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Tag Archive for: fundraising tips

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Does Your Mindset Impact Your Life – And Your Fundraising Results?

Manage your mindset header

Since age 17, I’ve been fascinated with the power of our thoughts.  “We become what we think about!” It has more to do with how your life is going than anything else.

3 Ways Your Thinking Impacts Your Life and Your Fundraising Results

1. You CAN change your thoughtsMind

It’s important for you to simply acknowledge that your thinking impacts how you FEEL inside. Thoughts generate an emotional charge.

If you are thinking happy, positive thoughts, you will find that you’ll feel much happier. And if you are thinking sad or depressed thoughts, you’ll find yourself sinking lower and lower into pessimism.

If you are aware of your thoughts – then you can change them.

Think of a light switch – if a thought wanders into your mind that is unhappy, critical or disempowering, try saying to yourself –

“Nope, I’m not going there.”

breath2. Just breathe

Our breath is always right there…ready to give us pause to think, calm down, consider.

When you are triggered, you can sloooooow down the drama simply by taking a deep breath.

And do you know what?  Those around you will be triggered to breathe too! It’s also a “leadership: strategy.”

3. Choose your words carefully

There are SO many tools I could share, but for me, remembering the influence of the words we utter on our thoughts and those around us is SO important. “We’ll never raise that much.” “Why is this so hard?” “I do all the heavy lifting around here.”

Our words are containers of power for ourselves and others.

Personally and professionally.  Do donors want to work with folks who say one thing to their face and another behind their back? “Pick the low hanging fruit?” Really? How we talk about our donors gets into our thinking and influences the authenticity of our relationships. Here are my alternative words for our common fundraising terminology.

Words

I believe that our inner game determines our outer game. We too often look at the fruit and aren’t happy –but we fail to look at the roots that produced the fruit!  When we sharpen our awareness of what we think we can choose to change it!  It’s a life-long practice, but I believe nothing is more important than to manage your mindset.

Bottom Line: we can manage our mindset and attract MORE good results into our lives.

It’s why I spend an entire morning on mindset tools at my MORE Major Gifts workshops! Join me June 12-13 in Chicago. I think you’ll think, it’s a great workshop!

“We become what we think about!” Happy Thinking!

Invest in Joy!

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June 9, 2017
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 Heim2017-06-09 17:16:372024-02-19 09:17:55Does Your Mindset Impact Your Life – And Your Fundraising Results?
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I Promise…

I Promise Header

Did you notice how these two words made you feel?

For our families, friends, donors, colleagues and boards, “I promise” is a powerful tool for building trust in a relationship.

  • “Son, I promise I’ll get off early Friday, and we will get an ice cream, just us two.”
  • “Honey, I promise after this big project is done, we’ll go out to a nice dinner.”
  • “I promise to share how (board member) Alice’s visit with John and Martha went at our next meeting.  We are grateful to Alice for arranging this.”
  • “I promise to call when I get back out to this area so we can connect again.”
  • “I promise to let you know how your project is going before the end of next month.”

There is POWER in “I promise.”

In his work on building trust, Stephen M. R. Covey talks about the amazing relationship capital a promise can generate. It can build and fill positive emotional bank accounts between people.

The impact begins the second the words, “I promise” are uttered.  The anticipation of the promise coming true is part of the joy!

People remember a promise. Don’t you?

When I am beginning with a new prospective major giver…on that very first visit…I generally always have a promise or two to make in mind.  Is there a new easy and uplifting piece I can send? Is an event coming up they can easily be included in?   Is there some connection I can make for them?  A way to serve them?  These become, “John and Gladys, our spring garden tour is a delightful event. I promise to call you with the details just as soon as I know them, but certainly before April 1st.” Or, “I promise to get an invite out to you by next Friday so you can consider joining us.” Or “I promise to pass along your kind words to the Dean,” (and have the Dean acknowledge this).


I promise oneMaking a promise is such a simple, yet great tool. I create some actions that I can have at-the-ready for just this purpose. Other times I listen carefully for some unique way to connect, especially for those first visits that demonstrate a strong sharing of values, interests, and capacity with my organization.   If I want to make the second appointment easy to secure, “I promise to call you in May to continue this conversation just after Mother’s Day.”  Think about it. “Oh hello, John. This is Marcy. Remember I promised to call you this month so we could continue our conversation after Mother’s Day? Is next Thursday good?”

Honestly, when connecting is about me keeping my promise, it seems to flow so easily.

Here are a few tips to deepening a relationship with, “I promise.”

  1. Keep it simple. Pick a few things you (or your assistant) can easily do.
  2. Personalize as much as possible.  Your handwritten sticky note on the latest newsletter with, “I promised to send our latest news! I’ll give a call to see what you liked best.”
  3. Chocolate chip cookies are always a hit.  Even if they don’t eat them, they can share them.
  4. Remind them you are fulfilling your promise.
  5. Always come from a place of sincerity and authenticity – deepening their trust and connection with you and thus your organization.
  6. Make sure YOU control the delivery of the promise.  So, “I promise to have Betty get in touch.” Nope. You don’t control Betty.
  7. Be VERY specific in the timing of fulfillment.  “I promise to call early next week” is NOT good. “Early next week” may be Monday at 8 am for your donor and by Wednesday noon to you. Be specific.

There is, of course, one MAJOR contingency with making promises.

Broken promises break trust and hurt!

And, “I’m sorry, while heartfelt, can’t make up for the disappointment.

You MUST Keep Your Promises!

I had a donor say, “Oh Marcy, I was holding off going out because I remembered you promised to call today.”  YIKES – glad I got THAT done!

I promise twoIn both our personal and professional relationships – make promises to deepen the trust and confidence you inspire with the other person.  Make promises carefully and sparingly so that you can always honor them.  When something does cause you to break a promise, apologize and acknowledge you are sorry to have let them down.  For longer and stronger relationships, this will happen.

