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Tag Archive for: Keynote

Posts

Coaching, Major Gifts, Mindset, Nonprofit Fundraising

Thankful for YOU – Before and Beyond the Box

Thankful for YOU – Before and Beyond the Box

“Everyone should have a fair chance to discover who they are and what they can become.”

Seems reasonable.

Greetings from UK

Greetings from the UK! After a full and fabulous week teaching in Nottingham, I’m in London now and still buzzing with gratitude. Craig Berens, in the photo, CEO of YMCA Robin Hood, invited me to spend time with his entire team — front-line staff, development folks, leadership, and even Boards across England and Wales. His vision? To explore my mindset and methods for inspiring generosity… and to build confidence in the joy of giving when we clearly show people the impact their gift can make for causes that align with their values and interests.

And oh my, did they step into that joy!

These are remarkable humans doing difficult, meaningful work — and now, they’re feeling more comfortable, more confident, and more grounded in offering people the chance to support that work.

One big message I shared was this:
Your giving opportunities must be vibrant, grounded in your strategic plan, rooted in your operation budget, and boldly painting tomorrow’s vision.

the box

Seems reasonable, right?

We created a picture of all the touches that took “Jack” (not his name) from a struggling orphan through medical school.

But then came a story that cracked something open in me.

 

The Box

One of the participants told me about their annual event: The Big Newark Sleep Out.

People register.
They commit to sleeping outside in a cardboard box for one night.
Others sponsor them.
Money is raised.

You want people to “get it.” Really get it.
Yes, it’s cold. Yes, it’s uncomfortable. Yes, after one night you get to go home, take a shower, and crawl into your warm bed.
It makes a point — and a powerful one:

“Make a choice to sleep rough and support those who don’t have the choice.”

But here’s the thing:
“Fine, give them a place to sleep” doesn’t actually solve what put them in the box.
And “Just send them to school” is equally disconnected — an oversimplification that misses the complex struggles people face to move their lives forward even with basics met.

If we want people to truly understand — and therefore support — the work, we need to tell the whole story.

Before the Box.

In the Box.
Beyond the Box.

Real impact comes from a narrative that honors all the dimensions:

  • BEFORE the box:
    Mental health support, crisis intervention, and the safety nets that keep people from sliding into homelessness in the first place.
  • IN the box:
    Emergency shelter, dignity, warmth, safety, and someone who sees you and says, “You matter. You belong.”
  • BEYOND the box:
    Housing. Skills. Community. Opportunities. The tools and support to flourish, not just survive.

That’s where generosity does its most transformational work — when we help people imagine impact across the full journey, not just one moment of it.

Thankful for YOU

So as I write from across the ocean, I’m reflecting on you — donors, doers, board members, fundraisers, dreamers — who help create stories of hope before, during, and after the box.

You remind me every day that generosity is not about the transaction.
It’s about restoring possibility.
It’s about lighting the way. It’s about starting a movement!
It’s about believing that every person should have a fair chance to discover who they are — and who they can become.

thankful

Seems reasonable.
Actually… it seems essential.

Thankful for YOU.
Spark JOY.
Shine ON.

Invest in Joy!™

 

November 25, 2025
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 Heim2025-11-25 10:56:032025-11-25 11:04:48Thankful for YOU – Before and Beyond the Box
Coaching, Major Gifts, Mindset, Nonprofit Fundraising

Do You Want More Success? Do This ONE Thing.

Do You Want More Success? Do This ONE Thing.

Inspire Generosity sun fall trees and snow

This is the most generous time of year.
But honestly? This is impactful ANY time of year.

Whether you’re writing a letter, an email, a text, a voice message — or better yet, making a personal visit — one simple change can transform your relationships and your results.

Always begin with YOU.

In my consulting, I edit scores (and scores and scores) of letters, emails, and appeals every month. And 99% of the time, they begin with the nonprofit — NOT the reader.
Yes, somewhere later in the message there’s usually a donor-focused sentence.

But it’s buried. It’s not the opener.

And that’s too late.
You’ve already missed the chance to authentically connect.

Because it’s not about what you say.
It’s not about what you do.
It’s about how you make your giver feel.

