Dream, Act, Achieve Major Giving and Life Coaching Program

(Already know you want coaching? Click here to Register today)

DREAM

Your vision is right in front of you.

ACT

We will coach together to take measurable steps in accomplishing that vision.

ACHIEVE

Hard coaching work will pay off.  You will see your vision happen.

Why You? Why Now?

It can get a bit discouraging and overwhelming.

In your work AND life.

You aren’t alone.  We can help.

“I have an impossible job. There is never enough time to get it all done.”

“It’s hard to get to major donors when there is so much other work to do.

“I see so many opportunities, but I struggle to just get our event done.”

“I don’t know how to evaluate what to take on or what to say, “No” to and how.

“I feel like I don’t see my family at all during the holidays.”

“My Board is really not excited about fundraising.”

“We are spread so thin already and our dollar goals keep going up.”

 

We are driven to do Good. But we are driven crazy by such full plates!

“There is nothing more rewarding for me than the impact of just one new major gift.”

“I know what we could do with more resources.”

“When I can plan, even a bit, it makes such a difference!”

“When I get the right kind of accountability it can actually be fun to see my results.”

“For the first time ever, we are going to plan out our overall advancement work, and stick to that plan!”

 

And this is your roller-coaster life, isn’t it?

Frustration and joy all rolled into the same day, or perhaps the same hour!

 You are expected to do it all and, by the way, you’d like to have a life too.

We get it. We’ve been there.

 

We want to help you succeed. We think coaching is the answer.

Training is great, but it’s not enough. 

You are left to figure out how to apply what you’ve learned on your own.

Thousands of nonprofit professionals have attended our webinars and workshops.  We know they are helpful because the reviews are overwhelmingly positive!  Yet, figuring out how to keep the energy and apply what is learned to your unique situation can be hard. We come back to our overflowing plate and physically or electronically “shelve” the materials. Taking the next step after getting any training can be challenging.  That’s where coaching comes in!

“It’s not enough to know the best practices. I need someone to show me how to implement them and how to deal with specific problems within my organization.”

“After I get training, I always think, ‘Is this right for us? Should we do this? What’s most important?’ And I don’t do anything.”

 

That’s why we’re offering this phone/zoom YEAR LONG major-giving and life coaching program – to serve you at a more personal level.

You see, what you really need is a coach.

Sometimes you want someone who provides a different perspective. Someone you can bounce things off of, and talk through ideas. Someone who is knowledgeable and can really give you solid counsel. Coaching combines training, advising and mentoring. You get “How To” advice and help to find your own inner game stuck spots.

And…you can join with monthly or a one-time payment. Plus earn CFRE credits all along the way.

As your coach we will: 

  • Create a space where you can focus on moving your dreams forward
  • Encourage you to step forward and act on the things important to you.
  • Support you in finding solutions to barriers.
  • Provide unbiased analysis and honest feedback on your performance with solid advice on how to do it better.
  • Bring clarity on the challenges you are encountering – that experienced set of eyes to help you see more clearly.
  • Help you prioritize and focus on what’s the most important.
  • Define several options to address the specific situations you are experiencing.
  • Encourage and support you. We believe in you!
  • Show you how to adapt best practices so they make sense for you and/or your organization.
  • Challenge you to take responsibility for your own life, your own time, your own results.
  • Celebrate with you.  You are going to do great things!

You’ll learn a tremendous amount from other participants in the program too.

By participating in this group program, you not only get our coaching but also the partnership and suggestions from your fellow participants.  Sometimes we think we are unique snowflakes – that there is not another nonprofit or situation that looks just like us. You’ll be amazed at how a similar situation sparks an answer for you!

Ready to sign up (1)

Customizing the Program for You and/or Your Nonprofit

There are two ways you can participate in this program – as an individual advancement professional for professional and personal leadership development or as a team of Executive Director/Dean and Development Officer/whatever title.  The basic program features are the same, but we customize some elements based on whether you are a small-shop team or a leader or advancement professional that wants to grow professionally AND personally.

Option 1: Uplevel YOUR Results Individual Emphasis

Do you want to be a better development professional? Do you need some personal support for to build confidence over your own insecurities with a confidential coach? Get new skills? Move up? Move on? Then select Individual Emphasis when you register.

