Major Gift Catalyst Work With Me Meet Beth Ann Book a Call Insights

My coaching style is supportive, practical, and connection-based so that you can raise more major gifts - in both size of the gift and number of gifts.

I help fundraisers get clear on what to do next, feel more confident in donor conversations, and build stronger relationships that lead to major and transformational gifts.

Start Here + Self-Paced Tools

Practical, straight-forward resources to help you solve a specific fundraising challenge — on your own schedule and at an accessible price.

The Major Gift Catalyst 

 A 6-month strategy + coaching experience for fundraisers who want a clear major gift system, ongoing support, and help applying the work to real donors and real opportunities.

1:1 Coaching + Strategy

 

Private + tailored support for fundraisers, nonprofit leaders, and teams. If you want better strategy, sharper thinking, better major gift systems, AND Beth Ann as your coach + mentor, explore below.

Explore Resources, Courses + Private Coaching


Need one answer? Start here.

Bite-sized, self-paced tools and trainings for a specific fundraising challenge.

Transform Your Thank Yous and Stewardship into Bigger Gifts!

Better stewardship starts with better thanks. This free mini-course — from Beth Ann Locke and Shanon Doolittle's AFP ICON session — shows you how a faster, more human thank-you retains more donors and grows the size of their next gift.

Free

Case Study: How I Found $770K in Potential Gifts

You may have more major gift potential in your donor list than you think. This free case study shows how I helped one nonprofit uncover $770,000 in potential gifts by reviewing its existing donors, setting realistic Ask ranges, prioritizing opportunities, and creating clear next steps for outreach and follow-up.

Free

Guide: 3 Discovery Calls That Build Major Gifts

Not sure what kind of donor call to make — or what to say when they answer? The 3 Discovery Calls That Build Major Gifts shows you three practical ways to reconnect, thank, and deepen donor relationships so you can better understand what matters to your supporters and move naturally toward bigger gifts. Includes sample language, donor questions, and a step-by-step call process.

$17.00 USD

Guide: B.R.I.D.G.E. Framework At-A-Glance

Not sure what to do next with a donor? The B.R.I.D.G.E. Framework At-A-Glance Guide helps you assess the relationship, spot what may be missing, and choose the next best move — from building connection and trust to inviting action, guiding the conversation, and extending the relationship after the gift.

$17.00 USD

Guide: The 5-Minute Major Gift Strategy Template

You know there’s a donor you should be moving forward. You just haven’t figured out the plan yet.  The 5-Minute Major Gift Strategy Template helps you quickly choose the donor, clarify what you know, identify the opportunity, decide the next move, and put words around what you’ll say — so you can stop overthinking and actually move the relationship forward.

$27.00 USD

Guide: The Confident Ask Starter Guide

You know it’s time to make the Ask. You just want to do it without sounding pushy, awkward, or scripted.  The Confident Ask Starter Guide helps you reframe the Ask, recognize when you have enough clarity to move forward, and find language that feels natural and direct. Inside, you’ll get practical scripts for opening the conversation, transitioning to the opportunity, making a clear Ask, and knowing what to do after you’ve said the number.

$27.00 USD

Guide: Conversations that Connect

Not sure what to say in a donor meeting — or how to get beyond polite small talk? Conversations That Connect helps you ask better questions, listen for what really matters, and uncover the motivations that can lead to deeper relationships and larger gifts. Inside, you’ll find practical relationship-building tips and donor questions you can use in your very next conversation. 

$27.00 USD

Guide: Donor Prioritization Matrix

Not sure which donors deserve your attention first? The Donor Prioritization Matrix helps you quickly assess connection, meaning, capacity, and movement so you can stop chasing every name on your list and focus on the relationships with the strongest potential. Includes a simple matrix plus a donor-by-donor worksheet to identify your next right move. 

$27.00 USD

Checklist: EQ in ACTION - The Emotionally Intelligent Fundraiser’s Checklist

Great donor conversations require more than the right words. EQ in Action helps you read the room, manage your own reactions, listen for what’s really being said, and respond with greater empathy and confidence — so you can build more trust, deepen donor relationships, and create the conditions for greater generosity. Includes a practical 10-part checklist you can use before and after donor meetings. 

