Aperio Philanthropy

Generational changes are upending ‘tried and true’ fundraising techniques. As wealth and philanthropic decision-making power transitions to Generation X and Millennials, giving practices—and priorities—are shifting. As even younger generations begin to use their dollars as advocacy,?new?opportunities are emerging. Engaging these ‘next-generation’ donors takes more than a strategy shift. It requires a whole?new?way of thinking about why and how our organizations achieve impact—and how we invite donors into the process. Join us at this free, virtual event hosted in partnership with NYU SPS George H. Heyman Jr. Program for Fundraising and Philanthropy to explore: · What motivates ‘next gen’ donors—and how does that differ from prior generations? · How to engage with ‘next gen’ donors in an authentic way?? · How to shift your communication, cultivation, and stewardship strategies to adapt to up-and-coming generations of donors? · How to avoid common mistakes and wasted efforts #fearlessfundraisers #nonprofitleadership #nonprofitfundraising #fundraising #nonprofitleadership #philanthropy #majorgifts #donorrelations #training #professionaldevelopment #aperiophilanthropy

Institutional funders fuel missions with major investment. Finding the right institutional partners can create a stable base of consistent—even multi-year—funding. The challenge often lies in getting started. Register for our upcoming free, virtual panel discussion, hosted in partnership with NYU SPS George H. Heyman Jr. Program for Fundraising and Philanthropy to explore:? · How to identify and prioritize prospective?new?funders · How to access and approach?new?prospective funders, including those that do not accept unsolicited proposals · How to go beyond grant-writing and forge real relationships · How to translate a first-time grant into a lasting partnership · How to navigate partnerships through polarizing times #fundraising #nonprofit #nonprofitdonors #donorrelations #donorcultivation #nonprofitgrants #nonprofitleadership #nonprofitfundraising #philanthropy #fearlessfundraisers

We are thrilled to share that our May virtual book club will be co-hosted by the author! Join us at this month’s book club for a lively conversation with nonprofit leaders and fundraisers hosted by bestselling author David Rhode and Aperio Philanthropy Managing Director Toni Koch. We'll discuss what we've learned from the book and how we're applying it to our day-to-day lives. Note: This will be an interactive, small-group event. Don't have time to read the book? No worries! Join us anyway to share your experiences and learn from others. Book description:? A vital resource for nonprofit executives, board members, and aspiring leaders. The book provides real-world insights and actionable strategies to help overcome the common challenges facing mission-driven organizations. Drawing on over two decades of experience as a nonprofit founder, consultant, and Ivy League educator, David Rhode shares lessons from his leadership journey that can be immediately applied to your organization. Along with his battle-tested advice and relatable humor, David integrates the perspectives of more than 20 nonprofit executives and subject-matter experts, who collectively offer over 450 years of wisdom and proven frameworks to guide your efforts. #nonprofit #nonprofitleadership #nonprofitfundraising #nonprofitbookclub #virtualevents #virtualbookclub #aperiobookclub #fearlessfundraisers #passionisntenough #philanthropy #nonprofitevents

It has been a difficult few weeks for the nonprofit community. The only way through it is by coming together. We're hosting a series of coffee chats to bring you access to the real experts: your peers across the country who are innovating in real time. Join one, join all — we look forward to having you. Fundraiser coffee chats: Friday 2/21 12-1pm ET?/ Register here: https://lnkd.in/e645qQAU Friday 3/7 12-1pm ET?/ Register here: https://lnkd.in/ejstAAN5 Leadership coffee chats:? Friday 2/28 12-1pm ET / Register here: https://lnkd.in/eH9RaBMv #fearlessfundraisers #community #nonprofitleadership #nonprofitfundraising #fundraising #philanthropy #majorgifts #aperiophilanthropy

Join Aperio's expert major gifts trainers for a two-day virtual workshop offering in-depth training, practice through interactive activities, and actionable next steps for your major gift fundraising. Included with registration:?A follow-up session with an expert Aperio fundraising coach. Get a 10% discount for orders of 3+ tickets. By the end of the workshop, you’ll feel confident:? — Building meaningful two-way relationships with donors? — Discovering the "why" behind a gift? — Securing meetings with donors? — Creating solid plans toward your aspirational goals?? — Making bold asks and getting a “yes” You will have received practical applications and tools, an opportunity to sharpen your craft through exercises, dedicated planning time to map-out your donor engagement for the year ahead, and tangible next steps to make your fundraising more intentional, scalable and successful in the year ahead.??? #fearlessfundraisers #nonprofitleadership #nonprofitfundraising #fundraising #nonprofitleadership #philanthropy #majorgifts #donorrelations #training #professionaldevelopment #aperiophilanthropy

“Yesterday morning, like all of you, I woke up to a changed world. Many of us have a lot to process, and it will take time. But thinking of all of you—the face of your organizations—putting into motion ‘scenario plans’ you made weeks and months ago, I wanted to share a little reflection to fuel us through this moment…” Read on for a bit of warm encouragement from our President & CEO, Bianca Derouene.

