Reaching Your Year-End Fundraising Goals – Haley Limo

Haley Limo joins Beth Diemert to discuss how to make the most out of the time that we have left in 2023 to meet your year-end fundraising goals. Plus, Haley shares advice on how to start your fundraising strong in the new year!

Contact Haley Limo at haley@lotphilanthropy.com

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Notes:

  • Diversify your streams of income so that you can compensate if one stream doesn’t bring in as much as you hoped
  • National trends in giving show that this was a challenging year for non-profits
  • Plan to make most of your asks before Thanksgiving
  • Reach out to a few of your lapsed major gifts donors at the end of the year
  • Make your ask specific. Ask for support for a particular need that must be met in the next year.
  • Start a “story box” to collect client stories that can be used to share your impact with donors.
  • Election years can present opportunities to boost your support from donors.
  • Keep connecting with donors on a personal level. Relationship is important both with clients and supporters.

Sponsored by: Heartbeat Academy

Banquet Bloopers and Blessings – Kirk Walden and David Bereit

It’s banquet season, so we have brought in Kirk Walden and David Bereit to talk with Jor-El Godsey about some of their tips and tricks to holding a successful fundraising event. From fires, falling onstage, and protesters to powerful client moments and overwhelming financial support, Kirk and David have experienced a lot in their travels!

Notes:

  • Don’t assume that attendees know everything about your mission and who you serve.
  • Illustrate your mission by telling stories of the families who have been served by your organization
  • Don’t apologize for asking for money. Remember that you are giving people a chance to be a part of your amazing mission!
  • Speak the language of your audience (using terms and explanations that the audience can connect with).
  • Be flexible as unforeseen events may disrupt your banquet; be sensitive to what the distraction may be and remember that your audience is with you. They understand!
  • Remember those who wanted to make it to the banquet but were not able to, or those who were not ready to give that night. Maximize what happens after the banquet by connecting with people who want to give later.

Sponsored by: Ambassador Speakers Bureau