Patron and donor cultivation is always a critical topic, and this month’s thoughts take root in works recently produced by two of my associates, Bruce Thibodeau of Arts Consulting Group and Joseph Truskot. Bruce has a piece entitled “Strategic Fundraising through Objective Research: Understanding Donor Capacity”, and Joe has initiated a program entitled “Staccato”, a

Allocation methodologies. Follow this link to a spreadsheet demonstrating how this function can work for your organization. First, your org must decide upon an appropriate “use of resources” model. Tracking a set of patterns governing the use of material resources allows the application of those “use patterns” upon predefined sets of overhead expenses. The sample

Allocating expenses is by no means a necessity, unless of course, your organization is on the receiving end of funding that requires allocation. Federal funding is known for this requirement, as are other public sources of support. But regardless of whether or not your organization is mandated to allocate expenses, as a procedure, it does