Hey Fundraiser!

In this episode, Mary discusses the importance of fundraising operations and how it can make or break a fundraising program. She outlines six pillars of strong fundraising operations, including strong technology and systems management, enhancing the donor experience, supporting fundraising efforts, data-driven reports and analytics, building collegial partnerships, and standard operating procedures. Mary emphasizes the need for fundraising operations professionals to prioritize supporting fundraisers and highlights the importance of proactive gift entry and communication between different departments.

Chapters

07:32 Fundraising Operations Pillar 1: Strong Technology and Systems Management
09:13 Fundraising Operations Pillar 2: Enhancing the Donor Experience
10:09 Fundraising Operations Pillar 3: Supporting Fundraising Efforts
12:43 Fundraising Operations Pillar 4: Data-Driven Reports and Analytics
20:12 Fundraising Operations Pillar 5: Building Collegial Partnerships
22:54 Fundraising Operations Pillar 6: Standard Operating Procedures

Resources Mentioned In This Episode

→ The Fundraising Operations Success Formula—Free Masterclass
→ Ask Mary A Question on Speakpipe

Connect With Mary Petersen ([email protected])

→ Join The Fundraising Collective 

→ Connect with Mary Petersen on LinkedIn
 → Join our Private Facebook Group

→ Schedule Your Free Gameplan Call with Mary

🎓 The Professional Development Budget Kit. Free Download! Everything you need to get your organization to say "yes" to funding your growth: templates, talking points, and an ROI calculator.

💸 Major Gift Intensives. We're headed to 6 cities in 2027. Are we headed to yours? Join us for a 3 day deep dive into major gifts! Only 30 seats per city.

🌻 The 2027 Growth Pass. Only 5 seats available. The Growth Pass bundles Mary's three flagship live experiences into one powerful year of learning. One Major Gift Intensive. One Ask Workshop. One Small Table Intensive.

🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the scripts.

💻 Connect with Mary Petersen

• Website: heyfundraiser.com
• YouTube: @...

In this podcast episode, Mary Hackett discusses the importance of metrics in annual giving. She emphasizes the need to measure what truly matters and avoid vanity metrics. Mary then dives into specific key performance indicators (KPIs) for annual giving, including retention rate, retention rate for first-time donors, upgrade rate, total raised, donor pool growth, and second gifts in the same fiscal year. 

Chapters

00:00 Introduction to Metrics
03:03 Importance of Annual Giving
07:13 Retention Rate
08:32 Retention Rate for First-Time Donors
10:29 Upgrade Rate
12:51 Total Raised
14:31 Donor Pool
16:10 Second Gift in the Same Fiscal Year
18:07 Trendy Annual Giving Slogans

Downloads and Resources Mentioned In This Episode

→ Download KPI's For Annual Giving

→ Join The Fundraising Collective 

→ Connect with Mary Petersen on LinkedIn
 → Join our Private Facebook Group

→ Schedule Your Free Gameplan Call with Mary

🎓 The Professional Development Budget Kit. Free Download! Everything you need to get your organization to say "yes" to funding your growth: templates, talking points, and an ROI calculator.

💸 Major Gift Intensives. We're headed to 6 cities in 2027. Are we headed to yours? Join us for a 3 day deep dive into major gifts! Only 30 seats per city.

🌻 The 2027 Growth Pass. Only 5 seats available. The Growth Pass bundles Mary's three flagship live experiences into one powerful year of learning. One Major Gift Intensive. One Ask Workshop. One Small Table Intensive.

🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the scripts.

💻 Connect with Mary Petersen

• Website: heyfundraiser.com
• YouTube: @...

In this week's Hey Fundraiser! episode, Mary Hackett discusses the importance of creating an effective fundraising board and how to engage board members based on their unique profiles. She highlights common mistakes organizations make with board members and provides strategies for deploying them strategically.

Mary introduces the four board member profiles: connectors, storytellers, visionaries, and closers. She explains how to engage each profile and offers an audit tool to assess the composition of your board. By understanding and leveraging the strengths of board members, organizations can maximize their fundraising efforts.

Episode Takeaways

• Board members should be strategically deployed based on their unique profiles and strengths.
• Common mistakes organizations make with board members include assuming they know how to raise money and expecting them to be full-time major gift officers.
• The four board member profiles are connectors, storytellers, visionaries, and closers.
• Engaging board members based on their profiles can lead to more effective fundraising efforts.
• Assessing the composition of your board and recruiting the right personas can strengthen your fundraising board.

