It’s summertime! Hopefully, you’re taking some quality time off. And whenever you’re back in the office, you may even find yourself with some quiet days where your inbox is not blowing up and all your meetings are cancelled. This is a great time to reflect and plan for how you’re going to meet your goals by year-end.
In this episode re-release from 2021, Jeff is joined by Lisa Robertson, Director of Client Services at Veritus Group. Together, they share five ideas for what you can do this summer that will set you up for a successful year-end.
Show Highlights: In this episode, you’ll learn about…
Reviewing your caseload to determine whether any donors need to be moved
How to get creative with your donor outreach during the summer
Using the slower summer months to focus on professional development
And more ideas for how fundraisers can make the most of the summer season!
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 Get Yourself Transitioned into the New Year
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?
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