg Gerard
Georgia-Cumberland Academy

Kevin Emmerson
Director of Development & Alumni Relations
Mount Ellis Academy

Doug Herrmann
Loma Linda Academy

Desiree Quijano
Director of Advancement
Loma Linda Academy

Kris Fuentes
Madison Academy

Taleah Valles-Peters
Director of Development
Madison Academy

Cleopatra Trevilcock
Development Director
Greater Miami Adventist Academy

Marile Estrada
Business Manager
Greater Miami Adventist Academy

Frank Jones
Forest Lake Academy

Melissa Keller
Alumni/Development Director
Forest Lake Academy

Keith Hallam
Vice President of Education
Potomac Conference of SDA

Gus Martin
Superintendent of Education
Arizona Conference of SDA

Social media never ceases to be a topic of interest, high demand, and utility.  We were fortunate to host Nathan Hand, a faculty member at The Fund Raising School, who gave an outstanding webinar on the topic.  If you weren’t able to attend, or didn’t hear about it for some reason, you can access this on our website.  Write Mark Lindemann for assistance:

Sometimes we forget what resources are right at our fingertips.  You have many such resources available at PSI!  Check out the library list of books you can borrow!  These have recently been culled and updated due to the NAD move to a new building.  We’re also fortunate to be able to subscribe to the leading journals and we save the scan the best items, from how-to to news in our profession.  We’re happy to share these with you.  If you need any info write me or the general help line at PSI and we will save you some time and effort.

Until next time!  Always wishing you well,

Mobile:  317-250-8274

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01Aug 17

August 2017 – Nonprofit Governance and Compliance

Most fundraising professionals and many nonprofit personnel are familiar with the newspaper, Nonprofit Times, which is available as both hard-copy and on-line ( However, they may not be as aware of Exempt:  The Financial Magazine for Nonprofits ( It is published six times annually by Nonprofit Times.

In the November/December issue of 2016, the lead article discussed “Five Things That are Making Regulators Buzz.”  Written by Tracy L. Boak and Karen I. Wu, the article acknowledges that legal issues and compliance regulations are perpetual operations concerns, but they consider five to be of greatest interest to regulators, and therefore perhaps present the greatest challenges to nonprofit leadership.

First is the failure of boards to properly implement governance and compliance regulations, such as matters of conflicts of interest. Second is inadequate scrutiny of fundraising and overhead costs, such as high costs of hiring a fundraising professional and misrepresentation of how much is actually spent on the program versus the costs to bring in the donated funds.  Third is the matter of restricted funds and donor expectations. Fourth are the complex issues of the use of technology in fundraising; these raise many questions, from legal matters to use of donor data that is collected.  Finally are the considerations of social impact efforts, such as income-producing ventures rather than donations. This, perhaps, is the one that will bear consideration for some time to come, due to the vast changes that occur in this arena.

Understanding the viewpoint of what is significant in terms of regulations of nonprofits isn’t necessarily an easy matter but is vital for ethical and credible organizations that are accountable to their donors and the public. Exempt makes that challenging task easier for the busy nonprofit and fundraising professional.

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01Jul 17

July 2017 – Helpful Study on Oversight

One of the influential and significant organizations in our field is the Urban Institute, which houses the Center on Nonprofits and Philanthropy. Based in Washington, DC (see, the Center, long led by Dr. Elizabeth Boris and currently by Sarah Rosen Wartell, published in late 2016 a most significant report—State Regulation and Enforcement in the Charitable Sector. PSI sometimes fields questions about regulations, which can be challenging to track and at times understand, so this document is of great value in ensuring NAD organizations are in compliance.

The study is the first systematic analysis of state-level oversight and regulation of charities in the U.S. and was done in collaboration with Columbia Law School and consists of three components. The first is a legal analysis of laws in the 56 U.S. jurisdictions. The second is a survey of the state and territory offices charged with oversight, regulatory and enforcement authority. Interviews with about two-thirds of the officials at these organizations comprise the third section.

A few highlights of the report, which is available on-line, are the following:

  • No single state law regarding charities exists; the laws are complex and cover many areas.
  • Organization and staffing of the offices also varies.
  • Most registration oversight is with the state attorneys’ general offices, followed by secretary of state offices, as well as other entities listed in the report.
  • Uniformity is encouraged among states.
  • Fundraising abuses, trust enforcement, and governance are the three most common areas of activities.

While the report is complex and cerebral, the astute fundraising professional would benefit from a perusal to at least develop an acquaintance of the basic information it presents, and to have this resource on hand for referral.

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Lilya's Corner

Suggested Resources

In the library

Nonprofit Excellence in Fundraising

Nonprofit Fundraising 101Built upon the success of the best-selling “Nonprofit Management 101,” this easy to digest book provides practical, comprehensive guidance for nonprofit fundraising around the globe. With tips and tools, expert advice, and real-world insights from almost fifty industry leaders, this robust resource addresses the entire spectrum of fundraising for nonprofits, including: Planning, hiring, and tracking progress Individual donors, major gifts, events, and direct mail Board and volunteer engagement Foundation and government grants Corporate partnerships Online and email fundraising.

