As organizations look to deepen relationships with their supporters and drive transformational change, one truth has become clear: a nonprofit communications strategy is no longer just about reaching donors. It’s about reaching the right donor, with the right message, at the right time, through the right channel. This is important now more than ever; as Baby Boomers age, an estimated $84.4 trillion in assets is expected to transfer to Millennials and Generation Z by 2045, with $72.6 trillion passing directly to Boomer heirs.

New findings from the 2024 Giving by Generation report, combined with CCS’s on-the-ground experience supporting fundraising leaders, highlight how donor communication preferences vary widely across age groups, and why nonprofits must embrace more personalized, multi-channel strategies to connect effectively.

The Modern Donor Expects More, and Less

Donors today want to feel known, not targeted, through personalized engagement rather than broad appeals. At the same time, they’re more selective in the messages they welcome and the causes they support. Research from the suggests that nonprofits that tailor outreach based on donor behavior and values outperform those that rely on one-size-fits-all campaigns.

According to Giving USA’s report, 65% of Millennial donors and 58% of Gen Z donors believe charities are doing a good or excellent job at executing on their mission—a promising sentiment. But with that optimism comes higher expectations. These donors want transparency, measurable impact, and alignment with their personal values, particularly around DEI and social justice.

Generational Insights: One Nonprofit Communications Strategy Doesn’t Fit All 

Donor preferences differ across age groups, and engagement strategies should be responsive to these differences. The below breaks down key generational communication trends from the report: 

  • Gen Z is highly connected, checking their phones more than 200 times per day. While they prefer digital-first experiences, they are also surprisingly open to traditional channels. Eighty percent (80%) are open to monthly mailings, and 81% would accept monthly emails after giving.
  • Millennials are the most responsive generation overall, scoring highest across nearly every channel, including email (3.9/5) and direct mail (3.5/5). They are also the most likely to use smartphones (54%) and QR codes (54%) to donate.
  • Gen X continues to bridge the digital and analogue worlds. While their likelihood to respond to texts or social media is lower than younger generations, 45% have used a desktop to give—more than in 2022.
  • Boomers, while less responsive to digital outreach, still represent a powerful philanthropic force. Eighty-eight percent (88%) have donated in response to direct mail, and 28% say that a mailed appeal led them to give online.

How do these preferences actually play out across generations? Here’s what the data shows:

Integrate Data and Digital in your Nonprofit Communications Strategy

With over 41% of all donors now using smartphones to make gifts—and more than half of younger donors open to QR-code-activated giving—nonprofits must adopt a mobile-first strategy. Websites should be intuitive, fast-loading, and optimized for small screens. Calls to action need to be prominent, and donation forms must be clean, minimal, and fast to complete.

Beyond interface design, data is becoming the backbone of modern fundraising communication. As CCS has seen in campaigns across healthcare, higher education, and human services, the most effective organizations use behavioral data to test timing, channel mix, and messaging strategy in real time. But while automation enables scale-ability, the experience must still feel personal.

Matching Gifts, Storytelling, and Peer Influence Still Win

Beyond channel preferences, matching gift campaigns remain a powerful motivator, especially for younger donors. According to the Giving by Generation report, seventy-two percent (72%) of Millennials and 71% of Gen Z say matching gifts increase their likelihood to give.

Similarly, peer-led messaging outperforms branded messaging on social media. While overall influence from social platforms is softening, younger donors remain significantly more likely to respond to a personal request shared by a friend or family member than to a traditional organizational post.

Nonprofits should equip supporters with compelling, shareable content, especially during time-sensitive campaigns like GivingTuesday or year-end appeals.

Bridge Traditional and Digital Channels

What’s perhaps most surprising and encouraging is that younger donors still engage with traditional channels. Direct mail, email, and even phone calls are welcome when paired with digital follow-ups, clear impact updates, and options to respond online. In fact, among Millennials, 53% prefer to give online in response to a mailed appeal. This data offers a reminder that integration is better than isolation when it comes to communication approach.

CCS recommends that for greatest success, organizations pursue layered, integrated campaigns that allow donors to interact in the channel they prefer, at the cadence they find comfortable. CCS’s own fieldwork has shown this layered approach works particularly well in campaigns that combine physical and digital touchpoints. For instance, pairing a direct mail invitation with a QR code or personalized short URL can drive conversion especially when followed by an email reminder or text prompt.

Looking Ahead for an Effective Nonprofit Communications Strategy

As we enter the next chapter of nonprofit communications, the mandate is clear: don’t just communicate, connect. Understanding your donor’s generational preferences, motivations, and values is no longer optional, it’s essential.

Now more than ever, it’s not just about what you say. It’s about how, and to whom, you say it.

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A picture of a nonprofit professional watching the Perspectives on Philanthropy | Giving USA 2025 webinar on their laptop while holding a pen in one hand.

Tuesday, June 24th, 2025

1:00 PM – 2:15 PM ET

Zoom

Join CCS Fundraising, in partnership with the Indiana University Lilly Family School of Philanthropy, for Perspectives on Philanthropy, our annual webinar exploring the key findings from Giving USA 2025: The Annual Report on Philanthropy.

This 75-minute session will offer expert analysis of the latest trends in American charitable giving and what they mean for the future of philanthropy.

We are honored to welcome keynote speaker Dr. Una Osili, Associate Dean for Research and International Programs at the IU Lilly Family School of Philanthropy and one of the nation’s leading experts on giving and social innovation. Dr. Osili oversees the research and publication of Giving USA and brings more than two decades of experience in philanthropy, economics, and public policy.

Additional panelists will be announced soon.

PRESENTED BY

Dr. Una Osili

Dr. Una Osili

Associate Dean for Research

IU Lilly Family School of Philanthropy
Emily Church

Emily Church

Chief Impact Officer

Meadows Mental Health Policy Institute
Tim McMahon

Tim McMahon

Vice President, University Advancement

Marquette University
Eric Javier

Eric Javier

Principal & Managing Director

Polly Breit

Polly Breit

Executive Vice President

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Leveraging data analytics to strengthen your nonprofit’s donor portfolio is increasingly important in a competitive fundraising market. Once you have established good donor data hygiene and optimized your CRM, you are in prime position to elevate your fundraising. With the right combination of expert guidance and emerging technologies, you can turn your raw data into smarter strategies, stronger portfolios, and more sustainable growth.

