Speaking, VIP Coaching, Board and Staff Engagement Experiences
To book your next event contact Marcy by email, text her at 608-772-6777, or call 1-888-324-0442 for open dates and presentation options. If leaving a message, please give the date of your event, if known, with any important notes. Marcy personally arranges all her speaking.
2025
Thursday, March 13
Great Rivers 2025 United Way Conference
Join Marcy and Julie Bosma, President/CEO of United Way of Rock River Valley, in Madison, Wisconsin for their session, “Crossing the Bridge to transformational Giving for your United Way,” at the Great Rivers 2025 United Way Conference! More info here.
Monday, April 7 – Tuesday, April 8
AFP Deep Dives Two-Day Workshop Series: MORE Major Gifts
Whatever size “major” is to you, embrace the opportunity to raise more money, do more good, and have fun doing it! Join Marcy in this two-day workshop to determine what you need in place to raise more major gifts successfully and to inspire your board and colleagues to want to help you build authentic connections. Eligible for 8 CFRE Education Points. More info here.
Saturday, April 26
APF ICON Pre-Conference Deep Dive: MORE Major Gifts – Accelerate your Major Giving Success NOW! in Seattle, WA
Major gifts are critical to fueling your big vision. Join Marcy Heim for mindset and must-haves to accelerate major giving success. Engage the board, write/speak a 3-sentence ask, and create a relationship action plan. Whatever “major” is for you, enjoy raising more money and doing more good! Find more info here.
Sunday, April 27 – Tuesday, April 29
APF ICON Conference in Seattle, WA
Join Marcy in Seattle at the AFP ICON Conference! More info to come.
Wednesday, April 30 – Saturday, May 3
NAYDO Conference in St. Louis, MO
Join Marcy for the 44th annual NAYDO conference on YMCA Philanthropy in St. Louis. Don’t miss her Lunch and Learn on Wednesday, April 30. She’ll present “Accelerate Transformational Giving in Your Y.” Then, on Thursday, May 1, Marcy will present “Ask for Anything Artfully.” Find more info here.
Wednesday, August 6
AFP Webinar: Gala Game Plan: Ensuring Your Paddle Raise is Pre-Raised
Say goodbye to the chaos of last-minute scrambles to secure gifts at your gala. Make your next gala a breeze by transforming your fundraising approach and getting those paddle raises pre-raised! Discover how to alleviate stress for both your team and your donors and ensure a smoother and more successful event. Truly experience your next gala as the celebration it is and the wonderful opportunity to build and focus on donor relationships! More info to arrive here.
Tuesday, September 16
Crescendo Creative Gifts Conference in Orlando, FL
TOArts Executive Director Niki Richardson and Marcy will present “Leading with Legacy: Building Today’s Giving with Tomorrow’s Impact.” In this hands-on session, get ready to discover the steps of creating powerful, artful donor journeys that merge with your organization’s immediate financial needs with long-term legacy opportunities. Find more info here.
Monday, November 17 – Tuesday, November 18
AFP Deep Dives Two-Day Workshop Series: MORE Major Gifts
Whatever size “major” is to you, embrace the opportunity to raise more money, do more good, and have fun doing it! Join Marcy in this two-day workshop to determine what you need in place to successfully raise more major gifts and to inspire your board and colleagues to want to help you build authentic connections. Eligible for 8 CFRE Education Points. More info here.
2024
Sunday, January 7
Wisconsin Association of Fairs – Fairest of the Fair Competition
Marcy will work with the Fairest of the Fair candidates on adapting a mindset of success and believing in themselves as they enter the competition.
Monday, January 8
Wisconsin Association of Fairs Centennial
Marcy will deliver the keynote address, “Cultivating Joy and Generosity – 5 Lessons to Fuel your Fair for the Next Century” kicking off the Centennial Celebration Convention for 900 attendees and guests.
Tuesday, January 9
Wisconsin Association of Fairs Centennial – Executive Directors and Boards
As private generosity plays a larger role in Fair funding, Marcy will empower Fair Executive Directors, Managers, key board members, and volunteers with the mindset and tools to Ask effectively.
Thursday, January 25
Catholic Charities of Phoenix – Major Gifts Workshop
Marcy will provide a day-long, hands-on Major Gifts experience for all of the Catholic Charities staff, board, and volunteers.
Friday, January 26
Empowering Board Development Ambassadors of Catholic Charities of Arizona
Marcy will provide a half-day experience for the board and staff of the Catholic Charities of Arizona empowering them to be key partners in inspiring major giving philanthropy.
Tuesday, February 13
MORE Major Gifts Accelerator Group Coaching Call
Marcy holds her MORE Major Gifts Accelerator Coaching Call with her Accelerator members. With Marcy as your coach, you will have an instant support system to help you navigate the world of fundraising while gaining valuable tips and insight. Information about Marcy’s MORE Major Gifts Accelerator Coaching Program can be found here, or schedule a call with Marcy.
Tuesday, February 20
AFP Piedmont Chapter ASK Workshop
Marcy will present a “How to ASK for Anything Artfully” virtual workshop for the AFP Piedmont Chapter.
Wednesday, March 13
MORE Major Gifts Accelerator Group Coaching Call
Marcy holds her MORE Major Gifts Accelerator Coaching Call monthly with her Accelerator members. With Marcy as your coach, you will have an instant support system to help you navigate the world of fundraising while gaining valuable tips and insight. Information about Marcy’s MORE Major Gifts Accelerator Coaching Program can be found here, or schedule a call with Marcy.
Thursday, March 21
Great Rivers 2024 United Way Conference
Marcy will present her “No Nonsense Must-Haves for Major Giving Success NOW!” session at the Great Rivers 2024 United Way Conference in Milwaukee, WI. More info here.
Thursday, April 4
NAYDO Conference
Join Marcy for the 43rd annual NAYDO conference on YMCA Philanthropy in Denver, CO. Marcy will present “No Nonsense Must-Haves for More Major Giving Success NOW!” More details here.
Sunday, April 7 – Tuesday, April 9
AFP ICON Conference in Toronto, Canada
Don’t miss the session, No Nonsense Must-Haves for Major Giving Success NOW!, presented by Marcy with Terrance Hunter, CEO of Central Florida Community Arts, and Niki Richardson, Associate Director of TOArts. More info here.
Wednesday, April 10
MORE Major Gifts Accelerator Group Coaching Call
Marcy holds her MORE Major Gifts Accelerator Coaching Call monthly with her Accelerator members. With Marcy as your coach, you will have an instant support system to help you navigate the world of fundraising while gaining valuable tips and insight. Information about Marcy’s MORE Major Gifts Accelerator Coaching Program can be found here, or schedule a call with Marcy.
Wednesday, May 8
MORE Major Gifts Accelerator Group Coaching Call
Marcy holds her MORE Major Gifts Accelerator Coaching Call monthly with her Accelerator members. With Marcy as your coach, you will have an instant support system to help you navigate the world of fundraising while gaining valuable tips and insight. Information about Marcy’s MORE Major Gifts Accelerator Coaching Program can be found here, or schedule a call with Marcy.
