• Link to Instagram
  • Link to LinkedIn
  • Link to Facebook
  • Coaching
    • Artful Action Assessment
    • MORE Major Gift Accelerator Coaching Program
    • Personal Coaching
  • Speaking & Training
    • Board Engagement
    • Consulting
    • Keynote & Session Presentations
    • MORE Major Gifts Workshop
    • Workshops & Seminars
  • About Marcy
  • Where’s Marcy
    • Marcy’s Calendar
    • Marcy’s Book & Ask Products
  • Testimonials
  • Store
    • Get To Do Today Pads
  • Blog
  • Contact
  • Menu Menu

Archive for category: Uncategorized

Uncategorized

When your donors visit are things spic-and-span?

when your donors visit are things spic and span

 

“Spic-and-span” from the 1600’s, means, “spotlessly clean and well looked after.”  It’s associated with words like “immaculate, impeccable, unsullied, and untarnished.”

Attention to appearance is a key factor in donor satisfaction and repeat investments.  Appearances – short and long term – matter as much as impact.

Think about having your name on something where everyone sees it.  Or perhaps it’s the name of your beloved, deceased spouse, parent, friend or child.  Or perhaps it’s the name of your business, organization or group and represents the entire staff and membership, past and present.

Now consider that you partnered with these folks to create these spaces because there was a real need – a real purpose is being served – people will find shelter, lives will be saved, research will be conducted, gatherings of all sorts will be held, food will be served – basically those daily activities that produce the impact we created the space for in the first place will happen! Bravo!  We WANT this – and LOTS OF IT!

We want physical spaces that are worthy of the important work and people that inhabit them.  But unless we are vigilant, overflow storage will pile up in the corner, gashes will show up in the wall, bushes will grow and GROW, the paint will fade, and stuff will break. Hey, we’re USING the place!

Donors notice.

DC SmithA donor I was privileged to work with, Irwin Smith, named the DC Smith Greenhouse after his Dad. He lives in another state and only occasionally returned to campus. On one visit he mentioned that he walked through the greenhouse and it was strewn with plant material, dirty and unkempt.  Faculty countered, “Hey, it’s a greenhouse!”  But how does it look to the eyes of a visitor? Does this appearance make your work impressive or questioned? Does it make your donor proud this is where he created a legacy?  The place looks great now and it makes a difference.

Nancy Gerard, Director of Development at the Georgia-Cumberland Academy in Georgia, and currently my VIP Coaching client, shared the transformation in giving that was accomplished by focusing on routine maintenance that had been neglected for years. Everyone – students, staff, parents and external constituent – noticed.  On a campus tour, she pointed out a memorial plaque to share a donor story with me.  We could hardly see the plaque due to the brush overgrowth. She asked the grounds staff to give the spot a haircut and it was completed before I left.  You see, she walked by it every day and hadn’t noticed, but my visit….seeing this through my eyes, prompted her action.

Marcy's WallHere’s a picture of my kitchen wall. My perfect, precious, adorable two kittens scratched at the wallpaper seam until they managed to pull it up. I grabbed the first tape I found to thwart future damage temporarily.  Took this shot today…the “kittens” are approaching two years old. Honestly, I almost don’t see the blue tape on the wall but I bet you would when you come to my home.

Do your donor recognition pieces still bring honor?

Andykey DonorsIn the Mead Residence Hall, there is a mural with all the key donor names.  It was designed to last – even in a place used to house outdoor research scientists, grad students, and visiting researchers….their big boots and all-weather gear – the place is used!  When I reconnected with Andy and Barbara McEachron, key donors to the project, I knew we shared pride in how the place looked.

 

Appearances matter.  When we look at what I call the most important part of the cycle, “Invoking the Grateful Recipient” a big piece of our thanks and impact is making sure physical places remain a source of pride for our donors. Are we keeping our promises?  Are we doing what we said we would do to honor our donor’s investment? Take a look around.  Better yet, bring someone who has never been there to take a look around. Ask their impressions. Then, take action to be sure your major giver is eager to invest again!

June 17, 2016
https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg 0 0 Marcy Heim https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg Marcy Heim2016-06-17 08:52:432024-02-19 09:18:13When your donors visit are things spic-and-span?
Uncategorized

Are your donors filthy rich?

Are your donors filthy rich?

Are your donors filthy rich?

Well you certainly hope so, right?  Or do you find that description a bit offensive?

Ever stop to think about just what you think about money and wealth?

In my presentations, I ask my audiences to fill in these blanks….Go ahead, you try it.

“Money doesn’t grow on ____________.

“Money is the root of all ____________.

“What do you think I am, made of ___________?

“We’ll do that when we win the _____________!

“You can either be rich or you can be ____________.

and, of course….“___________rich”

Nearly 100% of my audiences complete these phrases the same. Why? Our thinking around money has been shaped by what we heard about money from key influencers growing up – parents, religious leaders, friends and the media. Was money a source of joy in your home, too?  Or do you remember battles around money, concern or struggles around money, or perhaps envy around money from those who perceived you as more affluent? Were you able to do more things…sports, theater, vacations BECAUSE of the money you had compared to others?

