Nonprofit Show host Julia Patrick interviews Jerry Diaz CFRE, an expert fundraiser and nonprofit professional consultant with They discuss the summer tasks for fundraisers and the importance of not falling into a lull during this period. This informative episode provides valuable insights and practical advice for nonprofit professionals, highlighting the significance of strategic planning, donor cultivation, and fostering a culture of philanthropy within organizations.

One of the key tasks mentioned by Jerry is the review of the development plan. He states, “You want to be able to ask what the first six months were like, what were the wins, what were the successes, what were the opportunities?” This review allows fundraisers to assess their progress and make any necessary adjustments to meet their goals.

Jerry also highlights the importance of having a strategy for achieving fundraising goals. He suggests exploring new sources of funds and increasing giving from existing donors. He states, “Focus on where are you going to get your new donors and doubling down on that?” Jerry emphasizes the need to schedule meetings with donors during the summer months to secure commitments and foster relationships that will occur in future months.

In terms of long-term planning, Jerry advises reviewing the overall case for support and updating key policies. He mentions, “Review your overall case for support because there are changes.” This ensures that fundraising efforts align with the organization’s mission and current needs. Additionally, he recommends analyzing revenue trends and increasing fundraising goals accordingly. He states, “If your organization expenses increase year over year at 5%, then your fundraising goal should increase about 8%.”

Throughout the interview, Jerry emphasizes the importance of communication, collaboration, and continuous learning within the nonprofit sector. He encourages networking, professional development, and involving the entire organization in creating a culture of philanthropy. He states, “Culture of philanthropy is an attitude and understanding of behavior. We’re all in it together.”