Tuesday, May 14 – Thursday, May 16
AFP Deep Dives 2-Day Workshop Series: MORE Major Gifts
Whatever size “major” is to you, embrace the opportunity to raise more money, do more good, and have fun doing it! Join Marcy in this two-day workshop to determine what you need in place to successfully raise more major gifts and to inspire your board and colleagues to want to help you build authentic connections. Eligible for 8 CFRE Education Points. Find more info here.
Wednesday, June 12
MORE Major Gifts Accelerator Group Coaching Call
Marcy holds her MORE Major Gifts Accelerator Coaching Call monthly with her Accelerator members. With Marcy as your coach, you will have an instant support system to help you navigate the world of fundraising while gaining valuable tips and insight. Information about Marcy’s MORE Major Gifts Accelerator Coaching Program can be found here, or schedule a call with Marcy.
Friday, June 14
Fundraising Day in New York
Marcy presents No Nonsense Must-Haves for Major Giving Success Now! at Fundraising Day in New York, a pre-eminent one-day conference in the realm of philanthropy. Take away strategies and must-haves to create transformational gifts for your organization. More info is here.
Wednesday, June 26
CASE Annual Conference for Marketing and Branding Professionals
Marcy and Monica Delisa, President and CEO, University of Vermont Foundation present Joining Forces with Your Development Partners to Create Joyful Major Donors. Become a strategic team with your development department to inspire transformational giving. Learn the “must-haves” you need to be a key for fundraising and marketing success, overcome obstacles to this partnership, and foster the best results for your institution. More info is here.
Wednesday, July 10
MORE Major Gifts Accelerator Group Coaching Call
Marcy holds her MORE Major Gifts Accelerator Coaching Call monthly with her Accelerator members. With Marcy as your coach, you will have an instant support system to help you navigate the world of fundraising while gaining valuable tips and insight. Information about Marcy’s MORE Major Gifts Accelerator Coaching Program can be found here, or schedule a call with Marcy.
Wednesday, August 14
Knowledge to Empowered ACTION – Major Gifts Make The Difference
Marcy will present a full-day Major Gifts workshop for the AFP Central Illinois Chapter in Normal, IL. Attendees will be inspired to create an artful donor experience that leads to life-long major giving, speak an artful ask, and get the organization campaign ready! The day-long program will share the role every partner can have in enhancing understanding and engagement in creating a wonderful giver experience using Marcy’s Artful Asker Cycle of Successful Relationships. ™ Register by August 6th here!
Wednesday, August 28
Rally for the Valley United Way Campaign Kick Off in Cedar Falls, IA
Marcy helps Cedar Valley United Way kick off their annual campaign season with her keynote speech, “Joyfully Adapt! Bravely Believe! Shine On!” More info here.
Monday, September 9 – Tuesday, September 10
Hemispheric Fundraising Congress in the city of Mérida in the south of México in the State of Yucatán
Marcy shares her methods and mindset tips to help fundraising professionals in Latin America create major giving success at this AFP conference. Find more info here.
Wednesday, September 11
MORE Major Gifts Accelerator Group Coaching Call
Marcy holds her MORE Major Gifts Accelerator Coaching Call monthly with her Accelerator members. With Marcy as your coach, you will have an instant support system to help you navigate the world of fundraising while gaining valuable tips and insight. Information about Marcy’s MORE Major Gifts Accelerator Coaching Program can be found here, or schedule a call with Marcy.
Thursday, September 12
AFP TX Coastal Bend Chapter’s Annual Education Conference for Philanthropy in Corpus Christi, TX
Whether you are a fundraiser, corporate donor, or a board member for a non-profit, this conference provides an opportunity for professional development, helpful takeaways, and networking to become more empowered, no matter the size of your organization or years of experience. Marcy will present her session, “Information to ACTION – Must Haves for Major Giving Success.” More info here.
Friday, September 13
AFP San Antonio Chapter’s Education Conference in San Antonio, TX
Join the AFP San Antonio Chapter for a day of education, networking, and inspiration to help you in your fundraising efforts. Marcy will present a lunch keynote speech, and then her comprehensive Ask for Anything workshop. More info here.
Tuesday, September 17
Podcast for Teach the Geek
Marcy will be interviewed by Neil Thompson in a Teach the Geek podcast, to help speakers become successful in their careers, at 10 am CST. Stay tuned for the release of the recording here.
Wednesday, September 18
AFP Foundation for Philanthropy President’s Club Virtual Reception
Tuesday, September 24
VIP Coaching Day at the Boys & Girls Club of Newark
In addition to providing VIP coaching for fundraising professionals, Marcy also provides coaching for their leadership teams and board members. Find more info about Marcy’s valuable service here.
Wednesday, September 25
Leading Philanthropy Conference in Drexelbrook, PA
Marcy will present a keynote speech at the Drexelbrook Catering and Events Center in Drexelbrook, PA for the Leading Philanthropy Conference, a regional strategic partnership between the Association of Fundraising Professionals (AFP) chapters of Southern New Jersey, Greater Philadelphia, Berks County Regional, Brandywine Delaware, and the Foundation for Delaware County, PA. More info can be found here.
Thursday, September 26
Celebrate 15 years of the Center for Healthy Minds at Wisconsin Masonic Center in Madison, WI
Founded by world-renowned neuroscientist Dr. Richard J. Davidson, the Center for Healthy Minds envisions a kinder, wiser, more compassionate world. Their mission is to cultivate well-being and relieve suffering through a scientific understanding of the mind. Marcy is a sponsor of their 15-year celebration. Register for free for this event. More info here.
Wednesday, October 16
Eskin Fundraising Training Non-profit Empowerment Webinar with Marcy from 4-5 pm CST
While too many professional and volunteer non-profit leaders view the art and science of fundraising with dread, Marcy embraces a refreshing and much more effective attitude – joy! Marcy will focus on major gift relationship building, creating a mindset for success, leadership and staff partnerships, using a vocabulary that honors our donors and profession, and staff and volunteer major gift coaching. Join an interactive learning community of non-profit leaders to discover how your non-profit can harness the power of joy to raise more money and more robustly champion your mission. Free registration will be limited to 200 participants. Find more info and register here.
Friday, October 18
AFP South Saskatchewan Chapter’s Conference
Marcy will present a keynote speech and a workshop, “Inspire, Connect, and Shine on!” More info to come.
Wednesday, October 23
MORE Major Gifts Accelerator Group Coaching Call
Marcy holds her MORE Major Gifts Accelerator Coaching Call monthly with her Accelerator members. With Marcy as your coach, you will have an instant support system to help you navigate the world of fundraising while gaining valuable tips and insight. Information about Marcy’s MORE Major Gifts Accelerator Coaching Program can be found here, or schedule a call with Marcy.
Thursday, October 24
VIP Board Training Workshop for TOArts in Thousand Oaks, CA
In addition to providing VIP coaching for fundraising professionals, Marcy also provides coaching for their leadership teams and board members. Find more info about Marcy’s valuable coaching service here.
Friday, October 25
TOArts 30th Anniversary Curtain Up – Masquerade Gala
TOArts celebrates its 30th anniversary!
Monday, October 28 – Tuesday, October 29
National Association of Charitable Gift Planners Conference at the Rosen Center in Orlando, FL
Catch Marcy at this unique conference for all professionals working in charitable gift planning. Don’t miss her mini-training sessions. Stop by Marcy’s booth! More info here.
