Welcome to January! In these first weeks of the year, you’re likely still finishing out the year-end season, thanking donors for gifts received, and assessing your performance compared to your goals. At the same time, you’re working on communication plans and strategies for the year ahead.
In this episode, Jeff is joined by Theresa Tapocsi and Edie Dahlen, two of our Client Experience Leaders, for an overview of what fundraisers and leaders need to know right now while you’re wrapping up from year-end and getting started on your top priorities in 2024.
We are honored to walk alongside fundraisers as they chart their course for a new year. If you could use an external partner to support your work as a fundraiser, we’d love to chat. Schedule a call today for a no-pressure conversation about ways we can partner with you and your organization so you can achieve even more for your mission.
Show Highlights: In this episode, you’ll learn about…
Common challenges facing fundraisers in January after a busy year-end fundraising season
How to evaluate your performance, beyond whether or not you met your revenue goals
Where to focus your attention at the start of the calendar year
Tips for leaders to help their teams celebrate their work last year and transition to new priorities in the year ahead
What to Do When You Inherit a Caseload
Mapping the Donor Journey: A Pipeline Health Checklist
How to Get a Donor Meeting Back on Track
Celebrating Women in Fundraising, Featuring Yolanda F. Johnson
Yes, You Do Need to Ask All Year Long!
Working From Your Energy: Bringing Your Best Self to Your Work With Donors
Finding the Right Job: Tips from a Non-Profit Recruiting Expert
How to Be an Effective Non-Profit Leader and Manager
An Interview with the American Brain Foundation
How to Meaningfully Transition a Donor Relationship
It’s Time to Move on From Moves Management
How The Veritus Way Changed Our Work with Partners: An Interview with the East Texas Food Bank
How to Talk About Fundraising Within Your Organization
The Basics You Still Don't Have Down
The Three Legs of a Successful Planned Giving Program
How to Be More Efficient in Your Year-End Planning
Re-Release: What’s Holding You Back from Investing in Major Gifts?
Can We All Just Get Along?
Re-Release: Five Things Every Fundraiser Should Do in the Summer
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