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Let's Raise More Major Gifts Together

1:1 Coaching, Team Training + Keynotes

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Explore personalized coaching, team training, and inspiring keynotes designed to amplify your major gift fundraising success. Partner with an expert to achieve bigger gifts, deeper donor relationships, and transformational results.

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Masterminds + Group Coaching

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Expert coaching and training for fundraisers and nonprofit leaders raising major gifts. Build lasting donor relationships and close more transformational gifts with the structure, strategy, and support you needā€”plus a boost of "BethAnn-ergy!"

Courses + Resources

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Self-paced tools and trainings designed to help you connect with donors and raise more for your mission --Ā on your schedule. Whether you need a step-by-step guide, a Masterclass, or a self-paced course, you'll find a range of support -- at the most accessible price.Ā 

Explore Courses + Coaching to Raise More

1:1 CoachingĀ  |Ā  Team TrainingĀ Ā |Ā  Keynotes

Portfolio Review + Action Plan

šŸ’” Portfolio Review + Action Plan Your donor portfolio holds more potential than you think. Letā€™s unlock it ā€” together. Are you ready to take a strategic look at your major donor listā€”and walk away with a customized, high-impact plan you can implement right away? This is your chance to sit down with a seasoned expert (thatā€™s me!) and refine your approach to donor relationships, stewardship, and closing gifts. Whether you're prepping for a campaign, looking to boost year-end giving, or just feeling stuck in your portfolioā€”this process will bring fresh clarity and direction.   šŸ”¹   Here's what's included:   šŸ”¹   3-Hour Deep-Dive Strategy Session: Weā€™ll review your portfolio togetherā€”digging into donor history, gift potential, and connection points. From segmenting your list to setting ask ranges and identifying stewardship gaps, weā€™ll map out a plan that reflects your donors and your style.   šŸ”¹   Custom Action Plan: Youā€™ll receive a tailored 90-day roadmap that shows you exactly what to do nextā€”who to prioritize, how to reach out, and how to move donors closer to a meaningful gift.   šŸ”¹   2 Follow-Up Coaching Sessions (60 minutes each): Within 45 days, weā€™ll reconnect to check in, course-correct if needed, and keep the momentum going. This is where your plan becomes realā€”and your confidence grows.   šŸ’² Investment: $2,500 USD + 5% tax = $2,625 For custom invoicing, contact [email protected]

$2,625.00 USD

6-month Coaching + Strategy

Close more major giftsā€”with confidence, clarity, and a plan.  ā­  This 6-month plan includes all the core coaching + support of the 12-month experience ā€” without the deep-dive strategic planning days. Itā€™s a powerful way to gain momentum, build donor trust, and close major gifts with clarity and ease.  šŸ”¹   Goal-Setting Strategy Session: Kick off with a 90-minute session to set bold goals and design your donor nurtureā€“askā€“close plan by quarter.   šŸ”¹   Bi-Weekly Coaching Calls: Twice a month, we'll meet 1:1 for 60 minutes to deepen your skills, sharpen your strategy, and move your donor work forward.   šŸ”¹   On-the-Go Support: Need feedback between calls? Use Voxer or email for quick questions, donor conversations, and proposal reviews ā€” Monday through Thursday.   šŸ”¹   Tailored to You: Every session is customized to your fundraising goals. Whether it's building your pipeline, refining your messaging, or navigating a key ask, Iā€™m here to support your biggest wins.   šŸ”¹  Bonus: Optional 2-hour Portfolio Review + Action Plan šŸ’² Investment: 6 Months: $9,000 USD + 5% tax = $9450 (Monthly or quarterly payment plans available.) For custom invoicing, contact [email protected]

$9,450.00 USD

12-month Transformation

Close more major giftsā€”with confidence, clarity, and a plan   ā­ In this high-touch coaching partnership, you'll get the strategic insight, accountability, and expert guidance you need to build stronger donor relationships and secure transformational gifts.  šŸ”¹ Goal-Setting Strategy Session: Kick off with a 90-minute session to set bold goals and design your donor or prospect nurture > ask > close plan by quarter.    šŸ”¹ Bi-Weekly Coaching Calls: Twice a month, we'll meet 1:1 for 60 minutes to deepen your skills, sharpen your strategy, and move your donor work forward.    šŸ”¹ On-the-Go Support: Need feedback between calls? Use Voxer or email for quick questions, donor conversations, and proposal reviews, Monday through Thursday.    šŸ”¹ Tailored to You: Every session is customized to your fundraising goals. Whether it's building your pipeline, refining your messaging, or navigating a key ask, Iā€™m here to support your biggest wins.    šŸ”¹ Bonus: Optional Half-Day Strategic Planning Sessions, twice yearly šŸ’² Investment: šŸ”ø 12 Months: $15,000 USD + 5% tax = $15,750 (Monthly or quarterly payment plans available.) For custom invoicing, contact [email protected]

$15,750.00 USD

Masterminds + Group Coaching

CoursesĀ +Ā Resources

Transform Your Thank Yous and Stewardship into Bigger Gifts!

Get ready for a high-energy exploration of our AFP ICON session, "Why "Thank You" Isn't Enough and How Better Thanks Gets You Bigger Gifts." Elevate your donor stewardship with our mini-course based on the popular AFP presentation by Shanon Doolittle and Beth Ann Locke. Discover the importance of great stewardship, heartfelt thanks, and impactful reporting to engage, delight, and retain donors. This free course includes the original 75-minute presentation, requested tip sheets and examples, and the Thanking Better Bingo Card. Transform your thank yous into bigger gifts and watch your fundraising efforts soar!

Free

Dialing Into Success: Strategies that Crush Phone Phobia [PDF Resource]

Dialing into Success: Crushing Phone Phobia - PDF Resource Overcome your fear of making fundraising calls with this 15+ page PDF resource from the workshop, "Dialing into Success: Strategies that Crush Phone Phobia." This Guide + Resources is one to keep on your desktop to reference again and again. Designed for fundraisers who want to build confidence and master the art of the phone conversation, this handy guide will equip you with step-by-step techniques to handle calls with ease and effectiveness. Learn how to engage donors, build rapport, and enter the discovery or gift conversation, all while crushing the anxiety that holds you back. Transform your phone phobia into a powerful tool for fundraising success!

$17.00 USD

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

Dialing into Success: Strategies that Crush Phone Phobia - Video Workshop Overcome your fear of making fundraising calls with our workshop, "Dialing into Success: Strategies that Crush Phone Phobia." Designed for fundraisers who want to build confidence and master the art of the ask, this interactive session will equip you with practical techniques to handle calls with ease and effectiveness. Learn how to engage donors, build rapport, and secure more gifts, all while crushing the anxiety that holds you back. Transform your phone phobia into a powerful tool for fundraising success!

$17.00 USD
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