Live Bright – Leave Light!

by Marcy Heim on November 25, 2021

You – yep YOU…touch lives in so many special ways!  Every day!

At this Thanksgiving time here in the USA, may we ALL join together to give thanks.

Many things have changed. Our commitment to inspiring generosity has not!  YOU are a gift and I am grateful for you at Thanksgiving and always!


To celebrate, I’m sharing these words penned by my dear friend, the late Jerry Panas years back.

Enjoy, and I extend my richest blessings to you.

With love and thanksgiving,

Thanksgiving 2021

Invest in JOY®


You ask for a visit and they say, “Yes!”

HOLD that thought.

PPGC 2021 Presenting

Thank you to the hundreds of you who joined me (according to the counter – couldn’t see you!) November 3rd, live from my inspiration-filled home office – for “Fear Less, Raise More, Shine ON!” my Crescendo Practical Planned Giving Conference keynote. This note came from Kira, “You were fantastic, thought-provoking and FUN (as promised!). I can only imagine that it must be difficult to present with such dedication and enthusiasm only to have the virtual meeting end… with no thanks, questions, or feedback.”

Tony said, “Your presentation was what I needed today. Thank you for ‘bringing it’… the energy, the vision, the essence, the attitude, the framework, and some “do’s & don’ts” to your investment in us today!”

Yes, it was difficult and yes, we made the most of this ‘touch’!

Right now, 60% of nonprofits are seeking between 1 and 3 donor “touches” for their year-end gifts. An in-person chat, a “Dear Friend” letter or mass Facebook post all count. But what REALLY Counts?

Year-End Engagement that COUNTS!

1. Touches that actually “touch” you. Engage you. Cheer you. Connect with you. And call you to take some action that does good in the world.

2. Messages that sound like a caring person – not a robo call.

3. Clear asks for support. Exchanges to solidify your shared values help your donor remember why you are important to them. Asking for their consideration to make a major gift is key to their investment.

4. In-person still rocks. Call me old-school, and certainly respect the wishes of your donors, but don’t be lazy – get away from that screen if you can.

5. Touches that HAPPEN. Start! Patiently PERSIST! Connect! Over 70% of donors give to organizations they already know. Your help is needed so they turn their good intentions into the gifts they want to make!

Energy Precedes Outcomes!

1.    Your energy – presence – and optimism Lifts Up Philanthropy.

As we go through these next several weeks remember that your energy precedes the outcomes you receive.

Energy precedes outcomes

This means that YOU always have control over how you bring your energy – your presence – to every zoom call, text and in-person conversation. Always focus on bringing the power and joy of giving and leave all the inconveniences of the times out of your touches.

 2.    Do the work.

You aren’t just automatically comfortable. And I will admit, while I’m delighted to do board engagement workshops, MORE Major Gifts workshop and webinars virtually, for keynotes, I want to SEE you all. I want to pull you into my message. I want you to stand up, shout and totally engage with me. Virtual is just not the same.

THAT line of thinking is the WRONG way to bring my energy.

It’s more than just being positive or thinking about it differently. It’s about spending the time and DOING THE WORK to BE A DIFFERENT PERSON – show up differently in a new and different setting. I completely disrupt my office to do a virtual keynote.

Remember that you need to share materials, treats, hugs, and joy differently with your major donors as you navigate how you will be in touch with them. And practice it.

 3.    When Life Surprises You… Keep Calm (and Keep Going).

Year end time is an adventure I experience times 10 with ALL my many clients – it’s lots of artful conversations about the best way to invite major giving investments in these final months. When my husband suddenly needed surgery for a hernia, SURPRISE! This past Monday was a long and exhausting day at the hospital followed by all my coaching calls happening in the evening. This week my calendar is solid. ARG!!

Breath. Keep calm. Manage your mental capacity…. Just. Keep. Going.

You have a calling, not a job.

The story you create for your year-end results will most likely CREATE your year-end results. Lift up philanthropy. Celebrate your chance to be a part of it!

Invest in JOY®


Lift up Philanthropy – Part 1

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You are STILL unstoppable. Period. No doubts. No matter what. Yet, listen up….you may also feel less sure about your relationships – personal and professional – than ever before. Why? Donors, friends and even family, often react now in ways that totally surprise you – this throws you off to be sure! When you could count on a […]

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Let the GIVER lead the IMPACT connection!

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It’s September – and that means Stewardship. Sharing sincere thanks NOW and showing donors the tangible results of their giving – even if it is intangible – sets the stage for COMFORTABLE year-end asking conversations. Of course we are constantly thinking about how we can be grateful recipients….but sometimes it gets away on us. Check […]

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What’s BEST to say Thanks!

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We pay lip service to stewardship – yet it is the most important piece of any and every relationship! Why? The donor deserves to enjoy their giving! In my last blog I shared tips for how you THINK about stewardship.  So In Case You Missed It (ICYMI) check out  Marcy’s 8 Key Ideas to Trigger […]

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Thank you very, very, very much!

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“Thank you!”  Seems like ‘thank you’ came right after ‘Mama’ and ‘Papa’ as you learned to speak! And throughout your early years how often were you reminded, “Now what do you say?” “Oh, right. Thank you.” In your work inspiring generosity, (and by the way, THANK YOU for what you do to inspire generosity!), there […]

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WRITE Right – Raise More!

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Your written word has power ONLY when it is read, remembered and/or acted on. With your words you lift up, inform, share, tear down, heal, love, inspire and teach. As you build relationships with current and prospective major givers, what is important in your writing – handwritten, letter, email, text whatever?  Here are 10 tips…for […]

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Let me hear you…”I love Tech!”

June 9, 2021

Do you enjoy that zoom feature that lets us “improve our appearance” on zoom?  Works great  – try it if you haven’t yet. You have a tremendous opportunity now to rebuild your life as we re-enter from the Land of Covid.  Whether you continued to come into the office this past year, spent months remote, […]

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3 Tips for Events that Make Sense

May 26, 2021

There is a lot for you to think about as you consider doing again what you’ve always done when it comes to events that make sense – especially for major gifts! But first – ENJOY the LONG WEEKEND here in the States! That means do something that is FUN for you!  Stop and smell the lilacs! […]

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