My Nonprofit Clients Use a Financing Plan to Raise Money

Nonprofit GrowthDevelopment
Written By Sherry Quam Taylor
Image of a notebook with "Plan" on it representing how Sherry's nonprofit clients use a financing plan to raise funds instead of a long, narrative-based Fundraising Plan.

My unpopular opinion: You don’t need a long narrative-based Fundraising Plan to raise money.

My clients? They use a Financing Plan.

What’s the difference?

A Financing Plan:

🔵Exposes what’s really blocking your overall revenue growth and keeping you from growing.

This puts you on a path to steady, predictable revenue so you can invest in infrastructure needed to do what’s in your strategic plan.

🔵Equips your team to lead investment-level conversations with donors who can give more.

They’ll know how to sit one-on-one with donors, have financial-based conversations, and solicit a donor’s best gift, every year.

🔵Represents your real financial need to donors (including your reserve & overhead).

This attracts investment-level donors who ‘get it’ and creates a more authentic relationship with stakeholders who want to give you more each year.

🔵Turns your team and board into high-revenue generators.

This approach aligns your teams’ hours with dollars, dictating which activities they should STOP doing and which they should START spending more time on for maximum ROI.

What I find? Too many organizations and teams on auto-pilot. Same as last year PLUS grind a little bit more.

There is an entirely different way to fully fund your organization if you are open to thinking about reframing what fundraising even is.

Seriously. It’s not easy…but it is practical and straightforward.

Are you ready to learn how? If so…you can apply to work with me here.

Whenever you’re ready, here are THREE things you can do next:

👣 Follow me on LinkedIn where I share insider info daily — the same lessons I teach my clients about attracting larger gen-ops dollars and diversifying revenue.

🍎 Grab FREE Guides + White Papers — download robust resources you can use to push against the sector’s misconceptions, equip your board, and shift your team into High-ROI fundraising.

📈 Work with me to diversify revenue & secure the gen-ops gifts you need to grow. If you’re a business-minded nonprofit CEO with big growth plans but need to make charitable revenue from investment-level donors a bigger part of your budget, you can apply to work with me here.

Sherry Quam Taylor

Sherry Quam Taylor works with business-minded Nonprofit CEOs whose Strategic Plans require expansive budgets and larger amounts of general-operating revenue for growth. To become investment-level ready, Sherry helps leaders see their revenue potential and helps them see what may be blocking donors from giving in this way. Sherry’s clients know how to attract larger donors by solving the funding challenges at the root of the issue.

As a result of learning her methodology, Sherry’s clients become sustainable, diversify revenue, and know how to add significant amounts gen-ops revenue to their budgets. But mostly, their development departments and board have transformed into high-ROI revenue generators – aligning their hours with relational dollars and set free from the limitations of transactional fundraising.

Sherry attributes the success of her business to her passion for modeling radical confidence to the future CEOs in her house - her two college-aged daughters.

https://www.QuamTaylor.com
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Nonprofit Fundraising—Spending Money on the Right Things to Raise to Budget