Ways to Work With Me Book a Call Insights Meet Beth Ann

Go From “I Should Really Call Them” to “I Know Exactly What to Say”

Stop Dreading the Ask. Start Closing the Gift.

If the same donor names have been sitting on your list for months—and you’re not sure who to prioritize or what to say when you finally reach out—keep reading.

Your Next Major Gift Is Waiting.
Let’s Go Find It.

“Your Next Major Gift” is a live, interactive, small-group working session for nonprofit fundraisers and executive directors.

You bring your actual donor list.

You leave with a concrete plan for your next $5,000–$10,000+ gift.

This is not a webinar. Not a course. It’s three focused hours where you and I will work through your actual portfolio together—and craft a concrete plan, in real time.

SAY NO MORE—I'M IN!

Let’s talk about the real reason major gifts keep getting pushed to next week…

The Uncomfortable Truth About Why Major Gifts Keep Getting Pushed

Here’s something I don’t hear talked about enough:

The confidence problem you think you have? It’s not actually a confidence problem.

It’s a strategy problem.

But I know that’s not how it feels from the inside.

From the inside, it feels like you’re short on TIME—because grant deadlines and board prep and thank-you letters keep crowding out the calls you know you should be making.

It feels like you need to build CONFIDENCE, because you’re not quite sure what to say when a good conversation needs to shift toward a gift.

It feels like you have to find the perfect TIMING, because there’s always a better moment just around the corner.

But underneath all of that?

The reason your job feels so hard is that you don’t have a clear system telling you:

“This is the person, this is the moment, this is what you say.”

And without that clarity, your brain does what brains do—it finds something more urgent to focus on instead.

So your results look something like this: 

  • A list of people you’ve been meaning to call or email for months 
  • Current donors who could be giving at a much higher level
  • Lapsed donors on their way to forgetting who you are 
  • Conversations that are more or less warm and friendly, but never quite get to the Ask. 
  • A major gifts program that feels reactive, sporadic, and—if we’re being honest—completely exhausting.

One of the fundraisers I work with recently put it like this:

“When it comes to other, perhaps more strategic, donors, I constantly feel like ‘I should really contact so-and-so’… but then life gets away from me.”

👆That might be the most honest thing I’ve ever heard about this work.

And I’d be willing to bet it sounds familiar.

Here’s what I want you to know—

You are not behind because you’re not “good enough” at this.

You’re behind because no one has sat down with you, looked at your actual portfolio, and said: “Here are your top 3 major gift prospects, here’s exactly where they are, here’s what your next steps should be, this is what you say, and this is when you say it.”

That’s what this session does!

SECURE MY SPOT

Proof of what’s possible

Historic Columbus needed to raise $585,000 in 5 months to complete a $4.8M capital campaign. The most they could identify on their own was $350,000. Their donor list felt exhausted. They couldn't see a path to their goal.

Then they did a Strategic Portfolio Review with me. In that single 3-hour session, we identified $770,000 in major gift opportunities hiding within their existing database—$185,000 more than their original goal, and $420,000 more than they'd found on their own. Not new donors. People who were already there.

But identifying those prospects was only Step 1.

The real work was cultivating those relationships—moving donors from $1,000 annual gifts to $100,000 campaign investments. Using my 6-step B.R.I.D.G.E. framework and with ongoing strategic coaching, Historic Columbus closed $544,000 in just 4 months, reaching 93% of their goal with another $230,000 in outstanding requests.

As Executive Director Elizabeth Walden put it:

“It's now the end of June, and we're now at 93% of the goal! Thanks to your guidance, we've received an unexpected $100,000 gift from a former board member, $17,000 from Trustees and members, and other pledges totaling $50,000—and we still have $230,000 in outstanding requests.”

And that was just in the first 4 months,

Over the next 4 months, Historic Columbus went on to raise over $867,000, with my strategic support.

Let this story serve as your proof:

The funding your organization needs is not “somewhere out there”.

It’s already in your database. You just need the right lens to see who’s ready—and a plan for what to say when you pick up the phone.