As Maya Angelou reminded us — and I had the joy of singing with her long ago —

“People will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

YOUR giver wants to feel…

  1. Seen.
  2. Like you’re talking directly to them.
  3. Known.
  4. Special and important.
  5. Appreciated.

YOU

 

Opening with YOU does all of that — instantly.

 

 

 

 

**Real Examples:

The “Before” I See All the Time vs. the “After” You Should Use**

Before:

We want to thank you for making XXX a very special place…
After:
YOU make XXX this very special place…

 

Before:

We invite you to leave your mark on…
After:
You have already left your mark here — and you represent us every day as you travel through life.

 

Before:

On behalf of the XXX Administration, I want to thank you…
After:
Your financial gifts to XXX make a profound difference — especially for students facing financial challenges.

 

Before:

We are excited to share that the building walls were recently raised…
After:
You are part of an exciting time for XXX as the building walls were recently raised.

 

Additional “YOU-Focused” Openers That Work Beautifully

  • Your partnership in this mission is…
  • Your impact reaches farther than any of us can see today.
  • Your support is especially meaningful as we move forward with…
  • Your commitment is bringing important support to…
  • You bring a unique understanding of XXX’s history and potential.
  • Your role as a trustee is shaping the future of…

 

And Remember — Opening with a Question Can Also Boost Engagement

Questions naturally make the brain lean in:

  • When you think back to your time at XXX…
  • Did you know it’s been 40 years since XXX has had a major facilities renovation?
  • When you imagine the future of XXX, what do you wish for?

 

This Isn’t About Making Donors “Save” Us

It’s not about neediness.
It’s not about pretending the giver does everything.

It’s about making them feel seen and heard — like the real partner they are –  in every message, human or AI-boosted — as you build sincere personal relationships.

 

Because YOU Are Key to Your Success

You inspire generosity.
You create connection.
You make people feel valued.
You move missions forward.

YOU matter.
And YOU are important to me.

Invest in Joy!™

 

November 11, 2025
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 Heim2025-11-11 08:51:102025-11-11 08:58:34Do You Want More Success? Do This ONE Thing.
Coaching, Major Gifts, Mindset, Nonprofit Fundraising

Baby Steps – Your Path To Magic

Hey YOU!

Get BUSY!

What? You’re thinking, “Marcy, do you have any idea how crazy my days are?”

After a full day, you still have a ton on the list you didn’t even start.

What to do?

take baby stepsTake baby steps.

Sure, the obvious reason is you get some stuff done.
But you don’t take baby steps for the ground they cover…

They don’t look like much. How could something so small matter to your biggest dreams — or to your success in building generosity?

Here’s the truth.

Where you are today — as delighted as you may be with your life now — is not the whole of who you are.

You are SO MUCH MORE!

And so are your donors, your team, and the causes you serve.

Baby steps are how you — and those you inspire — unleash life’s magic.
They’re the lightning rods for serendipity…the beautiful coincidences that connect people and purpose in surprising ways.

The Magic of Baby Steps in Living and Giving

  1. You get clarity by taking any action.
    Send that thank-you text. Go to the gym – this once. Reach out when it feels awkward or “not ready yet,” the act itself brings clarity. You learn, you adjust, you connect.
  2. You bolster your faith in yourself — and your mission.
    When you see yourself doing the small things — reaching out, following up, showing up — your confidence grows. THIS is who you are – bold, taking action. You start believing, “I can do this. People do care.”
  3. You install new empowering beliefs.
    Remember when asking felt hard? You took one step — one artful ask — and discovered that generosity flows when we open the door. Or one step to more tech even when you (once believed) you struggle with it. There is courage in motion.
  4. You dissolve limiting beliefs — without naming them.
    Every time you invite someone into your mission, you erase old stories like, “They won’t give,” or “I’m not ready.” You stop proving your doubts and start proving your dreams.
  5. You partner with a generous Universe.
    For every step you take, the Universe — or God, or Grace — takes ten thousand! The right people, opportunities, and gifts show up when you’re already moving.
  6. You become a magnet for miracles.
    Each small action — a call, a thank-you, a hug — multiplies. Momentum builds. Suddenly, that “tiny” step leads to a transformational gift, a new friend, or a breakthrough idea.

 

Your Next Baby Steps

Write down five simple actions you can take this week — small, real, doable.

