Turn Strategy & Connection into Bigger Gifts—with Confidence with

By Beth Ann Locke, The Fundraiser Coach

Take a Proactive, Strategic Approach to your Portfolio

Make your big Asks without breaking a sweat

Lead with Connection and Close more Gifts

Because it’s never been more important for fundraisers to understand how to build & nurture meaningful donor relationships before (and after) they make their Ask…

You need a Major Gifts Fundraising Strategy that Actually Works

(Without feeling transactional or pushy—just confident, prepared, and effective.)

You're a smart, seasoned fundraiser.

You know how to build relationships.

You care deeply about the mission. And yet...

When it's time to ask for the gift, you hesitate.

Maybe you're unsure what to say.

Maybe you're worried you're asking for too much (or not enough).

Maybe you've been putting off that one donor meeting for weeks now and you’re not sure how to re-open the conversation…

But no matter which part of the process makes you sweat—

You are not alone.

You just haven’t been taught a Connection-Based approach to closing major gifts…

You haven’t had the mentorship that makes asking feel easy….

You haven’t had the space to hone your instincts and practice your skills…

THAT CHANGES NOW

INTRODUCING…

Major Gifts Catalyst gives you the proven strategy, real-time support and confidence-building coaching you need to secure major gifts without ever feeling pushy, lost or overwhelmed.

Over 6 months, you’ll get the in-depth training and support you need to level up your fundraising career. Plus, Beth Ann Locke will personally guide your donor outreach strategy so you know exactly what to do to meet your fundraising goals.

A step-by-step system for the entire fundraising process

Personalized strategy and support

Live coaching calls where you’ll learn alongside others

So much more than just a course or workshop…

Major Gifts Catalyst is a 6-month mentorship & training experience for nonprofit team members who are ready to:

Develop confident, custom strategies for their top prospects

In an initial 1:1 Portfolio Review, you’ll work with Beth Ann to create a plan for your top donors

Build stronger, trust-driven donor relationships

…using a proven framework for Connection-Based fundraising so you can get off the transactional treadmill

Secure larger donations with ease

With the scripts and strategies you’ll learn to move donors up the giving ladder without feeling greedy

Get expert support in real-time when you're stuck, stalled, or second-guessing

Bring your questions to a live group coaching call whenever you need an expert take on how to move conversations forward.

Improve your organization’s overall fundraising effectiveness

With best practices that cover the entire fundraising process.

Hone the skills that make Major Gift Fundraising feel easy for the rest of your career

Making the Ask is part of it, but connecting with donors involves so much more.

I can't thank you enough for all your strategy and coaching.

“Beth Ann, I sincerely can't thank you enough. I can honestly say we wouldn't be where we are now without you. Your positive support, your helpful words, and constant guidance in the right direction have made a huge difference in what we have been able to accomplish—along with improving us as professionals.

When we hired you in February to help us raise $585,000 by the end of June to complete our campaign, I knew we had a heavy lift. As of the end of June we received a generous $100,000 gift from a former board member, $17,000 from Trustees and members and other pledges totaling $50,000 – bringing us to 93% of the goal! And we still have $230,000 in outstanding requests.

We are so grateful for your guidance and support through the process. I can't thank you enough for all your help!!”

Elizabeth Walden, Executive Director, Historic Columbus

Beth Ann’s coaching was inspirational, supportive, and ultimately essential in our journey to connect more supporters with our mission

“Beth Ann is an exceptional leader in nonprofit fundraising with a true gift for helping organizations think through major gift fundraising. Her vast experience gives her the ability to quickly evaluate strategies and tactics for a range of donors.

She gave practical steps and language for our small team. Her coaching was inspirational, supportive, and ultimately essential in our journey to connect more supporters with our mission to end human trafficking.

We’re topping $1 million in revenue this year. So much of our recent growth and strategic focus has been supported through the wisdom and coaching of Beth Ann. I recently closed a gift for $437,000, one of the most substantial wins we’ve had. Beth Ann has incredibly positive energy balanced with being direct and practical in coaching.”

