Tag Archives: Sherry Quam Taylor

Nonprofit Radio for February 28, 2020: Get To The Next Level

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Sherry Quam Taylor: Get To The Next Level
Stop overlooking investment-level giving opportunities because you’re spending too much time on events and Facebook ads. Sherry Quam Taylor walks through how to start your major giving program or how to fine tune and kick it up a notch. She’s a fundraising consultant and coach.

 

 

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[00:00:13.74] spk_0:
Hello and welcome to tony-martignetti non

[00:00:21.63] spk_2:
profit radio big non profit ideas for the other 95%. I’m your aptly named host.

[00:00:23.19] spk_0:
We have a listener of the week Rusty Stall in Beacon, New

[00:01:47.40] spk_2:
York He went back and shared number show number 4 19 which is the encouragement show on Twitter. That one is from December 2018. Folks, you share, I shout out, Thank you very much, Rusty. Thanks for sharing the show. Glad you loved it. Congratulations on being this week’s listener of the week. Rusty Stall. Oh, I’m glad you’re with me. You’d get slapped with a diagnosis of metastasized a phobia if you missed our fifth show in The Innovators. Siri’s get to the next level stop overlooking investment level, giving opportunities because you’re spending too much time on events and Facebook ads. Sherry Kwame Taylor walks through how to start your major giving program or how to find Tune and kick it up a notch. She’s a fundraising consultant and coach on Tony’s Take. Two planned giving relationship stories were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com But Cougar Mountain Software Denali Fund is there. Complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant in for a free 60 day trial and by turn, to communications, PR and content for nonprofits. Your story is their mission. Turn hyphen to dot C e o so great for to our sponsors really appreciate them so much.

[00:01:51.94] spk_0:
What a pleasure

[00:02:14.80] spk_2:
to welcome. First time to the show Cherie Kwame Taylor. She teaches non profit leaders had a pivot from small dollar donations to securing larger investment level donations so they can finally fund their missions. She does this nationally through her private coaching and her 90 day Let’s Grow Fundraising accelerator. She’s at kwame taylor dot com And at Sherry.

[00:02:19.22] spk_0:
Cute Taylor. Welcome. Es que t?

[00:02:22.49] spk_5:
Hey, Tony, how are you today?

[00:02:23.96] spk_0:
I’m doing very well. Where you calling

[00:02:25.46] spk_2:
in? From Sherry Kwan Teller.

[00:02:27.11] spk_5:
I am in Chicago

[00:02:28.49] spk_2:
land. Chicago. Your home. Okay. Your home base. You’re in Chicago. Okay. I

[00:02:31.87] spk_5:
am right in the middle of the country. Where were you? Where It’s cold.

[00:02:35.53] spk_0:
Yeah, Chicagoans always bring that

[00:02:37.09] spk_2:
up. I don’t like the first thing they say in the winter.

[00:02:40.07] spk_5:
We’re really tired of it

[00:02:41.42] spk_2:
here in the end of February. Got

[00:02:43.11] spk_5:
a couple months ago.

[00:02:52.83] spk_2:
I just asked somebody the difference Where was he calling from? Ah, the difference. Is there a difference between 10 below and 20 below? Do you know that? Does that marginal? 10 degrees to make no difference.

[00:02:58.61] spk_5:
Not not to me not to let

[00:03:00.20] spk_2:
it go

[00:03:00.47] spk_5:
under under zero. It’s kind all the same.

[00:03:03.17] spk_2:
It’s also okay. Okay.

[00:03:05.34] spk_0:
Um, so you have Ah, You have a pretty

[00:03:17.94] spk_2:
interesting practice. An interesting niche. Just why I wanted you to be one of our innovators. Um, you’re helping organizations get going with individual and then and Major Given,

[00:03:25.33] spk_5:
Right? Right. Yeah. I mean, just like you, tony. I’m really focused on those groups who are under that Usually $1 million mark And I love working with

[00:03:33.29] spk_2:
Okay. There was a lot of chatter on LinkedIn, so lots of

[00:03:36.66] spk_0:
lots of women. I think I was the only guy

[00:03:38.11] spk_2:
who commented in here on your link with you. Do you have anything do you work with? Do you work with Male of fundraisers? Ideally, you will. I

[00:03:46.91] spk_5:
think I made about 50 50%

[00:03:54.87] spk_2:
representative of population. Okay, um, I was just interesting. I said I noticed we’ll get a chance to shout some of them out of shortly if if they’re listening, in fact. So

[00:04:00.53] spk_0:
where do you see

[00:04:08.44] spk_2:
people sticking? Like What? What’s what’s what’s the typical, um, scenario for someone who needs your help? Where are they that you’re trying to get them past?

[00:04:16.13] spk_5:
Yeah, great, great question. So typically the people

[00:04:19.20] spk_2:
I’m working with

[00:05:51.62] spk_5:
are you know, I work with a lot of founders who have started non profits. And so, you know, they’re absolute subject matter issues, subject matter experts at their mission. And they started the non profit, and they’ve had a great level of success have gotten it to a certain point. But then there’s becomes the sticking point. It’s like, Oh, this is this is getting harder and harder to fund and what we have a waiting list for our service is and or gosh, I’d love to hire my first staff person, but I don’t know how to scale this financially and so I mean the favorite. I mean, really, probably the favorite part about my work is working with mission experts and people who have raise your hands and said, Yeah, that is a problem, and I’m going to, you know, found a non profit to try to solve that, but they necessarily they probably haven’t ever needed to know how to do major major level gift cultivation. So they’ve never been taught how to do it. And until oftentimes I find that, um, they’re funding, maybe has plateau because they’ve been kind of trying all the thing with some successful some not. But I really don’t know how to move into a larger gifts and so usually to kind of profiles I work with. And one would be what I just described. And then I also work with a lot of groups who are over that $1,000,000 mark. Um, but maybe they have a tremendous amount of either program revenue or revenue from the government. And they haven’t really strengthen their charitable giving,

[00:05:53.25] spk_2:
you

[00:05:55.98] spk_5:
know, they’re not bringing in a that could be bringing it.

[00:06:50.94] spk_2:
Yeah, or now a lot of people who ask me the question, How do you get to the next level had a week. How do we get to next level? Are wedded to events? You know, I whether it’s a gala or it’s a run or it’s a bunch of smaller events, you know, and my concern there is that they’re they’re fearful of and and also have not been trained in, as you said, individual individual giving, that they’re not comfortable sitting across a kitchen table or a desk, and hopefully it’s in their office because I like to control the setting. But we’ll get to the details that and ask people for whether it’s $500 or $50,000. Whatever level you at your at and you believe they should be at, they’re not comfortable doing that. So they host these events because they never have. They just ask for tickets on gates and auction items, and there’s never a face to face. Would you consider a gift of $50,000 for the for the mission that I just described and to get us to where I just said We need to be?