  • Reach out to one past donor just to say thank you.
  • Schedule one donor visit instead of waiting for “when things slow down.”
  • Go to the gym 3 times.
  • Review one potential legacy gift opportunity.
  • Reflect on one way you can make generosity more joyful.

Each baby step demonstrates faith — faith that good things will happen even when you don’t really know how.

You become a lightning rod for miracles.

Because generosity — like joy — expands through action.

Dance in the sunlight, dear friend.

Take those baby steps.
They will lead you — and your donors — straight into the magic of abundance.

dancer of generosity

 

Life is here for YOU — and generosity is your dance partner.

Invest in Joy!™

 

October 22, 2025
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Coaching, Major Gifts, Mindset, Nonprofit Fundraising

What are YOUR Global Beliefs?

 “All ___ Are ___ — What Are YOUR Global Beliefs?”

We all have them — those global beliefs.

“All vegetarians are just being anti-meat and farmer.”
“All Catholics are opposed to women leading.”
“All teenagers are glued to their phones.”
“All this AI stuff is cheating.”

Now I’m not saying these are MY belief but rather that without a doubt we all create sweeping generalizations from our experiences, our upbringing, the news, or even one strong encounter that left an impression.

globalbeliefs

Recently I spoke at the 20th Annual BRIDGE to Integrated Marketing and Fundraising Conference in Washington DC. There I took in an excellent closing keynote by Dr. Marcus Collins – a master in decoding the “why” behind what we buy, do and believe.  In a nutshell he led us through global beliefs we ALL hold and challenged us to at least consider that they may not still serve us. For years, I had an image of vegetarians as the ones giving waiters a hard time—“Is the meat touching my entrée in the kitchen?” But now that my son and his girlfriend are eating a vegetarian diet, I see it differently. He feels better than he ever has. He’s learned what works for his body. I understand so much more now about food sensitivities and how individual it all is and how much our knowledge has increased since I was 20! That shift changed my belief—not because I was ever unkind, but because I now see a bigger picture.

And isn’t this true in fundraising, too? AND IMPORTANT?

What are your global beliefs about wealth, donors, and money?

“Wealthy people didn’t earn it.”
“All big donors want is their name on a building.”
“All people with money inherited it.”
“All philanthropists are self-serving.”

Or maybe you were raised with:
“Money doesn’t grow on trees.”
“Rich people aren’t liked.”
“It’s not polite to talk about money.”

They can color how we see a person.

These beliefs seep into how we feel about asking for gifts, celebrating generosity, and building relationships with donors. They can color how we see our donors before we’ve even met them.

I often meet development professionals who deeply want to serve their missions but carry quiet, limiting global beliefs about wealth. They hesitate to connect, to ask, to celebrate giving because they’ve absorbed some version of “money = bad” or “rich = selfish.” Sort of a chip on their shoulder when doing our honorable work.

most generous

And yes — I had my own global belief about AI. I thought, “All this AI stuff is sort of cheating.” Then, in practice, I discovered my chat is a partner who helps me think more clearly, write more joyfully, and serve my mission better… and FASTER. It’s a tool — like a calculator, a spreadsheet, or a microphone — that I can use for good. That belief shifted because I gave it a chance.

Here’s your reflection invitation this week:

  1. Fill in the blank — “All _____ are _____.”
  2. Ask yourself — where did that belief come from?
  3. Consider — how might that belief impact how you feel about your donors, your work, and yourself?
  4. Reframe — what could be a more joyful, generous belief?

Try these to get started:

  • All fundraisers are ________.
  • All board members are ________.
  • All major donors are ________.
  • All people who put their name on a building are ________.
  • All people who ask for money are ________.
  • All AI tools are ________.

see people not labels

 

 

we see connections

When we bring awareness to our global beliefs, we free ourselves to see people — and even tools — not labels. We invite connection rather than separation.

Celebrate discovering your own global money beliefs (and maybe your global AI beliefs, too!). It’s part of our joyful journey as artful askers — seeing each person and each act of giving through a lens of respect, curiosity, and delight.

After all, the more we understand, the more we can truly  Invest in JOY!™ and inspire generosity!