According to a Pew Research Center analysis, the US stands head and shoulders above the rest of the world in wealth. Almost 90% of Americans are above the global middle-income standards. More than half of Americans were “rich.” You are probably rich in a world-wide view.  Are you comfortable saying, “I am rich!?”

Now let’s look at the answers to these phrases.

MoneyonTrees“Money doesn’t grow on ____________.”  Trees.  This is the notion that it’s hard to acquire money and some just have an easier time than others. How they got their money is key – inherited or earned! It gives us an excuse NOT to have the same wealth. We simply did not have the same opportunities or circumstances. What’s malarkey about that is we all know of folks who had nothing and created enormous wealth, and those who had all the advantages and amounted to nothing. We create our lives…and our wealth.

“Money is the root of all ____________.”  Evil.  From the Bible. However the real verse reads “The love of money is the root of all evil.” This supports artful fundraising. To me, when you want the money so desperately that pressure tactics, guilt, intimidation, whatever is used to get it, you cross an integrity and values line.  When “the ask” is pushed before the relationship is established it feels “evil.”

“What do you think I am, made of ___________?  Money. The parent dealing with a child’s “want” by blaming a lack of money is not teaching thoughtful decision-making and money management. Rather, it’s implying that other’s have different advantages that can’t be controlled. “There is never enough” robs us of developing gratitude for what we have.

“We’ll do that when we win the _____________!” Lottery. Again…something external, beyond our control is responsible for our success and wealth – not us. The “victim hat” is securely on. Life does things TO us – good or bad – rather than us taking responsibility for being in the driver’s seat of our life.

FilthyRichGoal“You can either be rich or you can be ____________.” Spiritual, Loving, Kind, Liked, Good….add you own amazing word. It’s the sad state of Either/Or versus Both. It’s our justification that wealth somehow saddles us with a host of negative traits. Thus, wealth is to be avoided for what it does to our virtues.  In fact, you can be spiritual, loving, kind, liked and good AND be wealthy. Don’t we know scores of donors who are?  Yet don’t we also feel the negative vibes of envy as we acquire wealth or talk about our donor’s generosity? And there is plenty of messaging that supports either/or thinking.

And last…but perhaps the most poisonous…. “________ rich!” Filthy. “Filthy rich” by one definition means you’re so wealthy, it’s practically obscene. Now is it just the wealth itself that is filthy, the people with the wealth, or is this about the way in which they accumulated wealth?

ThoughtsonMoneyRemember, “We become what we think about” and we often don’t even realize the opinions we harbor from our early experiences around money that deeply impact how we feel, and judge, ourselves and our donors today. Would you ever begin a major donor visit with, “Hi, you’re filthy rich and we need money”? Probably not…but are you thinking it? If you are, your donor will sense she is being judged.

Here are 5 tips for positive money mindsets as you build relationships with your major donors.

  1. Guard against envy. Thoughts like, “Yeah, I’ll never have money like that” “They are sure lucky” serve no one. They discredit your donors and they will feel it.
  2. Use “both” in written and verbal donor descriptions. “Jane is both wealthy and deeply admired in the community.” It will help you believe that it is true.
  3. Discard your own “victim hat”. “I create the exact amount of my financial success.”
  4. Admire and model the rich and successful people you engage.
  5. If you are spiritual, bless and acknowledge wealth. In a donor’s beautiful home – bless the donor and the home.  Bless what you want to draw into your own life.

We have been raised to believe that talking about money is rude. “Congrats on your new job.  What will your salary be?” is not something we’d say. Embrace that we all have stuff around money. Seek out what is in your head. Decide to keep it or revise it. Not only will your relationships with your major donors be deeper and more authentic, your own personal success around money will improve. Your capacity to earn, hold and grow money will expand. Enjoy!

June 15, 2016
https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg 0 0 Marcy Heim https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg Marcy Heim2016-06-15 16:10:492024-02-19 09:18:14Are your donors filthy rich?
Uncategorized

Are you ALL in?

These folks were incredibly ALL IN during my MORE Major Gifts workshop in Chicago. It was a GREAT experience with development professionals in all roles – experienced Dean and VPs of Advancement to brand new (3 days!) Major Gift Officer. They jumped ALL IN with focus and passion to strengthen their role in creating artful relationships with major givers. Thank you for trusting me to coach you.

Are YOU All IN?

In raising money, raising kids, raising others up – there are three kinds of partners – folks who are sort of with you (when it is convenient or beneficial for them), those who will if they have to and those who are ALL IN!
All InTitles don’t matter, bold or behind-the-scenes there is nothing of greater value and joy than the colleague, friend, spouse, parent, teacher, leader or boss who is ALL IN!

When you say, “I’m ALL IN!”

  • you stay late to tie some little bow on 300 table favors for the event (or just fill in the blank with your story here),
  • you drive 20 minutes out of the way to pick someone up,
  • you show up (simply showing is often enough),
  • you make it to wakes and funerals,
  • you listen, really listen, and the conversation is safe with you,
  • you resist making negative remarks about anyone or anything,
  • you care, and care in a way that sometimes brings a heaviness to your heart,
  • you feel the dreams, and the frustrations, of others  and
  • you smile – often, especially when you don’t feel like it.

