In case you missed it, here’s a recap of our latest podcast episodes, webinars, and more resources to help you raise more revenue for your mission!

NEW Podcast Episode:

The Art of the Handoff

It’s not easy to let go of certain donors, but there comes a time in every fundraising cycle when you’ll need to transition a donor relationship to someone else. Whether the donor is moving from mid-level to a major gifts portfolio, or from a higher level of giving back into mid-level or direct response, transitioning them to another colleague is one of the best things you can do for your program, organization, and the donor!

But you need to have protocols in place so that the transition feels seamless and keeps your pipeline free and clear of any clogs. In this podcast episode, Jeff, Theresa, and Matt share their top tips and best practices for handling donor handoffs, shifting your thinking, and transitioning members of your caseload. Listen to the episode here.

WEBINAR Replay:

The Hidden Problem That’s Costing Non-Profits Thousands (or Maybe Millions!) of Dollars

What does it mean to take a relational approach to your mid-level program? How often should you send touch points to your mid-level donors? How many donors should you be moving from mid-level into major gifts?

If you’re asking these questions, you’re not alone! We’ve helped our clients to navigate these challenges and successfully build strong relationships with their mid-level donors. Check out this recording of our panel discussion where our clients shared about how they’ve adopted a relational approach to mid-level. Watch the replay here.

NEW Podcast Episode:

Burnout and Self-Compassion in Fundraising

More and more, fundraisers are being overworked and underpaid. They’re frequently pulled in different directions and asked to accomplish tasks that don’t fall under their domain – all without a solid support structure. It’s caused many to leave the sector entirely. There is so much important work to do in our world and we need to take care of our people in order to solve these big problems. That means implementing mindful, self-care practices so you’re ready to approach your work with the energy and focus it deserves.

In this podcast episode, Karen and Megan Whitney, expert in mindfulness and fundraising, share their top tips and best practices for managing burnout and overwhelming stress, and provide you with tools to quiet your inner critic. Listen to the episode here.

WEBINAR Replay:

Fundraising Hacks to Save You Time at Year-End

Not enough time in the day? Is your to-do list just getting longer? We’ve been there! In this webinar, we shared our top tips for fundraising hacks to help you get more stuff done (without working overtime). Check out this recording to get top tips to help you be more efficient at year-end! Watch the replay here.

UPCOMING Live Workshop:

How to Qualify Donors for Your Major Gifts Portfolio

Talking to donors who don’t want to engage is exhausting and disheartening. Yet many caseloads are filled with donors who have made it pretty clear they don’t want a personal relationship with your organization. When you’re determining who should be on a major gifts caseload, it’s not enough to simply say, well, they meet the giving criteria, or they’re “qualified” as a prospect. You must find those donors who want to engage in a relationship and deepen their connection to your organization.

In this live workshop, we’ll talk about why qualifying donors is essential to your success in major gifts, and we’ll share the steps you can take to qualify your portfolio using our proven donor qualification process. You’ll learn more about why it’s so essential to qualify your donors and how you can apply these techniques to your own portfolio. Spots are limited! Sign up here now.

FREE Resource:

Request a Free Donor File Assessment

How well are your mid-level and major gift programs performing? Do you know what your year-over-year donor value attrition rates are? Given your current program growth, do you know where you’ll be in five years? If you’re not sure, don’t worry! In our experience, most non-profit fundraisers, managers, and leaders can’t confidently answer these questions. That’s why we’ve developed our FREE and CONFIDENTIAL Donor Assessment. This comprehensive assessment will provide you with specific information around donor attrition rates, donor value attrition, program growth, and how many people you need to hire to grow effectively.

There’s absolutely no obligation to work with us, and you’ll learn the key steps to take to grow your fundraising program. Are you ready to get started? Head over here to request your FREE Donor Assessment today.

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Looking for more? Check out all our available resources here, or we’d love to see you at one of our upcoming webinars!