Wednesday, November 6
Park Bank Nonprofit Webinar Series | Fundraising is a Team Sport – Empower Your Board to Serve as Effective Development Ambassadors
Fundraising is a TEAM SPORT – empower your board to join you in the joyful success of raising funds for your organization’s mission! Marcy will join Park Bank to present a webinar on board engagement for their Nonprofit Webinar Series. Register for the webinar here!
Wednesday, November 13
AFP Las Vegas Chaper’s National Philanthropy Day Summit
Celebrate with Marcy and the AFP Las Vegas Chapter National Philanthropy Day! Marcy will present a keynote speech and a Major Gifts Master Class workshop. More info here.
Wednesday, November 13
MORE Major Gifts Accelerator Group Coaching Call
Marcy holds her MORE Major Gifts Accelerator Coaching Call monthly with her Accelerator members. With Marcy as your coach, you will have an instant support system to help you navigate the world of fundraising while gaining valuable tips and insight. Information about Marcy’s MORE Major Gifts Accelerator Coaching Program can be found here, or schedule a call with Marcy.
Monday, November 18 and Tuesday, November 19
AFP Deep Dives 2-Day Workshop Series: MORE Major Gifts
Whatever size “major” is to you, embrace the opportunity to raise more money, do more good, and have fun doing it! Join Marcy in this two-day workshop to determine what you need in place to successfully raise more major gifts and to inspire your board and colleagues to want to help you build authentic connections. Eligible for 8 CFRE Education Points. When available, find more info here.
Wednesday, November 20
AFP TX, Texas Plains Chapter Workshop in Amarillo, TX
Marcy presents a workshop for the AFP TX, Texas Plains Chapter.
Thursday, November 21
AFP TX, Texas Plains Chapter’s National Philanthropy Day in Amarillo, TX
Marcy will give a presentation to help celebrate National Philanthropy Day with the AFP TX, Texas Plains Chapter. Stay tuned for more info.
Wednesday, December 11
MORE Major Gifts Accelerator Group Coaching Call
Marcy holds her MORE Major Gifts Accelerator Coaching Call monthly with her Accelerator members. With Marcy as your coach, you will have an instant support system to help you navigate the world of fundraising while gaining valuable tips and insight. Information about Marcy’s MORE Major Gifts Accelerator Coaching Program can be found here, or schedule a call with Marcy.
2023
Wed, Jan 18, 2023
MORE Major Gifts Accelerator Group Coaching Call
Enjoy a monthly private coaching call with Marcy, an accountability buddy, and a monthly group coaching call – group limit is 15. For more info or to book with Marcy – ScheduleACallWithMarcy.com
Wed, Jan 25, 2023
VIP Coaching Day at Georgia-Cumberland Academy in Calhoun, GA
In addition to providing coaching for fundraisers, Marcy also provides coaching for leadership teams and board members. If this is something that you need, find more info here.
Thurs, Jan 26 – Fri, Jan 27
VIP Coaching Day at Blackhawk Technical Institute in Janesville, WI
Consider a VIP coaching relationship with Marcy if you are serious about changing your major-giving culture and success. Set up a call to see if this is right for you: ScheduleACallWithMarcy.com.
Tues, Jan 31, 2023
Ask For Anything Artfully virtual workshop for Crescendo at 11:00 am CENTRAL
Save the date for an online version of Marcy’s Ask for Anything Artfully workshop. Register here!
Wed, Feb 8
MORE Major Gifts Accelerator Group Coaching Call
Every second Wednesday of the month, enjoy a monthly private coaching call with Marcy, an accountability buddy, and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com
Fri, Feb 10
Presenting for TOArts, Scherr Forum, in Thousand Oaks, CA at 7 pm PST
Joyfully Adapt! Artfully Ask! Authentically Connect!
YOU, and major giving to YOUR mission, will be MORE CRITICAL than ever in 2023! Join in this fast-paced 90-minute session with Marcy Heim, a distinguished and entertaining keynoter and major-giving expert. Experience both the Mindset and Methods you need to inspire transformational generosity! Build your resilience! Write and Speak an Artful Ask! Connect to maximize your impact! You will leave ready to:
- Create major donor giving Now and Life Long!
- Partner with Board and Staff so they WANT to be part of building major gift relationships!
- Write and Speak a Major Gift Ask using Marcy’s recipe…and hear YES!
- Discover a new vocabulary that fosters meaningful giving for your donors.
- Celebrate generosity, get motivated, have fun!
More info here. We hope to see you there!
Sat, Feb 11
TOArts Presentation and Board Training in Thousand Oaks, CA
VIP Coaching clients receive a full-day Board Engagement experience.
Thurs, Feb 23
MORE Major Gifts: Ask for Anything Artfully at Hawaii Convention Center in Honolulu, Hawaii from 9:00 am – 3:30 pm HST
You, and your mission, are essential! In 2023, major gifts will be MORE CRITIAL than ever to building resilience and maximizing impact. In this day-long experience, you will dig deep into both mindset and methods you need to inspire transformational generosity.
You will leave ready to:
- Create more major donors giving Now and Life-long!
- Partner with Board and Staff so they WANT to be part of building major gift relationships!
- Write and speak a major gift ask using Marcy’s recipe… and hear YES!
- Discover a new vocabulary that fosters meaningful giving for your donors.
- Create vibrant options for giving. BIG donors want BIG visions.!
- Get steps and support to take a Major Gift “No” to a Planned Gift “Yes”!
- Create a step-by-step plan for a major donor.
- Celebrate generosity, get motivated, have fun!
Ticket costs $279. More info to follow.
Monday, February 27
United Way of Central Indiana virtual workshop from 1-3 pm CST
More details to follow.
Wed, March 8
MORE Major Gifts Accelerator Group Coaching Call
Enjoy a monthly private coaching call with Marcy, an accountability buddy, Every second Wednesday of the month, enjoy a monthly private coaching call with Marcy, an accountability buddy, and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com
Thur, April 13
AFP Austin in Austin, TX
Major Gifts – Your Board & You Raising More!
Full-day experience in maximizing your mindset and methods for major-giving success and exploring campaign readiness. The afternoon is set up, especially for Board members – be sure to send your board!
More info to follow.
Sat, April 15
AFP ICON Pre-conference workshop with Marcy in New Orleans, LA
Inspire, Ask and Repeat Transformational Giving! YES! I Want More Major Gifts!
No matter how you define “major gifts”, now, is the time to inspire more major giving for operations, special campaigns, and endowments. In this daylong experience, you will be ignited to take charge and finally start or grow your major giving. You will create vibrant options for giving, tools to inspire your board and colleagues to help, and write and share Marcy’s 3 – Sentence Ask to simply and artfully ask for anything you need – the appointment, the partnership, the sponsorship, the major gift!
Don’t miss this opportunity for an intimate workshop with Marcy. More info here.
Sun, April 16 – Tues, April 18
AFP ICON in New Orleans, LA From Mailbox to the Living Room – Creating an Inspiring Donor Journey
Together with Nancy Gerard, Director of Development and Alumni Relations of Georgia-Cumberland Academy, and Timothy Logan of the TimLogan Group, we’ll share our tips and experience in developing a JOYFUL and rewarding giving journey for your donors. For more info and to register, visit here!