This is for the Fundraisers who are Ready to Stop…

  • Telling yourself you’ll make those donor calls “next week”—and then watching next week quietly become next month
  • Freezing right when a good conversation needs to shift toward a gift, because you don’t know what to say or how to say it
  • Running a major gifts program that feels reactive and haphazard instead of focused and intentional
  • Losing sleep over upcoming donor conversations because you’re so worried you’re going to blow it and ruin the relationship
  • White-knuckling every major gift conversation because you don’t have a clear approach to lean on
  • Feeling like your major gifts potential is right there—but never quite getting the traction you know is possible
  • Being great at building relationships—but not knowing how to move them toward a gift 🙋

If you’re nodding along right now, you’re in exactly the right place.

Here’s What Happens When Fundraisers Get the Right Plan:

“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. By working with Beth Ann, I was able to execute a request for funding that resulted in several additional gifts from donors at the $50,000 level. No matter where you are in your skill level, you’ll come away from her training feeling equipped to take your donors to new levels of giving.”

Lorie Fees, Director, Major Gifts, Children’s Hope Alliance, Statesville, North Carolina

“Beth Ann was instrumental in helping us secure our largest donation to date of $100,000, in addition to some smaller ones ranging from $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 her $100,000 gift annually!”

Cristina Fragale, Senior Director of Recruitment & Development, Preston High School

“Beth Ann gave practical steps and language for our small team. I recently closed a gift for $437,000—one of the most substantial wins we’ve had with a funder I’d been pursuing for several years. When I finally did talk to her, I felt equipped to draw out her interest and connect her to our current needs. Beth Ann’s coaching was inspirational, supportive, and ultimately essential in our journey to connect more supporters with our mission.”

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

What's the difference between fundraisers who consistently close 5- and 6-figure gifts with confidence & fundraisers who have all the training but can't seem to translate it into actual closed gifts?

❌  If you guessed “a bigger donor pool”, you’d be wrong

❌  If you guessed “more time” or “more experience”, you’d be wrong (twice)

❌  And if you guessed they're just naturally better at talking to wealthy people? You’d still be wrong…

Because here's the thing…

The gap between knowing and closing is where most fundraisers get stuck. 

And it usually looks something like this…

You’re not alone if your current approach to major gifts looks something like this:

You close one major gift. Maybe it’s $50,000. Maybe it’s $100,000.

And for a moment, it feels like you finally figured it out.

But then you try to do it again with the next donor… and nothing happens.

You can't figure out what worked the first time — or why it's not working now.

After all, you've done the training. Sat through the courses. You walked out with a notebook full of frameworks — and then went back to work and nothing actually changed.

Because knowing the theory and knowing what to do next Tuesday with this specific donor are two completely different things.

Meanwhile, your database is full of donors stuck at $1,000, $2,500, maybe $5,000.
You know some of them could give more.

But you don't know which ones, or how to start that conversation without making it awkward. What amount should you even suggest?

So you keep doing what feels safe— appeals, thank-you calls, events— while your days fill up with reactive work that doesn't move anyone closer to making a significant gift.

And when you finally do sit down to be strategic?

You get overwhelmed. There's no clear starting point. You're not sure who to prioritize. And you're not convinced your current approach is even working.

The few times you do schedule a cultivation meeting, you walk in confident. The conversation flows. ‘Friendly’ feels easy—but you freeze when it's time to actually move the conversation forward. 

  • What do you say?
  • When do you bring up the gift?
  • What if they think you're asking for too much?

It feels high-stakes. Like one wrong word could damage a relationship you've spent months building.

Especially since there’s no one else you can talk to or bounce your ideas off of. So you don't ask.
Or you wait too long.
Or you ask for less than you should.

And another donor stays stuck at the same level they've always been at.

This isn't sustainable. You know that.

But you don't know what to change…

Reason #2: You're Trying to Find the Right Words Alone

The hardest moments in major gift fundraising tend to happen when you're on your own:

  • Right before you pick up the phone to make a call,
  • As you’re revising that follow-up email for the 5th time, or
  • Preparing for an in-person meeting, wondering if it's too soon for an Ask. 

Most fundraisers spend these moments thinking everybody else has it figured out.

Assuming others are naturally good at this.

Frustrated because the “right words” feel so hard to find.

THE TRUTH: The fundraisers who consistently close major gifts aren’t necessarily naturals, but they’re not winging it either. They have set phrases they use and word-for-word scripts they've practiced. They know what to say at every stage of cultivation because someone gave them clear examples of language that actually works.