Craig Nason Development and Communications Director, Laboratory to Combat Human Trafficking, Denver, Colorado

Trying to figure this out by yourself can cost your organization big time, especially right now:

Donors are making decisions more slowly - without a strong connection, early on, you risk missing the boat
Volatile stock prices mean people are keeping a closer eye on their portfolio—and they’re less willing to part with their cash
Changes to federal funding options mean that more organizations than ever are relying on private individuals for support

None of this is news to you.

You know how much a delayed ask can cost.

You know how often the perfect moment slips by.

And you know you can’t keep operating in reactive mode, jumping from one donor conversation to the next with no real strategy beyond “just get the meeting”.

Strategic support that moves the needle—designed to help you take action and get results

When you join, you’ll get:

Strategic Portfolio Review (1:1 with Beth Ann Locke)

These normally sell for $2500 all on their own!

Before you start making moves, we’ll get clear on your current donor landscape. This high-touch, personalized review helps you identify your top opportunities—and stop wasting energy on the wrong prospects.

Quarterly Group Planning Calls

Map out your strategy in one 2-hour session every 90 days

You’ll leave each call with a mapped-out plan for who to approach, when to reach out, and how to structure your Asks. Get expert advice on how to prioritize your tasks—then share the calendar with your team so you’re all on the same page.

Monthly Group Coaching Calls

90 minutes of live coaching + replay

Bring your donor questions, mindset blocks, or biggest challenges. This is where we take those “I don’t know what to say” moments and replace them with clarity and confidence. Not only will Beth Ann be in your ear, guiding your next steps, you’ll also learn from the challenges other fundraisers are dealing with—and stop feeling so alone.

Voxer Office Hours (2x/month)

Private, flexible support—no Zoom required

Get answers and coaching via voice or text on your schedule. Whether it’s a quick gut check or a sticky donor dilemma, this is your space for real, confidential guidance between calls.

The Resource Vault

Templates, short trainings, scripts + tracking tools

Think of this as your major gifts toolkit—organized by theme, easy to dip into, and updated regularly. No linear curriculum. Just the right support, right when you need it.

Private Community

Not on Facebook. Not overwhelming.

You’ll get access to a private space (likely Slack) where you can stay connected between calls, ask quick questions, share wins, and never feel like you’re doing this work alone.

I'M IN FOR MAJOR GIFTS CATALYST!

These organizations look to Beth Ann Locke when they want to meet or exceed their fundraising goals:

Meet The Fundraiser Coach who’s changing the way fundraisers think about Major Gifts:

Hi, I’m Beth Ann Locke

I help fundraisers and nonprofits develop customized strategies to 100x their average gifts and catalyze impactful change.

With 30+ years of experience fundraising for nonprofits, I’ve mastered the art of creative, Connection-based strategies that increase the ROI of your donor outreach.

I’ve specialized in major gift fundraising throughout my career:

While at Simon Fraser University, I cultivated and closed a $950,000 professorship in 2017 from a supporter previously giving at the low five-figure level; we worked together on a planned a $3.5 million endowed professorship to follow.
At the Orthopaedic & Arthritic in Toronto, I Increased fundraising revenues by 55% the first year and 30% the second year. I noted a new $5,000 donor and cultivated him; within 4 months the O&A received one of the largest gifts to date, a $269,000 stock gift.
At Providence Hospital in Washington DC, I increased annual giving by 30% in the midst of a capital campaign.

My accomplishments aren’t exceptions. And they didn’t happen by chance.

They’re the result of my unique Connection-based Approach to major gift fundraising—an approach I’m now excited to share, in-depth, with you.

Because now, more than ever, it’s crucial that fundraisers take a Connection-based approach if they want to capture donors’ attention and make a compelling Ask.

With Major Gifts Catalyst, I’m offering an unprecedented amount of personalized support to fundraisers who are determined to see their organizations succeed in the current economic climate—I hope to see you inside.

Beth Ann was instrumental in helping us secure our largest donation to date of $100,000

“Beth Ann was instrumental in helping us secure our largest donation to date of $100,000, in addition to some smaller ones ranging in $20,000 - $40,000—previously our largest donors were those who donated between $250 - $1,000. And this donor has since gone on to make a $100,000 dollar annual gift!

If you’re seeking the guidance of an expert who will also provide a personal, hands-on approach and someone who is sincerely genuine, then Beth Ann is the person for you.”