We're thrilled to be joined by these expert panelists for tomorrow's event, "Fundraising through divisive moments." If you haven't already, reserve your spot for this free, virtual discussion we're co-hosting with the NYU SPS George H. Heyman Jr. Program for Fundraising and Philanthropy. Moderator: Bianca Derouene?– President & CEO -?Aperio Philanthropy Panelists: Jamie Dillon, CFRE - Director of Advancement, Issue One??? David Chaney?- Capital Campaign Director, Houston Food Bank John Donahue - Managing Director, Development,?Brennan Center for Justice? Michael Guerra?- Chief sustainability Officer,?San Antonio Food Bank #fundraising #democracy #elections #electionseason #nonprofit #nonprofitleadership #nonprofitfundraising #philanthropy #fearlessfundraisers

We're excited to see Aperio Senior Director Katherine Tuider speak at the AIP Conference on Philanthropy 2024. Katherine will join Erinn Andrews, Founder & CEO of GiveTeam, to discuss the value of, and concerns about, donor-advised funds: "Analyzing DAFs: Considering both Donor and Nonprofit Perspectives" In the last 10-15 years, Donor-Advised Funds (DAFs) have surged in popularity, sparking both excitement and concern. In this session, we will look at the latest research on DAFs, evaluating why they have become such a popular giving vehicle option for individual donors, especially as compared to private foundations. We will analyze DAFs according to age demographics, giving account sizes, types of assets donated, anonymity, and payout rates. We will highlight controversies and concerns over the popular vehicle. Participants will additionally learn about three DAF donor archetypes to understand the different ways donors are using their accounts to enact their charitable priorities, adding nuance to the discussion, especially in the context of possible new DAF regulations. Register today! https://lnkd.in/esHXfT7m

Join us at next week's free, virtual Aperio book club meeting! Even if you don't have time to read the book, you'll benefit from rich conversation on a topic we all experience as nonprofit leaders and fundraisers: burnout. In "Fundraising Without Burnout", Radha Friedman, a philanthropic advisor with decades of experience funding nonprofits around the world, offers a frank and witty critique of how the “best practices” we’ve been taught are actually sabotaging our fundraising efforts. By debunking the myths that keep inequitable practices in place, Radha provides solutions that help nonprofit leaders redefine their purpose, prevent burnout, and meet their fundraising goals while reclaiming their peace. #fundraisingwithoutburnout #fundraising #nonprofitfundraising #fearlessfundraisers #philanthropy #nonprofits #bookclub #virtualbookclub

We know you're feeling it too: Elections affect us all—including all our fundraising programs. Some donors shift resources to campaigns; others invest more deeply in issue areas. As fundraisers, we face more noise in telling our stories and sparking conversations. We also have an opportunity to spotlight the relevancy of our missions and develop meaningful partnerships with donors. This Thursday, join us as we convene a panel of experienced leaders to discuss how to approach fundraising in this election season: What can we learn from past elections? How could the upcoming election affect the year-end giving season that follows? What strategies and tactics can fundraising teams use to elevate their work in a noisy environment? What should every organization be doing right now to prepare? Moderator Channon Lucas?-?Chief Administrative Officer - Mother Cabrini Health Foundation Panelists Anna Zawisza?–?Vice President of Development?-?Conservation Lands Foundation?? Shobana Gubbi?- Chief Philanthropy Officer?-?Second Harvest of Silicon Valley? Marissa Todd?- Deputy Director?– Midwest Innocence Project? Jennifer Goforth?- Senior Director of Individual Giving?- Third Way This event is offered in collaboration with the?NYU SPS George H. Heyman Jr. Program for Fundraising and Philanthropy. #fundraising #elections #electionseason #nonprofit #nonprofitleadership #nonprofitfundraising #philanthropy #fearlessfundraisers