[00:08:22.09] spk_5:
You’re speaking my language, tony. I mean, I see so often, um, that organizations Oh, we have five annual events or, um, you know, we just you know, the board says you write more grant proposals or let’s just try. You continue to try all the things and that that concept you just nailed it that that step by step plan into oh So you’re telling me I should be carrying in my my world a top 30 portfolio of donors and that top 30 actually should be bringing in between 50 and 75% of my revenue. And you actually want me to go sit down one on one and present to them, or you don’t have a relationship with them and ask them for money. Oh, I like that Could never do that. Like I hate asking people for money, right? I get that all day long, and and that’s really where? Why I see people stock and frankly, why, in my opinion, you know, 77% of nonprofits are under a $1,000,000 because that that fear is kind of holding the back of What would I say when I get in that meeting, right? Like what? Is that? What questions are they gonna ask me? And so I think that being open to saying If you don’t know how to do that, it’s time to invest in yourself

[00:08:23.66] spk_2:
to

[00:08:37.90] spk_5:
learn how to do that. Because that’s a way to protect fundraising. Then, um, you know, the events or the appeals are giving Tuesday, which are all fine things. But if the majority of your funding really should be coming in from your top 30 donors, why are you allocating all of your time and energy and budget into smaller gifts?

[00:09:17.62] spk_2:
Okay, we’re gonna get to our we’re gonna take our first break. And after that, well, we’re gonna get into the steps and answer a lot of those questions that you just rhetorically asked wegner-C.P.As so that your 9 90 gets filed on time so that your audit is finished on time so that you get the advice of an experienced partner. You know which doom? Just on the show last week. You know him and he’s been on before Aunt and his firm, wegner-C.P.As, that has a nationwide non profit practice with thousands of audits under their belt under their belt. They just were. Collectively, they just wear one belt. It’s a whole bunch of accountants, one belt wrapping, all of

[00:09:22.79] spk_3:
them on,

[00:09:32.52] spk_0:
and you get that expertise in the in their advice. Alright, wegner-C.P.As dot com. Let’s do the live love. Um, starting with that, I’m gonna start right here this time. You don’t do that. But New York, New York, we got multiple right here in New York,

[00:09:37.18] spk_2:
New York and moving out from the New York area got Falls Church,

[00:09:42.00] spk_0:
Virginia, Albuquerque, New Mexico. I love

[00:09:46.55] spk_2:
Albuquerque. I think I stayed at the The Albuquerque. The hotel Albuquerque. Is there such place? I love Al Albuquerque is a beautiful, beautiful city. Live love Out to Albuquerque and

[00:09:54.61] spk_0:
Tucson, Arizona, Fairfield, Connecticut, Tampa, Florida Barberton, Ohio. Um, yes. Live, love, live love

[00:10:34.74] spk_2:
to our domestic live listeners. Thank you for being with us and going abroad. Looks like Adana, Turkey, I hope. Adana, Turkey. I hope your family members are all safe attack in Syria just yesterday. Right? I hope your family is all safe. Tehran, Iran. Thank you for being with us. Checking in often. Tehran. You get to be regulars. Thank you. Appreciate that. Live love out there. Um, Belo Horizonte. Orders aren’t a Brazil. I love that. Thank you. Thank you so much. Obey God! Oh, for our Brazil listener and Seoul, South Korea, of course, Always checks in. So loyal

[00:10:44.54] spk_0:
annual Casio comes a ham Nida and also a Saudi Arabia. I think that’s a new one. Jetta Jeddah, Saudi Arabia. Live love to each

[00:11:27.35] spk_2:
of our listeners abroad. Thank you for being with us on the podcast Pleasantries tour. Over 13,000 listeners in the time shift Pleasantries to you. I’m so glad that not profit radio fits into your life. Okay, let’s go back. Yes, Thio, get to the next level. All right, Sherry, you have you step by step. And if the host is any good at this show, which is always questionable, that seems after nine and 1/2 years. That’s still an open question. Then if he is, we’ll get to all the steps. So you want to start with the end in mind? Start with your endgame.

[00:11:44.24] spk_5:
Yeah, I d’oh! So you know, I might my challenge to people when I start working with them, as they say. Okay, so we’re gonna put a new cap on here or new lens on if you will. And that your investment level lens. And so if we’re gonna go prepare you to go start sitting down are forming relationships so you can eventually sit down with people

[00:11:51.25] spk_2:
and ask

[00:12:59.94] spk_5:
some first went for $25,000. We need to be We need to have a different type of lens on it. I if you saw me right now. I’d be doing this pivot with my body. But what I’m saying is I wanted to shift from Well, yeah, if we had the money. We do that. Yeah. If I had the money, I’d hire that person. If I had the money, I’d start that program. I want to shift that too. Here’s actually what our plans are. And here’s what we need this year. And so if you even think you know ahead to a solicitation and donor said so what do you need? And you hesitate and say, Well, you know what? We did this last year. We’d love to do this and we really hope we can vs. So glad you asked that we have an $800,000 need this year. And here’s what we’re going to dio and being Bing Bing, right? So it’s amazing That seems really simple, right? But that really that pivot from We gotta stop reacting to all the things and actually kind of push the pause button and put a proactive plan in place. Move from that scarcity to need model and move from trying to, you know, fundraise to everyone to really getting honed in on the top 30 donors.

[00:13:27.08] spk_2:
Okay, Now, at this step, we don’t We don’t have a particular donor in mind where we’re assessing our overall need for the year Or maybe maybe a two year plan or something like that. We’re just We’re focused on our our need. We’re not. We’re not focused on any individual donor yet. Or donors? Not yet. Because

[00:14:20.14] spk_5:
so often even budgets are sat. You know, sometimes how do you set your budget? Well, first we look at the money we have pledged. Well, hold on now. First, we need to look at what you need, right? And so what? We’re gonna talk about that step because budgeting is the key here. And so all of this tony is really rooted in me. My goal is to really help my clients learn how to leave their donors, every donor to giving their best guess and then helping them give that gift every year and getting them in a strong annual fund. And so I always say to people, if your donors best gift is $25 a month and that’s the best gift amazing, let’s provide the most amazing donor experience for that person. But if you’re if you’re, uh, donors, best gift is a $25,000 gift, and they’re only giving you five. We have some work to do, right? So if if all of our donors were giving their best guess, this would be a game changer

[00:14:24.44] spk_2:
How sorry. How are we gonna know what the best gift is for each of our top 30?

