• 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

Tag Archive for: fundraising

Posts

Uncategorized

A Bizarre Tale from South Africa

Ever had a volunteer’s passion go to unhelpful extremes? Let me share a tale from my trip to South Africa.

We were told to bring candy, stickers and soccer balls, if we wished, for the fifty or so 1st to 8thgraders at a small black school near our safari camp.  So with candy, stickers and 4 soccer balls my camp colleague, Stacy, and I arrived at the school with our host, Karon, who planned “excursions” of all kinds. She energetically explained her big goals for the school…if only she could raise the money. Clearly she was passionate about the place and spent considerable time as a volunteer there.

During Apartheid, Karon explained, black children were not educated. Period. Nothing.  Today schools had been set up for these black children in very rural parts of the country, most at least 60 miles from the nearest town. Some went home at night to families that worked at the nearby safari camps. Others, with families far, far away, boarded at the school. We stopped briefly in 2 classrooms, passed out candy and took pictures. The oldest kids did not participate.  Then Karon suggested we pick 4 children to receive the 4 soccer balls Stacy had brought.  When we shook our heads, confused, Karon jumped in and selected 4 kids. Outside, with balls in hand, Karon told them “These are YOUR balls. You take them home. They belong to you – not the school.”  This was not our intention so I said to Karon, “There has been a misunderstanding. These balls are for the school.” This triggered an emotional, detailed response about how Karon wanted these kids to have something to call their own.  She dismissed the 4 selected kids and took us to see the new dining area without another word about the balls.

When we returned to the common area ALL the children were outside and the lead teacher was trying desperately to resolve a situation. The kids with the 4 soccer balls looked terrified. The older boys were wielding scissors and knives and stabbing in the air pointing to the kids, the balls and us.  Now I stepped in loud enough for all to hear and slowly stated that these balls were the gift from my friend FOR EVERYONE. I looked at Karon directly and said she was free to give balls SHE purchased differently but she could not do this with the ones we brought.  Karon objected, said we didn’t understand, burst into tears, and went to the car.  I asked the teacher to explain to the kids, in Africanize language, that the balls were for the school – everyone. This generated applause during which Stacy marched right into the previously angry pack of older boys and ask them to promise her that they would not harm the balls or anyone else.  As I held my breath, they agreed.  The teacher said that Karon didn’t let her talk to the people who visited the school about what they really needed. We were dumped back at camp after a mostly silent ride.  It was bizarre. While Karon certainly meant well, she clearly was channeling any safari visitors she could engage with a “visit a local school” excursion to HER ideas of what the school needed and even what the kids should value – clearly out of step with the culture.

impactful generosity quote

Here are my top 10 reflections from my time in South Africa. Perspectives I humbly share and welcome your consideration and, of course, hit “reply” with your reactions.

1. People like people like themselves. We are most comfortable with people like us. Similar voice volume, jesters, language, interests. Same color, opinions, culture? We are, by nature, fearful of what is different from us. Stronger groups will separate out those who are “different” and label them as “lesser.” Generations believe what they are told is truth. We want people to be like us. But when we have an opportunity to really BE with others, and really examine our beliefs and actions, we discover we are really more alike and our old beliefs are simply not valid. Then begins the awkward actions to connect differently after a past of poor behavior. It’s so simple and so complicated. You can’t change action until you change thinking.

2. Wild animals are WILD animals. With visions of Disney personifying every critter I encountered in my head, seeing animals in their natural setting was a vivid reminder that nature is filled with wild, powerful animals fighting over females, food and territory. We eat them; they eat us and each other. While I saw them frolicking through the wide open preserves, our challenge to manage these animals on today’s planet earth complete with 7.6 billion people was clear. You can’t go back in time and magically have only 1 billion folks to share planet earth with.

3. What you reward you expand. If the government gives you money for children, you will have more children to get more money. This has no impact on how these children are cared for.  Governments everywhere are challenged to think through how they “help” so it actually helps.

4. The roar of the ocean is a universal magnet. Every race, language, age and personality joined me on my daily walks along the shores of the Atlantic in Cape Town. And everyone responded in kind to a smile and English, “good morning.”  I feel empowered with unlimited abilities to be, and do, anything by the ocean.

5. Water does not come out of every tap. In both Cape Town and Johannesburg airports bottles of hand sanitizer sat by dry sinks. Wash your face? Forget it. Dry water fountains sent me to purchase bottled water. Forget refilling. Limited toilet flushes and timed showers make me appreciate my abundance of water here.

6. Being silent is restorative.  The long walks on Safari and by the ocean without a word, perhaps 2-3 hours at a time was a completely new experience for me. (Yes, I can shut up for that long.) The mind quiets and space is created.  We need White Space.

7. Life goes better when you look together. Every day, even if I was just going to be in the bush, I dressed intentionally and totally. The days just go better when you start by making your bed.

Marcy at Cape of Good Hope

8. Manners magnify relationship-building across cultures and languages. Somehow, “I beg your pardon” “Excuse me, sir” immediately brings people closer, even if you don’t understand the language. Manners count.

9. Oceans and sunsets and stars expand your possibilities.  I could see the entire Milky Way Galaxy and feel the endless possibilities. The relentless crashing of the rough Atlantic Ocean waves into the shore was energizing. South African sunrises and sunsets speak volumes to the promise and beauty of life. I CREATE ME LIFE!