As a result, their donor relationships move forward more efficiently. And they carry themselves with the confidence of someone able to keep their cool and close the gift, even in tough situations.

Reason #3: You're Treating Every Donor Situation as Brand New

Every single touchpoint feels like you're starting from scratch. Not just the Ask: the first phone call, the follow-up email, and the moment you're sitting across from someone and the small talk runs out.

That's where the paralysis actually begins. Not in the cultivation meeting, but before you've even booked it.

  • You don't pick up the phone because you're not sure what to say when they answer.
  • You don't follow up because you're not sure how long to wait.
  • You don't push for the meeting because you're not sure you're ready for it.

When you do get in the room? You're juggling so many other donors, so many other tasks, it's hard to even remember where this relationship left off — let alone know what it needs next.

You end up constantly reacting — which means it’s pretty much impossible to relax.

And the donors who actually need your attention — the ones quietly waiting for someone to notice how much they care — stay exactly where they are.

THE TRUTH: Donor relationships follow predictable patterns, and those patterns can be mapped.

When you have a proven framework, you know where every donor stands and exactly what they need next — whether that's a first phone call, a cultivation meeting, or an Ask.

You stop improvising and start executing. And major gifts stop feeling like a series of high-stakes gambles and start feeling like a system you can actually run.

The Most Important Question You'll Ever Ask About Major Gifts

So, when it comes to the question of what separates the fundraisers who consistently & confidently close 5- and 6-figure gifts from those who struggle to translate their training into consistent, effective action…

The question you have to ask yourself isn’t: “Who’s in their database?”
It’s not “How do they manage their time?”
And it’s definitely not “Are they just naturally better at this than I am?”

The question you need to ask is: “Can I learn how to do that too?”

And the answer is YES.

But these aren’t skills you acquire from a one-off training or a consultant’s static plan

To become the kind of fundraiser who confidently & consistently closes 5- & 6-figure gifts, you need someone who can show you exactly which donors in YOUR database are telling you they’re ready to make a bigger gift — and give you precise next steps.

You need a proven framework you can return to, whether you’re trying to connect with a new donor or re-engage someone who’s lapsed. A framework that’s flexible, but clear, and means you’re no longer wasting time, spinning your wheels, or wondering, “What’s next?”

You need the exact language to use to move donor relationships forward, without sacrificing connection or risking the relationship. Words you can use tomorrow, not concepts you have to translate on your own.

You need ongoing, expert support while you’re in the work, from someone who knows your situation, adapts their advice to your specific circumstances, and, unlike your E.D., doesn’t already have 60-hours of tasks to cram into a 40-hour week.

And because fundraising can be lonely, it helps to have a community of your peers to turn to when you need support, and to celebrate you when you succeed.

When you have all that, your success is no longer dependent on white-knuckling your way through year-end, hoping your conversations all go to plan…

Your success becomes something your organization can bank on. And your goals become something you exceed.

We not only met but exceeded our fundraising goal for 2023!

“Beth Ann's swift understanding of our new nonprofit's complexities led to practical and beneficial suggestions that significantly contributed to our success. 

I'm thrilled to attribute the following big win to our collaboration: We not only met but exceeded our fundraising goal for 2023! This achievement is particularly noteworthy, considering we were not on track for such success at the beginning of our time working together.

If you're seeking to elevate your fundraising game and generously support your nonprofit, my top recommendation is to work with the highly effective coach, Beth Ann Locke. Her expertise and guidance were instrumental in achieving our fundraising goals.”

MEREDITH THOMAS, DIRECTOR of Philanthropy
THANK YOU LIFE
Austin, texas

Major Gifts Skills Don't Just Pay Off Once.
They Compound.

Before Meredith started working with Beth Ann in 2023, her organization was raising $130,000 a year.

She was passionate, hardworking — and completely isolated, with no roadmap, no one to strategize with, and no system to make it feel like any of it was building toward something.

After Beth Ann’s coaching? She raised $370,092 in 2023 and $678,000 in 2024.

That's not a fluke.

That's what happens when a fundraiser stops figuring it out alone and starts working with someone who knows exactly what to look for—and exactly what to do next.