[00:15:00.24] spk_5:
Well, the first thing starts with relationship building and actually being comfortable talking about investment. And so oftentimes I find that we are so passionate about our missions way we know them obviously better than anybody. And so our conversations are a little bit like, Oh, here’s the crisis. Here’s the problem we’re solving And here’s what we d’oh on here some really great stories. And here’s some numbers of you know, this percentage of kids are doing this now and then It it kind of drops off like, Well, I think they’ll give because they really ask some great questions. And I know they have capacity, so we’ll see where that goes.

[00:15:37.21] spk_2:
Where where does a prospect research fit in? Do you? I’m a big advocate of gaining as much knowledge as I can about a person from the person themselves. And if you if you ask the right questions and if you’re a good listener, you’ll learn all about how many kids they have, what they what they do for a living or what they retired from where their vacation homes are. If they if they have them boats where they travel, whether they travel, you’ll learn a ton of things just from the person. But does thank you. Okay, but does does outside prospect research fit into your schema?

[00:16:28.74] spk_5:
Yeah, sometimes, like here’s the thing. What I find tony is I find that typically, and that kind of that model non profit where we started at the top of the hour. I actually find that many times they have donors who are sitting right around them, and a lot of times it’s they aren’t giving their best gift because A. They haven’t really known what the organization needed, because either they didn’t know how to share that, where they don’t know what they need or B they’ve never been asked, and so totally groovy. Oh, this is the slow game when we’re starting, when we’re getting to know our donors, why they’re giving why they value giving tow us, knowing every single thing and just having a relationship with him, right?

[00:16:32.37] spk_2:
Yeah, because Because the first meeting is not the ask.

[00:16:34.61] spk_5:
No, no,

[00:16:36.31] spk_2:
make that. Let’s make that explicit. Yeah,

[00:16:47.44] spk_5:
Yeah, I literally just had a client or a board member of a client. Say so. You mean to tell me we’re not asking in this meeting? I think it’s the first meeting you didn’t propose to your spouse on the first date,

[00:16:50.75] spk_2:
right? Good analogy. Yeah.

[00:17:07.88] spk_5:
Yeah. So, um, so it’s a slow game, But I would also say there’s just Yes, of course. I want, you know, people, you know, doing prospect research and, you know, running reports and doing due diligence. But I would also say Don’t forget that we can go talk to them

[00:17:09.30] spk_2:
and we can

[00:17:26.72] spk_5:
go for a relationship with them and share what we need, because they time and time again, I have clients moved five figure gifts to six figure gifts. I’ve sat in these solicitations and heard their donors say I didn’t know you needed that. What have you never asked? I mean, so great. But also Oh, my goodness.

[00:17:43.75] spk_2:
Subsumed in something you just said is Don’t let the lack of information keep you from that solicitation that that asked. You know, if you feel like I don’t know quite enough, you know, I don’t know. I don’t know what you know. You’re never gonna know everything. So you get a much as you can have those preliminary meetings. Maybe somebody on the board knows the person. Or maybe not. But, you know, but don’t let the ah lack of some some little bit. I never found out where they have Children or not, or whether how old their Children are. Don’t let that stop you from going ahead with your ask

[00:18:06.98] spk_5:
your right.

[00:18:07.60] spk_2:
Otherwise, you’ll you’ll spin

[00:18:12.79] spk_5:
your spin. Until this concept, Like what you said, Um, I want you sitting down one on one with your top 30 donors,

[00:18:17.17] spk_2:
but

[00:18:35.66] spk_5:
more than that and asking them. And every time I speak, I always have somebody raise your hand and say, Can I e mail him, you know, like not rarely, right or the other thing is yet I’ll say, Do you Do you do one on one ass? Yeah, we do. We have We’ve got a couple of in string here and we ask that our event. That’s not what I’m talking about. Totally different. Totally different angle here.

[00:18:39.84] spk_2:
Right? Thank you. Okay. And you also mentioned I don’t put a put an exclamation after it. Let’s get out of the scarcity mentality. You said that you said it explicitly. I’m I’m reiterating what you already said. We got it. We got to get out of this. I can’t afford that. I can’t afford the first employee. Uh, that’s part of your That’s part of where

[00:18:59.32] spk_0:
you want to be. I want to hire our first employee.

[00:19:01.01] spk_2:
This? What are we already have a staff of four. I want to hire our first director of development this year. And that’s gonna be ah, $75,000 position. And when I add benefits, it’s gonna

[00:19:10.18] spk_0:
be $100,000 position. That’s what we need.

[00:19:15.39] spk_2:
You know? It’s okay if you saw me. You said earlier if we saw you, you’d be pivoting around. You saw me. I’d be flailing my arms around

[00:19:20.35] spk_5:
sitting up in your care.

[00:19:23.74] spk_2:
Oh, yeah, I’m propped up my aunt. My arms are flailing.

[00:20:00.40] spk_5:
Your leave led me right into step to hear track each other. Um, so I mean, step like, so it’s really moving into. Okay. So, Cherie, you’re telling me I need to go sit down with these people? I need thio eventually. When I feel like the time is right. You want me to ask them for money and sit down and do that? So, you know, often the next step is So what am I saying to them, Right? And so in my world, I always say, there’s there’s three things that really have to be clear in a donor’s mind before they’re going to give you that investment level gift. So obviously one of those being planned, like, what are you doing?

[00:20:02.51] spk_2:
Yeah, we just talked about that. All right? Yeah. And then,

[00:20:14.09] spk_5:
uh, and also, like, I’ll send your strategic plan and whether you have the 40 page binder on the shelf or it’s in a napkin sketch, You know, your donors have to know what your plans are. What are you doing this year so that you can do this next year? Because in five years were kind of thinking this right. Like,

[00:20:21.99] spk_2:
you

[00:21:02.02] spk_5:
have to be talking about your plan in that annual rhythm to get your donors in that annual fund mentality. Right? So you gotta know your plan. You gotta be able to talk like that. So that’s kind of the planning of it, obviously. I mean, we don’t have to spend some time on this, but your programs, what do you do? And I think probably the biggest hang up I see in the Syria would be donors not totally understanding what you do. It kinda have an idea. And then oftentimes, uh, you know, the confusion comes with Well, we do this and this and this and this and this, and we list the activities that we d’oh. We don’t really talk about them in more of an outcome manner or in a in that programmatic structure that really helps him understand how holistically our programs fit together to actually be solving.

