In this farbrengen-style conversation, Shmuly Rothman returns to explore a healthier, happier, and far more effective approach to year-end fundraising.

We discuss how a shliach can show up b’simcha u’betuv leivav, drop the pressure of “I need this guy,” and enter each conversation with the intention of uftzuhoiben — uplifting the donor, regardless of the outcome.

Inside the episode:

Why simcha is a core fundraising tool

How to let go of anxiety and approach donors with clarity and respect

The mistake of “saying no for the donor”

Who to reach out to at year-end and how to think about matchers, anchors, and amcha

How to set smart but ambitious campaign goals

Year-end as part of a 12-month fundraising strategy

If you’re stepping into a year-end campaign — or want fundraising to feel calmer, clearer, and more aligned — this conversation will lift you up.

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Anchor doc: https://drive.google.com/file/d/1P1kMgKedIDTgebQEfnX3IP7JiZVaS_Pm/view?usp=drivesdk

If you would like to customize this for your moised, email Shmuly - with your logo, the goal of your campain, and the matching and anchor levels you would like displayed on your document- at: [email protected]

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For more about the work I do with Shluchim, check out my website: www.coachingbytzviki.com

Subscribe to my email: https://mailchi.mp/c0f254880cc4/new-subscribers