Wed, April 19
MORE Major Gifts Accelerator Group Coaching Call
Enjoy a monthly private coaching call with Marcy, an accountability buddy, Every second Wednesday of the month, enjoy a monthly private coaching call with Marcy, an accountability buddy, and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com
Tues, May 2
NAVIGATE Nonprofit Network Conference hosted by Community Foundation of Greater Huntsville in Huntsville, AL
Marcy will be a keynote speaker, as well as presenting sessions.
We hope you can join us!
Thurs, May 4
Boys & Girls Clubs of American National Conference in Orlando, Florida
ASK for Anything Artfully!
Imagine having a 3-sentence formula to know exactly what to say to ask for anything… and get an enthusiastic YES! When we get clear on what we want, and why, we know who to ask. As we shake off false beliefs about the outcomes, we can focus on understanding the shared values and interests of our prospective giver and ask simply and with clarity. Oprah said, “We get in life what we have the courage to ask for.” Marcy’s formula gives you the courage to ask confidently and provides limitless opportunities to apply it for personal and professional success, forge incredible partnerships and generate massive amounts of money and resources to compose a good world.
Tues, May 9 and Thurs, May 11 (a two-day series!)
AFP Deep Dive MORE Major Gifts, 11 am – 4 pm CST on each day
You, and your mission, are essential. Major gifts are critical to building your resilience in these remarkable times… critical to preparing you for whatever is ahead… critical to fueling your big vision and giving your donors the opportunity to be significant. Join Marcy for this two-day AFP Deep Dive workshop and dig deep into creating a donor relationship action plan. Determine what you need in place for success and how to inspire your Board and colleagues to WANT to help you build authentic connections (not ask). Create exactly what to say to ask and how to think about money that brings joy and confidence to your work. Whatever size “major” is for you, embrace the opportunity to raise more money, do more good, and have fun doing it! Register here: https://afpdeepdives.org.
Wed, May 10
MORE Major Gifts Accelerator Group Coaching Call
Every second Wednesday of the month, enjoy a monthly private coaching call with Marcy, an accountability buddy, and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com
Wed, May 31
Vibrant Options for Giving! Get Clear! AFP Professional Development Webinar from 1-2 pm ET
We hope you will join us!
Thurs, June 1
Bloomerang Webinar
Presenting an overview of the major giving relationship process (more details to be announced here!)
Thurs, June 8
NAADA Conference in Colorado Springs, CO
Marcy will present Ask For Anything Artfully at 1:45 pm. Marcy is honored to be a conference sponsor. More info can be found here.
Wed, June 14
MORE Major Gifts Accelerator Group Coaching Call
Every second Wednesday of the month, enjoy a monthly private coaching call with Marcy, an accountability buddy, and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com
Wed, July 12
MORE Major Gifts Accelerator Group Coaching Call
Every second Wednesday of the month, enjoy a monthly private coaching call with Marcy, an accountability buddy, and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com
Thurs, July 13 – Fri, July 14
VIP Coaching Day in Orlando, FL
Sun, July 25 – Tues, July 27
Virginia Fund Raising Institute (VFRI) 31st annual conference
Join Marcy at the 31st annual VFRI Conference in Richmond, VA. More info can be found here. Marcy will be presenting the keynote speech: Joyfully Adapt, Bravely Believe, Authentically Connect! You have a calling to do your planned giving work and create lifetime giving relationships. What strategies and actions will sharpen your ability to bring positive energy to your conversations? Your continued focus on what is best for your donor (and not easiest for you) will predict your donor retention, major gift, and planned gift results.
Tuesday, Aug 1
Blackhawk Technical College Academic Leadership Development Workshop in Janesville, WI
Wed, Aug 9
MORE Major Gifts Accelerator Group Coaching Call
Every second Wednesday of the month, enjoy a monthly private coaching call with Marcy, an accountability buddy, and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com
Thurs, Aug 10
National Speakers Association Board Retreat in Milwaukee, WI
Tuesday, Aug 15
Wisconsin Rural Opportunities Foundation, Inc. Board Meeting and Award Celebration Luncheon in Madison, WI
Wed, Sept 13
MORE Major Gifts Accelerator Group Coaching Call
Every second Wednesday of the month, enjoy a monthly private coaching call with Marcy, an accountability buddy, and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com
Monday, September 18
Crescendo’s Practical Planned Giving Conference in Orlando, FL
Marcy was honored to receive the Spirit of a Leader Award, presented to her by Charles Schultz, President of Crescendo Initiative.
Wed, Sept 20
Alzheimer’s Association’s National Staff retreat in Illinois
Wed, Sept 27
Boys & Girls Club Newark Board Retreat
Thurs, Oct 5
CASE Community College Advancement Conference in Palm Springs, CA
Join Marcy and Lisa Hurda, M.Ed., Director of College Advancement & Foundation at Blackhawk Technical College, who will co-host the session, “What Pickleball Serves Up about Major Giving Success.” Don’t miss this fun and informational session that draws similarities from fundraising and pickleball. More info can be found here.
Wed, Oct 11
MORE Major Gifts Accelerator Group Coaching Call
Every second Wednesday of the month, gain major gift strategies, insights, and tips during this monthly private coaching call with Marcy, an accountability buddy, and an optional monthly group coaching call. Information about Marcy’s MORE Major Gifts Accelerator Coaching Program can be found here or schedule a call with Marcy.
Fri, Oct 20
AFP Lead in Philadelphia, PA
Marcy will be presenting a session with Terrence Hunter, CEO, Central Florida Community Arts, “Get Less Done in More Time – WHAT?! Have you been sacrificing Effectiveness for Efficiency?” Learn the difference between being effective and being efficient – and empower your leadership and enhance your DEI results. It’s not just about the numbers!
Tues, Nov 7 and Thurs, Nov. 9
AFP Deep Dives 2-day workshop series, MORE Major Gifts, 12-5 pm ET each day
Whatever size “major” is to you, embrace the opportunity to raise more money, do more good, and have fun doing it! Join Marcy in this two-day workshop to determine what you need in place to successfully raise more major gifts and to inspire your board and colleagues to want to help you build authentic connections. Register here. Eligible for 8 CFRE Education Points
Wed, Nov 8
MORE Major Gifts Accelerator Group Coaching Call
Every second Wednesday of the month, Marcy holds her MORE Major Gifts Accelerator Coaching Call with her clients. With Marcy as your coach, you will have an instant support system to help you navigate the world of fundraising while gaining valuable tips and insight. Information about Marcy’s MORE Major Gifts Accelerator Coaching Program can be found here or schedule a call with Marcy.
Thursday, November 16
The Philanthropy Revolution Podcast Episode 16 with Sarah Lange at 1 pm ET
Catch Episode 16 of The Philanthropy Revolution here! Marcy and Sarah Lange will have an invigorating conversation, “Major Gifts – How to Get Started with High-Impact Giving”
Tuesday, December 5
Virtual Panel with NXUnite, “Major Gifts: How to Get Them and What to do Next” at 12 pm ET
Join Marcy and fundraising experts for this free one-hour panel discussion. More info can be found here.