Invest in Joy!™

 

October 7, 2025
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 Heim2025-10-07 18:22:002025-10-07 18:43:54What are YOUR Global Beliefs?
Coaching, Major Gifts, Mindset, Nonprofit Fundraising

The Strangest Secret

At some point in your life, you may have had someone suggest you read something—or listen to something – and it REALLY made a difference for you.

For me, I was 17 – just starting college at UW Madison and it was SO BIG and SO DIFFERENT and SO EXCITING and SO SCARY. And it was not a book, but a cassette tape! (Yes, cassette!). The cassette was The Strangest Secret by Earl Nightingale, and when first released in 1957 – it was the first spoken record to sell 1,000,000 copies. It truly changed my life.

What’s the “secret”? We become what we think about.

We become what we think about.

 

Our thoughts shape our feelings, those feelings direct the energy and confidence we bring to our actions, and the actions we take ultimately create our results. Success isn’t luck or chance—it’s the progressive realization of a worthy ideal. When our mind is focused on what we want, and we take steady steps toward it, we succeed.

Focus on what you WANT!

 

The challenging part is that sometimes we are not even AWARE of what we are thinking or the negative dialog we are telling ourselves.  Here’s an exercise I teach in my presentations – give it a try. It’s also attached here as a fillable worksheet.

 

Writing Your Reframe

This message has carried me through challenges in my decades of successful fundraising and in a joy-filled life. And here’s where I want to invite YOU into an exercise: Write Your Reframe.

Too often, our default thoughts sound like this:

  • “People know I just want money.”
  • “Why can’t people respond to my emails?”
  • “This year it’s going to be hard to ______.”

Now, let’s reframe:

  • “I want my giver to make the gift that brings them joy!”
  • “How can I make it easier for them to get in touch with me?”
  • “This year is an opportunity to ______.”

 

different lensesSee the shift? Same reality, but a different lens. The reframe focuses on possibilities, joy, and service instead of frustration, fear, or lack.

 

The “Secret” in Context

The strangest secret isn’t really strange at all: thoughts are causative.  And it seems strange that our thoughts could be so powerful.

Most people never grasp or apply it — that’s why it feels like a secret.

When you can apply it – even a bit — it will align your thoughts, words, and actions with purpose and lead you to a fulfilled, impactful JOYFILLED life AND fundraising success!

 

Here are your Action Steps

  • Start with YOU. Plant what you WANT in your life.
  • Notice your thoughts.
  • Write the reframe for those that don’t serve you.
  • Live and inspire giving with JOY.

 

Why It Matters

When YOU choose your thoughts, YOU choose your results.

YOU choose your thoughts.

 

Write down positive thoughts.

Nightingale’s challenge was to write down exactly what you want, carry it with you, and think about it constantly. I’d add—also attack those pesky, nagging negative thoughts that can haunt you. Reframe them and write down your reframe. Carry it with you. Let it guide not just your fundraising, but your living.

Because here’s the truth: when YOU invest in better thoughts, YOU maximize both your giving and your living.  SHINE ON!!!!

Invest in Joy™

 

September 23, 2025
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Coaching, Major Gifts, Mindset, Nonprofit Fundraising

Marcy’s More Major Gift Habits You Need

cup of coffeeMarcy’s More Major Gift Habits You Need

 

Every day you already live by habits. Some are intentional, like your morning coffee or your workout routine. Others happen almost without thinking—scrolling through your phone, feeding the cats, or wrangling little ones.

But here’s the question: What if you could build habits that directly grew your major gifts?

Think about it. Your results aren’t just about strategy or even about talent. They’re about the simple, repeatable actions you take every day.

And yes, some of your current habits may not be helping you inspire generosity. The great news? You can change them. Because here’s the truth about habits:

create good habits

  1. Bad habits don’t disappear—they get replaced. If you want to break a draining routine, you need to intentionally swap it out with something better.
  2. Good habits are clear habits. You have to decide exactly what you want, or you’ll never know what to repeat.

