Marcy Heim receiving the Spirit of a Leader Award at the 2023 Practical Planned Giving Conference

Marcy offers one-time and longer-term coaching for individual improvement or organizational staffing, leadership and capacity-building work.  As a UW-Madison Certified Professional Life Coach these programs combine Marcy’s major giving, annual fund and board-building expertise with life and leadership coaching to move your plans forward.

Artful Action Assessment

This 2-hour action based assessment with up to six key players from you organization will determine where you are now, address your biggest “elephants,” identify opportunities, and includes on-the-spot coaching.  $995.00  (in person or on zoom)

Personal Coaching Opportunities

Individually designed professional development coaching will maximize performance and self-fulfillment. Limited to Marcy’s availability. Unique packages are created based on your needs. Range $5,000- $65,000.

Dream Act Achieve Small Group Coaching

Designed for individual work, or very small shops to provide assessment, coaching, weekly accountability work, a monthly private coaching call and one to two group Q & A calls with Marcy. Join in a small group of  like minded major gift officers, board members, deans, volunteers, annual fund staff, event planners, executive directors and more who thirst for life-long learning with a focus on how our thinking triggers, supports and blocks our success.  $5,495.00 if paid at one time for a year-long experience.

Need more information?  

Click on the button below to contact Marcy and discuss which program is right for you.  If you need to schedule a call sooner, contact and we will work something out for you.