Great leaders are ALL IN!  And YOU have a hat labeled “great leader” in your wardrobe you can choose to wear. It is not defined by a title or a personality type. You can choose to be the leader of your life.

Offering SupportLeaders understand that leading is not easy. If you choose to be a leader, you create an expectation around how you show up each and every day and in every facet of your life. Others come to depend on you to lead. Your “leadership” hat is always on. Your attitude is contagious and you want yours to be worth catching.  You want to be the positive spark that lights up the days of those around you. This may be with a rousing, “You can do it!” encouragement, or the soft hand on the shoulder that says, “Good job. I appreciate you.”

Leading by being ALL IN requires developing structure and good habits. These include techniques to begin; practicing completing; triggers to render you silent before a harsh word is spoken; awareness of your physical state – tired, on fire, preoccupied, off a bit, solid; setting boundaries; and incorporating time for planning and being grateful. These structure and habit tools are important in the good times, sure – but life-saving in the bad. You see, ALL IN doesn’t always have an exclamation point. There are times when it simply means, “Tomorrow I will begin again.”

Being ALL IN celebrates authentically connecting with others. It thrives on passion but appreciates that passion can be a doubled-edged sword. As we take in the journeys of others we must not forget to find ways to release the weight of these acquisitions.

TreeBeing ALL IN is, of course, a mindset. It is an exceptionally powerful one because it inspires you to move from thinking and feeling to taking action.  And actions lead to results – major donor giving and engagement success, physical health and family time.

So if you’re looking at your fruit (your results) – number of givers, size of gifts, number of visits, total dollars raised, dinners with your family, number of visits to the gym, amount of planning time, days of vacation taken — whatever you are measuring, and you don’t like what you see – too small, poor color, not enough, spots and bugs – remember you need to look at the roots (thoughts and feelings) that grew this fruit. These are your results. ALL results come from the actions you take, or don’t take.  And your actions “grow” from your roots.  The roots are the inner game – your thoughts and feelings – that lead to the actions you take and the results you experience – your outer game.

You see, little tiny dreams or great big dreams BOTH move forward with little tiny steps. Weather you plant a tulip or a redwood, there is only so much water you can put on it to help it grow…but the result of the tiny action step of watering over time will be very different.

So dream big, get clear on what your big fruit looks like. Then, take the little tiny steps in the roots to achieve the results you want for composing a good world, loving your family and you. Finally, never forget my unrelenting belief in you and your ability to show up each day ALL IN!

 

May 19, 2016
https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg 0 0 Marcy Heim https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg Marcy Heim2016-05-19 13:19:072024-02-19 09:18:15Are you ALL in?
Uncategorized

80% of success is just what?

SO BIG! I attended my first AFP International Conference as a Chamberlain Scholar from the AFP Madison Chapter.  All I remember is SO BIG.  This year was no exception – 4000 folks and miles of walking in the massive Boston conference complex. 4000 who invested some big bucks to show up.  A special shout out to my Canadian friends there – an even bigger investment for all of you. I want to send out a BIG THANK YOU to Sheree Allison from Canada for my wonderful introduction!

If you’re not growing, you’re dying. 

Are you “comfortable”?  YOU’RE GOING DOWN! 

It’s that, “Yikes, I-am-a-bit-out-of-my-comfort-zone place I want you to live! To embrace as a way of walking through your life and work.

“It’s not convenient right now” is the mindset of one who settles…and that’s NOT you! 

We all struggle with our own doubts. For example, it’s an honor to be selected to speak at AFP-ICON – the best of the best are here and I’ll tell ya (and so will my long-time roomy, Gail Perry) I had my moments of doubt about people showing up the last hour. All that stupid mind chatter until I finally said, “Thank you for sharing now be gone.” Then I rocked it. 

Along the way, there were these great moments and opportunities to soak in this collective passion for good. Wowza. 

It started with again teaching part of the CFRE pre-conference training (also known as “How do I pass the test?” – my answer, “Believe you will pass the test”) and partnering with Tim Logan, June Bradham, Bobbe Healy and Amy Wolfe. These are some really smart folks to teach with and we had a roomful of really smart folks to teach. Some of them hung around for a shot with Tim and me.

Group Picture at AFP Conference

But let’s get to the good stuff. 

If you are helpingHere were my TOP 10 AFP ICON 2016 Takeaways!

