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Coaching, Courses, and Resources

Maximize your Major Gift Year-End Fundraising

The Q4 Closer - Pay in Full

An action-oriented skill-building series for major gift fundraisers and nonprofit leaders. Strengthen your skills, strategize on how to ask and close gifts, and swipe the step-by-step processes of my Connection-Based approach to securing major gifts. Go from short and stressed to closed and composed in just 3 months - in time for a December 31 successful finish! 🌀 One payment of $1,800 + 5% tax = $1,890 total 🌀

$1,890.00 USD

The Q4 Closer VIP 1:1 Experience - Pay in Full

Join The Q4 Closer VIP 1:1 option! >> Boost your fundraising success with The Q4 Closer, a 12-week program designed to help you secure major gifts through personalized strategies and expert coaching.  Then, for even more tailored support enroll in the VIP 1:1 experience. In addition to everything The Q4 Closer offers, you'll receive extra 1:1 coaching calls each month with Beth Ann in Oct., Nov. and Dec., expert review of up to 8 pages of donor communications each month, and exclusive VIP Group Pocket Coaching Days. Achieve greater results with this comprehensive, hands-on support! 🌀 Your total investment will be a single payment of $2,700 + 5% tax = $2,835 🌀

$2,835.00 USD

Portfolio Review + Action Plan

Ready to take your major gifts fundraising to the next level?  The Portfolio Review + Action Plan offers a personalized approach to optimizing your donor portfolio for giving and relationship building. After an initial meeting, you'll schedule a time for us to meet. We’ll spend two hours together reviewing and strategizing, creating tailored action plans to help you close more gifts and strengthen donor relationships. From setting target ask ranges to crafting specific outreach strategies, you’ll gain the clarity and direction needed to achieve your fundraising goals. Let’s work together to turn your portfolio into a powerful fundraising engine for impact! $750 + 5% GST = $840

$840.00 USD

Explore Courses + Coaching to Raise More

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

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

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

Your Fundraising Toolkit

Your charity CAN raise much more this year than it did in last year! Learn the four keys to successful fundraising that will fuel your mission. You'll receive 1-hour smarts and insights on each of the following 4 areas: 1. Fundraising copywriting best practices, 2. Preparing and making the ask, 3. Growing donor relationships and retention through gratitude, 4. Crafting and executing your annual fundraising strategy.

$99.00 USD

Year-End Fundraising Clinic

The Year-End Fundraising Clinic is designed to help you meet and crush your revenue goals. 4 experts will share tips and advice on: 1. Strategy for year-end, 2. Copy that motivates donors to give, 3. Your Board as a fundraising asset, and 4. Donor psychology to boost fundraising.

$99.00 USD

Full Fundraising Success Plan Bundle

The Full Fundraising Success Plan offers a 8 one-hour educational sessions (truly a "mini-conference"!) to help you plan your fundraising year and also how you can finish strong. As you prepare for your new fundraising year (or start at a new organization), you may be wondering if you can truly raise more than last year. Within the Fundraising Toolkit, you'll learn: 1. Fundraising copywriting best practices, 2. Preparing and making the ask, 3. Growing donor relationships and retention through gratitude, and Crafting and executing your 2022 fundraising strategy. Then, the Year-End Fundraising Clinic offers all the support you need to help you meet and crush your revenue goals with: 1. Specific strategies for year-end, 2. Copy that motivates donors to give, 3. Your Board as a fundraising asset, and 4. Donor psychology to boost fundraising.

$179.00 USD

Portfolio Review + Action Plan

Ready to take your major gifts fundraising to the next level?  The Portfolio Review + Action Plan offers a personalized approach to optimizing your donor portfolio for giving and relationship building. After an initial meeting, you'll schedule a time for us to meet. We’ll spend two hours together reviewing and strategizing, creating tailored action plans to help you close more gifts and strengthen donor relationships. From setting target ask ranges to crafting specific outreach strategies, you’ll gain the clarity and direction needed to achieve your fundraising goals. Let’s work together to turn your portfolio into a powerful fundraising engine for impact! $750 + 5% GST = $840

$840.00 USD

Strategy + Momentum - intensive support for quick solutions + wins

Jumpstart your major gift fundraising with The Strategy + Momentum Coaching Sessions. >> Over 3 weeks you'll receive 1) an initial 30-minute call to set goals, 2)  3 60-minute coaching + strategy sessions to secure quick wins and get over obstacles, 3) receive 3 follow-up check-ins for ongoing support. >> Learn the strategies + tactics you need. Benefit from personalized strategies to meet specific goals and overcome challenges. (This can be used for a single 3-hour session instead). || Price: $1,500 + 5% tax ($1,575) || Invoicing options available via [email protected] ||

$1,575.00 USD

3-month Coaching + Strategy

Lay the foundations for major gift success with our 3-month Coaching + Strategy program. Enjoy bi-weekly 1:1 coaching calls to build strong donor relationships, develop winning strategies, and unlock your fundraising potential. With ongoing support via Voxer between sessions and expert feedback on your donor communications, this program provides personalized, hands-on guidance to help you achieve your fundraising goals quickly and effectively. Start your journey to major gift success today! ⭐️ Cost: $3,500 + 5% tax = $3,675

$3,675.00 USD

6-month Coaching + Strategy

Elevate your major gift fundraising with our 6-month Coaching + Strategy program. Deepen donor relationships, refine strategies, and secure greater donations with ongoing expert support. This coaching package offers strategy, coaching, training and inspiration. We will work together to build a strong foundation for your major gift program through bi-weekly coaching and additional support via Voxer messaging. Plus I'll review your donor communications, donor plans or proposals. Transform your major gift fundraising! Everything you need to build take action and be accountable in your fundraising with The Fundraiser Coach. The 6-month package for $6,000 + 5% tax = $6,500. Invoicing options available; email [email protected]  

$6,500.00 USD

12-month Coaching + Strategy

Experience true transformation with our 12-month Coaching + Strategy program. Over a full year, you'll work through the complete cycle of major gift fundraising, from inviting gifts to crafting personalized stewardship plans. Through bi-weekly 1:1 coaching calls, we’ll conduct in-depth planning and strategy sessions to set best practices, build a strong major gift program, and see lasting success. With ongoing support via Voxer and expert feedback on donor communications, this program offers the tailored guidance you need to create a sustainable and impactful fundraising strategy that will stand the test of time. <p>🌀 Cost: $12,000 + 5% tax = $12,600 🌀 | For invoicing or payment options, email [email protected]

$12,600.00 USD
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