How to Get Yourself Transitioned into the New Year

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