We are not perfect.  If the positive emotional bank accounts are high, it will be alright. If it is a new relationship or if this happens often, the depletion of the emotional bank account can be severe.  Don’t underestimate the power of the hurt, especially to a child, and be very guarded from making promises you consistently can’t keep.  It is far better to set true, but disappointing expectations than not deliver.  “With our program director out of the office, it will be at least two weeks before I can get back to you with that answer. I know you wanted the information sooner.”

If you use this tool sincerely and effectively, I promise you will see wonderful results in your relationships and the speed at which you can build trust.

Yes, I promise!

Invest in Joy!

 Marcy Signature.jpg

March 17, 2017
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 Heim2017-03-17 08:16:532024-02-19 09:17:58I Promise…
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Ten Tips for Thoughtful Thanks

There is joy in Giving Header

The great thing about gratitude is that it is really never too late to say, “Thank you” or “I appreciate you.”  But too often, we pay lip service to stewardship – all those things that happen AFTER the gift is made. We have terrific intentions to write that note, make a call, or share an update. This is Part 2 of my thankful series.  (You can read Part 1 here if you missed it.) You can make magic here, and YOU will be lifted up as you do! Here are Ten Tips to help you. Pick one or two—you over-achievers you – not all of them!

Marcy’s 10 Tips for Thoughtful Thanks

1. The Power of One

I always start with you.  Let’s hear it, “I create my life!” So your culture has low/no credit for stewardship calls? The main vibe is “ask and close?” Leadership wants to see the money? It is always YOUR choice. YOU can be grateful.  It begins with you – pausing to reflect that someone said, ‘Yes,’ to you, to your mission with their gift. No one HAS to give. Feel grateful. That’s the first step to authentically providing thoughtful thanks.

2. Make it fun 

We get so serious. Perhaps our mission is heavy – abuse, poverty, illness, death, hunger, loneliness, fear – the results of investments into these causes are the light and bright side of this. We are encouraged to tell dramatic stories that pull on the heartstrings. Well ok, but there is JOY in giving and change for the better! For those happier missions, the arts, education, faith, there is the joy in multiplying those who experience the positive benefits. Chocolate chip cookies, bubble wands, funny stories, happy results, toasting success, children, puppies, ice cream.  My stuffiest “stuffed-shirt” old-school men love my confetti wands.

3. Brainstorm on meaningful actions

The golden rule says, “Do onto others as you would have them do unto you.” That’s great if everyone is exactly like YOU. If not, the platinum rule says, “Do unto others how they want you to do unto them.” And how do you know?  Ask them! Every call or gathering of givers and prospective givers can include the question, “How can we best show you and givers like you how much we sincerely appreciate their giving and the impact it has?”  Then listen. Then do.

4. Engage partners to make the touch

“There is just no time for stewardship.” Lame. As you ask others about their suggestions…SOME (not all!) may be perfect to say, “Would you be open to helping me say thanks as you suggested?” It will take some time THE FIRST TIME, but you can grow a ‘gratitude team’ of donors, other staff, recipients, board members, and on and on, who helped create the idea, have done it a few times and need little of your time to make it happen, and inspire others and themselves in the process.

5. Quarterly touches as part of RAPs  

One of the many benefits of creating Relationship Action Plans for your most MAJOR DONORS – the very top 10-20 folks, is that you PLAN thoughtful touches ahead for each quarter, so you DO  this MOST important part of the Giving Cycle.  If you use a RAP for a group of donors – say a mid-level group, creating a group appreciation touch helps assure you get it done for this group, not just ‘hope’ to do it.

6. Communication style they like or stands out for them

This may seem contradictory. If they prefer email – sure, say thanks in an email where they are comfortable.  BUT, also say thanks by phone or written note something OUTSIDE of the norm sometimes.  It will stand out to them.

7. Create a System – 3 X 3, Gratitude Bowl, Filler times

Create YOUR SYSTEM for gratitude. Three examples – 3X3 – 3 personal notes, 3 emails, 3 phone calls 3 times a week. Make this work for you.  A gratitude bowl – or file or box – some place you toss a business card, program, news story, scrap of paper – then create appreciation touches at a specific time each week. Finally, filler times, use times waiting in the airport, waiting at school for the kids to come out, with the ½ hour you have between meetings to take a gratitude action. This is a SHIFT in how we use bits of time.

8. Group touches work/specific or organization-wide

Thank you events, thank you post cards, board/faculty member/volunteer hosted small gatherings and more that are only limited by your creativity. I’d ask one faculty chair to talk about an appreciation touch he/she had made as part of our development work at every monthly Chair meeting.  And…I could also thank THEM for doing it and talk about how this inspires giving. The same thing can happen at your Board meetings.  The point is one at a time.  ALL the chairs, ALL the board members – too much. Overwhelming.

9. Must be genuine

You can feel a fake a mile away. Enough said. However, you can BEGIN by faking it just a bit and sometimes you will become grateful…the act of doing it will bring out those feelings of sincerity.

10. NO SOFT ASKS

When I do feasibility studies, I take the time with key donors to also explore how we as development professionals can better interact with them. SO many say, “Don’t say thank you with your hand out for more.” Ok…I get that, but digging deeper, even lines like, “Thank you, and we hope you will continue to be part of our XYZ family.”  Or, “Thank you, and we look forward to our continued relationship with you” feel like an ask to them.  While we might no way mean this as a soft ask, that’s how it is heard!  “Thank you” and shut up for your first response to a gift.

Ok! Thank you for the work you do, for letting me help and for the fun we have together! 

Invest in Joy!

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March 2, 2017
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Madison, WI 53711

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