  1. If you want to get something, offer something. Andrea Kihlstedt (she’s been on my Success Club)
  2. The more honest I am about what I don’t know, the more credible I am and the more people trust me. Sarah Durham
  3. Maybe you can’t have it all, all at the same time. Bertina Ceccarel
  4. Ann MelvinIf they say,’no’ it’s all about them. You are not at the center of the prospect’s universe.  Ann Melvin (soon to be on my Success Club)
  5. If they say, “no” use PITA…Is it the Program, Institution, Timing, Amount. Notice amount is LAST. Ann Melvin
  6. Thank, and ye shall receive.Ann Melvin
  7. Let us give honor due to the corporations who are trying to help. Kay Sprinkle Grace
  8. I’d like my board to be hands on and fingers out. Kay Sprinkle Grace
  9. Kay Sprinkle GraceTraining and longevity are keys to success. Specifically, for every additional training opportunity, major gifts increased by $37,000! Adrian Sargeant and Amy Eisenstein
  10. Words have power. They can sooth and calm or they can inciteor anger. Anger should not be channeled to create more problems. Kofi Annan, Former Secretary General of the United Nations

We are there to do good in this world..at all levels.  A quick story..The hotel AV staffer said an Apple power cord was left in the pre-conference training room. If they put it in lost and found, it would disappear quickly. So I took it, found out who was in the room last and they said, “It’s the hotel’s.” Urg! So the last day of the conference, Stephanie Cory is introducing a speaker I wanted to see. I say, “This cord…need to return it to the hotel.”  “WHERE DID YOU FIND THAT?” Yes, it is hers.

When you come from a place of doing good, the Universe connects the dots for you!

April 7, 2016
https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg 0 0 Marcy Heim https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg Marcy Heim2016-04-07 18:21:352024-02-19 09:18:1680% of success is just what?
Uncategorized

I Create My Life!

“I create my life!”

If you’ve ever been to one of my talks, you’re heard me say this.  It’s been part of my day, every day, since first hearing T. Harv Eker speak years ago.

I start every day with it. First thing when my feet hit the floor I say, “I CREATE MY LIFE!”

Why?

After over 30 years of researching and applying mindset and method tools to maximize my potential, it’s still incredibly easy for me to give away my power and create very compelling “reasons” why I don’t get the results I want in a day, in my work or in my life.

Reasons like,

  • “I don’t have the tech support to get this done.”
  • “There are simply too many emails to manage.”
  • “I don’t have the time.”
  • “I’m just a slow writer.”
  • “Others have been doing this longer, that’s why they have more success.”

In our fundraising these “reasons” can look like this:

  • “We are short-staffed right now.” Or “We don’t have enough staff.”
  • “We don’t have wealthy people interested in our cause.”
  • “My boss doesn’t understand fundraising.”
  • “Donors are ask too much.”
  • “I’m just not good at ___________.” (fill in the blank)
  • “We don’t have the right people on our board.”
  • “I have too many competing responsibilities.”
  • “Our event takes too much of my time.”
  • “Donors won’t meet with me.”
  • “I don’t know how to______________.” (fill in the blank)

  • “My ED (or Dean, or President, or Doc) won’t go on calls with me.”

I could fill pages and pages with these “reasons” my clients tell me are why they are not getting the “results” they want.

OuchAll of these are stories we tell ourselves to avoid the real story, “This isn’t the way I want it because I didn’t take action to make it that way.”

We ALL have circumstances that make our work and life either “challenging” or “easy.”  What is interesting is that the same situation will look different to different people and even to us on different days! So what is it? Challenging or easy?

When you blame someone else, or a situation as “out of your control” you give away your power to do anything about it. You feel less guilty about missing your numbers, or a deadline, but you are limiting your growth and potential for experiencing what you want in your life.

Some days it all looks like crap and other days it all looks pretty good.

It’s never the size of the problem. It’s the size of YOU!  When we give away our power, life happens TO us. When we take responsibility, we grow, we own it, and we take action. I guarantee the specifics details of your situation don’t change all that much. The boss is still the boss. The donor is still the donor. What has changed is your story and how you’re deciding to write the next lines. Thinking that the results others achieve are because they have something we don’t have, or that they are somehow more capable is nonsense! It’s simply not true. The action you take, or don’t take (what can I do about it anyway?) has a ripple effect and on your success and joy, and it compounds into your ‘results’ in the future.

Bosses, “accountability buddies,” metrics, goals, “to do” lists can be aids to help us take back our power.

This week the Dalai Lama is in Madison again, a regular visitor to our city. He stays at the Deer Park Buddist Center about 5 miles from my home. He is a friend and colleague to Dr Richard Davidson, a UW faculty member who directs the Center for Healthy Minds. I think the Dalai Lama’s talk title sums up what I have been writing about today, “The World we Make.”

Make a commitment to begin each day by saying out load, “I CREATE MY LIFE!”

Own it. Embrace your power.  I guarantee you will love your “results” when you take responsibility for your “reasons.”

Invest in Joy!

 

March 10, 2016
https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg 0 0 Marcy Heim https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg Marcy Heim2016-03-10 13:52:092024-02-19 09:18:17I Create My Life!
Uncategorized

A four-letter word you want…

Great fun! A night cheering on the UW Hockey Badgers in the Chancellor’s box at the Kohl Center with fellow certified PLCC coach classmates. Part of better balance for me…making time for friends that feed my spirit. It’s really amazing how we have all used our International Coaching Federation coaching tools to broaden our service in a wide variety of industries. Badgers lost ):

So…what’s this four-letter word you want more of? 

I’ll bet you’re thinking “time.”  Am I right? 


Actually, that’s not it.

