News and Notes from the Director

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


Dear Readers: We invite you to contact PSI any time you feel you need a consultant, at any stage of your fundraising efforts. We are here for any type of help, and we can even share carefully-selected consultant names or firms.

adventist learning community

From PSI

successful fundraising cover

Successful Fundraising: A Handbook for Best Practices

Much can be accomplished for nonprofit organizations of all types if sound fundraising principles are followed, and practice is based on successful experience. Fundraising is an organized practice, a logical process—one that takes time and careful thought to implement.

Whether you are fundraising for a church, school, hospital, ministry, or other nonprofit, this handbook can help. Read it to learn about grant proposals, capital campaigns, annual funds, donor relations, transparency and accountability, and more. Read more>>

  Successful Fundraising - Second Edition Successful Fundraising 2nd EditionAre you planning a building project-a new church, school building, or Community Service Building? Does it seem like your campaign for funds goes on forever? Are your members or constituents tired of talking about money? If you have these questions and probably many others, this book is for you… Successful Fundraising, the PSI-produced fundraising handbook first published approximately two years ago, has been updated and revised, and additional chapters are now included in the 2015 edition. This handbook is available through Advent Source and is affordable at approximately a $19.95 price. The new chapters are in response to many inquiries regarding topics such as grant proposal writing, the effect of fundraising on tithe and offerings, in-kind and non-philanthropic support, recognition, and several other topics. The handbook continues to be widely used and valued, according to feedback from PSI clients. This expanded version will contain the original chapters which have been updated and revised. Although originally designed to be a resource for pastors, churches and their organizations, the handbook has proven to be a valuable resource for most other Adventist organizations. Along with it comes PSI advice and consulting (on-site, if possible), additional resource materials, and other programs described on PSI’s website, Successful Fundraising - Canada Edition Beginning with the question, “Where do I start?” and moving through the process of raising money responsibly, this new edition of the fundraising handbook produced by Philanthropic Service for Institutions (PSI) is designed to help churches and other organizations avoid pitfalls and raise money successfully, in ways that work today. The contents, written specifically for Canadian congregations and organizations, include a range of significant topics, including Biblical bases for fundraising, the basic principles needed to begin a campaign or an ongoing sustainable program, legal issues in raising funds in Canada, working with boards and volunteers, and much more. This handbook will help you in your journey toward accomplishing your organization’s or church’s goals. PSI stands by to help you in your use of this volume, your work, your plans, and your fundraising.

New Book Now Available

Written by Lilya Wagner, EdD, CFRE

Diversity and Philanthropy

Diversity and Philanthropy coverA "one size fits all" strategy is not effective when it comes to philanthropy and fundraising in today's diversified environment. This book enables nonprofit leaders, board members, staff, and volunteers of nonprofit organizations to better reach diverse populations and incorporate perspectives that increase success by surveying the cultural context for philanthropic action. In the PSI Library or offered on Amazon in both Print and Kindle: Order on Amazon | View Praeger Publishers listing


Be sure and check out the new web site developed to coincide with Diversity and Philanthropy:

Email_ImageMost of the contact information that PSI will get from you in the future will come through this site. By opting into our email (click on email icon just to the right), you will have access to important information that PSI sends out from time to time. We’ve also included areas for you to add additional information about yourself, your organization, and your interests, in order to help us target your specific needs.