Wed, Dec 13
MORE Major Gifts Accelerator Group Coaching Call
Every second Wednesday of the month, Marcy holds her MORE Major Gifts Accelerator Coaching Call with her clients. With Marcy as your coach, you will have an instant support system to help you navigate the world of fundraising while gaining valuable tips and insight. Information about Marcy’s MORE Major Gifts Accelerator Coaching Program can be found here or to schedule a call with Marcy.
2022
Jan 11
Crescendo Practical Planned Giving Conference – Zoom – No Charge with registration, Creating a Joyful Giver – Giving is an honor, not an obligation. 9:00 am
Jan 12
MORE Major Gifts Accelerator Group Coaching Call – Noon-1 pm
Jan 16 – 19
Christian Living Community VIP Coaching, Denver, CO
Jan 20th & 21st
Donor Attraction Forum, Marcy will be talking more about Creating a Joyful Giver with host Maryanne Dersch. Register for this no cost event here.
Jan 24
BlackHawk Technical College VIP Coaching Day. Janesville, WI
February 7 – 9th
CLC, Denver, Board Engagement
February 9
MORE Major Gifts Accelerator Group Coaching call. There are currently openings for 2 in this program (two folks have opted to upgrade to VIP). Enjoy a monthly private coaching call with Marcy, an accountability buddy and a monthly group coaching call – group limit is 15. For more info or to book with Marcy – ScheduleACallWithMarcy.com
March 2
Y2Y Board Training, Canada
March 3-4
VIP Coaching, Denver, CO
March 8 and March 10
MORE Major Gifts Virtual 10:30am – 4:00pm Central,
March 9
MORE Major Gifts Accelerator Group Coaching call. There are currently openings for 2 in this program (two folks have opted to upgrade to VIP). Enjoy a monthly private coaching call with Marcy, an accountability buddy and a monthly group coaching call – group limit is 15. For more info or to book with Marcy – ScheduleACallWithMarcy.com
March 21-23
Advancement Council Meeting, Christian Living Communities, Denver, CO
March 30
WROF Board of Directors – Marcy serves as Executive Director
April 1- 4
Alumni Weekend, Georgia Cumberland Academy – VIP Coaching Days – Calhoun, Georgia
April 13
MORE Major Gifts Accelerator Group Coaching call. Enjoy a monthly private coaching call with Marcy, an accountability buddy and a monthly group coaching call – group limit is 15. For more info or to book with Marcy – ScheduleACallWithMarcy.com
April 14
Blackhawk Technical College VIP Coaching Day, Janesville, WI
April 20
Strategic planning with Dean Barbara Rasco, College of Agriculture, University of Wyoming
April 20
Major Gifts Capacity Strategy session, Metabolic Terrane Institute of Health, Denver, CO
April 21-22
Board of Directors Training – Christian Living Communities, Denver, CO
April 28
Celebration of Service – Volunteer Center of Lubbock, Lubbock Memorial Civic Center, Lubbock TX
April 28
Partnership Planning with Russell James, Texas Tech
April 29
Texas Association of Symphony Orchestras Conference – Keynote and session, Lubbock TX
April 30-May 3
AFP ICON – International Conference
Marcy is leading an all day session, Sunday, May 1, YES, I want MORE Major Gifts! Inspire, Ask and Repeat Transformational Giving!
May 11
MORE Major Gifts Accelerator Group Coaching call. Enjoy a monthly private coaching call with Marcy, an accountability buddy and a monthly group coaching call – group limit is 15. For more info or to book with Marcy – ScheduleACallWithMarcy.com
May 23-26
United Way Great River Conference – Marcy is presenting Ask for Anything Artfully at 2 pm.
June 1- June 8
Y2Y Board Retreat, Yellowstone, Montana
June 28 & 30
MORE Major Gifts Workshop Virtual, 10:30 am – 4 pm CST. EFFECTIVE and EFFICIENT MORE Major Gift workshops coming up. Jump in, send your board, and grow your major gifts!
October 7
Madison Christian Giving Fund Capacity Building Workshop, “Ask for Anything Artfully” 1-4 pm!
October 12
MORE Major Gifts Accelerator Group Coaching call. Enjoy a monthly private coaching call with Marcy, an accountability buddy and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com
October 20 – 22
AFP LEAD 2022 in Houston, Texas, info here
Nov 1 & 3
(2-day series) 12:00 – 5:00 PM ET Each Day
AFP Deep Dives: MORE Major Gifts 12-5 pm ET each day
We’ll cover how to set your mind to success, use partners, create vibrant giving options, create a relationship action plan AND BEST OF ALL – we’ll write and speak a major gift ask using my 3-sentence Ask recipe! RIGHT NOW is the best time to take the course!
$279 (Members); $349 (Non-Members)
You can find our more and register here.
Nov 7 & 8
Christian Living Communities Planning Meetings in Denver, CO
Nov 9
MORE Major Gifts Accelerator Group Coaching Call. Enjoy a monthly private coaching call with Marcy, an accountability buddy and a monthly group coaching call. For more info or to book with Marcy – ScheduleACallWithMarcy.com
Nov 18
AFP Alaska Chapter National Philanthropy Day. Marcy is the guest speaker all day with a focus on major gift fundraising. More here
Dec 8
AFP New Jersey Chapter’s End-of-Year Celebration Asking for More – Fear Less. Raise More. SHINE ON! In Edison, NJ
2021
January 27-28
MORE Major Gifts Virtual, Two days small group (limit 15) experience with Marcy. https://marcyheim.com/speaking-and-training/moremajorgifts
February 3
Soroptimist International – Virtual Keynote, “Dial Down the Drama – Dial up the Joy!
February 18
MORE Major Gifts Accelerator Group Coaching Q&A Call 1:00 pm Central. For more info on joining this expedience with 1:1 coaching time with Marcy, accountability and support, reach out to admin@marcyheim.com for complete details or see the website.
February 20
Pacekids, Calgary Canada Board of Directors, “Empowering your Board to be Development Ambassadors!” Virtual Board Engagement Session
February 26
MORE Major Gifts Alumni Reunion, Denver, CO
March 4-6
EVOLVE 2021 – Orlando, FL, ASK for ANYTHING Artfully keynote
March 6-8
Momentum – Live your Message – Virtual
March 16
2pm CST- Webinar-Debunk the Top 5 Myths of Planned Giving with Tony Martignetti.
March 17
MORE Major Gifts Accelerator Group Coaching Q&A Call 1:00 pm Central. For more info on joining this expedience with 1:1 coaching time with Marcy, accountability and support, reach out to admin@marcyheim.com for complete details or see the website.
May 11
Eastern New Jersey Environmental Fundraisers Gathering Webinar
April 1
Board Training – Young Life
April 7-8
MORE Major Gifts VIRTUAL
April 13
MORE Major Gifts Accelerator Group Coaching Q&A Call 1:00 pm Central. For more info on joining this expedience with 1:1 coaching time with Marcy, accountability and support, reach out to admin@marcyheim.com for complete details or see the website.
April 14
WROF Board of Directors Board Meeting
May 11
Eastern New Jersey Environmental Fundraisers Gathering Webinar – Fear Less – Do MORE – Shine On!
April 14
WROF Board of Directors Board Meeting
April 19
Attic Angel Community, Board of Directors Development Engagement training, Madison, WI
May 11
Eastern New Jersey Environmental Fundraisers Gathering Webinar – Fear Less – Do MORE – Shine On!