Start With clean, Structured Data to Transform Your Donor Portfolio

At its best, data can be transformational. When your CRM is clean, structured, and aligned with your fundraising strategy, the donor portfolio insights you glean through data analytics are powerful. Your team gains the power to:

  • Identify previously overlooked donor prospects
  • Segment donors for personalized outreach
  • Create individualized donor journeys
  • Predict giving behaviors to refine portfolio management

Strong data isn’t just a backend function—it’s what allows fundraisers to focus on building real relationships. When the information is reliable and easy to access, we can spend less time digging and more time performing the work that drives results.

Jessica Roberts, Vice President of Data Analytics, CCS Fundraising

harness AI for efficiency and deeper insight into your donor portfolio

The next frontier in nonprofit data analytics lies in artificial intelligence (AI). AI can expand your team’s capacity, enhance personalization, and anticipate donor behavior. It typically takes two forms:

Predictive AI leverages historical data to forecast future outcomes.

It can help you:

Generative AI, meanwhile, creates content based on existing donor data.

Especially when you use Custom GPTs, one of its notable features, Generative AI enables your team to:

  • Draft customized solicitation emails at scale
  • Generate personalized impact reports
  • Automate donor communications while preserving authenticity

Together, predictive and generative AI offer fundraising teams a powerful toolkit for more efficient—and more human—donor engagement.

Enlist a Subject Matter Expert to turn donor portfolio insight into action

Technology alone can’t drive your data strategy. Behind every effective system is a person, or team, with deep expertise in both fundraising and data management.

A Subject Matter Expert (SME) ensures that:

  • Data collection and structure align with your development goals
  • CRM usage is consistent across departments and teams
  • Fundraisers understand how to interpret and act on data insights
  • Teams are trained in best practices, from data entry to analysis

Whether you invest in staff training, a new hire, or a consulting team like the one at CCS, SMEs help bridge the gap between information on your donor portfolio and action, making sure your data informs real-time strategy, not just reports.

The data analytics [CCS Fundraising] offered really boosted our results and provided us the guidance we needed to be perpetual fundraisers post-campaign.

Dr. Ashley Whaley, Senior Director of College Advancement, Hagerstown Community College

Learn more about our work with Hagerstown Community College.

Refine your donor Portfolio with data analytics

Once your SME has analyzed your CRM data, they can refine your donor portfolio. Portfolio management is where data meets execution. A well-structured portfolio allows fundraisers to focus their time on the most promising relationships. Additionally, it ensures that each prospect is assigned to the right segmentation strategy, streamlining workloads and increasing yield.

A data-informed portfolio typically includes:

  • Top Performers: High-capacity donors actively engaged in cultivation
  • Re-engagement Candidates: Donors with capacity who have disengaged but may show signs of renewed interest
  • Further Research Needed: Prospects flagged by AI or CRM insights, pending qualification
  • Annual Fund Candidates: Lower-capacity donors more suited to mass appeals or digital engagement

identify early-stage signals to build smarter donor journeys

Too often, organizations concentrate solely on existing major donors. But many of today’s mid-level or even first-time donors have the potential to become transformational givers if you engage them early and meaningfully.

Consider that some donors take 20 years to make a major gift. Others take less than five years often because they were asked sooner and stewarded more intentionally.

The variation in how long it takes a donor to give a major gift often comes down to three factors:

  • Timing of the First Ask: Many donors capable of giving more are simply never asked early. Organizations that delay asking miss critical moments of connection.
  • Relationship Depth & Stewardship: Donors who feel known and valued—through consistent, personalized stewardship—tend to move faster in their giving journey.
  • Data-Informed Prioritization: Organizations that identify capacity and engagement early can prioritize the right prospects sooner, leading to shorter cultivation timelines.

By analyzing historical data, your team can identify early-stage signals—recurring gifts, increased engagement, volunteer involvement—that predict future giving potential. With that knowledge, you can build donor journeys that are personalized, strategic, and built for long-term growth.

The sooner a potential major donor is identified, the more intentional we can be with every interaction. That’s how a 20-year journey becomes a 1-year story.

Dr. nick huron, data scientist, ccs fundraising

Refresh Your Donor Portfolio With The “Onion” Approach to Donor Discovery

Strengthening your donor portfolio is an ongoing process that requires repeated data analysis. Think of uncovering donor potential as a layered process. Your CRM is the onion—and with each layer you peel back, new opportunities emerge:

  1. Top-tier prospects actively in cultivation.
  2. Mid-level donors who are ripe for upgrade.
  3. High-capacity donors giving below potential.
  4. Lapsed or disengaged donors showing signs of interest.

This onion of opportunity is a continuous process—new data is constantly coming in, so the pipeline should be regularly refreshed with new data insights. This systematic approach creates a steady stream of qualified prospects and ensures your fundraising strategy remains proactive, not reactive.

  • Tiers 1-4: Total constituents in CRM
  • Tiers 1-3: Top affiliated households to be wealth screened
  • Tiers 1-2: Top Scorers with a gift capacity rating of $100K+
  • Tier 1: Top Scorers with a high gift capacity and have a five-year giving of $500+
  • Focus: Top tier prospects actively in cultivation

Nonprofit Data Analytics: Putting Thoughts Into Action

Effectively strengthening your nonprofit’s donor portfolio doesn’t require a complete technology overhaul—it requires thoughtful strategy, trained staff, and intentional execution. When paired with expert insight and emerging technologies, your data becomes a force multiplier across your entire development program.

The future of fundraising belongs to organizations that not only collect data but listen to the stories that it’s telling them.

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New York, NY – Ernst & Young LLP (EY US) announced the finalists for the prestigious Entrepreneur Of The Year 2025 New York Award. An independent panel of judges selected Jon Kane, President and Chief Executive Officer of CCS Fundraising, among 34 finalists for his entrepreneurial spirit, purpose, growth and lasting impact in building long-term value.

“I’m deeply honored to be named a finalist for the Entrepreneur Of The Year® 2025 New York Award,” said Kane. “This recognition is a reflection of the extraordinary team I’m privileged to work with every day, and the nonprofit partners who entrust us with their missions to create lasting change. At CCS, we believe that transformational impact begins with bold ideas and deep collaboration, and this acknowledgment is truly shared with all those who inspire and challenge us to do our best work.”