Meet The Fundraiser Coach who’s showing major gifts fundraisers the shortest, clearest path to their next gift:

HI, I'M BETH ANN LOCKE

With 30+ years of experience fundraising for nonprofits, and having raised over $75 million dollars in my career, I’ve mastered the art of creative, Connection-based strategies that turn donors into passionate philanthropic partners.

When I joined the front lines of philanthropy, I started with the basics: annual giving, events, and thanking donors for their gifts.

I worked my way up to Chief Development Officer and along the way I learned that life-long giving comes from connecting donor values to community impact. 

  • 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 $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.

I share all of that because I want you to know: Everything I teach, I've done.

I know what it feels like to sit across from a 7-figure donor and have to earn their trust.

I know what it's like to go into a meeting unsure whether the relationship is ready for the Ask—and have to make that call in real time.

And here's something else I know: the feeling of not quite belonging in the room, of wondering whether someone with that level of wealth is really going to take you seriously.

👆That’s not a personality flaw. It's what happens when you care deeply about your cause but haven't yet had someone show you how to walk into that conversation with a clear plan and the language to back it up.

My approach is based on 30 years of actual conversations. And it's the foundation that everything inside Major Gifts Catalyst is built on.

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
COLUMBUS, GEORGIA

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 pledge 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

Stop guessing. Start closing.

INTRODUCING…

Personalized, strategic support to help you close bigger, more consistent gifts, from donors who become philanthropic partners, invested in your organization’s goals.

This isn’t just about increasing your average gift size – though that does absolutely happen! – it’s about knowing exactly how to effectively engage your donors — so you can amplify your impact and smash your fundraising goals.

Personalized, Ongoing Support, Specific to Your Portfolio

Major Gifts Catalyst includes a 1:1 Strategic Portfolio Review, ongoing coaching with Beth Ann Locke, monthly training on the BRIDGE Framework, and access to a community of your peers to help you celebrate your wins & feel less alone.

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 1:1 Strategic Portfolio Review to identify your biggest opportunities from Month 1

✔ A step-by-step framework for every stage of the donor relationship, from first contact to closed gift

✔ Live coaching where you’ll learn alongside others, every single month

This young DoD closed $1.45M in gifts:

"I joined Beth Ann's program because we needed to get underway raising $4 million above our usual year-end. I really liked that Beth Ann and I were working together to develop strategic plans for my donors and prospects.

While working together, I helped close a $1 million gift, another at $250,000, and another for $200,000 from a private foundation. These are some of the largest gifts we have closed! Beth Ann, your guidance and support gave me the confidence and support to succeed. I am so grateful for you!"

Palmer Colson, Director of Development
Historic Columbus
Columbus, Georgia

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

Here’s what that support looks like:

WITHIN 14 DAYS OF SIGNING UP:

Strategic Portfolio Review

1:1 with Beth Ann Locke

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.

This review will give you a clear starting point and lay out the strategy we'll build on throughout the program.

Real example: 
When Historic Columbus worked with me privately (using the same process I follow in Major Gifts Catalyst), they had a $585,000 goal, but could only see $350,000 in capacity within their donor list.

After their Strategic Portfolio Review, we identified $770,000 in prospective gifts —$420,000 MORE than they’d spotted on their own. With my support, they closed $544,000 in gift and pledges in just 4 months, and went on to smash their initial goal by closing a total of $867,000 within 8 months of bringing me in.

WEEK 1 OF EACH MONTH:

Monthly Live Group Coaching Sessions

60 minutes live + replay

These calls are where you'll learn and practice my proven approach to major gift fundraising. Each month, we'll focus on a different topic relevant to that fundraising season and getting you closer to your goals. These calls are recorded so you can benefit from the training even if you have a conflict.

WEEK 2 OF EACH MONTH:

All-Day Office Hours in Slack 

Private, flexible support via messaging 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. No Zoom meetings required.

Current participants report:

"The most valuable part of the program so far has been having time with Beth Ann during "drop in days" to ask specific questions that are relevant to large gift receipt and moves management advice."