[00:21:21.04] spk_2:
And Sherry, if if this is an existing donor, let’s say and you’re trying to get them to the next level, you know, look at what they’ve been funding in the past because that’s if if they have a specific program, maybe it’s unrestricted. In which case we’re grateful for, of course, for general support too. But if there is something that they’ve designated they’re giving to in the past. Uh, focus on that. You know that. Focus on that part of your your plan and your need You need

[00:21:45.93] spk_5:
Absolutely. Absolutely. And so it’s always a balance of I want to feed the donor’s interest, right? Like, oh, they’re really, really excited about our scholarship program. Okay, great. We want to know that. But our job also is a leader is to say, OK, how wonderful. You know, we’re investing $300,000 in our scholarship program this year. Our organization has an $800,000 need, right? Like I want them to know the whole need

[00:22:07.03] spk_2:
of organization, but

[00:23:34.04] spk_5:
they’re super passionate about a program, you know, that’s what we’re gonna feed. Right? Um, So there’s there’s the donors who Really? Yeah, they understand. We do. They volunteer for us. They’re deep in this with us. They’re really stakeholders. Um, you know, I have some while those funny stories of donors who were giving to organizations who asked off the wall questions like, How do you guys were doing this, right? So there’s some clarity that needs to happen. There is, um, it might be that we’re speaking in acronyms are, you know, kind of speaking in our jargon because we’re so intimate with our industry. But how can we How can we talk about what we do in a way that really helps the donor see the impact that a gift could have on the lives that were serving? Um, Okay, So I said three things have to be clear so that there obviously their plans in the programs and the 3rd 1 which is maybe my favorite thing to talk about tony is the financial need. What do you need financially? And so every single time I talked to, uh, somebody new, I always say, I got to be honest. It’s a little bit of a test. Um, I say so. So what? What? Your what? Your financial need this year, I’m kind of asking, what’s your budget? And 9.5 times out of 10 I get. Well, last year we did about 6 80 And so we I mean, we hope we could do that. I don’t know, maybe 7 20 You know, in essence, a little our need is a little bit more than last year

[00:23:38.91] spk_2:
right there, but they’re Basically, they’re constraining it based on what they did last year versus what would be what? What would get the organization again to the next level. Or, you know what, really what I really need to do or want, want or need to do not just constrained and tied to what they did last year,

[00:23:59.18] spk_5:
right? Right. So I kind of called.

[00:24:00.68] spk_2:
It’s like an anchor dragging you down what you did last year. What

[00:24:04.09] spk_0:
do you want to do this year? What do you need to do this year?

[00:24:08.15] spk_5:
Yeah, yeah. You know, you’re gonna come to meetings with me, tony. So I call that

[00:24:11.75] spk_2:
I don’t think you can afford me. I’m sorry.

[00:24:16.23] spk_5:
Okay. Never mind that. I kind of call that like, Okay, so that’s your more of your squeak by budget. Look, you’ve got to get that number,

[00:24:22.02] spk_2:
But

[00:24:33.91] spk_5:
then, you know, when I dig a little bit, I’ll say OK, so So you need, you know, a 20 in my example. I guess so. What’s not in that number, you know, And when I start digging a little bit, it always happens. Okay. So, um, are you are you paid by the organization? Well, you know I was approved to take the 70

[00:24:40.71] spk_2:
$1000 salary, but

[00:24:41.81] spk_5:
I’ve only been taking a 20

[00:24:42.92] spk_2:
five or

[00:25:06.64] spk_5:
I we have a waiting list, but we don’t have enough er staff or, um, you know, do you have a reserve fund? Well, no. You know where it ebbs and flows, you know? Are you investing in technology? Are you? You know anything? So my point of this is you have got to create a riel. Need space budget to grow.

[00:25:11.44] spk_2:
No,

[00:25:12.12] spk_5:
this cannot desist. Moving from reactive to proactive.

[00:25:15.45] spk_2:
This is

[00:25:20.28] spk_5:
the biggest thing. If there’s a takeaway from anybody today, it’s budgeting. And sometimes I laugh. I don’t know. I talk about budgeting all day long, and I don’t know how I how this came to be, but your budget is your plan for the year.

[00:25:28.87] spk_2:
Andi. So, Daddy, and put

[00:25:30.90] spk_5:
those things in.

[00:25:32.10] spk_2:
Yes, what? Your deeds are what you what you aspire to. And don’t be anchored by what you did

[00:25:36.53] spk_0:
last year

[00:25:37.07] spk_2:
or the year before.

[00:25:38.10] spk_0:
That’s dragging you down. That’s that’s, you know, 10% 15

[00:25:53.97] spk_2:
percent growth, thinking you’ll reach your reach a $1,000,000 in revenue in 15 years. That wave incrementally 10% of 10% growth from year to year of your starting its 6 80 or something. What? How

[00:25:54.94] spk_0:
did you know? Think big.

[00:25:57.47] spk_2:
But in terms of staff and programs and, um, and needs, you know, how

[00:26:03.42] spk_0:
do you get where do you want to be?

[00:26:30.60] spk_5:
And I think this is why this is hard. But this is, like, such a sticking point. This is what I’ve kind of come toe watch with my clients because it’s actually like a really fun and clarifying exercise. Thio, get them to kind of watch them pivot into. I could do that. Yeah, well, let’s put it all in and see what the number is. I’m not talking crazy. I’m not telling you to jump from 600 K to 1.2. But what I’m saying is, if you do not say you know what, You’re right. We have even $850,000 need this year.

[00:26:36.14] spk_2:
Like,

[00:26:43.71] spk_5:
if you do not do that, how will you put a development plan in place to actually hit that? Because if you’re putting a development plan in place to,

[00:26:45.68] spk_2:
you know,

[00:26:51.69] spk_5:
way back down toe, maybe hit the 6 80 you will never hit it. And so I’m a big believer in Okay, fine. We have an $850,000 need. I’m looking around the table, right. I want that to roll off everybody’s tongue. And now we’re gonna put a plan in place on how we’re gonna bring that in

[00:27:03.20] spk_2:
because,

[00:27:12.70] spk_5:
you know, oftentimes way find we’re spending tons of time kind of on the expense side of our budget, right? Just every nook and cranny of every expense. But then we aren’t spending the same amount of time saying, OK, so how

[00:27:19.32] spk_0:
are we

[00:27:56.69] spk_5:
gonna bring in the 8 50 and let’s go back to where we started? It’s 50 to 75% of our revenue should come in from our top three donors. We sure as heck should start there. Right? And so I’m a really big believer in using your budget month to month of another little tip. So many people I work with, they haven’t looked at their budget month to month. Here’s what I’m bringing in this month. Here’s what we’re spending this month. It’s more looked at often as more of an annual basis. How do you know what to do in June if you need to bring 50 k n and you gonna spend 47 K. Okay. Well, how do we know what to do then? If we aren’t looking at it month by month?