May 21
MORE Major Gifts Accelerator Group Coaching Q&A Call 3:00 pm Central. For more info on joining this expedience with 1:1 coaching time with Marcy, accountability and support, reach out to admin@marcyheim.com for complete details or see the website.
May 12
Madison Non-Profit Day!
Join Marcy at this virtual conference with “Major Gifts – what’s changed and what’s stayed the same!” Plus hear from her good pal Kishshana Palmer “there” to open the show! Pay what you can for a GREAT Experience!! Register today!
May 21
MORE Major Gifts Accelerator Group Coaching Q&A Call 3:00 pm Central. For more info on joining this expedience with 1:1 coaching time with Marcy, accountability and support, reach out to admin@marcyheim.com for complete details or see the website.
June 7
United Presbyterian Home, Washington, Iowa, Board and Staff Engagement
June 8
Marcy is the opening keynote for the AFP San Fernando Valley, Santa Barbara and Ventura Counties. Register here!
June 8
VIP Coaching Day and Board Engagement with Bethany Life, Story City Iowa
June 22-24
VIP Coaching Session – Georgia-Cumberland Academy
June 28-30
AFP ICON – Register for the conference and take in Marcy’s MORE Major Gifts session https://afpicon.com/
Asking for Major Gifts NOW – What’s changed-What’s stayed the same – Your toolkit
Bring more joy to your givers by inspiring their major giving. Marcy Heim shares specific major giving techniques of non-profits successful before, during and after COVID – what’s changed and what’s the same. You will write her 3-sentence ask and leave with a clear action plan for increasing major-giving success.
July 21
AFP Alaska – Why Stewardship Matters!
Marcy will be keynoting this virtual event. Stay tuned!
2020
January 13-15 |
Catholic Community Foundation Workshop and Staff Development Conference |
Sioux Falls, SD |
January 16 |
Firespring Webinar: Face-to-Face with a Major Gift Donor for the first time. |
Virtual |
January 21 |
Bloomerang-Let’s RAP, Creating a Major Gift Relationship Action Plan |
Virtual |
January 22-23 |
YMCA Greensboro NC – Leadership Workshop and Volunteer Campaign Kickoff Workshop |
Greensboro, NC |
January 26 |
Tampa – available for a coaching session. Contact admin@marcyheim.com to set up! |
|
February 4-5 |
Georgia Cumberland Academy VIP Coaching Day |
Calhoun, Georgia |
February 5-6 |
Madison Academy VIP Coaching Day |
Nashville, TN |
February 27-29 |
MORE Major Gifts Workshop |
Denver, CO |
March 2 |
Wisconsin Rural Opportunities Foundation Leadership Planning Session |
Sun Prairie, WI |
March 6-9 |
Message to Money – Los Angeles – Marcy is both teaching and participating. |
Los Angeles,CA |
March 10 |
MORE Major Gifts Accelerator Group Coaching Q&A Call-Small group coaching for you? Click here to learn more about Marcy’s MORE Major Gifts – Accelerator program |
Virtual |
March 11-15 |
Powerful Living Experience – Orlando, FL – Marcy is working with HER coach, David Bayer on additional entrepreneurial mindset techniques for success. |
Orlando, FL |
March 24-26 |
Madison Academy Board Meeting and VIP Select Client Coaching Days |
Nashville, TN |
March 27-31 |
AFP ICON |
Baltimore, MD |
April 6April 9 |
MORE Major Gifts Accelerator Group Coaching Q&A CallAFP Congress |
Virtual |
April 29 |
Wisconsin Rural Opportunities Foundation Board Meeting |
Sun Prairie, WI |
May 6-7 |
Heart and Stroke Foundation Workshop |
Toronto, CA |
May 8-9 |
Berklee College of Music, Boston – son David is graduating! |
Boston, MA |
May 11 |
MORE Major Gifts Accelerator Group Coaching Q&A Call-Click here to learn more about Marcy’s MORE Major Gifts – Accelerator program |
Virtual |
May 14-17 |
Marcy on Family Vacation – No coaching sessions. |
|
May 27-29 |
Fundraising and Development for Non-Profits-UW Madison |
Madison, WI |
May 31 |
Herzl Camp Board of Directors Engagement Workshop |
Minneapolis, MN |
June 3 |
MORE Major Gifts Accelerator Group Coaching Q&A CallClick here to learn more about Marcy’s MORE Major Gifts – Accelerator program |
Virtual |
June 3 |
SHINE ON! Marcy’s keynote at the START Gala |
Stoughton, WI |
June 5-7 |
Message to Money- |
Los Angeles-Virtual |
June 17 |
Wisconsin Rural Opportunities Foundation Executive Committee |
Virtual |
June 24-25 |
MORE Major Gifts Virtual |
Virtual |
June 30-July 2 |
MORE Major Gifts Breakthrough Workshop |
Arvada, CO |
July 13 |
MORE Major Gifts Accelerator Group Coaching Q&A CallClick here to learn more about Marcy’s MORE Major Gifts – Accelerator program |
Virtual |
July 16 |
MORE Major Gift Success Webinar-Nancy Gerard, Director of Development and Alumni Relations-Georgia-Cumberland Academy |
Calhoun, Georgia |
July 29 |
Home-school Virtual Convention Wings to Soar Online Academy |
Virtual |
Aug 17 |
MORE Major Gifts Accelerator Group Coaching Q&A CallClick here to learn more about Marcy’s MORE Major Gifts – Accelerator program |
Virtual |
Aug 26 |
Wisconsin Rural Opportunities Foundation Directors meeting |
Virtual |
Aug 27-28 |
MORE Major Gifts-Virtual |
Virtual |
Sept 15 |
MORE Major Gifts Accelerator Group Coaching Q&A CallClick here to learn more about Marcy’s MORE Major Gifts – Accelerator program |
Virtual |
Sept 22 & 25 |
AFP Icon Summer Session- MORE Major Gifts |
|
Oct 8 |
United Presbyterian Home- Full Day Retreat |
Washington, Iowa |
Oct 9-10 |
Madison Academy- VIP Session and Major Donor Event |
|
Oct 13 |
Asking for Good |
Virtual |
Oct 21-22 |
MORE Major Gifts- Virtual |
Virtual |
Nov 10 |
MORE Major Gifts Accelerator Group Coaching Q&A CallClick here to learn more about Marcy’s MORE Major Gifts – Accelerator program |
Virtual |
2019
January 14 |
Board and Staff Engagement, YMCA |
Tampa, FL |
January 15-16 |
MORE Major Gifts Workshop, Online |
Online |
January 17 |
Webinar with Bloomerang, “Face to Face for the First Time” |
Online |
January 26 |
Board Engagement Workshop, The Wooden Floor |
Santa Ana, CA |
February 1-2 |
Madison Academy VIP Session |
Nashville, TN |