So…. what’s are “good habits” for a development professional?
I call them Marcy’s More Major Gift Habits. Here’s a simple 30-day plan:

30-Day More Major Gift Habits

  • Showcase Impact (2/month). Create moments where your donors see your mission in action—small tours, a student showcase, or a behind-the-scenes gathering.
  • Coffee Talks (8/month). Personal check-ins, in person or over Zoom. Light, conversational, donor centered.
  • Generosity Sparks (90/month = 3/day). This is the gold. Short, genuine touches—joy jolts – acts of caring.  Phone messages, quick texts, short notes—that simply say, “We’re thinking of you.” They are a mix of current donors, stewardship, new potential givers.
  • Giving Conversations (5/month). Planned opportunities where you make an artful ask (hello, 3-sentence formula!).

Generosity sparksHere’s the thing: Generosity Sparks are the most important habit. They plant seeds, deepen trust, create an experience (that may be just the good feel listening to your message) and set the stage for every comfortable giving conversation.

Every day you must start your day with them. Three touches before you dive into email or meetings. Imagine leaving this message:

“Good morning, Gladys! Marcy here, just calling to say hello and happy fall. We’ve started our youth programs for the season, and it’s wonderful to see young people back in action. Take good care—and thank you for caring about our work.”

That’s it. Thirty seconds. Done. And the ripple effect is enormous.

Texts and emails count too—but don’t overcomplicate them. The point is consistency. Three touches, every day. Yes, I am including weekends.  Repeat your core donors monthly and sprinkle in new names.

AND – this is very important – it’s 3 a day. You reset everyday regardless of the day before. The next day you start again with 3 a day. You don’t add more if you miss a day. You don’t stock up before vacation.

Will it feel overwhelming? Only if you let it. The cure for overwhelm is always the same: make a decision. Decide that you want to build this habit. Decide to stay in touch. Decide to invest in JOY through generosity. Decide to SPARK GENEROSITY!

Because the truth is, major giving success isn’t about one big gala or one big ask. It’s about the habits that make generosity grow—one touch at a time.

 

Invest in Joy™

 

September 9, 2025
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 Heim2025-09-09 11:31:112025-09-09 11:45:32Marcy’s More Major Gift Habits You Need
Coaching, Major Gifts, Mindset, Nonprofit Fundraising

Life Happens for YOU!

It can all be good… and still seem like too much. Life moving too fast, to-do lists multiplying, kids growing up in the blink of an eye, and even with AI helping here and there, you’re still sorting it all out.

Life happens – but is it happening TO you, or FOR you?

Yep, here comes a Marcy Reframe.

Life is Beautiful

 

When you feel like everything is coming at you — change, politics, rising costs, constant phone dings, and yes, the ever-present pressure to raise more dollars, faster — pause. Remember this: life happens FOR you.

Every experience is a lesson. An opportunity. A chance to reflect, to consider, to act (or not). And that shift can bring back your JOY. And “that’s what it’s all about!” (yes, think Hokie Pokie).

 

Here are three quick tips to feel more ready for September — or whatever month is rolling your way:

  1. Scroll Your Photos (not Facebook)

Go back to the start of summer, or the year, and wander through YOUR pictures. Coffee or wine in hand, let yourself feel again the joy of those people, pets, sunsets, donors, events, friends. Notice how much life you’ve lived. Even the extra wrinkles or pounds are companions to friendships, laughter, and growth. You’ve done a lot since you last stopped to reflect.

outdoors

  1. Just Sit

Outdoors is wonderful — water, woods, sky. But even a fake plant will do. Stop. Breathe. No list-making, no talking. Just let your mind rest. Think of an early cherished memory, then roll into gratitude. Gratitude for all of it. Warts and all.

  1. Be Proud of You

Yes, you’ve missed deadlines, dropped balls, and let things slip. But shift your focus. What HAVE you done? Shared, cared, supported, created, delivered? Remind yourself with “I am” statements: I am joyful. I am productive. I am loved. I am successful. I am sharing my best self with this world.

Sure, it feels like warp speed sometimes — who needs Floo Powder or Scotty to beam you up (that’s Star Trek, youngsters!)?

But here’s the truth: Your life isn’t happening TO you. It’s happening FOR you.

Enjoy it.

Invest in Joy™

 

August 25, 2025
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Coaching, Major Gifts, Mindset, Nonprofit Fundraising

Money with Meaning

You’ve heard me say it countless times…

“Invest in JOY!”

For me, it’s both a trademark and a song.

Why? Because you will experience unprecedented fundraising success when your goal is to help your givers invest in the gift that brings them JOY! They deserve to enjoy the giving.