[00:28:02.64] spk_3:
Okay, um,

[00:28:03.28] spk_5:
budgeting is huge in this huge, huge, huge.

[00:28:12.18] spk_2:
All right, we’re gonna take our our second break. Um, And since you’re, uh, fundraising professional, you’re gonna appreciate time versus goal. We’re halfway through the show, and we’ve only done two of your seven steps, so

[00:28:20.93] spk_5:
they get faster.

[00:28:21.95] spk_2:
Okay? Okay. I told you the host is lackluster at best. On a good day. Lackluster. That

[00:28:28.54] spk_5:
was my longest

[00:29:06.64] spk_2:
time versus goal. All right, take this break. Cookie Mountain Software, Their accounting product, Denali is built for non profits from the ground up so that you get an application that supports the way you work that has the features you need as a non profit and the exemplary support that understands how you work. You’ve heard me talk about that For the testimonials about the support. They have a free 60 day trial. It’s on the listener landing page at tony-dot-M.A.-slash-Pursuant. Now it’s time for Tony’s take two plan giving relationship stories. In my previous video, I talked about playing, giving relationship stories, and

[00:29:06.80] spk_0:
I left out the relationships. How do you talk about relationship

[00:29:09.12] spk_2:
if you don’t include the people I talked about, how they get started and the value of these plan giving long term relationships to your organization. And

[00:29:16.68] spk_0:
then I didn’t tell any relationship stories. How could you see Lackluster at on a good

[00:30:05.02] spk_2:
day? So, uh, plenty of relationships. Stories has four lovely stories, and there’s scores of them that I’m sure I could come up with if I put my mind to it. But these four or top of mind, um, and I tell some very touching stories about the plan giving relationships that the part of planned giving that I love the most those relationships. So those stories are on the video at tony-martignetti dot com, and that is Tony’s Take two. Now back to get to the next level with Sherry Kwan Taylor. She’s a private coach and runs a 90 day fundraising accelerator. Our Sherri, we’re getting to the donors now. We’re gonna start identifying our top 30 donors. We are suppose we’re a small organization. Can we Can we do this with 10 or 15 top donors. Absolutely. Okay,

[00:32:48.54] spk_5:
absolutely. Usually, people are like, Hey, Cheri, I love that you’re talking about top 30 donors, but I’ve got a solid nine, you know, it’s okay. It’s okay. We’re gonna start with nine, and then we’re gonna find the other ones, right? So I would say, like moving into this yet. Let’s talk. Let’s talk about our donors here. So, you know, we have those three things were our plans, our programs, our need. So now, especially with our top 30 now, we need to serve our donors. We need to make sure there’s clarity in those areas and tie it to why they would get why they value giving to the organization. And so my what I want people to hear today is you actually have way more control of the timing of the gift and the size of the gift than you think. And here’s what I mean, but I mean is you have got to craft and create great donor experiences for your top 30 donors, and I’m talking as far as saying okay, so let’s use our example. I always use Tom. And so, um, you know Tom and sue. They always male in a check of Thanksgiving. Yeah, I don’t know. They just always male in that $10,000 check. They must have a family meeting and mail it in. So I say, Well, hold on a second. Uh, we’ve done a little research on Tom and Sue, and they are giving $25,000 to the theater down the road, right? And so how do we How do we It’s It’s January right now. What do we need to dio? But two in January and November to raise their gifts, right? And so I am a believer, and we need to plan that out, and we’re gonna be flexible about it, too. But my goal would be great. So I actually want to get in front of that gift this year. And I want to make sure that I have done everything in my power to lead them to the point where we’re sitting down in October. And I’m having a really healthy, wonderful investment level discussion with them before they just mail in that gift of Thanksgiving, right? And so I want us looking at each one of our 30 donor relations donors and charting out what those steps are going to be and managing those. Because again, this could be 75% of your revenue. And so it is a lot of work. You will never hear the words come out of my mouth. Fundraising is easy because it is discipline. And it is someone waking up every morning and saying, Okay, I gotta push this bar here. I gotta push this here. I gotta move this over here and move this. It takes a lot of time. Um, so this But this is this is how you will grow. This is how you will move into investment level, gets by serving your donors in such an intimate way.

[00:32:57.24] spk_2:
Now, this will also work with Tom and Sam Couples, right?

[00:33:00.73] spk_5:
Yes, of course.

[00:33:01.96] spk_2:
Or Terry and Sue. Okay. We’ll work with it with anybody. Not strictly a hetero plan.

[00:33:07.31] spk_5:
Thank you. Thank

[00:33:08.20] spk_2:
you for pointing that out.

[00:33:19.96] spk_5:
And I’d also say, you know, sometimes people Oh, do you Do you also work with foundations or do you work with corporations or sponsorships? Um I mean, I focus on individual giving, but I would I’d say to you is I will tell you. He’s obviously these warm, wonderful relationship building experiences. It trickles down to every relationship that you should be having with a corporation who’s sponsoring something or, ah, family foundation. And so I’ve actually seen when people have gone through my program and really try to grow their individual giving that it actually has greatly impacted how how they’re approaching their events and how they’re approaching foundations and corporations. Because, um, it’s really all about creating and serving our donors in that way. So I can I’m happy to talk to some of those steps if you if you would like to dig in deeper.

[00:34:47.69] spk_2:
Yeah, well, let’s stick with our individuals of the individual donor side. So, you know, I should have also reminded our live listeners that if you want to join the conversation, uh, hit us up on Twitter, use the hashtag non profit radio hashtag non profit radio on Twitter. If you want to ask you a question or it seemed like there might be ah ah particularly motivated live listener crowd today. So if you want to join in, use that hashtag non profit radio on Twitter, please. That’s that’s what we’re checking and we’re watching it in the studio. So basically, you’re saying you need a cultivation and solicitation plan for each of your top donors. However many there are. You’re saying from between January and October, how are we going to get this couple, uh, in a face to face so that we can explain our need and hopefully raise their race? What is typically they’re you know, they’re November gift. We need a player. We need. We gotta be strategic. We need a plan for each of our donors.

[00:35:20.69] spk_5:
We need a plan and we have to allocate back to that. And we have to allocate your time towards that. It can’t just be the planet has to be really pivoting kind of thing. I’m gonna stop doing that one campaign that yields $4200 every year on Facebook because, frankly, that’s one donor that’s a $5000 donor. So again, don’t hear me say, don’t do Facebook campaigns. I want to do them, but not at the risk that you haven’t started or launched her your individual gift program.