$27.00 USD

Guide: Top 10/Next 20 Donor Strategy + Cultivate-to- Ask Planner

Too many donors. Too many “maybes.” Not enough clarity on who to move forward.  The Top 10 / Next 20 Donor Strategy + Cultivate-to-Ask Planner helps you narrow your portfolio to the 30 relationships that matter most right now, separate your strongest near-term opportunities from the donors still warming up, and create a simple plan to move each relationship toward the next meaningful step.

$27.00 USD

Guide: The Values Question Formula

This is the exact formula I used with a client who moved a $1,000-a-year donor to a $100,000 annual donor — with a single thank-you call. This simple, five-step formula shows you how to shift any typical thank-you call into an authentic conversation that reveals a donor's values — the kind of conversation that helps them reconnect with why your mission matters to them in the first place. Instant download. Start connecting with your donors today.

$27.00 USD

Dialing Into Success: Strategies that Crush Phone Phobia - Video Workshop + PDF Resource

Avoiding donor calls because you’re not sure what to say? Dialing into Success gives you the confidence, structure, and language to make better fundraising calls — and use those conversations to deepen donor relationships and grow giving. Includes the video workshop plus a practical guide with scripts, call prep, discovery questions, voicemail tips, and more. 

$47.00 USD

DONOR CONVERSATION PLAYBOOK A Quick Reference Guide for Busy Fundraisers

“I know what I want to accomplish with this donor. I just don’t know what to SAY.”  The Donor Conversation Playbook is a 70+ page quick-reference guide packed with scripts, phrases, templates, questions, and conversation frameworks — from first contact and discovery through the Ask, stewardship, difficult conversations, and long-term relationship building. Inside, you’ll find practical, swipeable language for the conversations fundraisers have every day: outreach, follow-up, invitations, major gift Asks, objections, stewardship, and more. Adapt the language to your voice, walk into donor conversations more prepared, and spend a lot less time wondering, “How do I say this?”

$497.00 USD


Need a system and ongoing support?
Major Gift Catalyst.

My signature program for fundraisers who want strategy, accountability, coaching, and a clear path forward.

Major Gifts Catalyst

Stop guessing what to do next with your major gift donors. Major Gift Catalyst gives you the strategy, coaching, tools, and real-time support to find the best opportunities in your portfolio, strengthen donor relationships, make confident Asks, and build a repeatable major gift practice — while you’re actually doing the work. 

6 monthly payments of $550.00 USD

Major Gifts Catalyst

Stop guessing what to do next with your major gift donors. Major Gift Catalyst gives you the strategy, coaching, tools, and real-time support to find the best opportunities in your portfolio, strengthen donor relationships, make confident Asks, and build a repeatable major gift practice — while you’re actually doing the work. 

$3,000.00 USD


Need Beth Ann beside you?
1:1 Coaching and Strategy.

Personalized support for fundraisers and nonprofit leaders who want deeper thinking, sharper strategy, and hands-on guidance.

Portfolio Review + Action Plan

Stop wondering where the best opportunities are hiding in your donor portfolio. In the Portfolio Review + Action Plan, we’ll identify your strongest major gift prospects, prioritize who deserves your attention, set realistic Ask ranges, and map clear next steps — so you know exactly who to focus on, what to do next, and why.

$2,500.00 USD

90-Day Momentum

Turn your major gift goals into real momentum. Over 90 days, we’ll work together on your actual donors, conversations, Asks, and challenges — giving you personalized strategy, accountability, and support as you put the work into action, move key relationships forward, and build greater confidence in what to do next.

$3,500.00 USD

6 Month Fundraising Rhythm

Build a stronger, more confident major gift practice with personalized coaching and ongoing strategy support. Through bi-weekly 1:1 sessions, we’ll work on your real donors, conversations, Asks, and challenges — helping you strengthen relationships, sharpen your strategy, and create lasting results.

$6,000.00 USD

Small Team Evolution

Build a stronger, more confident fundraising team. This 3-month coaching program combines monthly team strategy sessions, 1:1 coaching for up to four team members, and ongoing support to strengthen donor conversations, sharpen strategy, and help your team move important relationships forward together.

$5,000.00 USD
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