The Impact Investment-Level Conversations have with your Nonprofit Donors

Nonprofit GrowthDevelopment
Written By Sherry Quam Taylor
Image of a nonprofit leader sitting at a small table and having an investment-level conversation with a potential donor.

Q: Do you know what helps your fundraising team reach their goals every year? 

A: Taking the long view.

 

Is your team able to tell a story incorporating your multi-year plan? Not just programmatically, but the overall growth and financial story of your organization?

 

This ATTRACTS investment-level donors.

This helps your team LEAD donors to larger annual gifts year after year.

 

Image of a quote from Sherry Quam Taylor that says, "Ask Yourself: Does your team know how to have investment-level conversations with donors?"

If you’re in build-mode and investing lots into overhead, this is especially critical.  

 

What do I see all too often? Too many teams never even having investment-level conversations like this. They’re defaulting to traditional and transactional fundraising like events, campaigns, appeals, emails, sponsorships, etc.  

 

Those aren’t bad things…but they aren’t going to grow your major gifts. And if that’s all they’re doing you’re leaving thousands of dollars on the table each year.

 

Last thing…

If your team is not currently securing 50-75% of your annual revenue through sit-down, one-on-one conversations, they're often leaving thousands of dollars on the table. Often, millions.

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

👣 Follow me on LinkedIn where I share insider info daily — the same lessons I teach my clients about attracting larger gen-ops dollars and diversifying revenue. 

🍎 Grab FREE Guides + White Papers — download robust resources you can use to push against the sector’s misconceptions, equip your board, and shift your team into High-ROI fundraising.

📈 Work with me to diversify revenue & secure the gen-ops gifts you need to grow. If you’re a business-minded nonprofit CEO with big growth plans but need to make charitable revenue from investment-level donors a bigger part of your budget, 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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