About CCS Fundraising

CCS Fundraising is a strategic consulting firm that has partnered with nonprofits for transformational change for nearly 80 years. CCS provides various services to support and strengthen nonprofit fundraising programs, including campaign management, strategic planning, data analytics, gift planning, systems and change management, and major gift strategy. The firm’s expert consultants, skilled in campaign and development strategy, work closely with organizations of all sizes across nonprofit sectors and geographies.

Now in its 40th year, the Entrepreneur Of The Year program celebrates the bold leaders who disrupt markets through the world’s most ground-breaking companies, revolutionizing industries and making a profound impact on communities. The program honors bold entrepreneurs whose innovations shape the future and pave the way for a thriving economy and a hopeful tomorrow. The New York program celebrates entrepreneurs from New York and Connecticut.

Entrepreneur Of The Year honors business leaders for their ingenuity, courage and entrepreneurial spirit. The program celebrates original founders who bootstrapped their business from inception or who raised outside capital to grow their company; transformational CEOs who infused innovation into an existing organization to catapult its trajectory; and multigenerational family business leaders who reimagined a legacy business model to strengthen it for the future.

Regional award winners will be announced on June 17th during a special celebration in Manhattan, New York and will become lifetime members of an esteemed community of Entrepreneur Of The Year alumni from around the world. The winners will then be considered by the National judges for the Entrepreneur Of The Year National Awards, which will be presented in November at the annual Strategic Growth Forum®, one of the nation’s most prestigious gatherings of high-growth, market-leading companies.

Sponsors

Founded and produced by Ernst & Young LLP, the Entrepreneur Of The Year Awards include presenting sponsors PNC Bank, Cresa, LLC, Marsh USA, and SAP. In New York, sponsors also include regional Platinum sponsor Donnelley Financial Solutions (DFIN), and regional Gold sponsors, ADP and DLA Piper.

About Entrepreneur Of The Year

Founded in 1986, Entrepreneur Of The Year has celebrated more than 11,000 ambitious visionaries who are leading successful, dynamic businesses in the US, and it has since expanded to nearly 60 countries globally.

The US program consists of 17 regional programs whose panels of independent judges select the regional award winners every June. Those winners compete for national recognition at the Strategic Growth Forum® in November where National finalists and award winners are announced. The overall National winner represents the US at the EY World Entrepreneur Of The Year™ competition. Visit ey.com/us/eoy.

About EY

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.

All in to shape the future with confidence.

EY refers to the global organization, and may refer to one or more, of the member firms of Ernst & Young Global Limited, each of which is a separate legal entity. Ernst & Young Global Limited, a UK company limited by guarantee, does not provide services to clients. Information about how EY collects and uses personal data and a description of the rights individuals have under data protection legislation are available via ey.com/privacy. EY member firms do not practice law where prohibited by local laws. For more information about our organization, please visit ey.com.

In today’s evolving fundraising landscape, clean, reliable data is more than a backend necessity—it’s a strategic asset. However, according to the 2025 CCS Philanthropy Pulse report, 54% of nonprofits identify incomplete or inaccurate data as a major obstacle to maximizing donor information. By assessing your data’s health, understanding how to analyze CRM data, and making full use of donor insights, you can unlock the potential of nonprofit data analytics to fuel long-term fundraising success.

Why CRM Management Matters

A well-managed CRM is more than just a repository of information, it serves as the foundation of a successful fundraising program. You will know that your CRM is effective if you can:

  • Track donor interactions in real time
  • Segment donor groups based on giving history, engagement, and capacity
  • Personalize outreach to strengthen donor retention and increase giving

Common Pitfalls When Trying to analyze cRM data

Even the most proficient fundraising teams encounter challenges in data management. Common issues often include:

  • Data silos: Isolated data pockets that prevent a holistic view of donor relationships.​
  • Inaccurate or incomplete donor profiles: Gaps and errors that can misinform strategy and outreach efforts.​
  • Poor integration between different platforms and historical records: Fragmented data that hinders comprehensive analysis and decision-making.​

These challenges often lead to inconsistent data entry within CRM systems. When data lacks standardization—whether due to variation across records or between teams—it becomes difficult to generate accurate insights. Conversely, clean, consistently coded data enables organizations to identify donor trends more easily and develop targeted, strategic fundraising efforts.​

Curious about how healthy data looks? Check out detailed example data entries in this article.

Transforming Data Challenges into Strategic Advantages

Addressing these data challenges requires a proactive and structured approach, based on the following priorities:

  1. Implement Strong Data Governance Policies: Establish clear guidelines and standards for data entry, maintenance, and usage to ensure consistency and accuracy.​
  2. Conduct Regular Data Audits and Cleanup: Periodically review and cleanse your data to maintain its integrity and relevance. Sometimes a data audit uncovers bigger issues that prompt revision or even rebuilding data guidelines. Regular checks ensure that data governance policies adapt to meet your needs while remaining evergreen.
  3. Develop Well-Structured Dashboards and Visualizations: Utilize intuitive tools to translate complex data into actionable insights, facilitating informed decision-making.​

how to analyze cRM data in Three Key Steps

To avoid common pitfalls and harness the full potential of your CRM, consider the following steps:

One: Empower Your Team with Training and Best Practices

Only 16% of nonprofits say that their fundraising staff is completely knowledgeable about CRM database use. Technology alone cannot resolve data challenges; your team must be equipped with the right training and tools. Standardizing data entry processes and ensuring staff understand CRM best practices can significantly improve data quality. A well-trained team can leverage your CRM’s full potential, turning raw data into actionable fundraising insights.

To learn more about how to develop a staff training program for fundraising, check out this article.

