Marcy’s Calendar

Speaking, VIP Coaching, Board
and Staff Engagement Experiences

To book your next event contact Marcy by email, text her at 608-772-6777, or call 1-888-324-0442 for open dates and presentation options. If leaving a message, please give the date of your event, if known, with any important notes. Marcy personally arranges all her speaking.

Current Events

Wed, Jan 18, 2023 MORE Major Gifts Accelerator Group Coaching Call

Enjoy a monthly private coaching call with Marcy, an accountability buddy, and a monthly group coaching call – group limit is 15. For more info or to book with Marcy – ScheduleACallWithMarcy.com

Wed, Jan 25, 2023 VIP Coaching Day at Georgia-Cumberland Academy in Calhoun, GA

In addition to providing coaching for fundraisers, Marcy also provides coaching for leadership teams and board members. If this is something that you need, find more info here.

Thurs, Jan 26 – Fri, Jan 27 VIP Coaching Day at Blackhawk Technical Institute in Janesville, WI

Consider a VIP coaching relationship with Marcy if you are serious about changing your major-giving culture and success. Set up a call to see if this is right for you: ScheduleACallWithMarcy.com.

Tues, Jan 31, 2023 Ask For Anything Artfully virtual workshop for Crescendo at 11:00 am CENTRAL

Save the date for an online version of Marcy’s Ask for Anything Artfully workshop. Register here!

Wed, Feb 8 MORE Major Gifts Accelerator Group Coaching Call

Every second Wednesday of the month, enjoy a monthly private coaching call with Marcy, an accountability buddy, and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com

Fri, Feb 10 Presenting for TOArts, Scherr Forum, in Thousand Oaks, CA at 7 pm PST

Joyfully Adapt! Artfully Ask! Authentically Connect!

YOU, and major giving to YOUR mission, will be MORE CRITICAL than ever in 2023! Join in this fast-paced 90-minute session with Marcy Heim, a distinguished and entertaining keynoter and major-giving expert. Experience both the Mindset and Methods you need to inspire transformational generosity! Build your resilience! Write and Speak an Artful Ask! Connect to maximize your impact! You will leave ready to:

Create major donor giving Now and Life Long!
Partner with Board and Staff so they WANT to be part of building major gift relationships!
Write and Speak a Major Gift Ask using Marcy’s recipe…and hear YES!
Discover a new vocabulary that fosters meaningful giving for your donors.
Celebrate generosity, get motivated, have fun!

More info here. We hope to see you there!

Sat, Feb 11 TOArts Presentation and Board Training in Thousand Oaks, CA

VIP Coaching clients receive a full-day Board Engagement experience.

Thurs, Feb 23 MORE Major Gifts: Ask for Anything Artfully at Hawaii Convention Center in Honolulu, Hawaii from 9:00 am – 3:30 pm HST

You, and your mission, are essential! In 2023, major gifts will be MORE CRITIAL than ever to building resilience and maximizing impact. In this day-long experience, you will dig deep into both mindset and methods you need to inspire transformational generosity.

You will leave ready to:

Create more major donors giving Now and Life-long!
Partner with Board and Staff so they WANT to be part of building major gift relationships!
Write and speak a major gift ask using Marcy’s recipe… and hear YES!
Discover a new vocabulary that fosters meaningful giving for your donors.
Create vibrant options for giving. BIG donors want BIG visions.!
Get steps and support to take a Major Gift “No” to a Planned Gift “Yes”!
Create a step-by-step plan for a major donor.
Celebrate generosity, get motivated, have fun!

Ticket costs $279. More info to follow.

Monday, February 27 United Way of Central Indiana virtual workshop from 1-3 pm CST

More details to follow.

Wed, March 8 MORE Major Gifts Accelerator Group Coaching Call

Enjoy a monthly private coaching call with Marcy, an accountability buddy, Every second Wednesday of the month, enjoy a monthly private coaching call with Marcy, an accountability buddy, and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com

Thur, April 13 AFP Austin in Austin, TX

Major Gifts – Your Board & You Raising More!

Full-day experience in maximizing your mindset and methods for major-giving success and exploring campaign readiness. The afternoon is set up, especially for Board members – be sure to send your board!

More info to follow.

Sat, April 15 AFP ICON Pre-conference workshop with Marcy in New Orleans, LA

Inspire, Ask and Repeat Transformational Giving! YES! I Want More Major Gifts!