February 25 |
WROF Strategic Planning Background Meeting, rescheduled after ice storm |
Whitewater, WI |
February 11-12 |
MORE Major Gifts Workshop, Mall of America |
Bloomington, MN |
February 20-22 |
MORE Major Gifts Workshop |
Milwaukee, WI |
March |
VIP Coaching Days in Tennessee and Georgia |
Tennessee & Georgia |
March 6 |
VIP Marketing Meeting |
|
March 28 |
Human Options Board – Engagement and Fundraising are Team Sports! |
Santa Ana, CA |
March 29-April 2 |
AFP International Conference |
San Antonio, TX |
April 2-3 |
Benedictine Health Services Staff and Board Workshop “Major giving Success – It takes EVERYONE!” |
Twin Cities, MN |
April 4 |
NAYDO (North America YMCA Development Organization) |
Indianapolis, IN |
April 8 – 23 |
Marcy will be in Spain with limited access to email and phone. |
Spain |
April 25 |
VIP Client Board Meeting |
Madison, WI |
May 2 |
Keynote – LeadingAge Iowa Conference |
DesMoines, IA |
May 3 |
Heart and Stroke Foundation Staff Professional Development Session |
Toronto, Canada |
May 6 |
Jesuits of Canada Leadership Experience |
Toronto, Canada |
May 8 |
Unity Point – Meriter Hospital Staff Professional Development Session |
Madison, WI |
May 11 |
Young Life Committee Members and Staff Engagement Experience |
Wisconsin |
May 28-29 |
Philanthropy in Action – Keynote – Unleash a Lifestyle of Generosity |
Dallas/Fort Worth, TX |
May 30-31 |
Fundraising and Development Conference – 25th ANNIVERSARY! Marcy gives the keynote Friday |
Madison, WI |
June 16-18 |
Planet Philanthropy, Keynote: Dial Down the Drama |
St. Augustine, FL |
June 19 |
UnityPoint Meriter Team Coaching |
Madison, WI |
June 27 |
Wisconsin Rural Opportunities Foundation New Board Orientation |
Madison, WI |
June 27 |
Wisconsin Rural Opportunities Foundation Marketing Committee VIP Client-Launching a new logo and new matching gift program |
Madison, WI |
July 17-18 |
MORE Major Gifts LIVE Online, 12 CFRE |
Online |
July 22 |
Georgia College, Deans, Leadership, Staff and Board Major Gifts Workshop |
Georgia |
July 23-24 |
Georgia Cumberland Academy VIP Coaching Days |
Calhoun, GA |
July 27-30 |
National Speakers Association Influence 2019 |
Denver, CO |
July 30-Aug 2 |
MentorAgility.com Video Recording Event |
Jackson Hole, WY |
Aug 9 |
United Way Loaned Executive Training |
Madison, WI |
Aug 14 |
Unity Point-Meriter Development Staff Coaching Session |
Madison, WI |
Aug 14 |
Dream, Act, Achieve Coaching Program Monthly Q&A call with Marcy |
Online |
Aug 19 |
Wisconsin Rural Opportunties Foundation Meeting |
Madison, WI |
Aug 22 |
Fundraising Day Wisconsin |
Milwaukee, WI |
Aug 23 |
Ribbon Cutting Celebration at Georgia-Cumberland Academy |
Calhoun, GA |
Aug 25-26 |
Coaching visit with Madison Academy |
Nashville, TN |
Sept 11 |
Dream-Act-Achieve Monthly Q&A, 11AM CST |
online |
Sept 12 |
Staff Engagement Session, Christian Aid Mission |
Charlottesville, VA |
Sept 16 |
YMCS Team Sport Workshop |
Raleigh, NC |
Sept 18 |
Unity Point Meriter Hospital Team Coaching Session |
Madison, WI |
Sept 19-20 |
YMCA Wichita Board Engagement and Staff Workshop |
Wichita, KS |
Sept 23-26 |
Service & Leader Symposium-Volunteer Center |
Lubbock, TX |
Oct 2 |
Simpson Memorial Home Board Engagement Workshop |
West Liberty, IA |
Oct 3 |
AFP Central Minnesota Workshop |
Minneapolis, MN |
Oct 2-6 |
World Dairy Expo |
Madison, WI |
Oct 7-9 |
MORE Major Gifts |
Nashville, TN |
Oct 14-16 |
Writing Retreat for my next book |
York, PA |
Oct 17 |
McMillian Memorial Library Board & Staff |
WI Rapids, WI |
Oct 18 |
Bethany Life Board & Staff Workshop |
Story City, IA |
Oct 21 |
Community & Non-Profit Leadership Class |
Madison, WI |
Oct 22 |
Dream-Act-Achieve Monthly Q&A |
online |
Oct 24 |
North American YMCA Webinar |
online |
Oct 28 |
Unity Point Meriter Coaching Session |
Madison, WI |
Oct 30 |
WI Philanthropy Network Statewide Conference |
Madison, WI |
Oct 31 |
Madison Nonprofit Day |
Madison, WI |
Nov 2 |
Young Life Wisconsin Region, The Art of the Ask |
Hartland, WI |
Nov 13-14 |
Board Engagement Workshop, Madison Academy |
Nashville, TN |
Nov 18 |
Nonprofit Connect- Keynote-Success: Major Gifts, The Artful Ask |
Kansas City, MO |
Nov 25 |
WROF, Inc. Board of Directors meeting |
Madison, WI |
Nov 26 |
AFP Congress |
Toronto, Canada |
Dec 2 |
MORE Major Gifts Coaching |
Denver, CO |
Dec 3-5 |
Yellowstone to Yukon Conservation Workshop |
Calgary, Canada |
Dec 12 |
Board Major Gift Giving Workshop |
Wisconsin |
Dec 19 – Jan 3 |
Artful Asker CLOSED |
|
Jan 13-15 |
Catholic Community Foundation Workshop & Staff Development Conference |
Sioux, SD |
Jan 16 |
Firespring Webinar |
2018
January 10-11 |
More Major Gifts |
Chicago, IL |
February 8-9 |
LeadingAge Institute & Expo Minnesota |
St. Paul, MN |
March 13-14 |
More Major Gifts |
Chicago, IL |
April 15-17 |
AFP 2018 International Fundraising Conference |
New Orleans, LA |
April 18-23 |
AALLC Retreat |
New Orleans, LA |
April 24-27 |
NAYDO |
New Orleans, LA |
May 1-2 |
AFP Genesse Valley |
Rochester, NY |
May 3 |
LeadingAge Iowa |
Altoona, IO |
May 31-June 1 |
Fundraising Development for Nonprofits Conference |
Madison, WI |
July 12-13 |
MORE Major Gifts, LIVE ONLINE |
ONLINE |
July 30-31 |
Wyoming Nonprofit Conference |
Cheyenne, WY |
Aug 2-3 |
MORE Major Gifts |
Madison, WI |
Aug 7-8 |
United Way Loaned Executive Training |
Madison, WI |
Aug 9-11 |
Sandy Rees Conference |
Atlanta, GA |
Aug 14 |
Wegner Non-Profit Roundtable |
Janesville, WI |
Aug 15 |
Lussier Community Education Center Volunteer Training |
Madison, WI |
Aug 15 |
Dream, Act, Achieve Coaching Program Group Call |
Online |
Aug 18 |
Georgia-Cumberland Academy Ribbon Cutting! |
Calhoun, GA |
Aug 21 |
Wisconsin Rural Opportunities Foundation |
Columbus, WI |
Aug 23 |
AFP Fundraising Day |
Madison, WI |
Sept 6 |
Italian Community Center, Fundraising is a TEAM SPORT for Executive Director, Boards and Fundraising Staff. |
Milwaukee, WI |
Sept 12-14 |