Two: Align Your CRM with Fundraising Goals

Your CRM should be a strategic tool tailored to your organization’s fundraising objectives. Reflect on the following:​

  • Are you tracking the right data points? Ensure CRM fields align with your pipeline and stewardship strategies.​
  • Are your workflows efficient? Streamline processes to reduce administrative burdens and enhance donor engagement.​
  • Are you using data to inform strategy? Utilize your CRM to guide decisions, from donor stewardship to major gift prospecting.​

An optimized CRM supports and amplifies your fundraising efforts, ensuring that technology serves your mission effectively.​

Three: Incorporate Relevant Data to Enhance Your Strategy

Effective CRM use involves not only maintaining existing data but also enriching it to guide strategic decisions. Consider these key actions:​

  • Disqualification: Remove unsuitable prospects to focus efforts on high-potential donors.​
  • Annual Fund and Leadership Portfolios: Assign mid-level donors to appropriate portfolios for cultivation.​
  • Major Gift Portfolios: Prioritize high-capacity prospects for deeper relationship-building.​
  • Re-engagement: Develop targeted strategies to re-engage underperforming or lapsed donors.​

When reviewing your top prospects, categorize them as follows:​

  • 1 Rating: Ready for immediate assignment.​
  • 2 Rating: Requires further research.​
  • 3 Rating: Not a fit at this time.​

This systematic approach ensures that your fundraising team focuses its efforts on the right prospects, optimizing outcomes and efficiency.​

Harnessing the Power of Nonprofit Data Analytics

A well-managed CRM unlocks more than just organized data—it empowers your team to cultivate meaningful donor relationships, drive strategic decisions, and achieve your fundraising potential. By learning how to analyze CRM data, you lay the foundation for sustained success.​

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Most (93%) organizations say their fundraising teams understand how to use data for decision-making and are familiar with CRM systems, as reported in the 2025 CCS Philanthropy Pulse report. However, many still struggle with data accuracy and completeness. Over half (54%) of organizations identify incomplete or inaccurate data as a major obstacle to maximizing donor information. Similarly, 55% find it difficult to decide which analyses to run or lack the necessary training to do so. In this article, we explore nonprofit data management through actionable steps to improve your data quality by focusing on consistency, accuracy, and implementation. You’ll explore real-life examples of common data hygiene challenges, giving you practical insights to help bring your data to its healthiest, most reliable state.

Why Nonprofit Data Management Matters

For nonprofits, data is one of the most valuable assets. Strong data health—defined by accuracy, completeness, and consistency—ensures that information is a reliable driver of decision-making and operational efficiency. Well-maintained data saves time, reduces errors, and strengthens donor relationships. Clean and well-communicated fundraising data can also inspire meaningful action towards your mission.

Conversely, poor data health leads to inefficiencies, weakens engagement, and increases the risk of costly mistakes. By improving data quality, nonprofits can streamline operations, eliminate redundancies, and enable their teams to focus on what truly matters—their mission.

Questions to Ask About Your Data

  • Is your database a reliable resource or a constant challenge?
  • Are donor relationships effectively tracked through moves management?
  • Do you have clear and consistent constituent codes, and are they applied uniformly?
  • Is your biographical data, including prefixes, suffixes, and addresses entered in a standard format, such as consistently using “Apt.” for apartment?
  • Are donor records accurate, complete, and regularly updated?

Common Challenges Observed in Nonprofit Data Management

We often hear nonprofits share that their data feels chaotic or inconsistent. Data in CRMs can be messy for many reasons: lack of clear standards, incomplete fields, or outdated information. Here are a few common issues:

  • Abbreviations and Acronyms: Different users may enter “Street” as “St.,” “St,” or “Str.”
  • Name Variations: “John Smith” entered as “John M. Smith” or “Smith, John.”
  • Address Formats: State names entered as “CA” or “California.”
  • Duplicate Records: Same donors being entered multiple times.
  • Invalid Records: Rather than marking a record as inaccurate, the terms “Delete,” “Deceased,” or “Invalid Address” are added in front of the existing address.
  • Unlinked Household Records: Donors from the same household with incomplete spouse fields or no clear primary contact/head of household indicator.
  • Notes: Free form notes often lack structure, making it difficult to track key details.

Addressing these challenges requires clear policies, constant training, and regular audits to catch errors before they become problems.

What Characterizes Healthy Nonprofit Data Management?

Healthy data is a reliable foundation for decision-making, ensuring efficiency and stronger donor relationships.

Healthy Data Is:

  • Accurate: Error-free and precise
  • Complete: All key fields are filled in
  • Uniform: Data is entered regularly and consistently in standardized formats
  • Actionable: Data provides clear insights for decision-making

Notice how those characteristics are present in the below example of a healthy dataset:

Click on the three ellipses and then the desktop symbol to expand the table.

Steps to Get There:

  • Conduct regular data audits to identify gaps or discrepancies
  • Host ongoing team training on standardized processes
  • Establish data cleaning routines to remove duplicates and correct errors
  • Codify and update clear data management policies, such as a defined data dictionary, to ensure uniformity

Your development or advancement office may find it useful to implement a project management or Gantt chart, like the one below, to ensure clear coordination among key stakeholders. This includes the data manager, director of development, CRM administrator, development coordinator, development manager, executive director, and any external data consultants.

Click on the three ellipses and then the desktop symbol to expand the table.

Immediate Nonprofit Data Management Steps You Can Take

No matter where you are in your data health journey, there are actionable steps to strengthen and refine your approach.

Here are three common stages and the strategies to move forward:

  • Stage One | The Aspirant: Beginning to address data health
    • Clean up duplicates and standardize key fields
    • Establish a simple, clear policy for uniform data entry
  • Stage Two | The Architect: Being aware of data issues but struggling with consistency
    • Implement regular audits and train staff on standardized processes
    • Use dropdowns for entry of commonly repeated fields (e.g., states, prefixes) to reduce errors
  • Stage Three | The Artificer: Looking to refine already-strong data practices
    • Automate processes like deduplication and data validation
    • Enhance donor tracking with more advanced moves management and constituent coding

By identifying your current stage and taking targeted steps, you can build a data system that supports efficiency, accuracy, and stronger donor relationships.

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Nearly two out of every three (63%) organizations anticipated increased major gifts fundraising results in 2025. Indeed, major gifts fundraising is a cornerstone of financial sustainability for nonprofits. However, only 17% of organizations report that their staff is “completely knowledgeable” about major gift fundraising. This article discusses how to get your staff up to speed with three capacity-building tactics to support your major gifts fundraising training program.

Many organizations invest in one-off workshops or intensive courses, only to see fundraising skills fade over time without sustained practice. Instead, fundraising professionals need continued support, practical application, and structured reinforcement to translate their learning into results.

