First Steps to Engaging High-Net-Worth Donors 

Strategies for Successful High-Impact Fundraising

January 25
11a Pacific  |  2p Eastern

Free Webinar!

In this free Masterclass, you'll discover strategies that will elevate your approach to working with high-net-worth donors and moving into major gift conversations - and asks. I'll share with you key insights to mastering the art of engaging high-net-worth donors, transforming your fundraising results, and setting the stage for greater success.

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LEARN HOW TO EFFECTIVELY ENGAGE 
HIGH-NET-WORTH DONORS 

You may be eager to work with affluent donors, but are you ready?

 

Many nonprofits dream about a wealthy donor appearing out of the blue, offering to make a difference. Would you be prepared to navigate the unique nuances of working with these donors?

I'll draw on my 20-year journey as a fundraiser who partnered with millionaires, even billionaires, to raise money for a shared vision. You'll hear my secrets to success:

  • Mastering the Initial "Meet": Gain essential insights and trends to confidently engage with high-net-worth (HNW) prospects, their advisors, or members of their inner circle. 
  • Trust-Building Communication: Learn how to craft succinct and effective messages that resonate, fostering trust and paving the way for gift conversations.
  • Grace Under Pressure: Acquire strategies to stay composed and confident during your conversations, turning pressure into successful outcomes.
  • Engaging HNW Prospects: How to devise a strategic engagement plan for affluent prospects that’s both logical and impactful.
  • The Art of Follow-Up: Discover how to exceed the high expectations of HNW donors through thoughtful follow-up.
  • Insider Insights: Get a fresh perspective on what truly drives high-net-worth donors, with data that uncovers donor motivations.

Join me as we unlock these secrets and journey together into the world of high-impact philanthropy.

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After this webinar you'll gain...

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A CLEAR UNDERSTANDING

You'll have a stronger grasp of the unique preferences and expectations of high-net-worth donors, setting a strong foundation for more effective fundraising strategies

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CONFIDENCE IN HNW ENGAGEMENT

Take away methods to assure greater ease and calm in approaching and communicating with affluent individuals, knowing what to say and do next 

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READY-TO-USE TOOLS & STRATEGIES

If you hope to identify regional HNW prospects, or wish to appropriately engage peers, I'll offer several tools to use in your early-stage efforts

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Hi, I'm Beth Ann

Fundraiser, Coach, Adventuress & The Chief Spark 

 

I became a fundraiser to change the world for the better.

But along the way, I found myself on a path that felt more like a treadmill – transactional fundraising that lacked connection and sustained success.

After 10 years, I learned that when high-net-worth donors see themselves as partners, rather than just contributors, their generosity knows no bounds. It's about creating impact together, hand in hand.

I learned that engaging with those who have much requires not just different skills, but a whole new mindset – one that embraces the power of connection and of shared values.

Now, I've fully embraced my calling as a coach. I equip and guide fundraisers and nonprofit leaders, showing them how to unlock more significant gifts and collaborate with high-net-worth individuals.

What clients are saying...

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"...some of the largest gifts in our organization!"

While working with Beth Ann, I helped closed a $1 million gift, another at $250,000, and another for $200,000. These are some of the largest gifts we have closed! Beth Ann's guidance gave me the confidence and support to succeeded. I am so grateful!

Palmer Colson
Historic Columbus

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"I'm raising so much more now."

Beth Ann was instrumental in helping us secure our largest donation to date of $100,000. Previously our largest donors were those giving $1,000. I'm now confidently closing smaller gifts ranging from $20,000 to $40,000. If you’re seeking the guidance of an expert, then Beth Ann is the person for you.

Cristina Fragale
Preston High School

Major & mega gift donors continue to give...

LEARN THE MINDSET AND SKILLS TO FUNDRAISE SUCCESSFULLY

Register below to save your seat for January 25 at 11a Pacific | 2p Eastern

Secure your spot now!

Join us live for "First Steps to Engaging High-Net-Worth Donors" on January 25, 11a Pacific/ 2pm Eastern

The masterclass will be processed within 24 hours and a recording sent to those who registered. 

You have my spam-free promise; because in our business, trust is everything.