And here’s the beautiful part: when you collaborate with them to find that special gift, their joy spills right back onto you.

Let’s Talk About Money (Yes… Money!)

I know—it’s still about money. But do you ever catch yourself feeling guilty about wanting it? Or resentful toward wealthy people?

Your relationship with money

Here’s my invitation: foster your relationship with money.

*Speak to it with kindness, gratitude, and respect.

*Express your intentions for its purposeful use—to create positive impact, support personal growth, and contribute to the well-being of others.

*See money as a tool to bring your purpose to life and live abundantly.

*Know that money is not inherently good or bad—it takes on the energy and intention you give it. When you think about money differently, it flows more freely… carrying joy with it.

 

“What if money always happens FOR you instead of TO you?”

That’s the question I asked in my keynote Inspire, Connect, SHINE ON! at the NAD Generosity Conference in Minnesota last week.

This was echoed in two wonderful sessions with Professor Russell James—Planned Giving expert, author, and educator—who reminded me that cash is only a part of wealth.

 

The Four Ways We Engage With Money

As Dr. James explained, over a lifetime we engage with money in four ways:

  1. Binge with it – spend more and more (often leading to emptiness).
  2. Bury it – save and save, fearful of running out.
  3. Toil on – keep working and making more.
  4. Enjoy it – find deeper meaning and purpose in its use.

We all cycle through these at different points. I’ll admit, I’m a “toiler”—I love my work, and I love making money! But Dr. James challenges us to enjoy it—going beyond stuff or stockpiling, toward creating something that outlasts us.

I like to say: Giving allows someone to turn their success into something significant.

 

Helping Givers Enjoy Their Wealth

Part of your role is helping donors separate money from wealth. THIS IS KEY!

Wealth includes appreciated assets—land, stock, property, collections—not just cash. And here’s the good news: you don’t have to be the expert; you just need to start the conversation.

 

Try questions like:

  • “Have you ever given something other than cash to a cause important to you?”
  • “Are you thinking about selling anything this year that’s worth more now than when you bought it?”

 

A “yes” sets up the next conversation—after you’ve gathered the right information and resources. That’s how the artful journey begins, matching timing, assets, and purpose for the greatest joy and impact.

So, yes—always be glad to take cash. smiley face

 

But remember, when you help your givers see all of their wealth as a resource for good, you help them enjoy the giving… and you both get to enjoy the living.

Invest in Joy™

 

August 13, 2025
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 Heim2025-08-13 08:32:552025-08-13 09:11:40Money with Meaning
Coaching, Major Gifts, Mindset, Nonprofit Fundraising

Measuring Your Success? / It’s Not About Dollars.

 You’ve been told the number you need to raise. Somewhere between, “well, ok…” and “YIKES!” you may wonder: “Do I even have the givers to meet this?”

Often, that number came from a budget shortfall—not from assessing whether people are ready to joyfully give.

plan

Create a Plan / Focus on Action

Here’s the truth: You can’t make anyone give.

But you can uncover their passion for your mission.
You can connect them to giving priorities that matter.
You can ask.
You can say thank you.
You can measure your action—and action is what YOU control.

 

5 Steps to Success / Beyond the Dollars

  1. Define Your Goal. For this example, let’s say it’s $400,000.
  2. Chart Your Gifts. Use giving data to project how many gifts you’ll need at each level to reach your goal.
  3. Create Vibrant Giving Options. Match giving levels to meaningful ways donors can make a difference.
  4. Name Potential Givers. Start with your database—fill in names, relationships, and connections.
  5. Track Your Actions. Measure calls, visits, emails, texts—every touchpoint that builds trust and belief.

 

Chart of Gifts / With Giving Options & Givers

Gift Level # Needed # of Givers (5:1) Total from Level Cumulative Total % of Goal Options for Giving Potential Givers
$50,000 2 10 $100,000 $100,000 25.0%
$25,000 4 20 $100,000 $200,000 25.0%
$15,000 6 30 $90,000 $290,000 22.5%
$10,000 8 40 $80,000 $370,000 20.0%
$5,000 10 50 $50,000 $420,000 12.5%
$2,500 12 60 $30,000 $450,000 7.5%
$1,000 20 100 $20,000 $470,000 5.0%
Under $1,000 50 250 $50,000 $520,000 12.5%

Tip: Use this as a living document—updating “Options” and “Givers” as relationships develop. And yes, the total here goes past $400,000—that’s okay! Build in cushion and momentum.