At CCS, we’ve worked with nonprofits of all sizes to integrate staff training into real-world practice through three high-impact strategies:

  1. Communities of Fundraising Professionals to establish peer networks and shared learning.
  2. Sustained Skill Reinforcement to ensure ongoing knowledge retention.
  3. Adaptive Resources to streamline implementation and make training actionable.

By implementing these capacity-building tactics, organizations can extend the impact of fundraising training, nurture confident fundraising professionals, and unlock significant untapped potential in donor programs.

What Is a Community of Fundraising Professionals?

A community of fundraising professionals is a specific community of practice; it is a peer-driven network where fundraisers regularly share insights, troubleshoot challenges, and reinforce their learning beyond initial training. Unlike a one-time cohort, a community of fundraising professionals continues to evolve, helping participants apply concepts in real-world scenarios while offering ongoing support and accountability.

How to Build and Nurture a Community of Fundraising Professionals:

  • Define the Purpose: Clearly articulate the goal of the community, such as “sharing strategies for donor cultivation” or “troubleshooting portfolio management challenges.”
  • Make It Easy to Participate: Keep meetings short (e.g., 60-minute maximum virtual meetups), provide structured agendas, and assign rotating facilitators to keep the workload manageable.
  • Create a Communication Hub: Use a simple platform, like a shared Slack channel, email group, or Teams space for quick questions and knowledge-sharing.
  • Encourage Leadership Involvement: Leaders can reinforce participation by setting mutually-agreed-upon expectations and periodically engaging with the group.
  • Offer a Starting Framework: Provide toolkits on structuring meetings, defining shared goals, and tracking progress.

Making Major Gifts fundraising Manageable

A community of fundraising professionals doesn’t have to be time-consuming. Successful communities typically involve:

  • One-hour virtual meetups (monthly or bi-monthly)
  • Minimal prep time (agendas shared in advance)
  • Peer-led facilitation (rotating responsibilities)

When and How CCS Can Help Elevate Your Major Gifts fundraising Training Program

CCS helps organizations design, launch, and sustain communities of fundraising professionals by:

  • Embedding collaborative exercises in training sessions to lay the groundwork.
  • Providing toolkits and templates for easy startup and maintenance.
  • Offering coaching to maintain momentum in the first 3-6 months.

Provide Sustained Skill Reinforcement

Training sessions alone aren’t enough to establish long-term skills. Like all learners, fundraising professionals need structured reinforcement to retain key concepts and build confidence over time.

What Is Sustained Skill Reinforcement?

Sustained skill reinforcement includes ongoing coaching, refreshers, and microlearning to reinforce skills at regular intervals post-training.

How to Implement It:

  • Set a Reinforcement Timeline: Training reinforcement should span at least 6-12 months post-course.
  • Offer Periodic Coaching: Bi-monthly coaching calls are encouraged to keep learners accountable and provide space for troubleshooting.
  • Deliver Microlearning Modules: Short, 5-10 minute refresher videos or interactive exercises can help keep critical skills top of mind.
  • Use Data for Continuous Improvement: Monitor metrics like donor engagement rates and portfolio health to track improvement.

When and How CCS Can Help Elevate Your Major Gifts fundraising Training Program

CCS helps nonprofits design structured reinforcement programs by:

  • Facilitating follow-up coaching calls to support fundraisers as they apply new skills.
  • Developing custom microlearning content based on an organization’s needs.
  • Implementing progress-tracking tools to measure outcomes over time.

Fundraisers need practical tools to make implementation easy. Adaptive resources—such as customizable templates, donor engagement guides, and pre-built outreach materials—allow teams to apply best practices efficiently.

How to Develop Adaptive Resources:

  • Identify Repetitive Tasks: Look at common fundraising challenges (e.g., portfolio reviews, donor outreach, stewardship tracking) and create pre-built tools to simplify them.
  • Make Resources Customizable: Provide editable templates for donor communications, prospect scoring, and meeting agendas.
  • Offer On-Demand Support: Record key training sessions and compile troubleshooting guides to create a knowledge repository.

Examples of Effective Adaptive Resources:

  • Customizable Donor Profile Templates: Save time on manual document creating while ensuring fundraisers have key insights at their fingertips.
  • Engagement Action Plans: Provide clear next steps for donor interactions and relationship-building.
  • Pre-Written Email Scripts: Speed up donor outreach efforts.

When and How CCS Can Help Elevate Your Major Gifts FUNDRAISING Training Program

CCS collaborates with nonprofits to:

  • Identify time-saving resources that align with their fundraising workflows.
  • Develop customized templates and toolkits for immediate use.
  • Create on-demand learning content, such as recorded sessions and FAQs, for easy reference.

Why These Tactics Matter

By integrating communities of fundraising professionals, sustained skill reinforcement, and adaptive resources, nonprofits can scale major gifts fundraising more effectively—without requiring heavy ongoing investments.

These strategies extend the shelf life of training efforts, reduce implementation barriers, and build a culture of continuous learning.

At CCS Fundraising, we partner with organizations to embed these tactics in a way that is practical, scalable, and impactful.

Ready to Unlock Your Nonprofit’s Major Gifts Potential?

Explore our Systems and Change Management services and insights or connect with us to build a training program that delivers lasting results.

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Association foundations serve as the philanthropic arm of professional membership organizations, such as national engineering associations or medical specialty societies. They advance their fields by funding research, education, technical specialization, and member-led initiatives, while some also contribute to external charitable causes. Unlike other nonprofits, association foundations have direct access to members who can be both donors and beneficiaries. This engaged, mission-aligned network presents a strong fundraising opportunity that association foundations can maximize by strategically leveraging their membership base. In this article, we offer eight fundamental fundraising tips for your association foundation to effectively engage and mobilize its members.

1. Demonstrate the Need for Philanthropic Support at Your Association Foundation

Most professional associations charge membership fees to cover operational costs and member benefits. However, many members mistakenly believe these fees fund the foundation, eliminating the need for philanthropic support. In some cases, they may not even realize the foundation operates as a separate entity with distinct goals and programs.

For example, the Oncology Nursing Society (ONS) provides several resources to create a community for oncology nurses to help them thrive. This association’s membership benefits include access to educational resources, an online forum, a helpdesk to solve clinical questions, and professional awards. However, ONS’s philanthropic arm, The Oncology Nursing Foundation, focuses on promoting oncology nursing excellence by providing educational scholarships, career development opportunities, awards, and research grants.