[00:36:21.30] spk_2:
Yeah. Look, look carefully. Look carefully at events that maybe you’re hosting do eyes there. Is there a lackluster event that on this world lackluster today. But good work, eyes. They’re a lackluster event. You know, maybe maybe you don’t even like doing it. But there’s a board member or that loves this event. You know, you need to get around that you need Thio stopped with these activities that are dragging you down and are not as productive show. You’re absolutely right. A 42 100 event. That’s 1 $5000 donor. And in a year, it might be a year after that. It might be a 75 $110,000 donor, and your event isn’t going to scale that way, But individuals will so look strategically at all the things you’re doing. Not just the events, but I keep harping on those that if there is, there’s something unproductive. Put it into this individual giving plan. Yes. Oh, absolutely. But you gotta have cultivation station planned strategy for each donor, and then you gotta work it. You gotta work it. I gotta devote resources to it.

[00:37:02.23] spk_5:
Yeah, and I can I tell you the most important thing on this cultivation plan. Um, let’s say we’ve asked. You didn’t Awesome. High five. They made a decision. They said Yes. Amazing. Okay, so, you know, you heard me say, at the top of the hour, I want them giving their best gift. And I want them giving that gift every year. So after the gift, what do we D’oh! Right. I’m talking thinking my number one rule in thanking is exceed expectations. If that donor says to you, Sure. You didn’t need to do that. That was perfect,

[00:37:05.43] spk_2:
because

[00:38:10.24] spk_5:
I didn’t need to do that. How do we get our donors in an annual fund mentality? Bye. Thank you. Them? How do we get them back in the path, right? If you’re kind of thinking of this line of like, I’m gonna drive them down this line every year. I got to get him way back to the front of line and drive him down again. It’s done through thanking. And so a little tipple gives people who are listening. Oftentimes, it could be a simple of this because all of my clients say Okay, they gave, but like, I don’t know, it’s six months pass, and I don’t know what my excuses to go talk to him again, Right? Well, say, here’s what you should have done. Or here’s what you could do when they give a guest. You know, I’ll thank them. I’ll have it toned Exactly what they value have it tone to our relationship we have with them. We know what they’re interested in. And then there’s this line. I’ll put it the end. And I’ll say, Hey, um, I’m not hey, but, uh, I make it. I make it a policy to report back to people in in 90 days on just the impact that your gift is having on the lives of those we serve all be in touch. What did I just do? I just told him I was calling him in 90 days. Then I’m gonna stop in and tell him what your gift is doing. And I just got back on the path for next year.

[00:38:16.22] spk_2:
That’s excellent.

[00:38:29.55] spk_5:
Yeah, when I say you have more control of the size of the timing, you have more control. You know, when you’re really leading the donor. So hold that. Hold that. Hold that control. Like you know, I love that question. Tony, I’m gonna research that and I will circle back with you next month when I felt when I figure that out or no one’s ever asked me that. But I’m certainly gonna look that up. I’ll shoot. You knew that Back on what I find. Tell him what you’re gonna do next. Hold the control. A huge part of leading your donors through great experiences in getting them in that annual rhythm that we meet all of our donors giving it.

[00:38:52.78] spk_2:
I’m not satisfied with just one thanking tip. I need another tip from Sherri Quinn Taylor. So what’s another insider pro tip for for thanking and exceeding expectations

[00:39:53.71] spk_5:
yet So sometimes sometimes I’ll say things like, um, you know, our question I get often is, you know, what about the donor who says they’re too busy to meet with me? This is I get this all the time. Um, here’s what’s been working for my clients, you know that. Let’s kind of play this out. It’s that, you know, kind of business person. CFO, Super busy. Doesn’t have enough time running around dragon, but we want to get in front of him, right? So I’ll try to mix it up a little bit. I’ll try to do things like, Hey, Chris, um, I wanted just to stop it and share with you and just share something with you on about what your gift is doing. I’m so busy. You know what? Totally cool. I’m gonna be near your office. Do you come in early? Great. Why don’t I just buy you a cup of coffee in the corner? I’ll take 20 minutes of your time before your work day, and we’ll just chap priestly and then keep it to 20 minutes.

[00:39:55.57] spk_2:
Oh,

[00:40:19.11] spk_5:
I do the same thing at lunch. Do you take a quick lunch hour? I’m happy to be on your door stop. And just to share this with you. Because here’s the thing. I think they’re avoiding us sometimes because it’s like, Oh, my goodness, it’s going to be an hour and 1/2 lunch and I’m the busiest person on the planet. And what are they? Are they gonna ask me again? Sometimes I’ll say even say to them Hey, not asking you for a thing, but it’s really important for us to share with you what your gift is doing. So make it easy for the donor to have a meeting with you. Tell him it’s 20 minutes and gets what stick to it.

[00:40:42.02] spk_2:
Sure, timer. Thank you. Thank you. We need to keep. We need to keep moving. My heart is racing time against goal. So, uh, Okay, we’ve got our 30. We’ve got our however many it is. We’ve got our cultivation. So station plan. Let’s do this one briefly before the next break, which is about a man and 1/2. What do we need to have in hand for a solicitation?

[00:41:58.89] spk_5:
So here’s my biggest tip. Oftentimes when we don’t know how to pivot into a financial conversations were talking mission. We’re talking story all heart. I will often say, Hey, get a really casual, but I I used I call it a conversation prompt. Put it on your iPad. Just a few exhibit nothing with 100 words on it. A few exhibits that actually prompts you to start moving into a few slides that talk about how you’re growing, show how you’re funded, show your program and been fundraising percentage. Because if you have something really easy breezy that you’re just using in a conversation that is such a nice tool used to pivot into what I will call investment level conversations because I find that that like? Okay, we’re talking about this wonderful story about, you know, this family who was homeless, and now they’re not how I pivot into a money conversation. So sometimes you need tools on hand that actually are just a helper and kind of a crutch to you in the conversation that move you into an investment. Little conversation. So when the time’s right, you can say, Could I share with you how we’re planning to grow this year? I love your feedback on this. And to be able to talk a little

[00:42:04.86] spk_2:
bit through these tools are a couple. So these tools are a couple of slides that lead to the conversation. And what out? What else you got? You gotta be gotta be brief.

[00:42:11.80] spk_5:
Yeah. Leave it breezy and on an iPad. Nothing. Nothing like this is not a presentation. It’s a

[00:42:16.57] spk_2:
conversation. I’d

[00:42:18.08] spk_5:
like to use a gift chart. I have all my clients using give charge, and it’s how they’re raising their four figures to five figures and five figures. Six.