10. Rise ABOVE. There is constant reference to the life and legacy of Nelson Mandela. Many repeat one word – Rise. But NOT as in “rise against” but rather RISE ABOVE…Rise ABOVE hate, Rise ABOVE oppression, Rise ABOVE circumstances. It is a timeless and powerful message that says we don’t have to fight to make change.  It comes from within each of us in small actions every day.

Marcy in South AfricaDuring my time in South Africa I experienced incredible animals, oceans, mountains and locals. In Cape Town, Nelson Mandela’s island prison cell was a bold testimonial that we can, indeed, manage our mindset no matter the circumstances.  So thank you. Thank you for allowing me to be mostly without internet, and out of touch, for much of the trip.

 

I challenge you to go somewhere out of your comfort zone and open yourself up to new beliefs. And thus we compose a good world.

Invest in JOY®

  

 

Marcy Heim is a trusted authority in the development profession and helps organizations and educational institutions boost their major gift programs through artful, long-term relationship building that dramatically increases fundraising success while promoting increased staff job satisfaction. To receive a free chapter from Marcy’s book, Empower Your Board to Serve as Effective Development Ambassadors, click here.

Questions:  Contact KK Konicek at KK@MarcyHeim.com

June 6, 2018
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 Heim2018-06-06 09:44:462024-02-19 09:17:29A Bizarre Tale from South Africa
Uncategorized

What does your future hold?

RJ

My son, RJ, just graduated from the UW Madison! Yep…we are bursting with pride and spent a wonderful 4 days celebrating. In a few short weeks he’ll be off to Boulder, Colorado and a new job with Major League Baseball Advanced Media creating some sort of mobile app. A sweet job, indeed. WoHOO!

At 23, his future is really bright!

What does YOUR future hold?

It seems we spend a good deal of time assessing the markets, wondering what direction the leadership will take us next, considering if it will rain on our vacation….

My first big keynote was for CASE V in Chicago in 2011. During this talk to newcomers in advancement, I challenged them to see great success in advancement work, to take full responsibility for what they accomplished and not to blame anyone or anything else if it didn’t happen. After the talk a young man came up and said to me, “You don’t understand. I have had so many things working against me from the start. I can’t possibly have the same chance to be successful as someone who didn’t have my challenges.”

Hmmmm.

Sometimes when I ask clients, ‘What do you see next for your career here?” or “What direction do you see this organization taking next?” I get sort of a shoulder shrug and hear, “Not sure, Marcy. Guess we’ll just have to wait and see what happens.”

Hmmmm.

What does your future hold?

“What does YOUR future hold? Seems to me it depends a lot on what you SEE!” Marcy Heim       

I begin all my talks by asking the audience to stand and shout, “Something gooooooooods gonna happen to me!” I first heard this from Joyce Meyer and found it to be an instant mood changer.

But what’s really going on here?

Well there’s actually a right way to think and a wrong way to think.

The wrong way to think leads to stress, anxiety and overwhelm in our advancement work and prevents us from having the personal and professional success we want.

The right way to think leads to more donors, more impact, more joy… and having it ALL.

The beautiful thing is — the right way to think can be learned. But like any new habit or skill…to learn it we have to change and practice.

The world’s most successful folks have learned how to consistently align their thoughts, feelings, and actions with their goals. In other words, they manage their thinking to align with the results they want.

For my eye-rollers now who only want tools, strategies and tactics I promise you that the tools, strategies and tactics you need most is how to be aware of, and lead, your thinking.

It sounds too easy to work I guess. But the reality is this:

Most people have some kind of inner conflict. They want to create “Outcome A.” But really, what they’re really thinking about is why “Outcome A” might not happen.

For example, you want to double your major gifts this year, but you focus on how many donors you’d have to find and meet with and what a struggle it is now to keep up with the major gift work you are doing now. You think about how hard it is to get the board to help, and that one past major donor just made a gift to another organization so she probably won’t give to you.

The result is stress, anxiety, and overwhelm — which begin to infect your conversations and life and your major gift work bombs. But, you were already prepared to justify this by blaming your lack of donors, your board and too much competition from other non-profits. It’s what you saw all along.

You have to SEE something and then you have to SAY something.

It’s about learning to be aware of and actually change your method of thinking, so it’s congruent with what you want to accomplish in the world. Here’s how.

  1. You have to SEE something. SET an INTENTION.

“Something goooooods gonna happen to me” sets an intention for each and every one of my talks. It instantly makes you SEE something good!

“We are having our best year for major giving yet!”

  1. You have to SAY something. Rewire your thinking.

Saying your intention out loud, OFTEN, pounds out new pathways of thinking in your brain. This is scientific fact – not woowoo.

  1. You have to DO something. Make a decision.

Often times we’ll think of many actions we could take. For some this is paralyzing. “What if I make the wrong decision?” Just hit “repeat” See something different, Say something different and make another decision.

Decisions lead to actions. Indecision leads to immobility. Clarity brings action. Confusion leads to a standstill. Action leads to results.

