What the Fundraising

285: Shaking Up Major Gift Strategies Through Interdisciplinary Collaboration with Meg George


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Generosity is a muscle that must be trained, but in the nonprofit sector, we often wait for donors to find us rather than building the bridges they need to cross. Real progress requires shaking up the status quo and recognizing that philanthropy does not exist in a vacuum; it is complemented by finance, psychology, technology, and tax law.

In this conversation, Mallory is joined by Meg George to explore how to move away from "rinse and repeat" fundraising toward a model of sophisticated curiosity. They dive into the necessity of treating major gift solicitation with the rigor of a business plan while maintaining the soulful, emotional connection that drives true generosity.

Join them to gain insight into the art of "qualification" through open-ended questioning, the role of leadership in reducing "ask" anxiety, and how to leverage interdisciplinary knowledge to solve social problems at scale.


Key takeaways from the episode: 

  • Stop using "rinse and repeat" fundraising manuals and start prioritizing personalized, human-to-human curiosity.

  • Solve problems at scale by bringing experts in finance, psychology, and technology to the fundraising table.

  • View yourself as a facilitator matching a donor’s soulful goals with a rock-solid business plan.

  • Use open-ended questions to uncover the perfect intersection of a donor's financial capacity and their personal values.

  • Shift leadership focus from high-pressure dollar targets to meaningful, well-categorized donor interactions.

    Get all the resources from today’s episode here


    Support for this show is brought to you by Practivated. Practivated delivers AI-powered donor conversation simulations that let fundraisers practice in a private, judgment‑free space—building confidence, refining messaging, and improving outcomes before the real conversation even begins. Developed by fundraising experts with real‑time coaching at its core, it’s the smart way to walk into every donor interaction calm, prepared, and ready to connect. Learn more at practivated.com.


    Connect with me: 

    Instagram: https://www.instagram.com/_malloryerickson/

    Facebook: https://www.facebook.com/whatthefundraising

    YouTube: https://www.youtube.com/@malloryerickson7946

    LinkedIn: https://www.linkedin.com/mallory-erickson-bressler/

    Website: malloryerickson.com/podcast


    Loved this episode? Leave us a review and rating here: https://podcasts.apple.com/us/podcast/what-the-fundraising/id1575421652


    If you haven’t already, please visit our new What the Fundraising community forum. Check it out and join the conversation at this link.


    If you’re looking to raise more from the right funders, then you’ll want to check out my Power Partners Formula, a step-by-step approach to identifying the optimal partners for your organization. This free masterclass offers a great starting point.

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    What the FundraisingBy Mallory Erickson

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