VIP Client Visit |
|
Sept 17 |
Unity Point, Meriter Hospital Board Training |
Madison, WI |
Sept 18 |
AFP Madison Chapter |
Madison, WI |
Sept 18-20 |
VIP Coaching Day |
Nashville, TN |
Sept 20 |
Firespring Webinar: The Power of Blogging and Thought Leadership for NonProfits |
Online |
Sept 25-27 |
Benedict Health Care System Leadership Conference |
Duluth, MN |
Sept 27 |
AFP Milwaukee, How to ASK for ANYTHING ARTFULLY |
Milwaukee, WI |
Oct 3 |
AFP Southwest Minnesota Fundraising Day |
Minnesota |
Oct 4 |
Southwest Initiation Training |
Granite Rock, MN |
Oct 10-11 |
AFP Lubbock |
Lubbock, TX |
Nov 6-9 |
AFP Fresno |
Fresno, CA |
Nov 9-11 |
National Speaker Association Conference |
MN |
Nov 13-14 |
YMCA Seattle |
Seattle, WA |
Nov 15-17 |
Mindset Retreat- Marcy’s Coaching Program |
Atlanta, GA |
2017
January 9-10 |
VIP Coaching Session |
Chicago, IL |
January 17 |
Artful Asking Success ClubCall One in my new series, “Dial Down the Drama, Dial Up Your (Giving and Living) Success!”Topic: Setting Intentions – Getting Clarity For Yourself |
9:00am CST teleconference |
February 9 |
Dream, Act, Achieve Q&A |
3:00pm CST Teleconference |
February 14-17 |
ALDE IGNITE International Conference |
Norfolk, VA |
February 21 |
Artful Asking Success ClubCall two in series, “Dial Down the Drama, Dial Up Your (Giving and Living) Success!” Topic: Creating Rapport – For Amazing Relationships With Givers And Family |
9:00am CST teleconference |
February 23 |
AFP San Antonio 2017 Annual Conference“Sharpen Your Skills” |
San Antonio, TX |
February 26-27 |
Association of Schools of Journalism and Mass Communication National Conference |
Memphis, TN |
March 1-2 |
United Way Great Rivers Conference |
Green Bay, WI |
March 3-5 |
MORE Major Gifts Workshop |
Chicago, IL |
March 21 |
Wegner CPAs Nonprofit Roundtable |
Madison, WI |
March 21 |
Artful Asking Success ClubCall Three in my new series, “Dial Down the Drama, Dial Up Your (Giving and Living) Success!” Topic: My Relationship to Money – Having it, Asking for it, Wanting it |
9:00 am CDT teleconference |
March 22-24 |
Board Philanthropy Experience and VIP Coaching Day |
Detroit, MI |
March 28 |
Wegner CPAs Nonprofit Roundtable |
Eau Claire, WI |
April 11 |
Wegner CPAs Nonprofit Roundtable |
Waukesha/Milwaukee, WI |
April 18 |
Artful Asking Success ClubCall Four in my new series, “Dial Down the Drama, Dial Up Your (Giving and Living) Success!” Topic: Bringing My Body Into It – How Do You Value Your Health? |
9:00 am CDT teleconference |
April 26-29 |
Annual NAYDO Conference on YMCA Philanthropy |
San Diego, CA |
April 30 – May 2 |
AFP ICON San FranciscoSunday: How our Thinking Impacts our giving and Living Tuesday: with Steve Engle on Making an Artful Ask! |
Sunday 2:00 pm & Tuesday 2:00 pmSan Francisco, CA |
May 11 |
Dream, Act, Achieve Q&A |
3:00 pm CDT teleconference |
May 16 |
Artful Asking Success ClubCall Five in my new series, “Dial Down the Drama, Dial Up Your (Giving and Living) Success!” Topic: Leaving A Legacy – The Difference Between Fundraising and Philanthropy |
9:00 am CDT teleconference |
May 31 – June 2 |
Fundraising and Development for Nonprofits |
Madison, WI |
June 12-13 |
MORE Major Gifts Workshop |
Chicago, IL |
June 15 |
Board Training |
Lincoln, NE |
June 20 |
Artful Asking Success ClubCall Six in my new series, “Dial Down the Drama, Dial Up Your (Giving and Living) Success!” Topic: Creating White Space And Protecting My Time, Yet Being There For My Donors (Oh Yeah And Also My Family) |
9:00 am CDT teleconference |
June 28-30 |
VIP Coaching Session |
Georgia |
July 12 |
Waco YMCAFundraising is a Team Sport board/staff experience |
Waco, TX |
July 18 |
Artful Asking Success ClubCall Seven in my new series, “Dial Down the Drama, Dial Up Your (Giving and Living) Success!” Topic: Dealing With Big Problems |
9:00 am CDT teleconference |
July 18 |
VIP Coaching Session |
Madison, WI |
July 27 |
Valparaiso YMCA |
Indiana |
August 1 |
United Way Loaned Executive Training |
Madison, WI |
August 10 |
Dream, Act, Achieve Q&A |
3:00 pm CDT teleconference |
August 10-11 |
Thiel University Major Gifts Bootcamp |
Greenville, PA |
August 15 |
Artful Asking Success ClubCall Eight in my new series, “Dial Down the Drama, Dial Up Your (Giving and Living) Success!” Topic: Unplugging – Why It’s Important To My Givers And Me |
9:00 am CDT teleconference |
August 22 |
Three Massive Mistakes Even SMART Fundraisers Make Raising Major Gift |
|
August 23-25 |
Hotel-Dieu Grace HealthcareBoard and Staff As Engagement Ambassadors |
Windsor, CN |
September 6-12 |
Cumbre Iberoamericana de Desarrollo Institucional |
Mexico City |
September 13-15 |
MORE Major Gifts Workshop |
Chicago, IL |
September 18-20 |
VIP Coaching Session |
Georgia |
September 19 |
Artful Asking Success ClubCall Nine in my new series, “Dial Down the Drama, Dial Up Your (Giving and Living) Success!” Topic: The Power Of Gratitude And Generosity |
9:00 am CDT teleconference |
September 27 |
Engagement and Fundraising is a TEAM SPORTYMCA Wisconsin Statewide Campaign Training Workshop |
Neenah, Wisconsin |
October 24 |
Artful Asking Success ClubCall Ten in my new series, “Dial Down the Drama, Dial Up Your (Giving and Living) Success!” Topic: Taking Responsibility – I Create My Life |
9:00 am CDT teleconference |
October 26 |
Dream, Act, Achieve Q&A |
3:00 pm CDT teleconference |
November 1 |
Madison Non-Profit Day |
Madison, WI |
November 16 |
AFP-NJ CHAPTER CONFERENCE ON PHILANTHROPY |
Bridgewater, New Jersey |
November 21 |
Artful Asking Success ClubCall Eleven in my new series, “Dial Down the Drama, Dial Up Your (Giving and Living) Success!” Topic: Managing My Energy |
9:00am CST teleconference |
December 10-12 |
CASE V |
Chicago, IL |
December 19 |
Artful Asking Success ClubCall Twelve in my new series, “Dial Down the Drama, Dial Up Your (Giving and Living) Success!” Topic: Changing My Relationship With Time |
9:00 am CST teleconference |