So back to RJ…..he first decided on an engineering degree. Half way through he discovered computer science and chemistry. So he watched his buddies graduate while he continued on. He discovered he loved classes where he worked as a team and that he learned so much better and easier if he built a study group. As he began applying for jobs, he’d say after an interview, “I can see myself working there” or, ‘I’m not sure that would be a place I’d be happy. Then some of the places he thought were great didn’t make an offer. He’d say, “Hmmm. They must have seen something in another candidate that was a better fit.” Sure, he was disappointed, but he was not defeated.

It was just time to see something new.

looking down a road

Then we can look at what happens in our days as part of our journey – a journey WE are leading, we can react to anything that happens to us by SEEING something new – setting a new intention, SAYING something new, not blaming our boss, spouse or board for what’s not going right, and TAKING ACTION toward what we are seeing and saying.

Because you can have all the strategies and tactics in the world — but if you don’t learn how to think in the right way, none of it will get you where you want to go.

Now let me hear you….

“Something gooooooooods gonna happen to me!”

Yes it is. I can see it!

Dedicated to inspiring you to see, say and do great things…..

Invest in JOY®

  

 

Marcy Heim is a trusted authority in the development profession and helps organizations and educational institutions boost their major gift programs through artful, long-term relationship building that dramatically increases fundraising success while promoting increased staff job satisfaction. To receive a free chapter from Marcy’s book, Empower Your Board to Serve as Effective Development Ambassadors, click here.

Questions:  Contact KK Konicek at KK@MarcyHeim.com

May 23, 2018
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 Heim2018-05-23 16:07:292024-02-19 09:17:30What does your future hold?
Uncategorized

Part IV – If only my Board would help show our appreciation

It was a whirlwind four-conference speaking tour at the AFP International Conference, NAYDO, AFP Genesee Valley and LeadingAge Iowa. Even the 5:45 am flights were AWESOME!  (well that may be a bit of a stretch).

I must share the most amazing surprise at the AFP Genesee Valley Conference–  JOY cookies!  The entire conference was themed around my keynote – Invest in JOY – complete with these wonderful cookies! How can you NOT smile!  Thank you!

cookie with words JOY on it

Why am I making such a big deal about a cookie?  Well…my voice, my message is ALL ABOUT the JOY of GIVING!  These cookies made me feel SO SPECIAL – SO APPRECIATED!  Wow…what a feeling!

Perfect timing as we dig into engaging your Board’s help in acts of appreciation to your givers.

 

So let’s talk about Boards – Marcy Style – and in 4 Parts.

Today – PART IV – The Power of a Genuine Board Thank you and other shows of appreciation
Last time – PART III – Invite them to Invest! Giving their gift and helping make an Artful Ask  See it HERE –

Before that

PART II – Board Bonanza – Creating a Joyful Giver See it HERE

PART I – Building Trust to Begin See it HERE

 

Some people just have a way of making you feel so good. They have that special knack for knowing just what to do or say.

Actually, this is really is a learned skill. It comes from a special combination of two key ingredients.

  1. Genuinely being grateful, and
  2. Being keenly in-the-moment to observe what makes the recipient joyful.

When we invite our Board members to join us in creating deep, respectful, engaging and fun relationships with our givers and prospective givers, begin with my Cycle of Successful Relationships so they see the ENTIRE relationship-building process and the key roles they play around the cycle.

And note…my third phase of the cycle is called, “Invoking the Grateful Recipient.”  This means that we go beyond classic “stewardship” – where we provide appropriate management of the gift assuring it is put to the intended good purpose – to embracing our responsibility to help the donor ENJOY the giving. Helping the donor move from success to significance is a key part where our board members can help as they have hopefully experienced this feeling themselves. It moves a person from obligatory giving to that dopamine high the brain releases when we allow ourselves to enjoy the giving –  celebrate our giving.

quote board impact

Now here we go!  10 tips to help board members share appreciation.

  1. The Power of One

Every board member has a unique style. As members of the board, any sincere action they take will be deeply appreciated by the donor.  It’s not about the perfect words, or gift or note – it’s about indeed being grateful.

  1. Make it fun

Even for challenging missions – domestic abuse, addiction, and the like, having fun, being joyful as you thank is valued by the givers. Giving should feel good.

  1. Brainstorm on meaningful actions

Respect that your board members have some great ideas. Take time at a board meeting or get 2-3 board members together and talk about what they think donors would like to feel appreciated. Remember, just saying “thanks” anytime anywhere is always on the list! What about gifts? Make them simple, not too expensive and reflective of mission.

  1. Engage board members to make the touch

Many of you already have note cards and donor info at Board meetings and board members write out thank you notes on the spot. You can also ask them to drop off an annual report, event invite, or picture of your mission in action.

  1. Quarterly touches as part of Relationship Action Plans

Board members are perfect partners to help with continuous gratitude. As development professionals we have lots of good intentions. Appreciation actions often get postponed in our busy days. Board members are perfect to schedule out ahead of time to connect and thank.  Plan the touches and board members will be much more likely to help.

rock with Thank You on it

  1. Use a communication style the donor likes or stands out

Board members can have a big impact when you pair them with someone who communicates the same way – phone, text, in person, written, Facebook etc. OR, pair them with someone completely different.  The unexpected phone call – just to say thanks – can be very impactful.  GET YOUR Thank you Script here!

  1. Create a System that is comfortable and achievable for each board member.

Some make 3 calls each week – they love to be on the phone.  Some will come on calls, some have a knack for hearing about good deeds of donors and recognizing these as well as extending thanks.

