Personal Coaching - Marcy Heim

Marcy has obtained her Professional Life Coach Certification through the UW-Madison and in association with the stringent requirement of the International Coaching Federation (ICF). Marcy combines these coaching tools with her experience in building major giving relationships to work with both individuals and organizations to maximize performance and self-fulfillment. Marcy has structured her packages to be available for an urgent need for support as well as long-term organizational change and growth.

Individual Professional Development

Artful “Instant” Action Single Session $198.00

This session is for you if you need immediate personal support and clarity on an urgent timeline!

Limit: One of these sessions in a calendar year.

$198 per session, $595 per session thereafter

Schedule Now

Features:

One full hour session
Session is planned as soon as possible
Session is generally over the phone or on Zoom
Session is recorded and available for your continuous review and learning

Benefits:

Get the help you need NOW!
Unbiased analysis and honest feedback in total confidence
Clarity and assistance on the challenge you are encountering
Definition of several options to address the situation
Encouragement and support. I believe in you!

This session cost can be applied to an Uplevel YOUR Results Plan

MORE Major Gifts Accelerator Plan to uplevel your major gift results.

This plan is for you if you want long-term significant mindset shifts, changes in your major-gift results, and your overall performance and accomplishments.

Features:

One preliminary call to discuss the overall goals of the coaching
Twelve months of coaching: You choose session lengths totaling 60 minutes each month
Sessions can be over the phone or on Zoom
Sessions are arranged by Marcy’s team monthly
Complete a Fundraising Blueprint to assure we meet goals
Tangible mindset and method action steps
Sessions include both consulting and professional life/leadership coaching
A GROUP call is held with all members once a month – optional
An accountability buddy is assigned – optional

Benefits:

Unbiased analysis and honest feedback in total confidence
Clarity of the challenges you are encountering
Definition of several options to address the situation
Encouragement and support. I believe in you!
Includes membership in the Major Gift Success Club
Email support between calls
Tangible steps to get a new result
10% discount on Marcy’s other workshops and products

$5,495.00 if paid in full, or two-pay option available

Executive Level Packages

Artful Action VIP Coaching

This package is for you if you are in a leadership role and need help with development staff management or motivation; or if your role requires you to lead and or assist in raising significant support for your institution, college, unit, or organization. Each plan is uniquely created for the individual and provides the following features and benefits:

Features:

Six – twelve months of intensive coaching and accountability
Initial face-to-face* needs assessment to determine:
- Specific measurement outcomes and goals
- Focus of coaching and unique skills to be enhanced with the process
- Specific overall timeline
Twice-monthly sessions to accommodate your schedule with tangible accountability measures between sessions (these will be a mix of sessions in person and over the phone)
Confidential consultations on specific individual major gift prospects to create and implement donor actions plans and the role of the VIP in these plans
Instruction on best utilizing your board and volunteer in the major gift process
Autographed copy of Marcy’s book, Empowering Your Board to Serve as Effective Development Ambassadors
Membership in Marcy’s Major Gift Success Club for you or a member of your team

* For meetings outside of Madison, Wisconsin, client incurs travel expense

Benefits:

Elimination of the stress of making the major gift ask
Solid confidence and comfort in handling major gift donor relationships
Enhanced levels of respect and cooperation between leadership and development staff
Specific techniques for improving the mindset of staff and overall environment for long-term fundraising success
Clear understanding of the process of creating expectations for the development and fundraising staff
Increased dollars into your program, college, or organization
Enhanced investments into your endowment funding
Better success in securing funding for operational support
Unlimited email coaching with a response within 24 hours to pressing questions

Artful Action VIP Program Transformation Add-On Package

This is the premier transformational development package encompassing major mind shifts and productivity shifts for the entire development shop. Each plan is uniquely created for the individuals and provides the following features and benefits in addition to those previously listed:

Additional Features:

Onsite coaching and staff group coaching
Specific training on building major donor relationships
External perspective of your development operation
Guidance on managing & building best practices for motivating and working with your development team
Includes membership in the Major Gift Success Club for 12 months for 5 staff members

Each package is priced based upon the specific goals and results

Call 1-888-324-0442 for more information about which package fits you and rates, or email info@marcyheim.com to set up a Get-Acquainted call with Marcy.

Individual Professional Development

Artful “Instant” Action Single Session $198.00

Features:

Benefits:

MORE Major Gifts Accelerator Plan to uplevel your major gift results.

Features:

Benefits:

Executive Level Packages

Artful Action VIP Coaching

Features:

Benefits:

Artful Action VIP Program Transformation Add-On Package

Call 1-888-324-0442 for more information about which package fits you and rates, or email info@marcyheim.com to set up a Get-Acquainted call with Marcy.

Let’s Connect

Stay Inspired!