An association foundation provides an award to a member.

To build trust, ensure transparency, and convert members into donors, association foundations must clearly communicate the difference between membership fees and charitable donations. Emphasizing the foundation’s independent mission and initiatives is essential for effective engagement.

2. Tap into Members’ Emotional Connection with Their Profession

Association foundations should appeal to the pride that members feel in their profession and their emotional connection to their associations to encourage donations. An important message to convey is that charitable support to the foundation is an investment in the future of the profession because it will fund initiatives to support the next generation of professional leaders.

Since association foundations are identity-related organizations, they can appeal to members to donate to their philanthropic endeavors similarly to how they would support their alma maters or places of worship. Continuing the example of the Oncology Nursing Foundation, a good way to convene support from members is to make the case for investing in the future of the profession by supporting younger oncology nurses. By investing in the Foundation, members help fund education, nurse-led research, and leadership development opportunities for the new generation of oncology nurses.

Oncology nurses take notes during a workshop funded by an association foundation.

3. Utilize Association Publications and Events to Increase Awareness

Given the close relationship between an association and its foundation, there should be strong symbiosis in communication efforts. All important association communication channels, such as social media, newsletters, journals, and other publications, should include information about the foundation. Similarly, the foundation should have a strong presence at association-organized events. These strategies will help build a recognizable brand among members and set the stage for successful future fundraising appeals.

By sharing information about the foundation’s programs, success stories, future plans, and campaign updates, association members will gain visibility into the charitable arm of the association. This constant communication and collaboration will help build momentum among the member base and inspire participation.

4. Collaborate with Association Local Chapters

Partnering with local association chapters is crucial for the success of foundations, as chapters maintain robust relationships with their members. By leveraging these local networks, foundations can effectively raise awareness about their programs, showcase their positive impact, and garner philanthropic support. Many local chapters contribute to their parent association’s foundation, setting an example for individual members and demonstrating their commitment to the foundation’s mission. Creating friendly competition among chapters to boost contributions and publicly recognizing the most generous chapters or those with higher participation rates can further enhance this effort.

To enhance collaboration with chapters, association foundations can appoint ambassadors within each chapter to act as liaisons. Foundation staff can conduct presentations at chapter meetings, request chapter leaders to forward information about the foundation and fundraising campaigns to their members, and invite chapter members to participate as foundation volunteers. Chapters can also play a significant role in organizing local fundraising events, which not only raises money but also engages members meaningfully, increases the visibility of the foundation’s impact, and strengthens members’ connection to the foundation’s mission.

5. Offer Value Through Educational Opportunities

For association members, opportunities to continue their education and connect with other professionals are highly valuable. Association foundations can tap into this interest by hosting webinars, workshops, conferences, networking sessions, and other events that provide value to members. These events should incorporate high-visibility opportunities for the foundation to share its work, connect with prospective donors, and make fundraising appeals. Additionally, foundations can charge fees for these events, with proceeds supporting the foundation’s initiatives, or use the events as platforms for launching specific campaigns.

A speaker presents to a room of association members as part of an education event hosted by the association foundation.

6. Engage Inspirational Leaders In The Association Foundation

Within every professional community linked to an association, there are influential leaders who members highly respect. These leaders can be historical trailblazers, publicly recognized professionals, inspirational figures who embody the values of the profession, internal “celebrities,” and award-winning specialists. Association foundations should identify and engage these leaders to champion fundraising efforts, as they can effectively capture the attention of other members.

Recognized leaders can serve as campaign volunteers or contribute by sharing information about the importance of philanthropic support. Their active involvement with the association foundation is likely to inspire others and add credibility and visibility to fundraising initiatives.

7. Empower Members to Fundraise

Another way to engage members meaningfully is to invite those who have made significant contributions to participate in fundraising efforts. This can include inviting them to be campaign volunteers, making introductions to possible donors, or launching their own small campaigns among their networks on behalf of the foundation. Member-led campaigns offer the advantages of peer-to-peer fundraising and allow the foundation to expand its reach. These campaigns can help communicate the foundation’s message to people in the lives of members who are not, themselves, association members.

When coordinating member-led campaigns, association foundations should implement best practices to guide volunteers effectively:

  • Schedule regular check-in meetings
  • Assign a dedicated contact person at the foundation
  • Provide draft language for social media and email outreach
  • Create a campaign FAQ one-sheet
  • Offer comprehensive training and support

8. Promote Planned Giving at Your Association Foundation

Legacy gifts are typically given to organizations with which donors have long-term relationships. Given the nature of professional associations and the lifelong commitment many members have to their association, association foundations are excellent prospects for planned gifts. Foundations should regularly promote planned giving options in communications with members and actively solicit donors for this gift. The framing of this opportunity should emphasize the possibility for donors to provide a lasting legacy and honor their professional lives and contributions to the association field.

Membership Engagement is the Key to Success at Your Association Foundation

Association foundations have a unique opportunity to leverage their membership bases to enhance their fundraising efforts. By clearly explaining the need for philanthropic support, tapping into members’ emotional connections, and utilizing association publications and events, foundations can build strong relationships with their members. Additional strategies include closely collaborating with local chapters, offering educational opportunities, engaging inspirational leaders, empowering members to fundraise, and promoting planned giving.

To unlock the full potential of their fundraising efforts, association foundations should adopt these strategies and continuously seek ways to engage and inspire their members. By doing so, they can ensure the sustainability and growth of their initiatives, ultimately contributing to advancing their respective fields and broader societal goals.

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Fundraising professionals in 2025 are navigating a complex philanthropic landscape, where rising inflation, a new presidential administration, and social challenges often highlight campaign needs, but impact campaign execution. With many organizations competing for donor attention, it can be difficult to stand out. In this article, we discuss how organizations can reinvigorate a stalled fundraising campaign with intentional strategies that reignite donor engagement and reposition their efforts for success.

Whether funding renovations, endowments, new programming, or something else, extraordinary campaign fundraising is essential for securing immediate resources and sustaining long-term impact. With countless organizations in active campaign mode, differentiation is key. As we enter a new year filled with fresh opportunities, now is the time to adopt targeted approaches that keep campaigns engaging, meaningful, and top of mind for constituents.