  1. Group touches

I love little events….those gatherings of 6-9 folks at a board member’s home or club. They are personal, fun and really relatively easy. No formal invites, no silent auction. Just an update of impact, appreciation and fun.

  1. Must be genuine

Whatever you and your board do, you can smell a money-hungry fake miles away. If you are giving thanks to get money it shows. Gracious donors will be pleasant and decide to give elsewhere – where they are authentically appreciated.

  1. NO SOFT ASKS

When I do Campaign Readiness Studies, after I ask the regular questions, I add on a bit of conversation about how we development folks are doing. One thing that almost ALWAYS comes up, “Can you ever say ‘thank you’ without your hand out?”

Be certain to help your Board understand that “Thank you” followed by, “We look forward to your continuing support” is not a thank you, it’s an ask. OR “We look forward to having you a part of the XYZ Charity family next year.” is not a thank you, it’s an ask. Say thank you and shut up.

The very best part? It feels so good to recognize another’s’ investment in a mission you both are passionate about. With many donors now giving anonymously to avoid press or increased unwelcomed solicitations, you enhance their giving joy in just the way that is meaningful for them. Are you stuck on that?  Try the question, “What can we do to be absolutely positive you know how very much we appreciate your support?” or “Help us understand how we can say ‘thank you’ the very best?

I appreciate YOU!  I am thankful for YOU and the gift you are to your donors and beyond. Thank you for choosing to lift up those around you with the power and joy of generosity!

Invest in JOY®

  

 

Marcy Heim is a trusted authority in the development profession and helps organizations and educational institutions boost their major gift programs through artful, long-term relationship building that dramatically increases fundraising success while promoting increased staff job satisfaction. To receive a free chapter from Marcy’s book, Empower Your Board to Serve as Effective Development Ambassadors, click here.

Questions:  Contact KK Konicek at KK@MarcyHeim.com

May 9, 2018
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 Heim2018-05-09 07:52:412024-02-19 09:17:31Part IV – If only my Board would help show our appreciation
Uncategorized

Creating White Space in your Life – Part 2

White Space Header

The bad news is time flies – the good news is you’re the pilot.

In the last Artful Action, I gave you eight take aways to create WHITE SPACE!

White space is the open space between blocks of copy or graphics.

The amount and location of white space gives you a feeling that reading a piece will be easy or challenging.  It also gives you the mental pause to digest and reflect on what you’ve read.

So it also is with your life.

Planning those moments of openness gives you the space to reboot your too-full and too-bombarded brains. It also gives you the space to be creative – able to do more than just numbly (and generally too quickly) react.

When I coach individuals and non-profits, I see environments that are out of alignment with time on several levels.  Today, I’d like to look at how some organizations function and steps you can take FOR YOU to be happier and more productive WITHIN these environments.

Does this sound like your non-profit organization?

  • There is a “do more with less” mentality.
  • The Board vomits ideas, and you jump to add them to the list without considering the impact on staff, systems, budgets and current priorities first.
  • The goal is to stay one step ahead of the shark biting you in the butt…meet today’s crushing deadline.
  • There is judgment around “value” based more on frantic activity than actual productivity.
  • There are bosses (cultures) who have absolutely no boundaries on their time and expect you to be the same. This blurs the lines between work and personal and both seem “on” all the time for everyone.

How do YOU Create a Better Relationship with Time?

1. Take control of your time

To control your time you must first understand how you are thinking about it, where it is going now and how you can redirect where you spend it.

What is your MINDSET around time?

I will begin where I always begin.

“We Become What we Think About” Earl Nightingale – the Strangest Secret.

So how we THINK about our time impacts how we FEEL about our time. How we FEEL about our time impacts the ACTIONS we take and our ACTIONS create our results. (Enough time)

How are you thinking about your time?

  • “How will I get this all done?”
  • “There is SO much to do.”
  • “Nobody else around here does anything.”
  • “I don’t have quality time with my family.”
  • “I am CRAZY busy.”
  • “There is never enough time.”
  • “I am exhausted.”

What you tell yourself IS what you experience.  So begin with, “I Create My LIFE” and take responsibility for deciding that YOU control your time.  Change how you talk to yourself about your time.

  • “I GET to do these visits/projects/tasks today.”
  • “I can focus 100% for this time on Johnny” (Moms, put down your cell phone, PLEASE)
  • “Today I will get this most important task done.”
  • “I am totally unplugged now.”
  • “I am clear on what is more important.”
  • “I take action in my time and focus.”

Nothing I teach you from here will make any difference if you continue to tell yourself you are crazy busy and overwhelmed. It’s a self-fulfilling prophecy.  

PROTECT YOUR TIME

NEXT understand that there is a difference between protecting your time and managing your time.

Protecting your time means you TAKE AND PLAN YOUR TIME according to your thoughtful, planned goals.

Managing your time is applying those tools and techniques you have all heard to try to maximize what you can get done in every minute – to perform at peak proficiency.

Too many of us only work on managing our time while allowing others to dictate how we spend our time.

In order to TAKE AND PLAN YOUR TIME, you need to know where is goes now.

About 3 times each year, I do a Time Audit. This is when I judiciously and honestly (this is not easy) track what I do in 15 minute chunks for 2 weeks. This includes how many times I jump to email or texts (for some this is Facebook) while allegedly doing a task.  This is eye-opening.

