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I’ll help you see what’s possible.

With accountability and coaching, you will take measurable steps in accomplishing your vision.

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

Why You? Why Now?

Frustrated woman staring at a laptop

It can get a bit discouraging and overwhelming
……in your work AND life.
You aren’t alone.  I 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.

I get it. I’ve been there.

I want to help you succeed and coaching with me might be the answer.

Training is great….but it’s not enough because you are left to figure out how to apply what you’ve learned on your own.

Thousands of nonprofit professionals have attended my webinars and workshops.  I am delighted and humbled to get reviews that are overwhelmingly positive!  And they make changes and have some success! WoHOO!  Yet, sometimes 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 I offer this YEAR LONG major-giving and life coaching program to serve you at a more personal level. To meet you where you are right now.

Woman pumping her fist in front of a computer

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 SOMEONE WHO HOLDS YOUR
FEET TO THE FIRE! (In a good way!)

A hand writing a list of qualities - Learning, Knowledge, Experience, Skills, Ability, Competence, Training, and Growth

As your coach I 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 most important.
  • Define several options to address the specific situations you are experiencing.
  • Encourage and support you. I 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!
Two women jumping with joy against a sunset

By participating in this group program, you not only get my 1:1 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!

You can join with a one-time payment (a MUCH better investment!) or we have a payment plan.

THIS IS FOR YOU 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 similar job 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 similar job 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.
  • 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.

You can begin now.  I will meet you where you are….and that is a different place for everyone.

Ok, what you can expect from the program?

“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.”

“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.

“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 Strategy Worksheet to make the most of our time together.

“Marcy’s 7-Day Summit”

Every Friday you will receive a reminder email to complete Marcy’s Clarity tool the 7-Day Summit.  These are key to staying on track!

Monthly 60-Minute Group Q & A Sessions with Marcy

Each month you will be invited to a group call with Marcy.  All are recorded and shared to members only.  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” Marcy’s best-selling book.

YOUR COACH:

Marcy Heim, CSP, CFRE, PLCC

Marcy Heim with CSP medal

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 15 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. It’s been 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.

Are you ready to join the MMG Accelerator Coaching Program?

Please read the agreements below. Seriously. Read this.

If you can agree to all of these requirements, please join!

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 and DOING THE WORK.
  • 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 complete a 7-day Summit every week and submit it by noon Monday and have a phone conference with my accountability buddy.
  • I will set up 8 individual one –to– one coaching sessions with Marcy.
  • I will attend Q & A Zoom-Sessions and submit questions I have ahead of time as needed.
  • I understand that the investment for this year-long experience is $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.

I read the requirements. I’m in!

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.  Contact KK@marcyheim.com to learn about our payment plans.

Not Ready to Register Because You Have Questions? Give Marcy a call or email and also talk to past participants.  (You can set this up here:  www.scheduleacallwithMarcy.com.)

We’re happy to help you decide if 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.  But do ask yourself. “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!)