Do you feel your work is endless? That you are never finished? There is always one more email, or call, or contact screen to enter?  There just aren’t enough hours in the day to keep up? Poor me.  This is so hard.

When I start feeling like a victim and that life happens TO me, my first piece of head-chatter is something like, “If only I had a job that just ENDED each day and I could go home and be DONE.”  Cleaning toilets looks real good in these moments – tangible and easily measurable results, clear tasks, and DONE when I leave. Sigh.

What you need is more DONE in your life.  Here’s why and how.

More DONE gives you…

  1. A sense of closure. Without this, the myriad of on-going tasks in your world are shouting at you endlessly in the chatter in your mind. There’s an anxiousness that comes with all the unfinished business.  All the loose ends. From a knot in your stomach to a life filled with worry.
  2. A sense of accomplishment.  Sure, you love it when your Ask brings a “Yes!” But that is just a small piece of the relationship-building work that fills your days. You love those spectacular vacations – but those too are just small parts of many “normal” family events. Do you recognize the small accomplishments that lead to the big ones?
  3. A sense of what’s next. “I have so much to do I don’t know where to start.” With no end, there is no beginning.

Here’s HOW to get more “DONE” in your life.

1. Establish Boundaries 

setting boundariesScores of advancement professionals have poor or no boundaries. They are answering email and text messages 24/7 and sadly, never “leave the office.” They jump with every email or Facebook ping. They are distracted by anything and any interruption will pull them off task. Boundaries are a way of respecting ourselves and honoring that our time has value.

  • Use your calendar for specific work tasks and honor the date with yourself – Set up an hour block to make calls for appointments, do it and say, “DONE!” Block time for contact screens, do it and say, “DONE!”  Move these time blocks around. Close your door (if you have one). Don’t waste one precious second of this time looking at the new email or going on Facebook.  Do this for a month and you will create a habit of addressing your most important specific tasks. Your focus will allow you to do more, with higher quality, in less time. Worrying about something? Schedule it!
  • Use an Anchor – My Artful Asking Success Club guest this month, Kate Troelstra, VP of Advancement at Clayton University in Georgia, shared that as she is leaving for the day she says, “Today is done!” This is her anchor – her specific action that signals it’s time to stop working and embrace the evening with her husband, cats and outside-of-work interests. It is a boundary. And while she might peak at email or texts, she is careful to respond during business hours unless it is sincerely urgent.

    I
     had a colleague who would take all the paper on his desk, make a pile, set it on his desk chair and shove the chair in.  That was when his work day was DONE. An anchor is a physical or mental message that signals you to stop. CREATE YOURS!

2. Celebrate Each Small Accomplishment as a DONE!

  • Celebrate steps towards the results. We have metrics to meet for sure. But within “20 Face-to-Face visits/month” is THIS visit.  Hurrah! Think 20 mini celebrations leading to the grand finale of JOY in having 20 great visits with 20 great givers!  Each is a DONE. Each phone call made – celebrate! DONE! Each contact screen entered – celebrate! DONE! A conversation with a program officer that added clarity to a funding priority – celebrate! DONE!
  • Create DONE Buddies. For every DONE – small and large – have folks You can call or send a note to who will celebrate with you.  I had this noisemaker I’d run around the halls with when I set up an appointment. Wohoo!
  • Crossing it off the list. Lists are SO important to me that I created my own “To Do” list.  It’s limited to between 6 and 12 items so you actually have a chance of completing what you put down in one day.  I titled it “GET To Do Today” because this shifts my thinking to tasks I GET to do. We have the opportunity to meet amazing people and do amazing work. Not everyone gets to do what we do.  After each task, a “Ta Da” above the check box serves to remind me to shout TA DA and celebrate DONE! Bask in the GLOW of one thing DONE!

3. DONE clears the way to NEXT 

  • A timer takes you from “I will finish” to “I am DONE.”  

    5 Minutes
    Start with what would make you happy and proud to have DONE?  (You expected me to use the old “priorities” line didn’t you?) Ponder this and you have the key to working smarter. Creating this ezine for you makes me happy and proud – especially when I get it out on schedule. Walking every day makes me happy and proud. Give yourself 30-90 minutes – set the timer! Don’t dare get out of your chair or think of another thing until you are finished. DONE!

    Next task. Repeat. Oh yes, next task. This still allows you to break down a monster project into pieces. But commit to finish each piece. Then you can take the next step. 


    We know what makes the most difference but we allow self-doubt about tasks we perceive as hard to push us to the comfortable busy work. Asking “Will this move a prospective major giver closer to investing in us?” zeros in on what produces results, not activity.
  • An all-inclusive task list let’s you be DONE with ‘forgetting’ and ‘concerning’.

    Each month I create a massive GET To Do list of everything I can think of within categories that include my speaking, VIP clients, writing, family, band, health and personal tasks. It is 8 typed pages and has short and long-term projects so I know I will remember everything I want to do. I review the list and drop anything I’m “concerned” about but don’t control. For example, I’m concerned that too many development staff manager/ED’s/VP’s don’t understand artful major gift relationship building. My concern has no influence whatsoever. Instead, if I add, “Think about a program/webinar/course I can create to reach MGO managers” I can control and plan steps to create something to address this. With no control, ‘concern’ is a useless emotional expenditure that leads to worry – another energy-zapper.
  • Refer to yourself as someone who gets things DONE!
    And so it shall be. 