No matter how you define “major gifts”, now, is the time to inspire more major giving for operations, special campaigns, and endowments. In this daylong experience, you will be ignited to take charge and finally start or grow your major giving. You will create vibrant options for giving, tools to inspire your board and colleagues to help, and write and share Marcy’s 3 – Sentence Ask to simply and artfully ask for anything you need – the appointment, the partnership, the sponsorship, the major gift!

Don’t miss this opportunity for an intimate workshop with Marcy. More info here.

Sun, April 16 – Tues, April 18 AFP ICON in New Orleans, LA From Mailbox to the Living Room – Creating an Inspiring Donor Journey

Together with Nancy Gerard, Director of Development and Alumni Relations of Georgia-Cumberland Academy, and Timothy Logan of the TimLogan Group, we’ll share our tips and experience in developing a JOYFUL and rewarding giving journey for your donors. For more info and to register, visit here!

Wed, April 19 MORE Major Gifts Accelerator Group Coaching Call

Tues, May 2 NAVIGATE Nonprofit Network Conference hosted by Community Foundation of Greater Huntsville in Huntsville, AL

Marcy will be a keynote speaker, as well as presenting sessions.

Find more info here. We hope you can join us!

Thurs, May 4 Boys & Girls Clubs of American National Conference in Orlando, Florida

ASK for Anything Artfully!

Imagine having a 3-sentence formula to know exactly what to say to ask for anything… and get an enthusiastic YES! When we get clear on what we want, and why, we know who to ask. As we shake off false beliefs about the outcomes, we can focus on understanding the shared values and interests of our prospective giver and ask simply and with clarity. Oprah said, “We get in life what we have the courage to ask for.” Marcy’s formula gives you the courage to ask confidently and provides limitless opportunities to apply it for personal and professional success, forge incredible partnerships and generate massive amounts of money and resources to compose a good world.

More info can be found here: https://web.cvent.com/event/d0868372-ca6c-46f4-8d7b-d13082f60109/summary. Register by Sunday, Feb. 19 to get the early bird rate of $400. Registration closes on Monday, April 24.

Tues, May 9 and Thurs, May 11 (a two-day series!) AFP Deep Dive MORE Major Gifts, 11 am – 4 pm CST on each day

You, and your mission, are essential. Major gifts are critical to building your resilience in these remarkable times… critical to preparing you for whatever is ahead… critical to fueling your big vision and giving your donors the opportunity to be significant. Join Marcy for this two-day AFP Deep Dive workshop and dig deep into creating a donor relationship action plan. Determine what you need in place for success and how to inspire your Board and colleagues to WANT to help you build authentic connections (not ask). Create exactly what to say to ask and how to think about money that brings joy and confidence to your work. Whatever size “major” is for you, embrace the opportunity to raise more money, do more good, and have fun doing it! Register here: https://afpdeepdives.org.

Wed, May 10 MORE Major Gifts Accelerator Group Coaching Call

Wed, May 31 Vibrant Options for Giving! Get Clear! AFP Professional Development Webinar from 1-2 pm ET

We hope you will join us!

Thurs, June 1 Bloomerang Webinar

Presenting an overview of the major giving relationship process (more details to be announced here!)

Thurs, June 8 NAADA Conference in Colorado Springs, CO

Marcy will present Ask For Anything Artfully at 1:45 pm. Marcy is honored to be a conference sponsor. More info can be found here.

Wed, June 14 MORE Major Gifts Accelerator Group Coaching Call

Wed, July 12 MORE Major Gifts Accelerator Group Coaching Call

Thurs, July 13-Fri, July 14 VIP Coaching Day in Orlando, FL

Sun, July 25 – Tues, July 27 Virginia Fund Raising Institute (VFRI) 31st annual conference

Join Marcy at the 31st annual VFRI Conference in Richmond, VA. More info can be found here. Marcy will be presenting the keynote speech: Joyfully Adapt, Bravely Believe, Authentically Connect! You have a calling to do your planned giving work and create lifetime giving relationships. What strategies and actions will sharpen your ability to bring positive energy to your conversations? Your continued focus on what is best for your donor (and not easiest for you) will predict your donor retention, major gift, and planned gift results.