As key champions and advocates, your campaign leadership committee should set the tone and pace of campaign activity. They can energize, inspire, and recruit, which drives meaningful activity to influence the success and timeline of a campaign goal. Is the current campaign leadership fatigued? Has prospect engagement activity stalled? Use a “reset” moment to re-assess the profile of your role campaign leadership and consider some additional tips to keep the committee strong and productive.

Top Tips to engage leadership during a Stalled Fundraising Campaign:

  1. Consider revitalizing or growing the committee; recruit additional campaign volunteers to support the increased pace of activity that is needed. While philanthropic support is vital, the committee should include more than just your largest donors. Consider diversifying the profile of your leadership committee with new members who are energized and willing to leverage their networks, make outreach on the organizations behalf, and participate in regular meetings.
  1. Provide clear, updated goals and a refreshed roadmap for success to align leadership and stakeholders on priorities.
  1. Re-position the campaign as central to the institution’s mission and vision, reinforcing its importance at every level. Ensure campaign messaging is current, compelling and included across marketing materials, website, appeals, and physical signage.

Experienced fundraisers understand the value of a strong donor stewardship program and prioritize ongoing, targeted efforts at both individual and departmental levels. The same applies to campaign donors—effective stewardship ensures they feel appreciated and see the impact of their generosity. To enhance and maintain stewardship as a development priority we recommend the below tips:

Top Tips to enhance donor stewardship protocol

  1. Implement robust, personalized stewardship strategies that demonstrate appreciation and ongoing impact.
  1. Utilize tailored communications—such as donor impact reports, videos, or “behind-the-scenes” tours—to maintain engagement, ensuring the mission remains central in all messaging.
  1. Build a stewardship plan with monthly or quarterly touchpoints, integrating them into team and individual KPIs for accountability and execution.
  1. Development department heads should conduct regular benchmarking meetings with frontline fundraisers to review stewardship calendars and touchpoints. Set time-bound goals for first or repeat solicitations that are meaningful and informed by data and donor relationships. For repeat campaign donors, express gratitude, highlight their impact, and offer meaningful ways to recognize their cumulative giving.

Example: Your organization is ready to cut the ribbon and open a newly-renovated area that has yet to be named by a donor. Invite a highly-curated group of a few top prospects that have been vetted as potential donors to name the space for a behind-the-scenes tour of the opening. Offer this as an exclusive first look and consider giving a preview of other areas set to open in the campaign. Giving prospects the exclusive access will elevate the opportunity and create a sense of urgency.

A picture of a fundraiser giving donors a private tour of a new building to reinvigorate a stalled fundraising campaign.

Developing a strong case for support is a critical early step before launching a campaign. It should immediately capture prospects’ attention and inspire them to participate. As the campaign progresses, refreshing the case to reflect milestones and evolving goals is essential to maintaining momentum.

Keeping campaign materials innovative, inspiring, and outcome-driven sustains donor interest and encourages new or increased giving. Organizations should be aspirational and creative in offering diverse giving opportunities, including updating naming options and expanding ways to contribute.

Top Tips to Refresh Your Case for Support During a Stalled Fundraising Campaign

  1. Refresh campaign messaging to highlight recent successes, celebrate major gifts, and emphasize urgent needs. Integrate campaign messaging into other appeals, such as direct mail or year-end giving.
  1. Incorporate new visuals—including images, renderings, and infographics—to showcase progress and maintain engagement.
  1. Refine the philanthropic value proposition to ensure it remains compelling and aligned with donor priorities.
  1. Leverage early and board gifts to inspire additional support and encourage increased giving in the campaign’s later phases.

Active prospecting is essential throughout a campaign to identify both new and past donors. Frontline fundraisers, campaign leadership, and designated prospect researchers should collaborate closely to routinely evaluate and refine prospect lists, ensuring a steady pipeline of potential supporters.

Top Tips for robust prospect research:

  1. Regularly reassess the prospect pipeline and maintain an annotated table of gifts to guide solicitation planning. Consistently updating this table helps identify gaps and determine where new prospects are needed.
  1. Expand prospecting beyond donor databases by exploring other organizational networks, such as memberships, client or patient databases, and alumni groups. Conduct screenings to uncover potential donors within these communities.
  1. Use data-driven research to identify new prospects with untapped giving capacity, leveraging various entry points and constituent groups.
  1. Develop targeted engagement strategies that align with donor motivations and interests, ensuring meaningful connections and long-term support.

Recommendation: Assign a metric to each frontline fundraiser and portfolio holder to bring one to two new prospects either from their portfolio or other research points. Have a metric tied to prospecting and keep folks accountable by offering a new prospect as a standing agenda item during regular meetings such a development team meetings, moves management discussions, or 1:1 meetings with supervisors. Each should come prepared with a few data points such as giving history, capacity, affinity, and other philanthropic indicators.

Stalling campaigns offer an opportunity for reinvention and renewed energy around fundraising.

By applying the above strategies, organizations can position their campaigns for success in 2025. Keeping donors engaged and connected in an increasingly competitive philanthropic landscape is paramount for development staff, frontline fundraisers, and campaign leadership.

A well-executed plan to reignite your campaign not only meets fundraising goals but also strengthens relationships, builds a foundation for future support, and elevates awareness and reputation in an ever-growing sector.

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When the Diocese of Helena launched a record-breaking Catholic fundraising campaign, it wasn’t just about raising money—it was about opening hearts and revitalizing faith. In this article, we explore five Catholic fundraising strategies that helped make this campaign a transformative success. These strategies, from crafting heartfelt messaging to fostering a culture of generosity, offer actionable insights for any diocese or parish looking to strengthen both financial and spiritual commitments.

About the Catholic Diocese of Helena

In January 2023, drawn to CCS’s decades of expertise in successful fundraising for the religious sector, the Foundation for the Diocese of Helena partnered with CCS Fundraising to launch a capital campaign. From the outset, the Foundation emphasized that the campaign’s success would not be measured by dollars alone—it also needed, in the Foundation’s words, “to be the tip of the spear for a new evangelization,” and to actively involve the community in a shared mission of faith.

Like so many dioceses across the country, the last two decades have proven challenging for the Diocese of Helena. The number of registered Catholics in the Diocese has dropped by nearly one-third to 40,000 parishioners. The Foundation and the diocese’s new bishop, Most Reverend Austin A. Vetter, knew that it was important to recommit themselves to a missionary spirit. A new apostolic mission would need to be embraced, and the Diocese requested that CCS develop a 21st-century campaign – with an audacious $30 million goal – to do just that.

