Category Archives: Fundraising

Who Does What? Clarifying Roles for Nonprofit Boards and Staff

One of the most common challenges for nonprofit organizations—whether museums, historic sites, or community groups—is understanding who does what when it comes to decision-making, planning, and day-to-day operations.

Board members sometimes worry they are getting too involved in management or don’t know enough about what’s going on. Staff members, on the other hand, can feel their authority is being questioned when board members step into operational details. Yet when everyone understands their distinct responsibilities, organizations thrive.

We would never expect a new volunteer to suddenly step into a historic house and deliver a flawless tour. They need orientation, resources, and time to develop their skills before they feel confident leading visitors.

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What if You Raised Funds Like Judicial Watch?

Fundraising from members has never been more critical. With the elimination of federal grants from agencies like IMLS and NEH, many museums and historic sites are facing serious gaps in funding. So where do you turn for help?

What if you borrowed a playbook from one of the most successful (and controversial) fundraising machines in the country?

Imagine hiring the same team that writes the direct mail letters for Judicial Watch—the political juggernaut that’s raised millions from everyday Americans, including, I should note, my own mom. Their formula? Urgency, clarity, conviction—and a whole lot of bolded phrases.

So, what would a museum fundraising letter sound like in their hands?

Here’s what GPT came up with when I asked it to write a high-energy, parody-style appeal for the Juan Motime House, an imaginary small historic house museum in Southern California:

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Fundraising After Crisis: Lessons from the Gamble House

Extent of Eaton Fire, 2025. Courtesy Wikimedia Commons.

When disaster strikes, how should a museum approach fundraising? A recent appeal from the Gamble House Conservancy offers an excellent model.

Following the devastating Eaton Fire in January 2025, the Gamble House framed its appeal not simply around its own needs, but around its role in the community’s recovery. The letter powerfully connects the Gamble House to the larger regional tragedy, emphasizing the museum as a place of respite, inspiration, and service. Rather than focusing solely on damage or lost revenue, the appeal highlights how the museum has already acted: removing collections, supporting staff and volunteers, surveying visitors to guide future programs, and partnering with displaced nonprofits like the Pasadena Audubon Society.

The Conservancy also effectively maintained its core mission. Ongoing conservation efforts, such as addressing water intrusion and repairing the side yard gate, are presented alongside expanded community initiatives. This dual focus reassures donors that their gifts support both immediate public needs and long-term stewardship.

Finally, the letter makes giving easy. In addition to traditional mail-in donations, a QR code directs supporters to a secure online portal, meeting donors where they are.

The takeaway for museums and nonprofits? After a crisis, connect your organization’s needs to the broader recovery, demonstrate early action, and align core mission work with new community service roles. Fundraising after a disaster isn’t just about survival — it’s about showing how your institution remains essential to the life of the community it serves.

IMLS Targeted for Elimination—How Museums Can Prepare and Advocate

On March 14, 2025, President Trump issued an Executive Order directing the elimination of the Institute of Museum and Library Services (IMLS) and the Woodrow Wilson Center at the Smithsonian Institution “to the maximum extent consistent with applicable law.” While the full impact of this order is still unfolding, museums that rely on IMLS resources should take immediate steps to safeguard critical information. IMLS websites and databases may be taken down soon, limiting access to funding guidelines, research reports, and professional development materials. If your institution depends on these resources, now is the time to download and archive what you need.

If your museum has an active IMLS grant, there’s reason to believe that existing awards will be honored, but based on past experience with federal grant funding disruptions, delays are highly likely. Be proactive in communicating with your IMLS program officer, tracking your grant-related expenses, and preparing contingency plans for potential funding interruptions.

This Executive Order may also signal broader cuts to federal cultural funding. It wouldn’t be surprising to see similar threats to the National Endowment for the Humanities (NEH), National Endowment for the Arts (NEA), National Gallery of Art, and even the Smithsonian Institution. If these agencies are reduced or eliminated, the impact on museums, historic sites, and cultural organizations nationwide will be profound.

If your museum is affected by these potential cuts, now is the time to act. Inform your board, staff, members, and community stakeholders about what this means for your institution. Contact your elected representatives in Congress and urge them to protect federal support for museums, libraries, and cultural heritage. Without direct advocacy from the field, lawmakers may assume these cuts will go unnoticed.

For more details, see the full Executive Order here: White House Executive Orders.

Continue to speak up! Museums, historic sites, historical societies, and libraries matter—let’s make sure Congress knows it.