After you see where your time goes now, figure out where you need to better DIRECT it.

  • Delegate.  Determine your time cost per hour – delegate anything less expensive than what you make per hour – house cleaning, filing, etc.
  • Decide what is Urgent versus Important.  Important has to be discovered. Urgent is someone else’s agenda. Always seek clarity with your supervisor.
  • Take the Kolbe A Test. It will tell you how you work and where you need support.
  • Manage what you measure. Pick the key facts that speak to where you are trying to go.  Take charge of your data! Too much adds to the overwhelm. Number of visits instead of dollars is a great place to start.

2. Proactively manage those times when “everything happens at once!”

Schedule time to look ahead for “high-stress” times. You can see the potholes coming. For me, it’s a big client event, a band gig, flying out to speak, kid’s birthday all at once.

Be honest here – you see this coming. Proactively manage these times. 

  • Set clear priorities and when you are asked to add tasks, seek clarity on priority with what you are currently doing. I had a workshop participant who was constantly on email to the point where others ask me to speak to her about being engaged.  She said her boss was sending her emails and she was panicking about how she would get these and current tasks done.  After some coaching, the boss said he was just moving these things to her to get them off his mind and really hadn’t addressed a deadline. When she asked these to be prioritized, he was glad to do it in a way that worked for both.  He also was not intending his email to be read during the workshop. Really that was her unwillingness to turn it off, not his. He would have preferred she was fully engaged in the workshop.
  • You know when your child was born – you were there. Your friends/parents/key donors birthdays, anniversaries, do NOT Change. Give yourself a tickler to get a card, gift, order balloons well ahead and DO IT (or delegate it).
  • Ask others to shift to make these situations workable.  Sometimes, it’s better to celebrate a personal event on a different day so the key players can be ALL IN. How this works is largely dependent on how you feel about it – your mindset.  Are you apologizing or creating an exciting time, just on a different date?   
  • Build space into project timelines.  Look at everything you commit to in light of everything else you are doing – not just what this one task takes as if you had nothing else to do!  

3. Embrace structure as a source of freedom

The dog runs free in the dog park.  On a leash, he’s stuck at your pace and path.  The fence gives him this freedom.

Your Calendar is your friend.

  • Group like-work together so you get on a roll.
  • Block off time for recurring tasks. Maybe this is “write thank you notes” from 8:00-8:30 three mornings each week.  
  • Eat that Frog. Begin with your biggest, ugliest task each day and get it done.  You will be FREE of the weight of the big task the rest of the day.
  • Set (and keep) appointments for working on tasks. Block time to write that visit follow-up letter and then don’t let anything stop you!
  • Plan for the knowns. Hedge against “everything happening at once.”
  • SLEEP. For goodness sake, GO TO BED.
  • Create RAPS. Relationship Action Plans for each major donor gives you the freedom to know what comes next.
  • Schedule time to THINK.  This is the time you stare into space – a bit glazed looking.  But your mind is working – not frantically, but creatively.
  • Exercise. This can be as simple as standing up and stretching for 30 seconds.
  • Find something that takes your mind away. For me, it’s my band. I can’t sing and think about other things.  But take care here to prioritize the time this takes into the overall plan.

4. Manage yourself during times of overload 

  • Breathe. It’s always available to you. There is nothing like a few deep breaths.
  • Silence.  Step away and watch a second hand for 60 seconds. Go to the bathroom and hide in a stall if you have to.  
  • Laughter.  Just start laughing – really.
  • Mind-consuming activity.  I sing! What can you do?
  • Ask yourself, “What thoughts deserve my full attention right now?”
  • Break away for a bit.  Just yesterday I stopped to watch a sunset.
  • Ask yourself – “Am I hungry? Am I tired?” It makes a massive difference.  
  • Delay key conversations.  “This conversation is very important to me and I need a bit more time to reflect.”

Yes, the bad news is time does feel like it flies, but the good news is you’re the pilot.  And when you protect your time and prioritize what is most important, personally and professionally, you win!  

Thank you for allowing me to share this time with you. I am honored you made this a priority for you!

Invest in Joy!

Marcy sign

 

July 14, 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 Heim2017-07-14 12:08:522024-02-19 09:17:51Creating White Space in your Life – Part 2
Uncategorized

Creating White Space in your Life – Part 1

Issue 12 blog

Do some days feel too packed to even begin? 

Do your “smile” muscles hurt? Have you fallen asleep in a movie?  (Be honest here – my 19-year-old son has.)  Are you pushing through a fog all day? Do you feel like you’re ON all the time? Is it summer, but you feel like you’re drowning? Are you mentally exhausted?

This is not an age thing or a non-profit or fundraising thing. It’s a SPACE thing. It’s when there is NO WHITE SPACE on your calendar or in your brain! You are too FULL!

Mobile giving, monthly giving, tours, major gifts visits. You could literally be on a free webinar from 6am until midnight every day. Club leagues, summer programs, free concerts, movies on demand. There are so many options to choose from.

If you are like most people, you are overwhelmed with too much to do and too little time. As you struggle to get caught up, new tasks keep rolling in…like the unending waves of the ocean. Those ocean waves can be warm and caressing, or they can knock you over leaving you feeling panicky like you may
drown!