[00:42:30.30] spk_2:
This is the gift pyramid that is ubiquitous. Is that what you mean about your chart? Okay. All right. So what? The bottom it says we have our $50 gift and we need 1000 of those or whatever. And then we have our 50 to $250 gifts and we need 700 of those that set or however your top

[00:42:44.70] spk_5:
30 focused on

[00:43:44.99] spk_2:
your top 30 gift. Oh, thank Top 30 gift chart. Okay, I gotta take this last break turn to communications their former journalists so that you get help building relationships with journalists so that your call gets answered when there’s news that you need to comment on so that you stay relevant in your work you want to. You want to be heard from journalists. You gotta build a relationship. What is sharing wegner, Sherry and I talking about relationships? You build them when you don’t need them, so that when the breaking news happens and you want to comment, it’s more likely than not that they’ll pick up the phone when it’s you. Turn two can help you build those journalists relationships. They’re a turn hyphen to dot CEO. We’ve got butt loads more time for get to the next level. I say that, but I’m hesitant, but I don’t want shared commonality thinking we got 25 more minutes, so I’m I’m watching the clock for you.

[00:43:47.70] spk_5:
Thank you.

[00:43:49.84] spk_3:
It’s my job.

[00:43:51.40] spk_5:
Quickly, Quick, quick.

[00:43:52.27] spk_2:
All right. So, um, what’s next? After that, we know what we’ve got. We’re prepared for Russell Station. We’ve got our gift chart we’ve got are a couple of slides. Not a lot. What’s next?

[00:45:29.49] spk_5:
Yes. So now I wanna I wanna push back or I want to go back to this concept, which is this Step five. Because what happens if you are the person who Okay, well, I have nine, but I gotta find the rest of them, right. So in addition to what we just talked about, the next step is, But hold on. I need to find 10 times as many donors, right? I need to be moving into more strategic conversations. So my my my step here would be, Let’s also have a dual strategy running on the side where, um we are also sharing our plans, our programs in our need, with those in the community who are our networkers. There are most connected individuals. And so I cannot if you’re a person who’s trying to level up and trying to really move into mid major level gift activities. I cannot stress enough how much of an educator you need to be to anybody who will listen to you, right. And so sometimes when, um, I’ll say. But I don’t I don’t know anybody who who does who gives major guests. Let’s say that’s fine. Who is the most connected person in the community? You know, who is that person you call when your friend needs a job? That’s why I want you to go talk to, and then they a first they’re gonna be like, Oh, my cash, because this is amazing. I didn’t know you guys were 850. Does our organization. That’s fantastic, eh? You’ve raised their sights, right? So maybe they will become a donor. Right? But then the next step is No. Hey, hey, Chris. I know. I’m sure this was today. Who are two people in your world who would really be interested what I share with you today and who might have the ability to invest at the level that I’ve shared with you, Right? So I want to make sure you are running a solid donor pipeline strategy right along the prospect strategy.

[00:45:48.51] spk_2:
What’s the board’s role. What’s the board’s role in helping build the pipeline?

[00:46:03.83] spk_5:
That’s my next step here, so but I’ll go right into it here, tony. So this is where the board is. This is where it’s key for the board, right? And so I have some specific board advice. But, um, often times it’s a board member who says, Oh, I don’t know. Maybe I don’t have any large donors in my network. I don’t say I don’t believe that Everybody does. We just may not know it. It’s also not a big deal. I just need to talk to your connectors. Then I’m

[00:46:17.62] spk_2:
not gonna

[00:47:40.53] spk_5:
ask them for money. So great. So let’s talk about who are the people in your world who are those movers and shakers and know everybody in the community. And so my my approach with the board and I’m gonna give some advice here, too. A lot of people will come to me in there, excuse for why they are the reason I should excuse. A reason for why they haven’t grown is well. My board doesn’t know they’re supposed to fundraise or I don’t have the right board members on on hand and hear me say I want your board to be engaged and thoughtful and you know, in the pocket with you and helping you do all of this fundraising. Ay dio and I work with that work with toward that all day long. But I’d also say to the executive director or development director who’s listening, Don’t wait on your board. Don’t sit back and you’re I don’t know. I don’t have any major guest because I’m waiting for my board to bring names to the table. You know, you still have to be carrying a great amount of the load, and I wish it weren’t that way. But it’s the truth. And so my biggest device and getting the board engaged, you know, 20. We talked about creating great donor experiences. If you have a board who’s kind of like I don’t I don’t I don’t know how I would introduce you. I don’t know what this looks like. You know, many board members, most most board members, I have never had to sit down and ask somebody for $25,000. They don’t know how to do it,

[00:47:41.75] spk_2:
right? So what do we do?

[00:48:28.47] spk_5:
So model it. I would say, I want I want you soliciting each one of your board members every year. And I want you to create a donor experience cultivation plan for each board member and show them how it’s done. Serve each one of your board members so they can see it. Because when you do this, it will be amazing. Still safe. Oh, well, okay, so that’s like I didn’t I didn’t know that’s what you were going to. D’oh! And so they’re not introducing you to their network because they’re afraid you’re gonna walk in and it’s gonna be a stick up high. Give me $10,000 so you have to model it to them. And when they see that, you actually served that you’ve created this warm and wonderful donor experience. And actually, the solicitation wasn’t that painful and scary all the sudden It’s like, Oh, okay, well, that actually is really well done. You know, maybe I can introduce you to my network, So model it for them because they don’t know how to do it either.

[00:48:42.67] spk_2:
Yeah, they don’t know what it is you’re asking. They just have an image. Imagine somebody

[00:48:43.95] spk_5:
had scary things happened before they don’t want those happen again,

[00:48:46.39] spk_2:
right? Some of your top prospects, maybe board members.

[00:48:49.27] spk_5:
Yes,

[00:48:50.17] spk_2:
of course. I mean, that’s not that’s not presume that they’re mutually exclusive. All right, all right. You wanna make explicit? Okay?

[00:48:57.21] spk_5:
Absolutely. And we want we want to be getting their their best.

[00:49:01.32] spk_2:
I like your idea of if you don’t know anybody who’s ah, potential major donor, who’s who with connectors that you know. Who do you go to when you want to get your child an internship? You know, let’s introduce me, those people, because they’re the They’re the influencers in the community. Okay, what’s next?

[00:49:19.44] spk_5:
Yeah, so here we were. Really? I’m We’re at the left. Step here.

[00:49:23.08] spk_2:
Solicitation. Solicitation.

[00:49:41.06] spk_5:
Here’s Here’s the big thing. So So yeah. So we’re soliciting. I know. I want us moving into solicitations. Um, here’s the thing. Using a gift chart really does help, you know, because I want us to be able to invite them into investing, And we might say things like, You know, I don’t know if you can, but I loved it. Invite you to be one of our top three donors are our top 10 donors.

