Here’s the process each month:
Your top donors need to be able to easily understand your plans, programs, and financials. In essence, each donor needs to know the role they play in your growth. You’ll understand the tools, plans, and presentations that must be created annually to be a successful solicitor. The objectives of this month include:
Clear translation of strategic documents into appropriate, donor-focused pieces
Understand if your program descriptions are donor-digestible
Establish the actual funding need of the organization as conveyed to donors
Know the best way to create healthy, low-risk, annual giving patterns
Understand what you need to have in-hand during donor solicitations
Adopt a mindset that leads to confidence during the big ask
Your goal is to receive your donor’s best gift. Each donor needs to be given an annual experience tailored to their needs – one that is exclusive and sincere. Every year you need to take time to plan out the individual journey your donors take with your organization. You’ll know how to create a positive experience with them all year long, you will have greater results during your solicitations. The objectives of this month include:
The best approach to segmenting the donor base by type and level of generosity
Understand the level of customization needed per donor segment
Design satisfying donor experiences for your top donor segments
Establish a monthly rhythm that drives accountability for growth and metrics
Create an annual gift chart to use during solicitations that grows a donor’s gift
Build a gift acceptance and fulfillment process that sets you apart from your competition
Now, it’s time to practice all you’ve learned and created. Your donors need to be asked to invest in your organization. I hear you – I know you may be scared. But your fear will be greatly reduced when you have the right mindset and tools in hand. The objectives of this month include:
Understand how to ask for the top gifts you need through role-playing scenarios
Gain confidence in how to present solicitation tools and answer tough questions
Know how to grow and retain donors using your gift chart
Gain clarity on your specific donor scenarios and create next steps for your next ask
Get clarity on the time the entire board, staff, and team need to spend on fundraising to maximize results
AND ALL ALONG, you’ll have me as your coach as you solicit prospective donors you're talking to right now!
You’re frustrated with fundraising and know there must be a better way to grow.
You need more unrestricted funding to accomplish your mission and programs.
You struggle with what to share, say, or do during solicitations with individual donors.
You’re ready to invest in your growth this year.
You’re still in start-up phase and not fundraising yet.
You are a nonprofit solely funded through membership or association dues.
You can’t dedicate time to regular meetings and homework during the 90-days’ time.
The biggest impact [of my work with Sherry] is my personal confidence in fundraising and I’ve met or exceeded my fundraising goals while working with Sherry.
- Executive Director
Sherry helped us identify roadblocks and streamline processes, which has helped grow our organization financially. I am absolutely amazed when I think how far our organization has come in the one year.
- Executive Director
Two years into our plan, we have attained many of our organizational goals and the results are stunning.
- Board President
I looked to Sherry each week not only for her knowledge and expertise on fundraising, but for general advice, direction and support. In my experience, it’s rare to find someone who will … adapt to the dynamic nature of the work and offer such comprehensive support.
- Executive Director
[Sherry] is constantly evolving and adapting while remaining grounded in strong, sound data as the basis to all her recommendation. Sherry is agile, decisive and fun to work with. I would, and do, recommend Sherry to anyone looking for a crash course in modern fundraising.
- Director of Strategic Engagements