Let’s grab some white space and protect our time. 

What is White Space?

White space is the strategic pause taken between activities

The term came from literally looking at the white space on the calendar and realizing that on the days with more white showing, people were more effective and projects moved faster.

Think of an appeal letter. Narrow margins, tight line spacing and solid words look like a piece that’s a chore to read. White space is critical to how compelled we feel to even begin to read a letter, magazine, or book.

So, too, with your mind and life.

White space TIME can be created in tiny spots as small as 10 seconds. These intentional, thoughtful pauses laced through the busyness of the workday are the oxygen that allows everything else to catch fire.  They allow us to reconnect to us. 

As an advancement professional, you can use White Space to REBOOT and CREATE!

1. To recuperate, reinvigorate, restore, reconnect, reboot your taxed mind.

Our brains get fried. We become mentally exhausted.  There is a mindset component to this – the role telling ourselves how we feel plays.  But studies tell us we need downtime to “recharge our batteries.”  Just like our phones run out of charge, we too will be dead if we don’t stop to get plugged in and soak up energy.  Phones recharge faster when they can just charge…not work at the same time. While we may find time with friends enjoyable, time totally alone with our thoughts gives our mind the space to shutdown and reboot.

2. To create, innovate, renovate, plan.

In our daily push to reach the end of the task list, we move, usually at a breakneck pace, to cross off the list of mainly urgent (not important) tasks.  To mentally set aside the minutiae of the day opens up space to focus on big thoughts.  It gives us the room to evaluate if “we’ve always done it this way” is a good enough reason to KEEP doing it this way.  It allows us to think ahead (what a concept!)

As an organization, you can create a culture with built-in white space to think before acting (or reacting), set a pace that is productive yet avoids burnout and creative decline, and protects high-value action (personal visits) over technology (keying in data)

In an organization where white space is used strategically, Juliet Funk shares that staff will be ENCOURAGED TO…..

1. Schedule time between meetings to prepare and/or reflect on the content.

2. Control the amount of data and dashboards experienced so that they can be informed without being overwhelmed.

3. Create specific designated times for creativity and innovation.

EIGHT TAKE-AWAYS ABOUT WHITE SPACE

1. Everyone needs WHITE SPACE – a feeling of openness in your mind and schedule. How you “set your mind” to creating and enjoying this space is individual. How you think about your white space determines the complexity of the schedule you enjoy.  White space is not doing mindless activities like Facebook, TV, solo-drinking.

2. You define your white space by creating structure. Scheduling as little as 5 minutes of silence staring into space will make a difference in your overall feeling of calm.  Many mini-sessions are generally more impactful than fewer longer sessions.

3. Protecting your time (not managing it) means you place the same level of importance on your own work and personal “get to do” lists as those of others. Respecting yourself generates respect from others.  You are not selfish. Placing other’s needs before yours is a choice you make. You create the expectation for others about you. You can change it.

4. Placing white space in establishing timelines and deadlines produces healthier, more productive partnerships. The old “underpromise and overdeliver” holds true if managed with space. Look at each project within ALL your projects.

5. Protecting your time means you are PROACTIVE, not reactive. Every time you look at an email popping up, Facebook, a text message – you have turned over control of your time to someone else’s agenda.

6. Constantly evaluate with other priorities and timelines or tasks and projects. Give yourself a list of questions to ask when taking on new tasks. What can be delegated to someone else?

7. Your mindset controls your perception of how full your days and life are. Much of how you think is impacted by the rest you get. Rest is dependent on white space.  Sleep is white space.  GO TO BED

8. Your ability to select your most important task at each moment, then start on it and get it done quickly and well will be key to your success. YOU deserve to have White Space in your life.

I want you to enjoy success AND WHITE SPACE in your life!  It is always your choice!

Invest in Joy!

 Marcy Signature.jpg

July 3, 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 Heim2017-07-03 09:20:162024-02-19 09:17:52Creating White Space in your Life – Part 1
Uncategorized

Must Have Skills for Rock Star Fundraising Success

June 14 header

Do you have these fundraising success traits?  Some things you just have to “be” instead of “know.”

Here are 8 Personal ‘Must Have’ Skills for Rock Star Development Success

1. A Healthy Ego

A healthy ego – that is – a mind that directs its thinking – gives us the ability to withstand the many “no’s” we get along the way to our many “yes’s”.  It allows us to review “no’s” and profit from the analysis. Perhaps we might better tell our story or manage our time to better engage more folks. Or, we might cast off our fear of “rejection” and the time wasted on the “drama de jour.” It also lets us buy-in to our unique place in the process – one that has us sharing or totally giving away “credit” to a volunteer or leader for a job we have actually done well. In fact, doing it well means others felt THEY did it!

2. Passion for your organization’s work

In his leadership Ted Talk, Simon Sinek says, “People don’t buy WHAT you do; they buy WHY you do it.”  I believe this means that donors don’t GIVE to WHAT you do, they GIVE because of WHY you do it.   When we lead our relationship building with our sincere passion to share why we do what we do, instead of our numbers and needs, we create lifelong donor relationship success.

3. People Orientation

You need to sincerely like people – talking with, and learning about, other people. Not in a snoopy way and not only because they have something you want (money, influence, connections) but because you genuinely want a win-win relationship with the other person. You need to be a likable person – fun, pleasant, positive, polite.