Together, We Raised $94 Million on a $30 Million Goal

This innovative strategy produced genuinely transformative results for the Diocese. Over a 22-month campaign, we raised over $46 million in cash and pledges and an additional $48 million in legacy gifts.  In total, the generosity of parishioners in this diocese of just 15,000 households surpassed $94 million.
 
Dan Thies, the executive director of the Foundation, summed up the focus of this campaign and why it was different from any other of which he was aware.

“Oftentimes we think that a campaign is only about money, but this campaign is not that. This campaign is about hearts. It’s about bringing God to all people.”

Dan Thies, Executive Director, Foundation for the Diocese of Helena

Read on for five strategic approaches that the Diocese of Helena used to garner campaign success that you can apply to your (arch)diocese or parish.

Catholic Fundraising Tip #1: Consider Your Unique Messaging—From the Heart, to the Heart

With a focus on “hearts of the faithful,” the Diocese was very deliberate in its choice of imagery and messaging. With this theme as a throughline, the Diocese made the following intentional decisions.

Deliberate name choice for the campaign

The Diocese chose the well-known verse from the first Epistle of John, “… because He first loved us …” (1 John 4:19), as the name for the campaign because, as explained in their campaign materials, “God’s love is the necessary starting point of our lives.”

Thoughtful graphic design for the logo

The Diocese made a decision to highlight the Sacred Heart of Jesus in its campaign logo because as Thies explained in a video we produced to train volunteers, “The dynamism (of the Sacred Heart) is a dynamism we want in all of our people’s hearts. So, as we go out, as we encounter the Lord, as we’re transformed by His love, we want our hearts to start looking like His. One fire with His love and that that love is then brought to all people.” The campaign logo can be viewed here:

The Diocese of Helena's campaign logo, showcasing how unique messaging can propel Catholic fundraising.


Standardized messaging to stakeholders, including volunteers

In our training of clergy and lay volunteers, we encouraged them to look at this effort as a “campaign for hearts,” knowing that the financial investment for the work of Diocese would follow an open heart.  We trained volunteers to spend the first half of a visit discussing their shared Catholic faith, learning more about the person’s faith journey, and planting seeds for even more intentional discipleship—eventually working toward an invitation to invest in the shared work of building God’s Kingdom in the second half of the meeting.  With a heart-centered community of faith, our impact was stronger.

Authentic vision for the community

We reinforced the campaign as a deeply spiritual experience for pastors, parish leadership, and volunteers, and for each person invited to participate in the campaign with love and enthusiasm in their hearts.

Catholic Fundraising Tip #2: Use Your Campaign as an Opportunity to Deepen Their Faith

CCS highlighted to campaign leadership the opportunity for the Bishop, pastors, and volunteers to personally visit many of the 15,000 households in the Diocese. Each campaign visit was seen as an opportunity for an encounter with Christ to discuss their shared Catholic faith, learn about individuals’ faith journeys, and foster deeper discipleship.

Working closely with Foundation leadership, CCS supported pastors and volunteers to use these personal visits, as St. Paul said, to “open hearts wide for the Lord” (2 Corinthians 6:11-13). Ultimately, this approach aimed to inspire an investment in the Diocese’s work to build support among the faithful in Western Montana.

Catholic Fundraising Tip #3: Move From Owner and Donor to Steward and Disciple

As CCS developed the campaign plan, the initial focus was on cultivating a culture of gratitude and generosity within the Diocese—acknowledging that both are learned through meaningful encounters with Jesus and then a new lens of seeing our relationship with God.

It was clear that the campaign needed to focus on forming disciples, not just donors. The goal was to help the Holy Spirit inspire individuals to see themselves as stewards, rather than owners, of what God had entrusted to them. This perspective naturally leads to greater generosity and resource sharing to build God’s Kingdom.

Catholic Fundraising Tip #4: Encourage Clergy to Discuss Money in the Context of Discipleship

A University of Notre Dame study on Catholic giving revealed that Catholics, on average, give less than other US Christians. The study highlights that the “giving gap” stems from a lack of “spiritual engagement with money.” Without this engagement, many Catholics compartmentalize their financial decisions, viewing them as separate from faith and spiritual life. The findings recommend that parish discussions about money should focus not on meeting organizational needs but on fostering spiritual growth and personal and global transformation. This approach requires a shift in conversation from “paying the bills” to “living the vision.”

These findings, coupled with clergy’s general discomfort discussing money, underscored the need to address the topic head-on.

We worked with clergy and volunteers alike to lean into what we coined a “Theology of Generosity.”  It is a theology that looks to Jesus as the example of the perfect generous steward.  A theology where, as in the Gospel story of the rich young man, Jesus asks us to put everything at His disposal and to follow Him. By aligning generosity with faith, both clergy and laity transformed their invitations to participate in the campaign; financial gifts were no longer presented as something the Church wanted from people, but as something that was ultimately for them and the community.

Catholic Fundraising Tip #5: Invite People to Consider the Legacy of Their Catholic Faith

When Bishop Vetter approached the first couple, they pledged both a financial gift and a bequest from their estate, making it clear that every disciple in the Diocese could be invited to consider the legacy of their Catholic faith in their estate plans.

Bishop Vetter achieved remarkable success during the Lead Gifts phase, with every one of the first ten households he visited committing to an estate gift, making their “last earthly gift” a reflection of their faith and values. This momentum carried into the first two waves of parish campaigns, where additional estate gifts were secured. Partnering with Free Will’s complementary online will creation tool in the final phase significantly increased the number of estate gifts, ensuring that the campaign would leave a lasting impact on the Diocese’s mission.

We Encourage You to Leverage These Catholic Fundraising Strategies for Campaign Success

The Diocese of Helena’s campaign, rooted in faith and fueled by the generosity of its community, stands as a testament to the power of innovative strategy and spiritual mission. By focusing on discipleship, fostering authentic connections, and inspiring a culture of Christian stewardship, the Diocese not only surpassed its financial goals but also deepened the faith of its members. The lessons from this extraordinary campaign offer a blueprint for dioceses and parishes seeking to unite their communities in purpose and passion for their shared mission.

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