Downloads and Resources Mentioned In This Episode

→ Download Board Member Audit

→ Join The Fundraising Collective 

→ Connect with Mary Petersen on LinkedIn
 → Join our Private Facebook Group

→ Schedule Your Free Gameplan Call with Mary

Episode Chapters
00:00 Introduction: The Importance of an Effective Fundraising Board
02:26 Strategically Deploying Board Members
03:25 Common Mistakes Organizations Make with Board Members
08:41 Effective Strategies for Engaging Board Members
11:30 The Four Board Member Profiles
19:23 Engaging Board Members Based on Their Profiles
26:34 Conclusion: Deploying Board Members for Success

🎓 The Professional Development Budget Kit. Free Download! Everything you need to get your organization to say "yes" to funding your growth: templates, talking points, and an ROI calculator.

💸 Major Gift Intensives. We're headed to 6 cities in 2027. Are we headed to yours? Join us for a 3 day deep dive into major gifts! Only 30 seats per city.

🌻 The 2027 Growth Pass. Only 5 seats available. The Growth Pass bundles Mary's three flagship live experiences into one powerful year of learning. One Major Gift Intensive. One Ask Workshop. One Small Table Intensive.

🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the scripts.

💻 Connect with Mary Petersen

• Website: heyfundraiser.com
• YouTube: @...

Join our host, Mary Hackett, as she bravely shares three impactful stories of fundraising failures, revealing valuable lessons and pitfalls to avoid in this very personal Hey Fundraiser! episode.

Link mentioned in today's episode >>> Questions To Ask

Valuable Resources From Hey Fundraiser! ↓

→ Join The Fundraising Collective

→ Connect with Mary Petersen on LinkedIn
 → Join our Private Facebook Group

→ Schedule Your Free Gameplan Call with Mary

🎓 The Professional Development Budget Kit. Free Download! Everything you need to get your organization to say "yes" to funding your growth: templates, talking points, and an ROI calculator.

💸 Major Gift Intensives. We're headed to 6 cities in 2027. Are we headed to yours? Join us for a 3 day deep dive into major gifts! Only 30 seats per city.

🌻 The 2027 Growth Pass. Only 5 seats available. The Growth Pass bundles Mary's three flagship live experiences into one powerful year of learning. One Major Gift Intensive. One Ask Workshop. One Small Table Intensive.

🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the scripts.

💻 Connect with Mary Petersen

• Website: heyfundraiser.com
• YouTube: @...

In this episode, we are diving into two inspiring and creative cultivation stories from my experience as a major gift officer. Join us as we explore the lessons learned and the power of personalized connections in cultivating lasting donor relationships for maximum impact.

Do you have an inspiring creative cultivation story you want to share? We would love to hear from you! Click the link below to submit your story for a chance to be featured on the Hey Fundraiser! podcast.

>>> Click here to send us your story!

Valuable Resources From Hey Fundraiser! ↓

→ Join The Fundraising Collective 

→ Connect with Mary Petersen on LinkedIn
 → Join our Private Facebook Group

→ Schedule Your Free Gameplan Call with Mary

🎓 The Professional Development Budget Kit. Free Download! Everything you need to get your organization to say "yes" to funding your growth: templates, talking points, and an ROI calculator.

💸 Major Gift Intensives. We're headed to 6 cities in 2027. Are we headed to yours? Join us for a 3 day deep dive into major gifts! Only 30 seats per city.

🌻 The 2027 Growth Pass. Only 5 seats available. The Growth Pass bundles Mary's three flagship live experiences into one powerful year of learning. One Major Gift Intensive. One Ask Workshop. One Small Table Intensive.

🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the scripts.

💻 Connect with Mary Petersen

• Website: heyfundraiser.com
• YouTube: @...

Director of Development Reports | Free Download
http://reports.heyfundraiser.com/http://reports.heyfundraiser.com/

In this episode, I am sharing all my tips and tricks so you can quickly gain visibility, attain early wins, and assess your staffing and resources. Grab my free reports download to see exactly what I request when I start a new position as a director of development so that I can fully understand the lay of the land and easily set myself up for long-term success. 

Valuable Resources From Hey Fundraiser! ↓

→ Join The Fundraising Collective 

→ Connect with Mary Petersen on LinkedIn
 → Join our Private Facebook Group

→ Schedule Your Free Gameplan Call with Mary

🎓 The Professional Development Budget Kit. Free Download! Everything you need to get your organization to say "yes" to funding your growth: templates, talking points, and an ROI calculator.

💸 Major Gift Intensives. We're headed to 6 cities in 2027. Are we headed to yours? Join us for a 3 day deep dive into major gifts! Only 30 seats per city.

🌻 The 2027 Growth Pass. Only 5 seats available. The Growth Pass bundles Mary's three flagship live experiences into one powerful year of learning. One Major Gift Intensive. One Ask Workshop. One Small Table Intensive.

🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the scripts.

💻 Connect with Mary Petersen

• Website: heyfundraiser.com
• YouTube: @...

In today's podcast episode, we're gonna look at how super successful major gift officers spend their time. For the last seven years, I've been studying 32 development departments across the US and the results of this study might shock you!

Study Download
http://trends.heyfundraiser.com/

 Episode 15—Six Ways for Fundraisers to Have the Best Major Gift Portfolio
https://www.buzzsprout.com/admin/2501003/episodes/17139186-6-ways-for-fundraisers-to-have-the-best-major-gift-portfolio

 Learn More

→ Join The Fundraising Collective 

→ Connect with Mary Petersen on LinkedIn
 → Join our Private Facebook Group

→ Schedule Your Free Gameplan Call with Mary

🎓 The Professional Development Budget Kit. Free Download! Everything you need to get your organization to say "yes" to funding your growth: templates, talking points, and an ROI calculator.

💸 Major Gift Intensives. We're headed to 6 cities in 2027. Are we headed to yours? Join us for a 3 day deep dive into major gifts! Only 30 seats per city.

🌻 The 2027 Growth Pass. Only 5 seats available. The Growth Pass bundles Mary's three flagship live experiences into one powerful year of learning. One Major Gift Intensive. One Ask Workshop. One Small Table Intensive.

🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the scripts.

💻 Connect with Mary Petersen

• Website: heyfundraiser.com
• YouTube: @...

In this episode, we're unveiling six powerful strategies that will revolutionize the way you curate your major gift portfolio for maximum impact.

 Learn More

→ Join The Fundraising Collective 

→ Connect with Mary Petersen on LinkedIn
 → Join our Private Facebook Group

→ Schedule Your Free Gameplan Call with Mary

🎓 The Professional Development Budget Kit. Free Download! Everything you need to get your organization to say "yes" to funding your growth: templates, talking points, and an ROI calculator.

💸 Major Gift Intensives. We're headed to 6 cities in 2027. Are we headed to yours? Join us for a 3 day deep dive into major gifts! Only 30 seats per city.

🌻 The 2027 Growth Pass. Only 5 seats available. The Growth Pass bundles Mary's three flagship live experiences into one powerful year of learning. One Major Gift Intensive. One Ask Workshop. One Small Table Intensive.

🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the scripts.

💻 Connect with Mary Petersen

• Website: heyfundraiser.com
• YouTube: @...

Downloads
Sample Proposal & 50 Ways to Engage Donors
http://proposal.heyfundraiser.com/

 In this episode, I am sharing my one-ask fundraising strategy that will allow you to solicit your donors once and thank them for 364 days.

 Learn More

→ Join The Fundraising Collective 

→ Connect with Mary Petersen on LinkedIn
 → Join our Private Facebook Group

→ Schedule Your Free Gameplan Call with Mary

🎓 The Professional Development Budget Kit. Free Download! Everything you need to get your organization to say "yes" to funding your growth: templates, talking points, and an ROI calculator.

💸 Major Gift Intensives. We're headed to 6 cities in 2027. Are we headed to yours? Join us for a 3 day deep dive into major gifts! Only 30 seats per city.

🌻 The 2027 Growth Pass. Only 5 seats available. The Growth Pass bundles Mary's three flagship live experiences into one powerful year of learning. One Major Gift Intensive. One Ask Workshop. One Small Table Intensive.

🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the scripts.

💻 Connect with Mary Petersen

• Website: heyfundraiser.com
• YouTube: @...

Downloads
15 Questions to Ask
http://cultivation.heyfundraiser.com/

Moves Management Stages
http://moves.heyfundraiser.com/

In this episode, we are going deep into mastering moves management. Moves management is the framework and process of identifying prospects, building relationships with them, soliciting them, and properly thanking them for their investment in your organization. 

  Learn More

→ Join The Fundraising Collective 

→ Connect with Mary Petersen on LinkedIn
 → Join our Private Facebook Group

→ Schedule Your Free Gameplan Call with Mary

🎓 The Professional Development Budget Kit. Free Download! Everything you need to get your organization to say "yes" to funding your growth: templates, talking points, and an ROI calculator.

💸 Major Gift Intensives. We're headed to 6 cities in 2027. Are we headed to yours? Join us for a 3 day deep dive into major gifts! Only 30 seats per city.

🌻 The 2027 Growth Pass. Only 5 seats available. The Growth Pass bundles Mary's three flagship live experiences into one powerful year of learning. One Major Gift Intensive. One Ask Workshop. One Small Table Intensive.

🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the scripts.

💻 Connect with Mary Petersen

• Website: heyfundraiser.com
• YouTube: @...