Navigating New Federal Policies: What Executive Orders Mean for History Museums and Historic Sites

Museums are no strangers to navigating shifting policy landscapes, but recent executive orders issued by the White House signal significant changes that will affect funding, interpretation, and educational outreach. Whether you work in a history museum, a historic preservation organization, or a community-based historical society, understanding these policies is crucial for adapting to new challenges and opportunities.

Key Themes Across the Executive Orders

1. A Shift Toward Patriotic and Nationalist Narratives

Executive Orders 14190 (Ending Radical Indoctrination in K–12 Schooling) and 14189 (Celebrating America’s 250th Birthday) prioritize “patriotic education” and reinforce a government-endorsed interpretation of American history. This shift is exemplified by the reestablishment of the 1776 Commission and the creation of Task Force 250, which will oversee programming related to the 250th anniversary of American independence. “Patriotic education” is defined as “the history of America grounded in:

  • (i) an accurate, honest, unifying, inspiring, and ennobling characterization of America’s founding and foundational principles;
  • (ii) a clear examination of how the United States has admirably grown closer to its noble principles throughout its history;
  • (iii) the concept that commitment to America’s aspirations is beneficial and justified; and
  • (iv) the concept that celebration of America’s greatness and history is proper.”

2. The Elimination of Federal DEI and Environmental Justice Programs

Executive Order 14151 (Ending Radical and Wasteful DEI Programs and Preferencing) eliminates all federal support for diversity, equity, and inclusion (DEI) initiatives. This includes the termination of DEI-related grants, plans, contracts, programs, initiatives, training programs, offices, positions, and employment policies within federal agencies, “under whatever name they appear.” Museums that have benefited from federal DEI funding or programs may need to reassess their funding strategies and institutional policies.

3. Renaming and Monument Preservation

Executive Order 14172 (Restoring Names That Honor American Greatness) renames Denali back to Mount McKinley and designates the Gulf of Mexico as the Gulf of America. Additionally, the reinstatement of the National Garden of American Heroes and the protection of existing monuments signal a renewed emphasis on traditional historical figures. Museums may face increased scrutiny when interpreting contested histories, particularly around geographic names and public commemorations.

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Join Today’s Museum People Call on Interpreting Christmas at Museums!

Are you ready to explore how the holiday season can transform your museum? Today at 12 pm Central Time (1 pm Eastern), the Illinois Association of Museums is hosting its monthly “Museum People Call”, and this month’s topic is Christmas at Museums and Historic Sites!

I’ll be joined by Ken Turino, my co-editor of the new AASLH book series Interpreting Christmas at Museums and Historic Sites, to discuss how your organization can leverage the holiday season to its fullest potential.

We’ll cover key topics to help you:

  • Leverage the holiday season to attract visitors and engage your community.
  • Increase financial stability through creative programming, gift shop sales, and end-of-year giving campaigns.
  • Enhance cultural sensitivity and inclusivity, ensuring your holiday interpretation is meaningful and welcoming to diverse audiences.

Whether your site has a long history of holiday programming or you’re just starting to explore the possibilities, this session will offer practical tips and inspiring ideas to align holiday traditions with your mission.

🎄 Join Us on Zoom 🎄
Click here to join the meeting
Meeting ID: 861 3328 4346

Let’s come together to make the holiday season brighter, more inclusive, and impactful for your museum and its visitors. We look forward to seeing you there!

PS. On Wednesday, December 25, the Gilded Age and Progressive Era podcast will release an interview about the Interpreting Christmas book with me, Ken, and Lenora Henson, formerly director of the Theodore Roosevelt Inaugural Historic Site in Buffalo, New York.

Untangling the “Other” Revenue Stream

In the colorful tapestry of history-focused organizations, every thread of revenue has a role to play in the success of the organization. Perhaps the most unique collection of these threads is the “Other” revenue category. This singular “Other” thread houses a miscellany of revenue sources that don’t fit into the categories of “Investment Income”, “Program Service Revenue”, and “Contributions and Grants”. At first glance, this classification may appear insignificant, yet it often proves to be a silent contributor that underpins the fiscal health of History-Focused Organizations [Museums (NTEE A50), History Museums (A54), History Organizations (A80), and Historical Societies & Historic Preservation (A82)].

