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.

 

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.

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
Workshop for Central Illinois AFP

Marcy will present a full-day Major Gifts workshop for the AFP Central Illinois Chapter in Peoria, 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. ™

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.

Wednesday, October 9
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, 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.

Tuesday, November 19 and Wednesday, November 20
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, 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
Evolve March 4-6
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.
Nonprofit 2021 Day
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 8th AFP Symposium
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 6
April 9
MORE Major Gifts Accelerator Group Coaching Q&A Call
AFP 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 Call
Click 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 Call
Click 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 Call
Click 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 Call
Click 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 Call
Click 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 Club

Call 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 Club

Call 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 Club

Call 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 Club

Call 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 Francisco

Sunday: How our Thinking Impacts our giving and Living

Tuesday: with Steve Engle on Making an Artful Ask!

Sunday 2:00 pm & Tuesday 2:00 pm
San Francisco, CA
May 11
Dream, Act, Achieve Q&A
3:00 pm CDT teleconference
May 16
Artful Asking Success Club

Call 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 Club

Call 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 YMCA

Fundraising is a Team Sport board/staff experience

Waco, TX
July 18
Artful Asking Success Club

Call 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 Club

Call 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 Healthcare
Board 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 Club

Call 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 SPORT

YMCA Wisconsin Statewide Campaign Training Workshop

Neenah, Wisconsin
October 24
Artful Asking Success Club

Call 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 Club

Call 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 Club

Call 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