CRISTINA FRAGALE, Senior Director of Recruitment & Development, Preston High School

Coaching sessions with Beth Ann help me close gifts or take the donor and their giving to the next level.

“I used to feel that donors were rejecting me when they said no. Beth Ann has helped me get over those feelings and navigate the large volume of donors at the major gift and principal gift levels.

Thanks to our work together, I’m able to better connect with my donors – I have a lot of what I call “skeptical” donors with high capacity, but since I started working with Beth Ann, I’m moving many of those along more quickly and I have so much more confidence.

Barbara Mari, Senior Philanthropic Advisor, Principal Gifts, St. Jude’s Children’s Research Hospital

Beth Ann is in the top 5% of effective fundraising professionals

"Before we started working with Beth Ann, our fundraising efforts were defined by lots of chaos and frustration! Beth Ann provides great advice, she listens, and gives feedback you can use immediately.

Beth Ann taught me how to ask for legacy gifts. She gave me several examples of what to say and her approach to fundraising works so well I have secured multiple gifts.

I have been in fundraising for fifteen years and Beth Ann is one of the most positive trainers I have ever worked with. You will never leave a meeting with her wondering what your next steps are and how to execute them. If you are looking for the most effective fundraising professional, Beth Ann is in the top five percent!"

Lorie Fees, Director, Major Gifts, Children's Hope Alliance

Beth Ann has the knowledge and skills to help you tackle any technical challenge.

“In the early months of our partnership, Beth Ann was an excellent sounding board for my frustrations and helped me find solutions to many challenges. As time went on, Beth Ann was a wonderful resource on technical questions and helped me set more realistic goals.

I would highly recommend Beth Ann's services to fundraisers and executives alike. She has the knowledge and skills to help you tackle any technical challenge. More importantly, she has a next-level understanding of people and will support your growth in this critical soft skill.”

Andrea Brown, Vice President for Development, Institute for Community Living

Take the stress & guesswork out of closing Major Gift with my Connection-Based Approach to fundraising—so you know exactly what to say, how to say it and how to inspire your donors to make transformational gifts.

Get 6 months of support for less than you’d pay a Development Director for a single month!

Cashflow Friendly Monthly Payments

A Proven Step-by-Step Process – No fluff. Just the exact strategy to secure and grow major gifts.
1:1 & Group Coaching Support – Personalized guidance from an expert who’s raised over $75 million in major gifts.
Real-Time Q&A & Feedback – So you know exactly what to do before your next donor meeting or big ask.
Scripts & Conversation Guides – Word-for-word phrasing for every stage of the donor journey.
Plug-and-Play Fundraising Resources – Major donor tracking templates, stewardship plans, and outreach strategies.
A Private Community – Surround yourself with fundraisers who understand your challenges and are winning major gifts.

$497/month
for a minimum of 6 months

JOIN MAJOR GIFTS CATALYST

Instant Savings when you Pay in Full

A Proven Step-by-Step Process – No fluff. Just the exact strategy to secure and grow major gifts.
1:1 & Group Coaching Support – Personalized guidance from an expert who’s raised over $75 million in major gifts.
Real-Time Q&A & Feedback – So you know exactly what to do before your next donor meeting or big ask.
Scripts & Conversation Guides – Word-for-word phrasing for every stage of the donor journey.
Plug-and-Play Fundraising Resources – Major donor tracking templates, stewardship plans, and outreach strategies.
A Private Community – Surround yourself with fundraisers who understand your challenges and are winning major gifts.
Save $300 when you pay in full today!

$2,670
for 6 months

JOIN MAJOR GIFTS CATALYST

Interested in enrolling your team? Group pricing available when you purchase 4 or more seats inside Major Gifts Catalyst. Book a call to learn more.

Major Gifts Catalyst will ignite your fundraising if:

You wish you had a clearer understanding of how to drive donor conversations.

Instead, you feel like you’re the one who’s along for the ride.

Inside MGC, I’ll show you how to listen + interact with donors in a way that builds trust and gets them as excited about your mission as you are. Plus, you’ll have access to word tracks and call scripts to make donor outreach feel easier than ever.

You’re ready to take some big swings.

Maybe you’re at a certain point in your career, maybe you’re just ready to kick things up a notch.

Either way, you’ve decided that this is the year you get known as the fundraiser your organization can rely on to bring in big gifts that really move the needle.

