Episode Details

In this episode, I share a case study about helping a New York City-based animal welfare organization secure an unrestricted $6 million gift, which is twice their annual budget of $3 million.

The discussion covers mistakes to avoid, strategies to build trust and credibility with donors, and the importance of a strategic plan with a big vision for impact. Emphasizing the high capacity and trust with donors, I explore the significance of having direct conversations when asking for large donations, such as $6 million, and the power of a simple proposal.

With personal anecdotes, I stress that generosity is a gift to the giver and that building strong relationships is key to acquiring major funds for impactful projects. This session aims to inspire and provide practical insights for nonprofit stakeholders seeking to level up their fundraising efforts.

00:00 Introduction and Personal Update

01:04 Case Study: Securing a $6 Million Gift

02:23 Building Trust and Credibility with Donors

04:51 Strategic Planning for Big Gifts

09:52 Crafting a Simple and Effective Proposal

13:41 The Importance of Direct Asks

30:07 Mindset and Personal Development

37:22 Conclusion and Encouragement

Want 15 leads in 5 minutes? DM me "Breakfast burrito" on LinkedIn and I'll send you a pdf and 6-minute training to help you generate 15 leads for your nonprofit in minutes. It's totally free. All you need is an email to sign up. DM me "Breakfast burrito" - I'm from Texas, what can I say? - to get your pdf and mini training. 

If you're an org with at least $800k annual budget and major gifts is your top priority, but you need a better strategy and approach, get on the waitlist for the next CourageLab cohort here: https://julieordonez.kit.com/couragelab2