Advice from the Expert

October 2017

Should we pursue a planned gift or a current gift?

The correct answer to the above question is BOTH.  A trend among nonprofits is to combine responsibility for securing major gifts and planned giving into one position. Recently, I was speaking at a conference and took the opportunity to sit in on another presenter’s session. He asked how many fundraisers were wearing two hats—responsible for both major and planned gifts. The hands of most attendees immediately shot up.

On the negative side: This dual responsibility often results in a concerted effort toward current gifts to the detriment of future gifts. The tendency is to go after the major gift as a first priority and the planned gift as a distant-second option because of 1) the demand for current gifts and 2) often performance metrics only rewards fundraisers for current gifts.

On the positive side: Wearing two hats actually puts fundraisers in the position of soliciting blended gifts—a mix of current and future gifts. By incorporating deferred gifts and current gifts into blended-gift decisions, the overall solicitation process addresses the two big donor questions.  Do I have enough to live on for the rest of my life?  What should I give to my children?

I’m bewildered sometimes at things I hear from institutional executives about their focus on current gifts (generally gifts from discretionary income) and the lack of focus on gifts from net worth.

As powerful as a long-term fund-development strategy can be in creating organizational momentum, the reverse is equally true with a shortsighted strategy. In other words, the approach that has the potential of directly addressing donor anxieties is abandoned for a strategy that often increases it—that is, soliciting only current gifts from discretionary income. 


We talk through these two big questions each year with thousands of donors in our estate planning discussions. We approach both questions from a position of disinterested benevolence—that is, we’re not soliciting for the organization but focusing exclusively on donor needs and desires, as well as giving objectives. Since we have no other agenda, they tend to unload anxieties about family and finances, as well as their anxieties about the nonprofits they support.

Here’s the big point: Donors discuss their deep personal concerns and anxieties with me on a regular basis, even donors I’ve only known for a short time. That’s not because I’m very smart or have an engaging personality. It’s primarily because 1) I talk to them about future gifts, 2) I’m very attentive to their anxieties, and 3) I focus exclusively on their interests. This is not rocket science. It’s something any officer with the dual responsibilities for both planned giving and major gifts can do with a blended-gifts approach.

Getting to know your donors, focusing on their needs, and understanding their concerns all happens naturally in discussions about future-gift commitments. By scaling back on long-term planned giving initiatives, organizations, in effect, scale back on the opportunities for the deepest personal conversations with their donors.

Eddie Thompson, Ed.D., Founder and CEO of Thompson & Associates, the nation’s premier charitable estate planning firm, brings over 35 years of planning experience to the leadership of his company established in 1996. Eddie has planned over 3,200 estates ranging from $2,700 to almost a billion dollars.

Today, this innovative and proven process is engaging organizations and their donors nationwide.  The Thompson & Associates’ team, consisting of over 45 attorneys and experienced professionals, help individuals and families plan to pass their estate assets to their family and to the organizations they support in a manner consistent with their values and objectives. This proven process delivers unprecedented results for donors, their families and nonprofit organizations.  This unique process resulted in the successful completion of estate plans that directed several billion dollars to charities and billions more to families.

Copyright 2017, R. Edward Thompson

Career information for fundraising professionals and practitioners

Finding Meaning in the Mysterious

Part One

Part Two

Part Three

Part Four

Part Five

Part Six

October 13, 2017

As of October 13, 2017 As promised, here is installment #3 from PSI, catching you up on a few select items…

read more

October 2017

As of September 25, 2017 As announced last time, we’re beginning a new Director’s Column this month, and will publish…

read more

September 2017

Beginning this month, PSI staff and I will use this column for a biweekly update of: news in our fundraising,…

read more
August 2017 – Nonprofit Governance and Compliance

August 2017 – Nonprofit Governance and Compliance

Most fundraising professionals and many nonprofit personnel are familiar with the newspaper, Nonprofit Times, which is available as both hard-copy and on-line…

read more

July 2017 – Helpful Study on Oversight

One of the influential and significant organizations in our field is the Urban Institute, which houses the Center on Nonprofits…

read more

June 2017 – Advancing Philanthropy

As most of our readers no doubt know, the Association of Fundraising Professionals is a leading group for the fundraising…

read more

May 2017 – Working with a Board of Directors

Nonprofit World Magazine is a useful, readable, hands-on type of journal and is entirely on-line (See Nonprofit World). According to Jason Chmura,…

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April 2017 – FYI from the Director

When I first entered the profession of fundraising, there were few journals—or for that matter, few books as well—that were…

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March 2017 – FYI from the Director

As promised in my last Director’s Message, each month I will summarize an article of significance to fundraising and also…

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February 2017 – FYI from the Director

Our profession and field of activity is privileged to have a number of excellent publications that inform our practice and…

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January 2017 – The Stacked Deck

David sat back with a satisfied sigh.  In another week he and his organization were going to celebrate real victory!…

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December 2016 – Collaboration and the Art of Negotiation—Part Two

Last month we met George and his dilemma at Global Works, where his colleagues were happily entrenched in a world…

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