You know expert guidance and strategic support will shortcut your path to major gift success, so you can’t wait to get started with a 1:1 Strategic Portfolio Review inside Major Gifts Catalyst.

You want to feel confident in any room, no matter who has the highest-net worth.

We’ll work on building both your strategy and your self-assurance, so you never again walk away from a conversation wishing you had asked for more.

You’re ready to work smarter, not harder.

The systems, scripts, and strategies you’ll learn in MGC are designed to help you raise more without burning out, so you can keep doing the work you love, while closing more gifts and creating a bigger impact within your organization and beyond.

Your organization is open to massive growth.

You see the potential to do so much more for your cause with bigger, bolder donor partnerships, and you’re ready to go after them.

Whether you’re joining on your own or enrolling as a group, you’re excited about a future where closing major gifts feels easy and crushing your goals is your new norm.

You won’t close bigger gifts inside Major Gifts Catalyst if:

You aren’t willing to make the first move.

While I will do my best to give you a step-by-step plan for closing more major gifts during our time together, I can’t get on the phone for you.

To see the results that are possible with my coaching (that is, to meet or even surpass your goals for the year) you have to be ready to put in the work.

You see your donors as cash cows instead of real people with lived experience just wanting to make a difference

This transactional view runs directly counter to my Connection-based Approach to fundraising.

If you’re not interested in building genuine relationships and connecting with your donors as individuals rich in lived experience, this won’t be the right space for you.

You secretly (or not so secretly) believe rich people are greedy.

If you can’t get past that belief, it will be hard to build the trust and shared vision that leads to transformational gifts.

You expect change to happen just by signing up.

Sure, having access to my trainings and scripts will kickstart your fundraising success.

But to FULLY benefit from my strategic coaching and personalized support, you’ll need put your learnings into action and actually try things my way.

I promise you’ll like the results (in fact, I guarantee it. ;)

You’re not interested in trying anything new.

My “secret sauce” as The Fundraiser Coach is coming up with fresh & creative donor engagement techniques. And my clients who implement LOVE the results.

If you’re not open to a new approach when it comes to donor engagement and stewardship, this may not be the space for you.

My team and I have grown significantly working with Beth Ann

“Beth Ann is a seasoned fundraiser with countless ideas and what seems like boundless creativity. She is quick to share word-tracks based on situations described that can be used immediately following the coaching session.

Her creativity and solid understanding of people make her a brain-storming whiz, offering 3 or 4 different ways to tackle a particular challenge or open a particular door. We have not only learned a great deal from you and my team and I have grown significantly through our association with Beth Ann!”

Todd Partin, VP of Philanthropy & Engagement, Methodist Retirement Communities

Since working with Beth Ann, we have doubled the number of active donors and expanded our services

“We have been repeatedly impressed by Beth Ann’s deep understanding of the fundraising process, her creativity, and her focus on donor retention and gratitude.

Since working with Beth Ann, we have more than doubled our number of active donors, expanded our services, and our revenues allowed us to hire a part-time fundraiser. And I feel much more confident inviting donors and prospective board members to join us.

Beth Ann is genuine and puts her whole soul into helping your nonprofit succeed. She cares deeply about her clients and works alongside you to achieve the best possible success.”

Gila Block, Executive Director, Yesh Tikva

Gentle reminder from your future fundraising coach:

Waiting isn’t a strategy.

If you keep hoping donors will give more without a clear plan, you’ll stay stuck in a cycle of small gifts.

If you hesitate to make Asks because you’re afraid of rejection, you’ll keep leaving money on the table.

If you don’t have a major gifts strategy that actually works, you’ll keep scrambling to hit fundraising goals.

Fundraisers who’ve been coached by Beth Ann Locke have 10X’d their average gift size, secured their largest donations ever, and built donor relationships that last.

You can too. But only if you take action:

LET'S MAKE IT HAPPEN

4 Simple Steps to your Fundraising Success

Claim your Spot inside Major Gifts Catalyst

Book your VIP Onboarding Call

Join Beth Ann for a 1:1 Portfolio and Strategy Review

Stay in action with ongoing support and monthly challenges within the group

Major Gifts Catalyst gives you the strategy, structure, and support that will take your fundraising to the next level