The Parallels Between Investing and Nonprofit Fundraising

Nonprofit GrowthDevelopment
Written By Sherry Quam Taylor

I’m a podcast junkie about one specific topic: Money. 

Especially if it’s about money psychology and investing. Compound Interest is my love language. 

I guess it makes sense. There’s so much money psychology involved in fundraising. 

All the healthy long-term investing advice parallels my advice about healthy fundraising!

There are three main themes when investing your personal finances:

🗠Theme #1: Investing is a long-term, multi-year strategy.

🗠Theme #2: Consistency is better than waiting for the most opportune time.

🗠Theme #3: Don’t let the fear of the unknown keep you from millions in the future.

And, with fully funding your nonprofit organization every year:

🗠Parallel Theme #1: 
Fundraising is a long-term, multi-year strategy.
🎯Too many teams can only see as far as the next appeal or event. It takes larger donors 6-24 months to give their best gift. So, your plan and strategy should go out that far.
 

🗠Parallel Theme #2: 
Consistency is better than waiting for the most opportune time.

🎯You can fund your entire organization every year by creating a rhythm and discipline of high ROI activities. Waiting for your database to be clean, your website to be refreshed, or your board to grow is keeping you small.

 

🗠Parallel Theme #3: 
Don’t let the fear of the unknown keep you from millions in the future.

🎯Most fundraisers tell me that when it comes to major-gift work “they kinda don’t know what they don’t know”. Spending money to learn how to do relational gift work feels risky. But, it’s not. A transactional fundraising strategy that keeps your team on the spin-cycle is way riskier. Invest in your teams’ skill sets and you’ll see the millions you’ve been leaving on the table.

 

🗠BONUS Theme #4: Starting today is the best option.

Whenever you’re ready, here are THREE things you can do next:

👣 Follow me on LinkedIn where I share the same lessons I teach my clients about attracting larger gen-ops dollars and adding 7-figures + to their bottom line. 

🍎 Read my GUIDE! THE TRUTH ABOUT GIVE/GETS :: Top 5 Reasons Your Board’s Give/Get Is Leaving Thousands (Sometimes Millions) on the Table. See how limiting board members to the Give/Get model restricts gifts and keeps your staff from reaching their full fundraising potential. Here to get it.

📈 Work with me to scale your org's revenue by 2-5X and fund your organization’s Strategic Plan // If you’re a business-minded CEO already raising MILLIONS but need to diversify revenue and secure more general-operating dollars to invest in growth, you can apply to work with me here.

Sherry Quam Taylor

Sherry Quam Taylor works with business-minded Nonprofit CEOs whose Strategic Plans require expansive budgets and larger amounts of general-operating revenue for growth. To become investment-level ready, Sherry helps leaders see their revenue potential and helps them see what may be blocking donors from giving in this way. Sherry’s clients know how to attract larger donors by solving the funding challenges at the root of the issue.

As a result of learning her methodology, Sherry’s clients become sustainable, diversify revenue, and know how to add significant amounts gen-ops revenue to their budgets. But mostly, their development departments and board have transformed into high-ROI revenue generators – aligning their hours with relational dollars and set free from the limitations of transactional fundraising.

Sherry attributes the success of her business to her passion for modeling radical confidence to the future CEOs in her house - her two college-aged daughters.

https://www.QuamTaylor.com
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