Your Nonprofit Development Team Needs to Lead Donors through Investment-Level Conversations

Nonprofit GrowthDevelopment
Written By Sherry Quam Taylor
Image of a nonprofit leader having and investment-level conversation with a donor.

Does your development team know how to lead donors through investment-level conversations?

 

[Wait…first, is your fundraising team actually having 1:1 meetings with donors and having sophisticated growth and financial conversations? Not just mission-based storytelling meetings?]

 

I’m wrapping up a super fun contract with a client and what they said in last week’s meeting made me so proud.

 

You see, this team of 10 was already doing so many things right…growing each year, already soliciting donors, and capping the year off with a successful event.

 

But, there was one thing missing. The staff wasn’t always having investment-level conversations. They were stopping short of what major donors need to hear.

 

And without this, donors rarely give their best gift.

 

👉 To have proper investment-level conversations with donors your team needs both SKIILLS (training) and TOOLS (a few support pieces to help them comfortably guide the conversation).

 

That’s what this team has now.

 

So, I was thrilled when one of the fundraisers said “The tools you helped us create are now second nature. We’re using them in most donor meetings to have deeper conversations.”

 

What did that mean for this team?

🎈A 200K surplus and counting as they wrap up their first fiscal quarter,

🎈A greater pipeline than ever before,

🎈Longtime donors giving bigger gifts,

🎈First time donors starting with larger gifts.

 

Securing a donor’s best gift isn’t just about site visits and stories of changed lives. That’s only half the story a major donor needs. It’s about telling your organization’s full story (mission + financial) and knowing how to invite donors to give their best gift toward your true need.

 

That’s when things really start to change.

 

How about you? Ready for true change? Apply here for help.

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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