Tuesday, Aug 1 Blackhawk Technical College Academic Leadership Development Workshop in Janesville, WI

Wed, Aug 9 MORE Major Gifts Accelerator Group Coaching Call

Thurs, Aug 10 National Speakers Association Board Retreat in Milwaukee, WI

Tuesday, Aug 15 Wisconsin Rural Opportunities Foundation, Inc. Board Meeting and Award Celebration Luncheon in Madison, WI

Wed, Sept 13 MORE Major Gifts Accelerator Group Coaching Call

Wed, Sept 20 Alzheimer’s Association’s National Staff retreat in Illinois

Wed, Sept 27 Boys & Girls Club Newark Board Retreat

Thursday, Oct 5 CASE Community College Advancement Conference in Palm Springs, CA

Join Marcy and Lisa Hurda, M.Ed., Director of College Advancement & Foundation at Blackhawk Technical College, who will co-host the session, “What Pickleball Serves Up about Major Giving Success.” Don’t miss this fun and informational session that draws similarities from fundraising and pickleball. More info can be found here.

Wed, Oct 11 MORE Major Gifts Accelerator Group Coaching Call

Thurs, Oct 19 – Sat, Oct 21 AFP Lead in Philadelphia, PA

Together with Terrance Hunter, Marcy will be presenting the session, Get Less Done in More Time – WHAT? Have you been sacrificing effectiveness for efficiency? More info can be found here.

Wed, Nov 8 MORE Major Gifts Accelerator Group Coaching Call

Wed, Dec 13 MORE Major Gifts Accelerator Group Coaching Call

2024

Monday, Jan 8 Wisconsin Association of Fairs Centennial

Marcy will deliver a keynote speech, helping kick off their centennial celebration.

Thursday, April 4 NAYDO Conference

Join Marcy for the 43rd annual NAYDO conference on YMCA Philanthropy in Denver, CO. Marcy will present “No Nonsense Must-Haves for More Major Giving Success NOW! More details here.

Saturday, April 6 AFP ICON Pre-Conference Workshop in Toronto, Canada

Marcy will present a pre-conference workshop. More details here.

Wednesday, August 14 Workshop for Central Illinois AFP

2022

Jan 11 Crescendo Practical Planned Giving Conference – Zoom – No Charge with registration, Creating a Joyful Giver – Giving is an honor, not an obligation. 9:00 am

Jan 12 MORE Major Gifts Accelerator Group Coaching Call – Noon-1 pm

Jan 16 – 19 Christian Living Community VIP Coaching, Denver, CO

Jan 20th & 21s Donor Attraction Forum, Marcy will be talking more about Creating a Joyful Giver with host Maryanne Dersch. Register for this no cost event here.

Jan 24 BlackHawk Technical College VIP Coaching Day. Janesville, WI

February 7 – 9th CLC, Denver, Board Engagement

February 9 MORE Major Gifts Accelerator Group Coaching call. There are currently openings for 2 in this program (two folks have opted to upgrade to VIP). Enjoy a monthly private coaching call with Marcy, an accountability buddy and a monthly group coaching call – group limit is 15. For more info or to book with Marcy – ScheduleACallWithMarcy.com

March 2 Y2Y Board Training, Canada

March 3-4 VIP Coaching, Denver, CO

March 8 and March 10 MORE Major Gifts Virtual 10:30am – 4:00pm Central,

March 9 MORE Major Gifts Accelerator Group Coaching call. There are currently openings for 2 in this program (two folks have opted to upgrade to VIP). Enjoy a monthly private coaching call with Marcy, an accountability buddy and a monthly group coaching call – group limit is 15. For more info or to book with Marcy – ScheduleACallWithMarcy.com

March 21-23 Advancement Council Meeting, Christian Living Communities, Denver, CO

March 30 WROF Board of Directors – Marcy serves as Executive Director

April 1- 4 Alumni Weekend, Georgia Cumberland Academy – VIP Coaching Days – Calhoun, Georgia

April 13 MORE Major Gifts Accelerator Group Coaching call. Enjoy a monthly private coaching call with Marcy, an accountability buddy and a monthly group coaching call – group limit is 15. For more info or to book with Marcy – ScheduleACallWithMarcy.com

April 14 Blackhawk Technical College VIP Coaching Day, Janesville, WI

April 20 Strategic planning with Dean Barbara Rasco, College of Agriculture, University of Wyoming

April 20 Major Gifts Capacity Strategy session, Metabolic Terrane Institute of Health, Denver, CO

April 21-22 Board of Directors Training – Christian Living Communities, Denver, CO

April 28 Celebration of Service – Volunteer Center of Lubbock, Lubbock Memorial Civic Center, Lubbock TX

April 28 Partnership Planning with Russell James, Texas Tech

April 29 Texas Association of Symphony Orchestras Conference – Keynote and session, Lubbock TX

April 30-May 3 AFP ICON – International Conference

Marcy is leading an all day session, Sunday, May 1, YES, I want MORE Major Gifts! Inspire, Ask and Repeat Transformational Giving!