DONE! Get more of this four-letter word in YOUR life! 

Hit reply and share how you apply this and get more DONE! Oh look, DONE writing this!  WoHOO! Thanks for letting me help you compose a good world! 

Invest in Joy!
March 2, 2016
https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg 0 0 Marcy Heim https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg Marcy Heim2016-03-02 15:51:042024-02-19 09:18:18A four-letter word you want…
Uncategorized

5 tips for working together in creating your board member’s fundraising experience

fundraising training

This is too much fun to be “fundraising training.” 

And it’s not.  I call my sessions with Boards “experiences.”  First off, who really wants to be “trained?” Your dog? Maybe. Your board – not really. Rather, they long to experience a deeper comfort level with this thing called “fundraising.” And besides, I sing – who does THAT in “training?” By the end of the day, taking artful action towards more major gifts looks SO doable.  MUCH more doable!  Why? They understand what it should FEEL like to Create Joyful Givers, what to look out for in their thoughts and what actions to take.

Major gifts are the result of authentic relationships. And no two are exactly alike. 

Just to set the record straight…it’s really rather arrogant to EXPECT your board members to ask for money. I have been saying this for 22 years at our annual Fundraising and Development Conference held in Madison, Wisconsin. Rather, Board members must be engaged and inspired and clearly see how they can help.

Why then do I still hear, “My board won’t raise the money?”  And from Board members, “They just want me to hit up my friends for money.” Yuck. A better question, “How do we work together to share the joy and results investing in this organization will bring to another person?

Here are 5 tips for working together in creating your board member’s fundraising experience.

  1. GET CLEAR. Be sure YOU, as the development professional are both comfortable talking about money, your organization and your needs and that you have my 3-sentence ask down and use it! You have…You understand…Will you consider. If you are at ease, your board members will feel this.

    Get clear yourself, and help your board see, that your giver sets the pace – not you. Some want details on your first visit. Some need hands-on experiences to deeply feel connected to make a gift major for them.  It’s not your agenda. It’s like the parent who says to the son bringing a gal home for the first time…”Can’t wait for grandkids!” That would be pushing the relationship!

  2. But you do need to MOVE. Come from a place of authentically wanting both your board member and their friends to get excited about what you accomplish. Seek to learn what they want, not what your organization NEEDS.  Who wants a needy girlfriend/boyfriend?

  3. SHARE THE CYCLE.Use my cycle and explain that it takes different kinds of “touches” for different folks to both see if your cause is a fit and then to learn how they can best help.  And these “touches” can be those that a board member is comfortable taking.  Don’t ask them to host an event if they shy away from parties.  Do find things each board member enjoys doing and can get really good at doing for you with a prospective giver.
  4. The ASK. Make sure you all understand that the ask is just this moment in time when you clarify how your prospective giver can help. Creating a Joyful Giver and Being a Grateful Recipient should compose most of your time. Here is where your Board can dig in! But…do get good Making an Artful Ask coaching for your board so they understand what YOU do.  The funny thing is with experience and this good education many board members are comfortable asking…but it grows out of the initial relief that they don’t HAVE to.
  5. SHARED VALUES. Get out of your Board member’s rolodex.  That old school strategy really bugs me. Would you want to share your holiday list with an organization you support if you’re not sure they have any interest at all? Rather, point out that “People like people like themselves” so perhaps they have friends who share their interests and values and would resonate with your cause.  Or perhaps a board member has dear friends who will get involved in the diabetes association because your child is struggling with it. Great! As development professionals we need to lose the judgment. It is never our place to tell someone else how to give their money, If a Board member goes off the board and the friend moves on to something else — fine! Celebrate the years of support you received. I worked with a board member in Arizona who shared he had a hard time just catching up with his friends because they thought he only saw them when he was “pedaling some cause.” Why should they push their passion on someone else? No one wants to feel obligated to give. Certainly no one wants they friends to be their friends just so they can give money. Your board member’s genuine enthusiasm for why they give will ignite the passion in others IF IT IS A FIT FOR THEM. Yeah!

Enjoy this honorable and noble profession and help your board share this spirit!  If you like, hit reply and tell me about the biggest challenge you have connecting with your board.  I’d be delighted to help!

February 12, 2016
https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg 0 0 Marcy Heim https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg Marcy Heim2016-02-12 19:46:092024-02-19 09:18:195 tips for working together in creating your board member’s fundraising experience
Uncategorized

What is your ideal day?

To me, an ideal day has music. It totally lifts me up. Yet knowing that, there can be days when I don’t hear a note! It has completing specific tasks and projects. Yet some days I don’t get to the first on the list. It has energy. Yet some days I don’t even get in a 10 minute walk – key to feeding my energy.

Ideal DayWhat does your ideal day look like?

It is relaxing on the beach? Sleeping in? A day off?