 

Work the Plan / Measure What Matters

What do I advise? For a full-time major gift officer:

  • 20–30 face-to-face (or Zoom) meetings/month
  • 40+ phone calls
  • Countless emails and handwritten notes

If you can consistently do this work with discipline and joy, the gifts will follow.

 

It’s Not Just Money / It’s Belief and Trust

Dollars give wings to your mission—but they’re also proof that people believe in your vision, your integrity, and your impact.

bird wings and flames-Mission

Your 4-Step Donor Dance / Joyful Giving

  1. Uncover their belief in your mission.
  2. Fan the flame with stories and proof of impact.
  3. Ask them to support what they care about most.
  4. Thank them—and show them their gift did exactly what you promised.

 

And the Best Part? / Being With Your Donors

Yes—the greatest joy in this work is the connection. So don’t wait for the magic to happen… be the magic.

Take action. Build relationships. And enjoy the journey.

 

Invest in Joy™

 

July 23, 2025
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 Heim2025-07-23 15:12:072025-07-23 15:50:34Measuring Your Success? / It’s Not About Dollars.
Coaching, Major Gifts, Mindset, Nonprofit Fundraising

Your Beginning Middle and End Method

“Anything worth doing, is worth doing well.”

I’m going to suggest that’s not such great advice.  Because, bluntly, you and I are probably not so hot at many things when we take our first crack at them.

Is it ok if you talked too much on your first visits with donors?

Is it ok if you lost your place the first time you gave a speech?

Is it ok if you whiffed a few times that first time you golfed?

 

Here’s the REAL story.

If you are not willing to write badly at first, you are never going to be a great writer.

If you are not willing to cook badly at first, you are never going to be a great chef.

If you are not willing to meet badly with prospective givers at first, you are never going to be a great fundraiser.

quote

Let me paraphrase a message from one of my coaches, Gary Ryan Blair.

As you embark upon doing something new, your beliefs about how you will perform are 90% of your results.  How about adopting a mental approach that will provide you with the security, self-assurance and motivation you need to live outside your comfort zone, face your fears, initiate change, persevere through difficulty and to take on any challenge with the confidence of a mighty lion?

 

 The BEGINNING. MIDDLE. END. Model             

Every new task, project or goal that you jump into will be…hard at the beginning, messy in the middle, and easy at the end.

This sounds so simple, right?  You might encourage your colleague with phrases like, “You’re doing great! You’ll get it!”  Which in turn gives them the will to start, the strength to continue, and the sustaining power to overcome the greatest of obstacles and ultimately win.

It’s a mature, grown up “thinking model” and strategy used by all high achievers…

And it is the one most abused by those low achievers around you who look for reasons to make excuses, blame others and jump ship when the going gets tough.

Here are a couple of examples to prove this point.

bike

RIDING A BIKE

In the beginning…riding a bike is hard.

In the middle…riding a bike is messy.

In the end…riding a bike is easy.

 

LEARNING TO SPEAK Marcy’s 3-SENTENCE ASK

In the beginning…learning to speak an ask is hard.

In the middle… learning to speak an ask is messy.

In the end…speaking an ask is easy!

 

Every new task, project or goal that you engage in will be…hard at the beginning, messy in the middle, and easy at the end.

Whatever your dream, goal or ambitions include you can rest assured “easy” is in your future.

So consider everything you have wanted to be, have and do, Make a list. Attack that list with everything you’ve got with the understanding that it is supposed to be hard and clumsy at the beginning…that it will be messy, dirty and stinky in the middle… and that when you finally do get to the other side…it will be easy and elegant at the end.

Anything worth doing is worth doing badly at first.

You got this!

 

Your hopes, dreams and goals are waiting for you to show up, grow up and step up knowing you can have, do and be anything you want.  You’ve got this!

Invest in Joy™

 

July 2, 2025
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 Heim2025-07-02 11:05:492025-07-02 11:10:59Your Beginning Middle and End Method
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Marcy Heim Consulting | The Artful Asker
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Madison, WI 53711

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