Teaching and Coaching
I am a passionate teacher of fundraising and philanthropy and work with nonprofits of all sizes. Current and past clients represent numerous sectors, including:
Health Care
Fundraising Associations (International and Domestic)
I excel at helping nonprofits become better at raising major gifts. This is accomplished through:
Group Sessions for Staff and Volunteers
Solicitation Role-Playing Exercises
One-on-One Coaching
Prospect Strategy Sessions
Presentations/Keynotes
The Cutting Edge of Discovery Calls
Topic of Amazon.com bestseller. Overview of proven methods for making the qualification/discovery call. Includes personal observations and survey of best practices.
Successful Discovery Calls – Interactive Workshop
Step by step overview of the discovery call. Key component of role playing during which all participants take on the role of both fundraiser and donor prospect.
Asking Without Anxiety
Addresses apprehension some face when attempting the solicitation and provides a game plan for overcoming fears.
Sharpening the “Ask” Saw – Interactive Workshop
Step by step overview of the major gift solicitation. Key component of role playing during which all participants take on the role of both fundraiser and donor.
Five Easy Pieces:
Creating the Compelling Case for Support
Illustration of five step process. Emphasizes creation of compact statements that can be readily used for annual appeals, special event messaging, foundation proposals and major donor solicitation.
Why Endowments? Why Now?
Provides case for creating sustainable fundraising through endowments. Can be shared both internally and with donor prospects. Includes overview of cultivating, soliciting and documenting endowment gifts.
Your Hidden Super Powers;
How Introverts Can Raise Major Gifts
Illustration of opportunities and advantages that introverts can have in major gift fundraising. Helps extroverts exercise traits of introverts to improve their fundraising.
Keeping the Donor Pipeline Flowing
Discussion of each stage of discovery, cultivation and solicitation which includes guidance in overcoming “clogs” in the pipeline process.
Doing the Right Thing;
Ethical Considerations of Fundraising
Reviewing of ethical standards within the fundraising profession. Provides numerous case studies in which participants are asked to determine what action may be the most appropriate and ethical.
Foundation Relationships that Last
Applies model of individual donor fundraising to the seeking of foundation funding. Tips for increasing the likelihood of proposal success.