You likely fall into this group if,

  • You are new to development and want individual coaching as you tackle this new role.
  • You are a new Major Gifts Officer (or other title) and want to dramatically improve both how much money you raise while also maintaining work/life harmony.
  • You are a successful, seasoned Major Gifts Officer (or other title) and want to be even better, perhaps move up, gain better work/life harmony or just get re-energized in your role – have some help managing change in your organization.
  • You are an Executive Director/CEO with all the fundraising responsibilities on your shoulders alone.
  • You are a team manager and you want to improve setting and managing team and personal priorities, and creating inspiring accountability practices.

Option 2: Small Team Emphasis

Are you a small shop? You are the ED with one position (or a fraction of a position) that manages fundraising, communications, and constituent relations? Or are you the Dean and Development Director for a unit within a larger university? Or from a small campus?

You likely fall into this group if,

  • You are an Executive Director or CEO with another person who does the advancement work – fundraising, communications, constituent relations. Or there are others who help, but two of you who get the Advancement planning and fundraising done.
  • Your organization raises little money from individual donors (e.g. you are primarily a grant or contract-funded organization or have a fee-for-service structure) and you need to launch/expand/deepen your major giving success.
  • You are a Dean and Development professional team and want to increase your giving capacity and work better together.

When you register, please select either Uplevel YOUR Results individual Emphasis or Small Team Emphasis. You can change this later if needed.

You can begin anytime.  We meet you where you are….and that is a different place for everyone.

You will receive both individual and group support and inspiration for 12 months.  Each month you will be invited to submit your questions in advance for a group call with Marcy.  You can also just join in and listen! Often you will find your share similar questions and concerns. You will learn from everyone’s questions!  The times of these calls vary to provide an opportunity for everyone to participate.  All are recorded and shared to Dream, Act, Achieve members only.  Jen serves are the lead strategy coach and your monthly coaching calls will be with her.

Ok, let’s discuss what you can expect from us during our coaching time.

DREAM

“Introductory and Discovery Session”

During this private call, we’ll DREAM! What do you want to be different at the end of our year together? How do you want to show up in the world? We’ll discuss your personal and professional DREAMS for this experience. This is where you say, “Here is where I am now” and “Here is where I want to be in a year.”

On your first group call, you’ll begin to get to know the other participants in the program.

ACT

“Planning and Implementation Strategy Session”

This is generally our second call where we map out the overall major steps we’ll take over the year. Need to get a theme for the annual fund appeal? Need to carve out time for major gift work? Is having dinner more often with your family on the list? What specific “how to’s” do you need? We’ll schedule them.

ACHIEVE

“Private Consultation Sessions”

In addition to the Discovery Session and the Planning and Implementation session, you will have 8 calls where we will talk privately about your work and your progress, addressing any specific issues that are coming up, answering any questions you have, keeping you on track. For each call, you will complete a DREAM. ACT. ACHIEVE. Strategy Worksheet to make the most of our time together.

YOU WILL ALSO HAVE THE Opportunity to join

Monthly 60 – Minute Group Q & A Sessions

These will move around so everyone can participate!

From time to time we’ll have some quick content sessions.  Topics might be:

  • Setting Appointments – First time, All kinds.
  • Vibrant Options for Giving – A confused donor doesn’t give. A confused fundraiser doesn’t ask.  A confused Board member or Volunteer doesn’t help.
  • Planning For Your Year-end – Themes, channels, content, segments.
  • Engaging Your Board – Fundraising is a Team Sport!

These Q & A calls are the perfect time to get help with writing a follow up major gift letter, planning an event, setting up a visit, writing an ask…whatever. You can use the group to share experiences or expertise, and to ask for advice or feedback.  This allows you to offer your knowledge and experience to others, while also tapping into the group to help you work through your own challenges.

BONUS!

– Complimentary Signed copy of “Empowering Your Board to Serve As Effective Development Ambassadors”

Let's do this

YOUR COACHES:

Marcy Heim, CSP, CFRE, PLCC

 

Marcy is a Certified Speaking Professional – a credential only 7% of all speakers worldwide have earned, a Certified Fund Raising Executive and a life and leadership coach holding a Professional Life Coaching Certification

She’s a proven major-gift expert, life/fundraising coach, author, speaker, singer and mom. She inspires others to manage their mindset to take action resulting in optimal giving results and joy. For 23 years she managed her major gifts team at the UW Foundation through 3 campaigns, one $1.8 billion. She’s been awarded the Council for the Advancement and Support of Education (CASE) Crystal Apple and the Association of Fundraising Professional’s Outstanding Fundraiser Award.  She’s an AFP Master Teacher.