- Heather, Major Gifts Catalyst participant 

WEEK 3 OF EACH MONTH: 

Ask-Me-Anything Calls 

In Week 3 of each month, you can join an AMA call to bring your specific questions, weird donor situations, time-management struggles, or specific language requests. These optional, unstructured calls give you the opportunity to duck in and get quick guidance on whatever is coming up, without taking much time out of your day. 

Want to connect with your peers? Come for the full session. Need to focus on other tasks? No problem—you’re welcome to listen in with your camera off.

IMMEDIATE ACCESS: 

Beth Ann's Resource Vault

You'll unlock access to my vault of templates, short trainings, scripts and tracking tools, organized by theme.

IMMEDIATE ACCESS: 

Private Community

A private space where fundraisers stay connected between calls, ask quick questions, share wins, and never feel like they're doing this work alone.

Current participants report:

"It is wonderful to meet and brainstorm with your peers. I'm very excited to tap into a group with shared challenges, even though our organizations serve different missions. Having a think tank has been a driving force for me to move forward in planning and work without second-guessing or waiting for an answer from my boss. Very empowering!" 

— Niki, Major Gifts Catalyst participant

EVERY 90 DAYS:

Quarterly Group Planning Calls

Revisit + refine 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.

I'M IN FOR MAJOR GIFTS CATALYST!

The Major Gifts Catalyst Guarantee

I only want you to invest in this program if it's the right fit for where you are right now. So I've made sure there's no risk in finding out.

For every fundraiser:

Join Major Gifts Catalyst and spend the first 14 days fully inside the program—attend the calls, check out the resources, and drop into Slack with your questions.

If, after 2 weeks in the program, you're not convinced Beth Ann's coaching will help you close more major gifts, all you have to do is send us an email at [email protected] and we'll refund your investment in full.

No questions asked.

Organizations with an annual budget of $1M or more: You're also covered by our 100X Guarantee.

Engage fully with the program and we guarantee you'll identify at least $250,000 in new prospective gift opportunities, or you get your money back.

If the work we do together doesn't uncover a quarter of a million dollars in potential right inside your existing donor relationships, we’ll refund your investment in full.

I offer this because I've seen it happen too many times to doubt it. The donors are there. The opportunities are there. What changes is that you’ll finally know where to look—and what to do once you find them.

Secure my spot in Major Gifts Catalyst now—risk free!

Beth Ann was instrumental in helping us secure our largest donation to date

 

“Beth Ann was instrumental in helping us secure our largest donation to date of $100,000, in addition to some smaller ones ranging from $20,000 to $40,000 — previously our largest donors were those who donated between $250 abd $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
The Bronx, New York

We had an initial fundraising goal that we achieved in only 2 hours

"In a normal annual appeal we raise about $50,000. For our first Giving Day, we had an initial fundraising goal of $250,000 and we achieved that in only 2 hours. We then set a 'Bonus' goal of $400,000 — we achieved this within 6 hours! People continued to give anyway and we finished on $486,000. 

Without a doubt, the ‘Managing the Portfolio’ tool that we used was one of the key factors in securing a very strong major gift pool.

One donor went from her biggest ever gift of $25,000 to a generous $50,000 thanks to your invaluable coaching. We continue to cultivate this donor for another, more substantial gift. Thank you so much, Beth Ann, for all your insights and guidance!"

JACKIE DALTON, DIRECTOR OF ADVANCEMENT
FRENSHAM SCHOOLS
Mittagong, New South Wales

Personalized, strategic support to help you close bigger, more consistent gifts, from donors who become true philanthropic partners — without the stress, guesswork, or going it alone.

Here's everything included:

  • 1:1 Strategic Portfolio Review with Beth Ann – A personalized analysis of your donor database with a clear action plan for your top 25 prospects ($2,500 value)

  • Monthly 60-Minute Group Coaching Calls – Live training and strategy sessions with Beth Ann and your cohort, with replays available

  • Monthly Live Ask-Me-Anything Calls – Bring your donor questions, sticky situations, and "what do I say" moments for real-time coaching and next steps
  • Slack Office Hours (Week 2 of Every Month) – 1:1 access to Beth Ann for quick guidance and feedback between calls

  • Quarterly Group Planning Sessions – Map your 90-day major gifts strategy with structured support from Beth Ann

  • The Resource Vault – Scripts, conversation guides, tracking templates, stewardship plans, and the BRIDGE Framework Reference Guide

  • Private Slack Community – Connect with experienced fundraisers who are navigating the same challenges and celebrating each others’ wins

Plus, it's completely risk-free:

For organizations with an annual budget of $1M or more, our 100X Guarantee means you'll identify at least $250,000 in major gift opportunities within 6 months—or receive a full refund. Not there yet? Every participant is covered by our 14-day Impact Guarantee. (Full details below.)

