• 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: non-profit fundraising

Posts

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

A Tale of Two Non-Profits

A tale #2

Everyday you are a leader!

Leaders live life on their own terms. They don’t let circumstances plunge them into contracting. Leaders maximize what they have. They influence others to join in and can persuade others because they are confident they are on the right path.
Let me share a tale of two fictional non-profits.  Let’s say they are about the same size, similar budgets, and focus on educational experiences for youth. Both were looking at a $12 million goal over a period of time – a significant number. Both set out to increase major giving capacity. Both felt there were major donors that had not been engaged. Both were not crystal clear on how some prospective givers would invest. Neither had a history of clear major giving options and regular major gift asks or disciplined major gift practices.

Non Profit A

Non Profit A encountered a massive (almost $2 million) increase in the cost of a building project during the course of a campaign. These costs were explored but quickly we went to “This is the new number.” It’s a small shop. 2.5 people in advancement if you count the CEO.

What Happened?

The goal was increased by $2 Million. From $12.5M to $14.5M at a time when we were just over $9M raised and facing that last hardest final money to secure. This was the real number.

The new goal was announced in the monthly e-news.   This goes out to the Board, all major givers, all prospective givers, and all internal stakeholders. Message simply put, “It’s going to cost more, so we are going to raise more.”

Recommitted to major gift visits. The Chief Development Officer was inexperienced in major gifts and acknowledged getting off track with calls. We identified the distractions – (low-performing activities that seemed urgent) but then moved quickly onto solutions.  Two 3-hour blocks of time each week, away from the distractions of the office, was dedicated to refocus on moving major gifts forward.

Relationship Action Plans were updated and a specific ask date, project and amount noted.  Personal visits were the focus. No looking back, blaming and making up excuses on what didn’t happen prior.

An event and trip were dropped.  Time for personal leave to celebrate a major personal event stayed– life/work harmony is important.

Communicated excitement.  There is always a story to share.

Money already received was used.  This broke traditional “squirreling away” of gifts.  If dollars came in to support a young person and we had one that fit, it was spent and announced. Why give if it’s not used?  Can’t really be needed.

Look for amazing, wonderful surprises.  An unexpected gift came in, a new prospective giver ‘appeared’ during a function who had great capacity.

Volunteer help was embraced. We did not downsize support staff.

More time with counsel.  That’s what we are here for.

Non Profit B

Non-profit B also encountered an unexpected increase of expenses of over $150,000 to manage deferred maintenance, a decline in enrollment, a decline in revenue generated from outside sources, the end of two grants, and an increase in salaries due to some staffing changes. This was on top of an ambitious $12M overall goal that included new projects the Board wanted to pursue. (Many infrastructure costs were not included and some of these projects were added without clear staffing plans.) There were six folks who played some role in development.

What Happened?

Immediate crisis reduction in expenses. The Board panicked and directed the CEO to find immediate cuts to make up for a budget shortfall projected in the next year’s budget.  Support staff was reduced. All hiring, professional development, and travel was frozen.

The signature event that raised $300,000 was celebrated. Numbers were up, but the amount of staff/volunteer time was high and put major giving work on hold.

Development metrics were put into place to coincide with the new database recently up and running. Good move, but met with fear based on loose prior accountability. The board leadership pledged to support the team but the “budget shortfall” message added a feeling of desperation.

There was reluctance to ask. The event, after all, (with few gifts above $5000), was an ask. Options for giving were not clear. Endowments had been managed poorly with little communications to the donors.

Another event was planned. Yikes.

There was this sinking feeling. Key staff were involved in self-drama, personal problems and glued to screen. Bickering and criticism by staff became the norm.

Counsel was terminated with the expense reduction.  Of course – in challenging financial times, cut fundraising staff, hold another event and fire your consultant.

What’s the point?

  • The problem here is not the lack of resources; it’s a lack of resourcefulness.
  • It’s not the lack of solutions; it’s the lack of focus and confidence to pursue solutions.
  • It’s not the lack of a compelling story: it’s a constant undercurrent of negativity and desperation.
  • It’s leadership caring too much about what the board thinks: seeking approval from others reinforces the idea you need external validation.
  • It’s not the lack of opportunities for growth; it’s seeing only shortcomings. Focusing on limitations only builds their strength.
  • It’s not the lack of a bright future, it’s constantly reliving the past “good old days.” Bring your attention to the present moment and start building a better future.

Dial down the drama. Stressing and complaining about problems that don’t really matter just drains valuable energy you could be investing in good actions.

Non-profit A actually has the bigger challenge, but my vote is with them to make up what they lack in resources with a big dose of resourcefulness.

Where are you in this picture?  How are you contributing to your organization’s value and displaying your compelling confidence that you will stay the course and plant the flag on the moon?

Let me know if these tales reflect some of your experiences!

The unexpected tough surprises will always come, but so will the unexpected joys!  I’d look for the joys!

Invest in Joy!

Marcy sign

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 17:27:062024-02-19 09:17:54A Tale of Two Non-Profits
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.