For over 10 years since creating her own firm, The Artful Asker, she’s been inspiring audiences internationally on the power and joy of generosity. Her book, “Empowering Your Board to Serve as Development Ambassadors” has been embraced as a major gift “guide” for volunteers throughout the United States, Canada and beyond. This year it was translated into Spanish and distributed throughout Mexico. Over 16,000 have embraced her “Making an Artful Ask” tool. Her VIP clients produce amazing increases in major gift capacity and enhanced cultures of generosity with her guidance and accountability as well as celebrating successful campaigns of $3M to $20 M.  A biochemist by training, she personally raised gifts for higher education in the hard sciences leading scores of science-based campaigns to generate support for students, faculty and buildings worthy of the incredible science that went on within them.

Marcy’s strength is empowering you to change the way you think – about yourself, your ability, your life.  She is demanding and will keep you accountable to taking action that lead to major-giving success coaching you along every step of the way.

Jen Davie

 

Jen is a fundraiser, business owner, runner and mom.  She has over 10 years of development and fundraising experience in the non-profit community working with budgets ranging from $550,000 to $5,000,000. She is the owner of Jen Davie Consulting, LLC, a consulting firm specializing in building the foundation of development offices. This includes annual fund, grants, monthly giving, database management and special events components.

Jen has created success in fundraising through implementing processes and strategic planning throughout organizations.  Most recently, moving a local nonprofit from a $500,000 annual budget to a $750,000 annual budget and raising $2.6M for a comprehensive capital campaign.  Strategically aligning the marketing, donor stewardship, and planning was essential in this growth.  Jen led the fundraising department from no database and the largest individual gift at $5,000 to over 6,000 individuals and annual individual gifts of $50,000.

Jen is a Certified Fund Raising Executive (2014), and most recently became an AFP Master Trainer (2018). Jen currently serves as Past President for Greater Madison Association of Fundraising Professionals,  President for the University of Wisconsin-Platteville College of BILSA Alumni Chapter, and member of the University of Wisconsin-Platteville Alumni Association Board of Directors.

Jen’s strength is in creating and building processes that will allow for long-term growth and success in fundraising.  If we can change the way we approach the infrastructure, we will have room to manage what we create.

 

Are you ready to join the Dream, Act, Achieve Coaching Program?

Please read the agreements below. Seriously. Read this.

If you can agree to all of these requirements, we welcome you to join the program!

Participation Requirements for All

  • I understand that this is an intensive, year-long coaching program meant to accelerate my own growth as a professional, and the growth of my nonprofit’s development success.
  • I understand that my success will depend on being coachable – being open to thinking and doing differently.
  • I will devote at least two hours per week to implementing what I select to do between coaching calls.
  • I will share my own experiences and knowledge freely with other participants, and I will openly seek their ideas and advice on my work while maintaining confidentiality within the group.
  • I will set up 8 individual one –to– one coaching sessions with Jen. I understand it is my responsibility to complete a Strategy Worksheet and send it one day before my call.
  • I will attend Q & A Tele-Sessions and submit questions I have ahead of time as needed.
  • I understand that the investment for this year-long experience is $545.00/month or one payment of $5,495.00 for the year.  I further understand that there are no partial registrations or cancellations. I am committing to the full-year program to get the desired results.
  • I understand I will receive a copy of Marcy’s book, “Empowering Your Board to Serve as Successful Development Ambassadors ($25 Value)
  • My organization has approved my participation, including the required time and fee.

Register Now

I read the requirements. I’m in!

Register and Pay $5,495 in Full Now

Register and Pay in  12 Monthly Installments of $545

Note: If your organization requires an invoice in order to provide payment via check, please register through the links above and print out the order form to be mailed in with your payment.


 

Not Ready to Register Because You Have Questions? Give Jen a call or email and also talk to past participants.  Whatever helps you know this is the right decision.  If you need references, we can easily put you in touch with a current or past participant.

Not Ready to Register Because You Can’t Make the Investment now? Be sure you are getting Marcy’s blog and let’s stay in touch.  What is the cost of NOT investing in yourself?  Sorry, but we do not offer scholarships for this program.  We DO offer scholarship for MORE Major Gifts – our 2-day in-person workshop.  That may be the place to start!