At the unexpected funeral (due to an illness) earlier this month of Jim Stickels, a friend and fundraising colleague, Jim’s definition of an ideal day was shared – “Going to work for the Literacy Council, having dinner with my wife, Lydia, and spending the evening engaged with one of my many volunteer passions.”

Now think about this. His IDEAL day was MOST DAYS! Now, my friends THAT is how to create your life! Is your ideal day MOST days? Are you even clear on what your ideal day is? Do you recognize and appreciate what makes each day ideal? Try this…

  • Define IDEAL for you. What happens in your life that makes you feel so “right” with the world? Makes you smile? Makes you feel JOY-filled. This takes some time and self-awareness. It’s often the little things. Start by simply thinking about the days you crawl into bed thinking, “This was a really good day.”

  • Assess the current status.

WHERE does your time ACTUALLY go? Keep a log for 2 weeks.

Look at what you are actually doing most days. Does it look anything like ideal? Maybe you, like many of us in development work, would say that, indeed, each day brings a good dose of satisfaction in composing a good world. But have you fallen into that 60-hours-a-week martyr rut of overwhelm and “it’s still not really done well” routine? Understand clearly that the first step towards a change is AWARENESS. The cold, hard facts. Embrace what you discover with curiosity and interest – NOT JUDGEMENT! You are not a bad person if you are reacting to email, on Facebook, postponing setting up visits, and complaining. It just doesn’t make for an ideal day.

Is your current work situation fulfilling? Maybe it is. Great! But what’s missing? Time with family, music, sports, working out or just space? What is ideal, but rarely makes it into the day? What do you want to do with your major donors each and every day? Can’t seem to get out of the office?

How far off is your typical day from your ideal day? I am going to be brutally honest here – for most of my clients there is a big gap between what they THINK they do with their time and where it really goes. This is filled with justifying and blaming self talk and rationalizing. This is victim thinking and, take a look, “rational – lies” meaning lots of excuses you create to take yourself off the hook for not doing what you planned, promised and even wanted to do with your day. And this sort of excuse-making garners lots of support from those around you who also are complaining and making up stories for why the day doesn’t go as they hoped.

  • Create your Ideal day. Let me hear it, “I create my life!” TAKE RESPONSIBILITY! You DO always have a choice. You can make small, or massive, changes toward your ideal day. You can add a walk listening to music. You can start a job search. You can stop complaining. You can decide to do this ONE thing that will make you proud and happy. You can drop something/someone that is toxic – yes, you can. It begins by thinking you can, then taking action. What would make your work day more rewarding? What would make you welcome Monday? What can you do TODAY to share the JOY OF GIVING with a prospective major donor? What would make you belly-laugh every day? When do you smile the most? What are you doing? Who are you with? How do you make this part of most days?

This is 2016! A new year…a new beginning…a new opportunity to live your IDEAL DAY…most every day! Set aside some time think about this. Vow to make it so. If you like, hit reply and tell me about the IDEAL DAY you are creating.

May 2016 be filled with ideal days!

Invest in Joy!

February 1, 2016
https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg 0 0 Marcy Heim https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg Marcy Heim2016-02-01 02:19:402024-02-19 09:18:20What is your ideal day?
Uncategorized

Meeting the Ice Bucket Mom – So Inspiring!

Nancy FratesOk…so I just got a selfie-stick for my birthday last month and I am still learning. At CASE V in Chicago last week, we could have taken more shots. But we just wanted to talk. I wanted to hug her and tell her that I got it now…that I was exploding with this amazing energy you get when you’re around someone who is “All In.” Someone who is clear; has made a choice; and is standing in her power. 

We were two Moms – sharing the joy and pain of so completely loving our kids. 

This is Nancy Frates…Mom of Pete Frates…inspiration of the ALS Ice Bucket Challenge. She goes home to her still-living son – now with a ventilator and speech generating device and giving his 14-month old baby a ride on his electric wheel-chair – and celebrates the day.  

Pete’s charge to his family, “All right people, there’s not going to be any wallowing. What an opportunity we’ve been given to change the world. I’m not going to ask, ‘Why me?’ I’m saying, ‘Why NOT me?”  Her message – “Leadership, vision, courage and a little luck can change the world.  We knew if we stayed in awareness that the money would follow.”  And as someone who felt, “This is all such a gimmick,” I was totally awestruck by how this family laser-focused on creating awareness, educating, thanking and sharing. “We set out to have everyone hear this story.”  

She’s not really sure who dumped the first bucket…some golfer in Florida who had a friend with ALS..and then sent it to a friend…who’s wife repeated the trick and sent it out of Facebook….where it took off…globally…17 million views in less than 4 weeks. $250 million dollars. 40% checked the box asking to be kept in the loop. 55% of the funds came from 18-30 year-olds, “What is ALS?” remains one of the largest Google hits. ALS has a new “normal.” 

This money invested in the brightest science minds has yet to produce even a start to a new drug. Every 90 minutes someone new is diagnosed with the 3-5 year death sentence. The numerous proteins in our bodies that morph to bring on this disease remain largely understood. But the spotlight will continue to shine on this disease until there is a breakthrough – hope remains. 