Choose your preferred payment plan below:

CASHFLOW FRIENDLY MONTHLY PAYMENTS

Pay just $550/month for 6 months

Backed by our 14-day Impact Guarantee

JOIN MAJOR GIFTS CATALYST

Save $500 when You Pay In Full Today!

6 months of expert coaching for $2,500

Backed by our 14-day Impact Guarantee

JOIN MAJOR GIFTS CATALYST

Groups of 4 or more save 20%
Email [email protected] for team inquiries and invoicing.

Questions you might need answered before joining us for Major Gifts Catalyst:

JOIN MAJOR GIFTS CATALYST TODAY

Major Gifts Catalyst will ignite your fundraising if:

You're ready to stop being busy and actually moving donors forward.

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.

 

 

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 not convinced your current approach is working — and you're ready to try something different.

You've done the training. You've read the books. But nothing has fundamentally changed.

So you're open to a new approach — one that's built around your actual donors and that changes as they respond — not a generic framework you have to translate on your own.

 

 

You're tired of figuring this out alone.

You're done making your best guess in the dark about which donors to prioritize and what to say when you get there.

You want someone in your corner you can bounce ideas off of and brainstorm with, someone who knows your specific situation — and can tell you exactly what you need to do next.

 

 

Major gifts happen for you — but not consistently enough.

You've closed a significant gift or two. But you can't figure out what worked — or how to replicate it.

You're ready to stop leaving major gift success to chance and start building something you can count on, year after year.

 

 

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 be the fundraiser your organization counts on for the gifts that actually move the mission forward.

Whether you're joining on your own or enrolling as a group, you're excited about a future where closing major gifts feels less like a gamble and more like something you do on purpose. Every single time.

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

You're using "too busy" as a reason to wait. →

The fundraisers “too busy” for this program are exactly the ones who need it most.

Reactive work expands to fill every hour you give it — and without a clear system, that never changes.

If you can't find 2-4 hours a month to engage with MGC, the problem isn't your schedule… It's that you’re not yet protecting time for the work that actually moves the needle.

 

 

You see your donors as cash cows instead of real people with lived experience 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’re not willing to confront your assumptions about people with money.

If you secretly (or not so secretly) believe rich people are greedy, 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 to 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.

JOIN MAJOR GIFTS CATALYST TODAY!

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
Statesville, North Carolina

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
Doral, FLORIDA

If you’re still here, let’s have some real talk:

If you’re a fundraiser who’s ready to bring in bigger gifts, more consistently… you need Major Gifts Catalyst.

If you’ve been working hard but still feel like you’re waiting for donors to “decide” instead of confidently guiding the conversation… you need Major Gifts Catalyst.

If you’re tired of scrambling for year-end results and want a clear, repeatable strategy you can lean on all year long… you need Major Gifts Catalyst.

If you want to step into every donor meeting knowing exactly what to say, how to listen, and how to lead… you need Major Gifts Catalyst.

And if you’re ready to close the gap between the relationships you wish you had with donors and the ones you know you’re capable of building… you need Major Gifts Catalyst.

Every season you delay this work is another season you leave major money on the table.

Donors move on. Opportunities fade.

The confidence you want stays “someday” instead of becoming second nature.

When you join Major Gifts Catalyst, you get proven strategies, tailored feedback, and the tools to turn those “what if?” moments into fully funded, donor-backed wins.

You’ve already pictured what it will feel like to sit down with a donor, have a conversation that flows with ease, and walk away with a commitment that makes a real difference for your cause.

Let’s make that your new normal!

I’d love to partner with you inside Major Gifts Catalyst to make this the most productive, confidence-building, and rewarding season of fundraising you’ve ever had. The moment you enroll, you’ll get access to my Resource Vault—and that’s where your results begin.

YES, I'M IN!
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