4. Goal Orientation

While a people-orientation is critical, you must also have a passion to accomplish goals driven by your beliefs. Taking responsibility for a certain level of activity – visits, phone calls, letters, etc. – each month leads to success.  You can control activity, goals, and success. You can’t control someone being ready to say “yes” to your request. We know activity leads to giving success. So embrace this. I often encourage hiring another admin before another fundraiser so that current fundraisers can devote maximum time to the relationship and someone else can do the data entry and follow-up pieces as much as possible.

5. Empathy

Empathy is about standing in someone else’s shoes, feeling with her heart, seeing with her eyes. Empathy is hard to outsource and automate, but it makes the world a better place. We need this at two levels. As a major donor, how does it feel to be “liked” and paid attention to ONLY because you have money, connections, or influence others want? Are you dropped like a hot potato if your fortune turns?

As the “user” of your services, how does it feel to be a struggling student, addict, homeless person, abused person, sick person, struggling leader, or hungry person? Also, How does it feel to be a well-performing student, drug-free, sheltered, out of harm, healthy, strong, and fed?

Feel this without getting dramatic. Don’t take on your victim’s victim mentality.

6. Resilience

Resilience is defined as the capacity to recover quickly from difficulties; toughness or the ability of a substance or object to spring back into shape; elasticity. My coach, T Harv Eker, says it’s not the size of the problem; it’s the size of you. Think about things that totally threw you at one time and later you wondered why it was such a big deal. Exchange the dramatic overwhelm with vigor to generate possible solutions and seek advice from others (like donors) to help create “wins” from any perceived evil.  Just keep going.

7. Aggressive patience

It’s the giver’s timeline, not ours. Your campaign timeline, operations needs or annual goal, while urgent to you, may not coincide with your donor’s giving timeline. We must be aggressive in continuing to reach out, insert urgency, tell our story one more time or a bit differently, try a different partner, or whatever helps continue the conversation and the journey with our major givers….on their timeline.

8. Creativity

You may not realize this, but creativity is really about self-care. It is rest, food, family, space, exercise, quiet – whatever renews YOUR spirit so it can soar in a vibrant way for the joy of others. When events drain us, metrics overwhelm us, lost grants defeat us, and schedules exhaust us, it’s our cue to re-prioritize our work and life and narrow our focus. What aren’t we going to do so that our marvelous God-given brains can WOW in our world – for ourselves, our families and our donors?

So our take-away from this list?

You must earn the right to ask. Your givers have the right to enjoy their giving. People care about what you do, but give because of why you do it.

Thank you for being the GREAT PERSON you are and allowing me to stretch you a tiny bit more!

Invest in Joy!

Marcy sign

June 16, 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 Heim2017-06-16 13:41:242024-02-19 09:17:53Must Have Skills for Rock Star Fundraising Success
Uncategorized

Five Trends for Raising Money Right Now

5 Trends for Raising Money HeaderRecently, I dug in and researched trends for success in giving and the role our thinking has on our giving results noted by The Chronicle of Philanthropy, Charity Navigator, consultant colleagues, Executive Directors, key major donors, my clients, and many of you.

Here are my FIVE TRENDS – ideas that successful non-profits are embracing RIGHT NOW– complete with a MINDSET TAKE AWAY to think about that leads to an ACTION to take! WoHoo!

Are you a “unique snowflake” with such unique struggles that these trends don’t relate to you? I encourage you to shed your winter victim coats and embrace these trends. They apply to all – regardless of the size or your staff, your mission, your current fundraising success, your board members or whatever else you put on your excuse list.  

Ok here we go! Marcy’s FIVE Trends to Sustain and Increase Giving, Spring 2017…

TREND #1 – GET CRYSTAL CLEAR AND BE TRANSPARENT

In this emotionally chaotic time where too many folks spend precious time emotionally thinking, posting and hashing over what “might” happen, successful non-profits are sharpening their focus and getting crystal clear on what they do, who they serve, and the impact an investment in their mission has for the donor.

Vibrant options of giving (operational as well as program options) that directly connect givers to results will be funded.

And what is your BIG DREAM?  Where are you going long-term?  Big donors want big visions well beyond this coming year’s giving goals and operations fund deficit.

Mindset Takeaway

A confused donor doesn’t give, a confused fundraiser/ED doesn’t ask or lead, a confused board member/volunteer doesn’t help. Get clear.

Action

Set aside time for thinking.  Set aside time for board and staff planning sessions. 

One of my VIP clients dedicated a 9 am – 2 pm session last week for planning (3 hours longer than a usual board meeting). This session was led by an expert facilitator and PUT ASIDE all the busyness of the typical board meeting. One Board member said, “This should be an activity we do regularly!” Have faith in what can happen with even a simple “SWOT” (Strengths, Weaknesses, Opportunities, and Threats) if you MAKE SPACE for conversation!

TREND #2 INVEST IN INFRASTRUCTURE

Fear of spending money to get the people, equipment, consulting, etc. separates those non-profits that are in perpetual “struggle” from those that grow and meet more mission goals.  I’d rather have 40% of $2 Million going to Infrastructure than 10% of $100,000.  That’s $1.2 Million doing good vs $90,000.  Yes, you have $800,000 going to create that $1.2 Million. That means you are paying enough staff a decent salary, giving them a budget for mailings, etc. and have equipment that works well and frees their time to build the relationships that generate impact.   Boards that are afraid to invest are dooming an organization to struggle and fail under the banner of “we spend as little as possible on operations.” Donors that invest this way are part of the problem.

