Deborah Kaplan Polivy, Ph.D.

Consultant in Fund Development and Board Management

Deborah Kaplan Polivy, Ph.D. header image 1
I loved having the opportunity to work with you on this wonderful and exciting project. Your insight, wisdom and experience are a tremendous asset and compliment my work beautifully.

— Maxine Stein, Director of Development, National Yiddish Book Center

Crescendo 2023 Practical Planned Giving Conference

posted on October 24th, 2023

Fake assets and some costumes are an easy way to learn about planned giving – this donor is receiving a check from a Charitable Remainder Annuity Trust at the Crescendo 2023 Practical Planned Giving Conference while another benefactor is reading from her will.

crescendo 2023 - check

Deborah Kaplan Polivy crescendo 2023 - woman reading will

The interaction and problem solving with the various gifts (and the warmth and humor provided) were tremendously effective for me as a leader and learner. – evaluation by one participant

Tags: News

Crescendo’s Practical Planned Giving Conference

posted on August 7th, 2023

Deborah will be speaking once again at Crescendo’s Practical Planned Giving Conference – this year September 18  in Orlando.  Her workshop is one of her favorites, “An Easy Way to Learn About Planned Giving,” which makes all participants into philanthropists!

Tags: Speaking Engagements

2022 Crescendo Practical Planned Giving Conference

posted on March 4th, 2022

Deborah will be giving her presentation titled “Planned Giving is Only A Tool: Let’s Focus on Purpose – Endowment Building” at the 2022 Crescendo Practical Planned Giving Conference on September 19, 2022

Tags: Speaking Engagements

Ensuring financial sustainability is more important than ever before

posted on June 18th, 2021

The Time for Endowment Building Is Now: Why and How to Secure Your Organization’s Future by Deborah Kaplan Polivy was recently reviewed by Stephen G. Donshik.

Dr. Deborah Kaplan Polivy has written a very important book that should be read by anyone involved in financial resource development in nonprofit organizations…

You can read the full review here.

Stephen G. Donshik, D.S.W. is a retired member of the faculty of Hebrew University’s School of Social Work’s program in Management of Non-Profit Organizations.

Tags: News

New Book Contract and Other News

posted on September 5th, 2019

  • Rowman & Littlefield will be publishing Deborah’s next book, “Building a Successful Endowment: Why and How to Secure Your Organization’s Future” – expected to be released in 2020.
  • New faculty appointment – Lecturer in the Hornstein Jewish Professional Leadership Program for the fall semester – Skills and Techniques in Jewish Philanthropy and Fundraising
  • A new article entitled “Endowment Development: Call It What It Is” was published by Planned Giving Today in July, 2019
  • Deborah will speak at the February 11 meeting of Women in Philanthropy. Her topic is “How to Analyze Your End of Year Giving Using the Donor Lifecycle Map.”

Tags: News · Speaking Engagements

Recent Article and Upcoming Workshop

posted on February 8th, 2019

Deborah’s latest article, “Some Thoughts on Improving the Annual Fundraising Letter“, was published by

Her next workshop will be held in Silicon Valley on March 14, 2009:

In partnership with
The Association of Fundraising Professionals Silicon Valley and Sanford Institute of Philanthropy at John F. Kennedy University

Tags: News · Speaking Engagements

2018 International Fundraising Conference

posted on April 26th, 2018

Deborah will be speaking at the International Fundraising Conference in New Orleans on April 16, 2018

Tags: Speaking Engagements

Webinar on Donor Retention

posted on December 20th, 2017

Do you want to know about Deborah’s ideas on donor retention?  Take a look at this webinar about her recently published Charity Channel book on the Donor Lifecycle Map.

Recently published articles:

All Signs Point to Donor Retention

Someone Has Been Reading My Articles – or Maybe Not!

Tags: News

Interview from Shalom Hartford

posted on November 20th, 2017

If you want to know more about Deborah, take a look at this interview from Shalom Hartford.

Tags: News

CharityChannel’s Masters of Fundraising Summit

posted on September 18th, 2017

I am participating in the CharityChannel’s Masters of Fundraising Summit, an online event from September 25 through October 6, 2017. Obtain CFRE credit as well as terrific content.

30 Master Classes.
10 Amazing Days. Online.
And we’ve paid for your seat.

Tags: Speaking Engagements