Key Takeaways:

  • Reconnect with Lapsed Donors:

    • Schedule meetings with donors who haven’t given in over a year; these individuals have already shown affinity for your mission and may simply need a reminder.

  • Set Short-Term Goals for Volunteers:

    • Break larger fundraising goals into monthly or quarterly targets to maintain momentum and focus, such as achieving a specific dollar amount or a set number of donor asks.

  • Launch a Matching Gift Challenge:

    • Use recent major gifts as leverage to encourage donations by offering a limited-time matching opportunity.

  • Upgrade Current Donors:

    • Offer recognition incentives to encourage consistent donors to increase their giving levels.

  • Thank Year-End Donors:

    • Personally call or meet with recent donors, especially unsolicited ones, to build stronger relationships and future support.

  • Make the Ask:

    • Don’t wait for the perfect moment—engage with major donors directly and confidently.

Shawna Bullard, CFRE, CNP, MS | Executive Director of Client Relations

Certified Fundraising Executive | Certified Nonprofit Professional | CFRM from Lily School of Philanthropy at IU | B.S. from SIEU  | M.S. from Western Governors University | Background in both board service & international mission work

https://pridephilanthropy.com/team/#shawna
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Is Your Fundraising Goal Too Big or Too Small?