There is a war for talent and pressure to boost non-profit salaries. While staff members are passionate for the mission, they are also putting a higher value on their time and life balance. The contributed printer that doesn’t do the job is no gift if it means staff stand there and hand-feed it. I see places where poor equipment has been there so long the staff doesn’t even react anymore.  Adequate administrative support is no longer optional.  The best development professionals MUST be supported by quality staff and then taught to delegate.

Mindset Takeaway

Stop talking about cost/dollar raised. 

Action

Create vibrant options for giving from the Operation fund and learn how to talk about them as a key part of providing impact.

TREND #3 MAKE MAJOR GIFTS A HIGHER PRIORITY

trend 3ANY size of shop can inspire major gifts.  Any size shop can improve on major gift relationship-building right now.  Just like a New Year’s resolution to diet, did you long ago abandon your major giving plans? You need to create small changes that form new habits over time for success.

Put your major gifts program on a health plan. Dedicate 5 hours each week to major gift relationship-building. Put it on your calendar! Establish and enforce metrics on personal visits to get staff out of the office.  Invest in staff training (like my MORE Major Gifts Bootcamp) to give them confidence in what to do. Revisit time-sucking events or anything else that takes away from major gift work time.  Focus on numbers around appreciation and donor retention and get everyone involved in a culture of generosity that inspires your Board to be ambassadors and investors. One of my VIP coaching clients has set aside two 3-hour blocks of time away from distraction to focus on major gifts with great results!

Mindset Takeaway

Invest in major giving relationship building right now! TODAY! Begin!

Action

Commit 5 hours per week and 5 major donor prospects NOW and make monthly touches with these folks. Are your RAPS getting buried under events and annual meetings?  Commit NOW to major gift work, or you will not feel ready to speak that major gift ask later this year. 

TREND #4 GET SOCIAL, BUT BE SELECTIVE

Your givers are communicating with each other through social platforms.  And they trust their own friends more that your newsletters and appeals, so you need to be repurposing your stories on media where your peeps hang out most.

But remember, direct mail still accounts for 60-80% of revenue. So pick 1 to 3 platforms and create a simply, consistent presence.  DO take time to make everything  – website, ezine, etc – mobile-friendly.

Mindset Takeaway

Enhance a solid direct mail/newsletter program with other media – don’t replace it.

Action

Listen to suggestions but do not feel compelled to implement every new platform someone mentions. Resist splatter from doing too much poorly. Constantly monitor the real time these “easy” tools take. Get a good year-end plan in place early and segment special tweaks to evaluate new ideas.

TREND #5 DIAL DOWN THE DRAMA

trend 5Work now for funding balance. If you have been relying on one source of funding (say, a government grant or program) too heavily, now is the time to deal with it (vs whining about it) and broaden your giving base.  80% of all giving comes from individuals.

Tell your STORY, not your opinions, your excuses, or your funding fears.  Your mission story should be filled with emotion – why what you do is important.

Respect everyone – treat everyone like a major donor – donors want to invest in causes that reflect THEIR values, not yours.  You can agree on the importance of your mission without agreeing on politics or other charged current events. Choose your words carefully.  Words are power.

Mindset Takeaway

Drop being a victim. Successful people want to believe in you and your ability to carry out your mission, not feel sorry for you and your funding changes. They may well have empathy for the people your mission serves – that’s different.

Action

Take responsibility for your funding balance and engage your donors to help you find solutions. Ask for, and respect their advice.  Focus on the good you do. 

The bottom line?

As old as time – if you believe you can, you can.  If you believe you can’t you are right, too.

Choose dynamic results!

Invest in Joy!

Marcy sign

April 28, 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 Heim2017-04-28 10:55:502024-02-19 09:17:56Five Trends for Raising Money Right Now
Uncategorized

Create YOUR Circumstances!

“People are always blaming their circumstances for what they are. I don’t believe in circumstances. The people who get on in this world are the people who get up and look for the circumstances they want, and if they can’t find them, create them.” — George Bernard Shaw

In our major gift development work…as in life, every day is filled with circumstances – the “state of affairs.” Too often we simply accept that these are the cards we have been dealt, shrug and plod along. Like Mr. Shaw, I don’t believe in circumstances. Instead….

  1. Make the most of the prospective givers you know now. “My portfolio doesn’t have as much potential as Joe’s.” When I worked at the University of Wisconsin, my constituency was Life Sciences and Agriculture. Clearly engineers had more wealth! You could see 10 lawyers and never leave one floor in a high rise – mine were hours apart! “My mission does not address basic needs.” And, of course, the current favorite, “The economy!” The magic of major gift success lies in the relationships we build – in propelling ourselves out of our desk chairs, prying ourselves away from our ‘life-changing’ email and getting out and talking to prospective givers. Use energy, creativity and take a long-view in your major gift work and I promise you will find wonderful gift surprises in every constituency, mission and portfolio. Read more
October 5, 2011
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 Heim2011-10-05 19:38:282024-02-19 09:25:57Create YOUR Circumstances!
Page 17 of 17«‹151617
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.