During this holiday season, and onward….

  1. Refuse to be a victim – Say, “I Create my Life!”
  2. We all have challenges – live everyday
  3. Be…whatever that is for you… and own it in your biggest power
  4. Sing holiday  carols, Here Comes Santa Clause, People love to give me money, or whatever is happy and bright
  5. Be grateful for every dime you are given
  6. Tell your story, tell your story authentically
  7. Ask others to join you and ask them to ask others to join you
  8. Thank everyone for being a part of your success
  9. Everyday be quiet.  Just sit and be quiet
  10. Feel the fear, the uncertainty and take action anyway
  11. Embrace a BIG vision for your year-end and beyond. People will step up to fill it.
  12. Be passionate without being dramatic
  13. Don’t judge – your donor’s decisions, your family, yourself
  14. Be genuine but don’t ever be afraid to be great
  15. Stay up late if you have to…to stay in touch
  16. Stop looking at your phone – you’re missing your life
  17. Be still and listen to the snow fall…even if it is only in your dreams

Enjoy the love and laughter that only family and friends can bring.  Thank you for growing and learning with me.  And thank you for creating so much good in the world!

December 18, 2015
https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg 0 0 Marcy Heim https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg Marcy Heim2015-12-18 14:24:002024-02-19 09:18:21Meeting the Ice Bucket Mom – So Inspiring!
Uncategorized

Season’s Greetings!


Marcy-Holiday-Greeting-v2

December 1, 2015
https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg 0 0 Marcy Heim https://marcyheim.com/wp-content/uploads/2024/04/Marcy-Heim-logo.svg Marcy Heim2015-12-01 02:27:452024-02-19 09:18:22Season’s Greetings!
Page 18 of 23«‹1617181920›»
Search Search

Archives

Tags

AFP artful asker attraction Board Board Training CASE development donor Donor gift giving Donor relations donor relationships focus fundraising Fundraising Action Plan fundraising ideas fundraising mindset fundraising relationships fundraising tips fundrasing Fundrasing Motivation fundrasing stories Fundrasing Techniques Generosity Gratefulness how to fundraise how to thank donors imperfect action joyful giver Keynote major gift development Major Gift Giving Major Gifts marcy heim Methods mindset money non-profit fundraising Not for profit philanthropy prospects success Thankfulness time management Training visualization

Let’s Connect

info@marcyheim.com

(608) 772-6777

Marcy Heim Consulting | The Artful Asker
2679 Fahey Glen
Madison, WI 53711

Marcy Heim logo

Stay Inspired!

SIGN UP to receive Marcy’s bimonthly ezine filled with tips and inspiration to help you and your organization.

AND receive a free chapter from Marcy’s book, Empower Your Board to Serve as Effective Development Ambassadors!

Sign up
© 2025 All rights reserved. The Artful Asker, Marcy Heim Consulting. | 1 Day Website by Bizzy Bizzy
Scroll to top Scroll to top Scroll to top

This site uses cookies. By continuing to browse the site, you are agreeing to our use of cookies.

OKLearn more×

Cookie and Privacy Settings



How we use cookies

We may request cookies to be set on your device. We use cookies to let us know when you visit our websites, how you interact with us, to enrich your user experience, and to customize your relationship with our website.

Click on the different category headings to find out more. You can also change some of your preferences. Note that blocking some types of cookies may impact your experience on our websites and the services we are able to offer.

Essential Website Cookies

These cookies are strictly necessary to provide you with services available through our website and to use some of its features.

Because these cookies are strictly necessary to deliver the website, refusing them will have impact how our site functions. You always can block or delete cookies by changing your browser settings and force blocking all cookies on this website. But this will always prompt you to accept/refuse cookies when revisiting our site.

We fully respect if you want to refuse cookies but to avoid asking you again and again kindly allow us to store a cookie for that. You are free to opt out any time or opt in for other cookies to get a better experience. If you refuse cookies we will remove all set cookies in our domain.

We provide you with a list of stored cookies on your computer in our domain so you can check what we stored. Due to security reasons we are not able to show or modify cookies from other domains. You can check these in your browser security settings.

Google Analytics Cookies

These cookies collect information that is used either in aggregate form to help us understand how our website is being used or how effective our marketing campaigns are, or to help us customize our website and application for you in order to enhance your experience.

If you do not want that we track your visit to our site you can disable tracking in your browser here:

Other external services

We also use different external services like Google Webfonts, Google Maps, and external Video providers. Since these providers may collect personal data like your IP address we allow you to block them here. Please be aware that this might heavily reduce the functionality and appearance of our site. Changes will take effect once you reload the page.

Google Webfont Settings:

Google Map Settings:

Google reCaptcha Settings:

Vimeo and Youtube video embeds:

Other cookies

The following cookies are also needed - You can choose if you want to allow them:

Accept settingsHide notification only


Sign up to receive a free chapter from Marcy’s book, Empower Your Board to Serve as Effective Development Ambassadors, and her monthly ezine full of tips and inspiration to help you and your organization.