May 11 MORE Major Gifts Accelerator Group Coaching call. Enjoy a monthly private coaching call with Marcy, an accountability buddy and a monthly group coaching call – group limit is 15. For more info or to book with Marcy – ScheduleACallWithMarcy.com

May 23-26 United Way Great River Conference – Marcy is presenting Ask for Anything Artfully at 2 pm.

June 1- June 8 Y2Y Board Retreat, Yellowstone, Montana

June 28 & 30 MORE Major Gifts Workshop Virtual, 10:30 am – 4 pm CST. EFFECTIVE and EFFICIENT MORE Major Gift workshops coming up. Jump in, send your board, and grow your major gifts!

October 7 Madison Christian Giving Fund Capacity Building Workshop, “Ask for Anything Artfully” 1-4 pm Register Here!

October 12 MORE Major Gifts Accelerator Group Coaching call. Enjoy a monthly private coaching call with Marcy, an accountability buddy and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com

October 20 – 22 AFP LEAD 2022 in Houston, Texas, info here

Nov 1 & 3 (2-day series) 12:00 – 5:00 PM ET Each Day
AFP Deep Dives: MORE Major Gifts 12-5 pm ET each day

We’ll cover how to set your mind to success, use partners, create vibrant giving options, create a relationship action plan AND BEST OF ALL – we’ll write and speak a major gift ask using my 3-sentence Ask recipe! RIGHT NOW is the best time to take the course!

$279 (Members); $349 (Non-Members)
You can find our more and register here.

Nov 7 & 8 Christian Living Communities Planning Meetings in Denver, CO

Nov 9 MORE Major Gifts Accelerator Group Coaching Call. Enjoy a monthly private coaching call with Marcy, an accountability buddy and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com

Nov 18 AFP Alaska Chapter National Philanthropy Day. Marcy is the guest speaker all day with a focus on major gift fundraising. More here

Dec 8 AFP New Jersey Chapter’s End-of-Year Celebration Asking for More – Fear Less. Raise More. SHINE ON! In Edison, NJ

2021

January 27-28 – MORE Major Gifts Virtual, Two days small group (limit 15) experience with Marcy. http://marcyheim.com/speaking-and-training/moremajorgifts

February 3 – Soroptimist International – Virtual Keynote, “Dial Down the Drama – Dial up the Joy!

February 18 – MORE Major Gifts Accelerator Group Coaching Q&A Call 1:00 pm Central. For more info on joining this expedience with 1:1 coaching time with Marcy, accountability and support, reach out to admin@marcyheim.com for complete details or see the website.

February 20 – Pacekids, Calgary Canada Board of Directors, “Empowering your Board to be Development Ambassadors!” Virtual Board Engagement Session

February 26 – MORE Major Gifts Alumni Reunion, Denver, CO

March 4-6 – EVOLVE 2021 – Orlando, FL, ASK for ANYTHING Artfully keynote

March 6-8 – Momentum – Live your Message – Virtual

March 16th 2pm CST- Webinar-Debunk the Top 5 Myths of Planned Giving with Tony Martignetti.

March 17 – MORE Major Gifts Accelerator Group Coaching Q&A Call 1:00 pm Central. For more info on joining this expedience with 1:1 coaching time with Marcy, accountability and support, reach out to admin@marcyheim.com for complete details or see the website.

May 11 Eastern New Jersey Environmental Fundraisers Gathering Webinar

April 1 – Board Training – Young Life

April 7-8 MORE Major Gifts VIRTUAL

April 13 – MORE Major Gifts Accelerator Group Coaching Q&A Call 1:00 pm Central. For more info on joining this expedience with 1:1 coaching time with Marcy, accountability and support, reach out to admin@marcyheim.com for complete details or see the website.

April 14 – WROF Board of Directors Board Meeting

May 11 Eastern New Jersey Environmental Fundraisers Gathering Webinar – Fear Less – Do MORE – Shine On!