We Are For Good Podcast - The Podcast for Nonprofits

361. Habits of an Impactful Donor Relations Officer - Jon McCoy, CFRE, Becky Endicott, CFRE, Lynne Wester and T. Clay Buck


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Overview
Welcome back to our Friday Series: The Habits of an Impactful Fundraiser. We simply couldn’t miss the opportunity to talk all things donor relations with two of the most dynamic people we know - Lynne Wester (The DRG Group) and T. Clay Buck (TCB Fundraising). They’re sharing their collective wisdom including the one KPI you need to measure, building an attitude of gratitude and mental health tips. Don’t miss this action-packed episode created with the modern donor relations officer in-mind🤝

Special Guests

Lynne Wester, Principal and Founder of The DRG Group
 T. Clay Buck, Principal and Founder of TCB Fundraising

Episode Highlights

  • Asking the bigger question as a donor relations officer (2:50)
  • 3 Daily Habits for the donor relations officer (6:25)
    • Living life with an attitude of gratitude 
    • Look for the unsung heroes - work on advocating for those folks
    • Be a proactive problem solver
  • Relationships to prioritize in donor relations (11:45)
  • Do This / Not That (15:15)
  • KPIs that Matter / Don’t Matter (22:55)
  • Mental Health Minute (27:50)

For more information and episode details visit: weareforgood.com/episode/361.

About our Sponsor Virtuous
You know we believe Everyone Matters - and we’ve witnessed the greatest philanthropic movements happen when you both SEE and activate donors at every level, and Virtuous is the platform to help you do just that. Virtuous helps charities reimagine generosity through responsive fundraising, volunteer management, and online giving,  and we love it because this approach builds trust and loyalty through personalized engagement. Learn more today at virtuous.org.


Thank you to our partners 🩵

Big gratitude to Givebutter, RKD Group, DonorDock, Feathr, Whiteboard and Sowen for their partnership in growing the Impact Uprising. If you’re searching for a new CRM, tech tool, brand partner, direct mail partner, or impact strategist— we’d love for you to start with our trusted recs. We’ve vetted them so you don’t have to. Head to weareforgood.com/recs to learn more.

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Experience the Impact Uprising Membership by We Are For Good: an ecosystem to learn, connect + grow in the power of a value-aligned community. Members gather monthly with Jon + Becky at exclusive members-only meetups + get video access to all new podcast episodes in an ad-free experience + so much more! Learn more + join us at weareforgood.com.

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