Understanding this “Other” revenue can be like deciphering an ancient dialect. It is made no easier by the fact that IRS Form 990 at times uses the terms revenue and income interchangeably. While some categories of this revenue such as royalties and inventory sales may be familiar, “miscellaneous” often contains difficult to parse odds and ends such as third-party events, insurance proceeds, ATM fees, and revenue from hosting satellite towers. Most often this miscellaneous revenue is unspecified and simply named “miscellaneous” or “other” which can make it difficult to get the full picture of a particular institution’s revenue sources. We advise limiting the classification of your total revenue as “miscellaneous” to no more than 1%. While judicious use of this category can help define your other revenue streams more clearly, overuse could lead to a lack of clarity about a significant portion of your revenue. It is crucial to maintain a comprehensive understanding of your financial situation.

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New NEH Interpretive Planning Grant for Small Organizations

Scholars reviewing the archives at the Haas-Lilienthal House.

The National Endowment for the Humanities, a federal granting agency, recently announced a special grant program to support interpretive planning at small organizations for up to $25,000, no match required.

What does “small” mean? You need to meet at least two of the following:

  • Annual operating expenses of less than $1,000,000
  • Located in a community with less than 300,000 residents
  • A staff of less than 50 people
  • Rely primarily on volunteers or part-time staff.
  • A mission to interpret under-told stories or serving a non-traditional audience

Hmm…that describes most history organizations in the US, so if you’re reading this post, you’re probably eligible.

Now, what will it support? Nearly anything that improves or enhances the interpretation of your collection, site, or community, such as:

  • help you think creatively about the hidden strengths of your collections or historic site
  • generate new ideas for engaging with the community
  • train staff and volunteers on interpretive methods and techniques
  • develop a framework for developing public programs
  • creating interpretive plans for exhibitions, tours, or school programs
  • visiting other historic sites or museums to sharpen skills and knowledge
  • evaluating existing tours or exhibitions
  • testing new programs for their ability to engage new audiences
  • conducting historical research to support new interpretive themes

Projects must include at least one scholar from a humanities discipline (e.g., history) or one consultant specializing in interpretation to the public (Engaging Places can help you with this), as well as at least one expert on your local community. 

Applications are due June 28, 2023 for one to two year projects beginning between March 1 and May 1, 2024. You will need all of that time to prepare an application and NEH will read draft applications submitted by May 24. Remember to register in advance with the System for Award Management (SAM) and Grants.gov—those are steps you cannot do at the last minute.

For more details, scan the overview or jump right to the 35-page grant application instructions (officially called a Notice of Funding Opportunity).

What Drives Revenue at History-Focused Organizations?

If a well-managed museum has robust programming, a large endowment, and a profitable gift shop, should they still rely on contributions and grants? Often regarded as a fundraising burden to reduce or eliminate, instead we might want to consider these revenue sources as one of the best ways to sustain and expand an institution. Sixty-six percent of History-Focused Organizations [Museums (NTEE A50), History Museums (A54), History Organizations (A80), and Historical Societies & Historic Preservation (A82)] depend on contributions and grants for at least half of their annual revenue and nearly forty percent rely on contributions and grants for more than three-quarters of their revenue (see Figure 1 below).

To maximize revenue, museums must navigate fundraising in the present and future. Understanding the donor and engagement pyramids simplifies fundraising and ensures focus. Small history-focused organizations, in particular, must invest their limited bandwidth strategically to achieve success.

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How can History-Focused Organizations Invest in Stability?

Figure 1. History-Focused Organizations command large portions of the museum field’s revenue and institutions. Source: Internal Revenue Services and National Center for Charitable Statistics.

Over the past year, Engaging Places has been looking over individual segments of the museum field. While these segments are unique in specific ways, as demonstrated by the data, several of them do share a common theme and mission: an overall goal to promote history. These four segments are History Museums (A54), History Organizations (A80), Historical Societies & Historic Preservation (A82), as well as the broad Museums (A50) category. By combining these segments we can focus on the history-centric portion of the museum field that makes up close to half of its revenue and consists of a whopping 89% of its institutions (see Figure 1). This block of museums is incredibly dominant within the field and a major focus of Engaging Places’ work. For ease of reference, we will be referring to them as History-Focused Organizations.

It is important to remember that as an aggregate these History-Focused Organizations still trend small. Over 90% operate on less than $1 million in revenue annually, with contributions and grants bringing in over half of that vital revenue. For these smaller museums, financial security is a constant and essential priority. While many of these History-Focused Organizations are unable to achieve large pools of investment to stabilize operations, unlike some of their larger counterparts, they can develop practices to move them in this direction. 

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