[00:49:49.32] spk_0:
What do you do I? I got

[00:49:50.27] spk_2:
a I got a question out of the box of that. You’re pointing to the gift chart, and you’re pointing up near the top are at the top, and they say, I’m I’m down here.

[00:50:52.92] spk_5:
That’s okay. That’s okay. So let’s pretend it’s somebody who we have No clue, but we actually don’t know they’re given capacity, so we might be having a very exploratory conversations. You know, Chris, I don’t I don’t know if you can, but I’d love to invite you to be one of our top 30 donors, you know, until the bottom box might be five k. And then my biggest advice, tony, is be quiet. Let them talk, right? Like we don’t have to fill the silence. They’re going to say something like, Oh, yeah, yeah. Certainly could do that. Yeah, well, let me let me talk to my spouse, and we certainly could do that. Or if they say I don’t I don’t know if I’m gonna be the top 30. You know, I certainly could, you know, maybe think about it, but that would be that would be one of our largest guests. That is wonderful information to know and we’re not asking. We’re offering way. Don’t know if they can, but we’d love to invite them to be. They are a donor who’s been giving maybe every year, every year. 555

[00:50:54.70] spk_2:
You

[00:51:21.42] spk_5:
know, I may have a line at that Top 10 and maybe the top 10 is a 75 $100 gift. And I’ll say you’ve been giving so faithfully like we’re so thankful. All these things. No, I don’t know if you can, but would you would you think about being a top 10 donor, Right? So we’ve just asked them to up their gift until my point of all of this is, you can move into a conversation about the gift. No, it doesn’t. It’s not a scary thing.

[00:51:22.36] spk_2:
And it’s

[00:51:22.79] spk_5:
okay if they say it

[00:51:24.08] spk_2:
shouldn’t be.

[00:51:24.56] spk_5:
That could do that yet,

[00:51:52.00] spk_2:
right? Don’t be afraid to talk about the talk about the gift, right? That’s what that’s work. That’s why we’re there, just they say x and you say, Oh, thank you so much. No, no, that, you know, I say six knows and you’re halfway to a Yes. So, you know, keep the conversation going. No, I couldn’t possibly Well, uh, there’s the future, and there’s the need. And, you know, don’t don’t. This is what I could do. Okay. Thank you. You sold yourself out.

[00:51:55.96] spk_5:
Yeah, totally. And here’s one, and I’m watching the clock here to tony. But, like, here’s one that’ll give people. You know, sometimes you’re

[00:52:02.94] spk_2:
so time conscious, Sherry. Okay. Don’t. She’s content. Geez,

[00:52:06.76] spk_5:
now I’m watching

[00:52:08.30] spk_2:
you going, listeners,

[00:52:34.53] spk_5:
you’re asking. I got to get this kid knows I’m like, I gotta say this, Um, if you just asked and they’re not ready to give you a yes or no. Here’s my remember I said, I want you to leave your donors and hold that control. The worst thing you could D’oh. Sometimes with my early Astor’s, I’ll say, Oh, my gosh, You asked. Fantastic. Congratulations. How’d you leave it with? Um they said they’d get back to me, right? Oh, no. The worst thing ever, because it’s like you

[00:52:39.02] spk_2:
by the balls. You said you said earlier. Use your power. You know, you want to be that you want to be following up, not waiting for them,

[00:52:45.29] spk_5:
right? Make sure you’ve said you know what? Totally fine. Let’s look here and I kind of pretending to pick up my phone. Um, you know, are you in town in two, maybe two Fridays? Yeah, the 17. Great. I’ll reach out to you the morning of 17 C. Look, questions. You have to see if you’ve made a decision. We’ll have another conversation about it, Right? What did I just do? It picked up the control against

[00:53:05.79] spk_2:
exactly

[00:53:12.25] spk_5:
so often. It’s like I asked, I shared. I just didn’t hear from him. We didn’t hold the control. Super. Super important?

[00:53:36.95] spk_2:
Absolutely. Yeah. Yes, you need to. It’s a relationship, but it’s not 100% mutual. You need to You need to keep your control. Absolutely. You need thio because that’s the progress. You know, you need to move this relationship along your earlier relationship, your earlier hypothetical relationship, but, uh, tomans, whoever they were, the hetero company. You know

[00:53:40.01] spk_0:
you have this, Angela, you got to get to this couple. You gotta talk to

[00:53:46.64] spk_2:
these people and move them. And not just once, probably before they make their gift in November. So things need to move along. You can’t rely on other people too, to manage the timetable for you because it doesn’t matter to them. It

[00:53:56.88] spk_0:
matters to you.

[00:54:04.31] spk_2:
These are your needs. You gotta absolutely. You got to keep the control, the power out where you want to define it. Label it. You gotta move the thing along the relationship along.

[00:54:49.51] spk_5:
Yeah, and part of the last step is really you know. Okay, so this this always good planning and we have our tools in hand and we’re ready to do this. But at the end of the day, most fund raising an issue fail When? When the time is not allocated to do this. So even if your top 10 if you think of well, I’m gonna sit with him 3 to 4 times a year, that’s 40 meeting, right? And so if you are not planning out all those meetings all year long, you will not hit them all. You will not. And this is when I get calls in October, with their fiscal years ending in December saying, Oh, no. Oh, no. I’ve only I’ve only brought in 30% of my revenue. And how do I make it up in the last three months of the year? And my answer is it was what you did between January and October like That’s how you would have would have made it up. So you’ve got to move into the discipline and regularity of these activities to pivot up into these larger get

[00:55:11.74] spk_2:
Cherie. We gotta leave it there. It’s perfect. A CZ you said at the end of the day. Yes, you gotta perfectly said, No need to repeat it. Sherry Kwame Taylor Sherry can tell. You’ll find her at kwame taylor dot com And at Sherry. Cute Taylor. Thank you so much for sharing Sherry. One.

[00:55:22.17] spk_5:
Appreciate it.

[00:55:23.06] spk_2:
My pleasure.

[00:55:23.61] spk_5:
Eight weekend

[00:55:26.07] spk_2:
Thank you Next week, Peter Heller, another innovator on keeping the fund inboard fundraising, will dive down into that drill into that bit. Plus, Maria Semple returns. If

[00:55:37.27] spk_0:
you missed any

[00:56:05.80] spk_2:
part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com. But Cougar Mountain Software Denali Fund is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and by turn, to communications, PR and content for nonprofits. Your story is their mission. Turn hyphen to dot CEO. A

[00:56:46.09] spk_0:
creative producer is clear. Meyerhoff, Sam Leibowitz is the line producer shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein. You’re with me next week for not profit radio. Big non profit ideas for the other 95% Go out and be great talking alternative radio 24 hours a day.