New Podcast: Reducing Dependency on Events & Gov Dollars—A Case Study with Kim Zoeller at Ray Graham Association

I’ve been accused of not liking events. Especially golf.

Not entirely true.

I just want events to be used in a broader relational strategy as a STEP in your major donor’s experience with your organization. Not, THE MAIN experience a donor has with you.

So, what happens when you do this? 

Well, you can hear directly from my client Kim Zoeller at Ray Graham Association in this new Case Study Podcast. She speaks specifically about her organization's golf outing at minute [23:00]. 

But, there are so many great nuggets in this one! If you're an organization that's trying to become less dependent on entities like the Medicaid System by scaling your fundraising, then this ones for you! 


Now, back to Golf! Kim and I joked that I'd have to eat my words because you'd never think I'd be promoting the success of a Golf Outing on my podcast! But, here we are!

 

Listen for these shifts in her event strategy as her team sought to fit the activities into their broader model and plan…and I won’t spoil all the results…

 

Before: Filling foursomes with any golfer

After → Using the year’s lead-up to build relationships w/mission aligned golfers

 

Before: Transactional ticket selling with folks who often weren’t mission-aligned

After → Prioritizing relationship-building and investment-level conversations before the golf event

 

Before: Entire team allocating too much time and energy to event planning/logistics

After → Hired an event planner so the development team could have real conversations at the event

 

And…the most fun thing?

 

Folks came up to her and her team afterwards asking if they could give a larger gift? 

 

Ummmm….Yes. At the golf outing.

 

Leader - There is a path to holding your events a bit looser so that it fits into your organization’s overarching financial need. It’s a big part of my work and it's key when you're trying to model into an hours-to-dollars model. Too often the transactional activities and made-up event goals that galas, walks, and golf outings demand is actually what’s keeping your team from raising more money every year. It's the opposite of what the sector has taught us. But, it’s time for change.

Hop on over to my LinkedIn Post and give Kim (and her incredible team) all the congratulations and high-five she deserves! 

 

How about you? Are you ready to start using your events within a larger, relationship-focused fundraising strategy? You can apply to work with me here.


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

👣 Follow me on LinkedIn here where I share the same lessons I teach my clients about attracting larger gen-ops dollars and adding 7-figures + to their bottom line. 

🍎 Read my GUIDE! THE TRUTH ABOUT GIVE/GETS :: Top 5 Reasons Your Board’s Give/Get Is Leaving Thousands (Sometimes Millions) on the Table. See how limiting board members to the Give/Get model restricts gifts and keeps your staff from reaching their full fundraising potential. Here to get it.

📈 Work with me to scale your org's revenue by 2-5X and fund your organization’s Strategic Plan // If you’re a business-minded CEO already raising MILLIONS but need to diversify revenue and secure more general-operating dollars to invest in growth, 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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New Podcast: Shifting Capital Donors to Annual Fund Donors—A Case Study with Kelly Hill at Heart of Missouri CASA