This document discusses how to become an intentional fundraiser by transforming your approach and priorities. It recommends focusing on priority "rock" activities first, evaluating time allocation weekly, and establishing boundaries and self-care routines. Specific tips include blocking calendar time for important tasks, setting SMART goals for donor contacts, and cultivating gratitude daily. The goal is to increase focus, productivity, health and fundraising success through intentional practices.

1. THE INTENTIONAL
FUNDRAISER
TRANSFORM YOUR FUNDRAISING. TRANSFORM YOUR WORLD.
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ACHIEVING EXTRAORDINARY RESULTS

2. What story does your calendar
tell about you?

3. “Thank goodness it’s five o’clock.
Now I can go home and
get some work done.”

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THE UN-INTENTIONAL FUNDRAISER
• Working long hours and weekends
• Responding to email after-hours and from vacation
• Too many internal meetings
• Feeling overwhelmed and resentful
• Eating meals over your computer keyboard
• Complaining and gossiping
• Considering a new job search
• Sacrificing self-care
• Dreaming of winning the lottery

5. “Everyone wants to be great.
Very few prepare to be great.”
Bo Eason, Retired NFL Player & Motivational Speaker

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THE INTENTIONAL FUNDRAISER

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THE INTENTIONAL FUNDRAISER
MASTERING THE ROCKEFELLER HABITS
BY VERNE HARNISH

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THE INTENTIONAL FUNDRAISER
“Don't be afraid to give up the good
to go for the great.”
John D. Rockefeller

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THE INTENTIONAL FUNDRAISER

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THE INTENTIONAL FUNDRAISER
1. ROCKS = PRIORITY ACTIVITIES
2. PEBBLES = IMPORTANT TASKS
3. SAND = DISTRACTIONS
*Color code these activities in your calendar

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THE INTENTIONAL FUNDRAISER
INSERT ”ROCKS FIRST” VIDEO

12. ROLE CLARITY

13. On average fundraising professionals
spend 55% of their time on activities
not related to fundraising.
Penelope Burk, Cygnus Research
Donor Centered Leadership

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THE INTENTIONAL FUNDRAISER
POSITION
DESCRIPTION

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THE INTENTIONAL FUNDRAISER
ACCOUNTABILITY
MATRIX
Director, Corporate Philanthropy – Philanthropy
Accountability Priority
Percent
Time
Success Factors
Philanthropy Prospecting
• Prospect for corporate partners
• Develop/customizeengagement plans
• Corporate community spokesperson
• Conduct TCC tours, internal and external
o Collaborate with TCC grant writer for strategic
corporate partners with private/publicfoundations
1 60% • Meet or exceed CorporatePhilanthropy goals
• Secure new corporatepartners to supportTCC
• Powerfully share the mission/impact ofTCC in the
corporate sector through tours, and related speaking
opportunities
• Identify and solicit corporate partners with public/private
foundations where CSR alignment exists
• Leverage Board members and leadership volunteers in
opening corporate doors
• Meet SMART #s for appointments, note cards and
appreciation calls
Philanthropy Nurturing and Growth
• Retain and grow existing partner participation in
volunteerism, event sponsorship, financial investment
• Develop and execute corporate recognition and stewardship
plans/agreements
• Engage Board leadership in partner development
2 30% • Meet or exceed CorporatePhilanthropy goals
• Maintain and grow Philanthropy within existing corporate
partners
• Engage workforce employeein volunteerism, drives and
giving
• Leverage Board members and leadership volunteers in
strengthening corporaterelationships
• Showcase/recognize CorporatePhilanthropy in mutually
agreeable ways through collaboration with Brand,
Marketing and Communications
• Meet SMART #s for appointments, note cards and
appreciation calls
Team TCC
• Participate and contributeto LT
• Attend all meetings
• Own rocks, demonstrate core values
• Foster a collaborative environment to maximize employee
engagement
• Demonstrate personal growth and development
• Cultivate relationships with staff, volunteers and vendors
• Foster culture ofphilanthropy
3 10% • Attend and participate in meetings
• Successful completion ofrocks
• Demonstrated philanthropy activities
• Positive feedback from staff, volunteers, donors and
vendors
• Live core values
• Generous ofspirit
• Demonstrated collaborationand teamwork

16. YOUR MOST IMPORTANT
DAILY SUCCESS FACTOR
IS PRIORITIZING.

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THE INTENTIONAL FUNDRAISER

18. ACTIVITY DOES NOT
EQUAL EFFECTIVENESS.

19. IT TAKES ABOUT 23 MINUTES
TO RECOVER FROM AN
INTERUPTION IN YOUR WORK.
BRENDON BURCHARD, HIGH PERFORMANCE INSTITUTE

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THE INTENTIONAL FUNDRAISER
KEY PERFORMANCE INDICATORS | QUALITY CONTACTS
Monthly SMART Numbers (Specific, Measurable, Achievable, Realistic & Time-based)
• Face-to-face visits
• Hand-written notes
• Gratitude & impact calls
• Mission tours
• Solicitation proposals

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THE INTENTIONAL FUNDRAISER
QUALITY DONOR CONTACTS
To qualify, the action must meet one or more of the following criteria:
• Leave the donor feeling appreciated and more emotionally related to your work
• Increase the donor’s knowledge about your work and associated community needs or gaps
• Report the outcome or impact of their prior contributions
* Contacts must be recorded in the database to count towards goal

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THE INTENTIONAL FUNDRAISER

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THE INTENTIONAL FUNDRAISER
COPYRIGHT © 2018 TAMMY ZONKER LLC. FUNDRAISING TRANSFORMED. ALL RIGHTS RESERVED. TAMMYZONKER.COM | TAMMY@TAMMYZONKER.COM | 260.438.9325
Major Gift Portfolio Planner
TIER 2 DONORS
TIER 3 DONORS
TIER 1 DONORS
1)
2)
3)
4)
5)
6)
7)
8)
9)
10)
A)
B)
C)
A)
B)
C)
January
New Year’s Day
MLK Jr.
February
Valentine’s Day, President’s Day
Lent
March
Saint Patrick’s
Day
April
Good Friday
Easter
May
Mother’s Day, Memorial Day
Graduation
June
Father’s Day
Graduation
July
Independence Day
August September
Labor Day
October
Halloween
November
Veteran’s Day
Thanksgiving
December
Christmas
Hanukkah
Donor Development
Activity

24. BLOCK TIME

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THE INTENTIONAL FUNDRAISER
BLOCK TIME
Scheduling time on your calendar to work on
priority projects and initiatives.
• Donor meetings
• Prospect review
• Campaign strategy and planning
• Board training & development
• Donor gratitude calls & handwritten notes
• Strengthening your case for support

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THE INTENTIONAL FUNDRAISER
MAJORDONORWEDNESDAY
GRATITUDE
PORTFOLIO
REVIEW

27. EVALUATE WEEKLY

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THE INTENTIONAL FUNDRAISER
Sixty percent of your week
should be spent on needle-
moving priority activities.

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THE INTENTIONAL FUNDRAISER
WEEKLY REVIEW OF TIME ALLOCATION
60% ROCKS = PRIORITY ACTIVITIES
30% PEBBLES = IMPORTANT TASKS
10% SAND = DISTRACTIONS

30. “No matter how magnificent your job is,
you are more magnificent.”
Arianna Huffington, Author THRIVE

31. SELF-CARE
IS NOT SELF-ISH.

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THE INTENTIONAL FUNDRAISER
80% of U.S. healthcare costs are stress related.

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THE INTENTIONAL FUNDRAISER
SELF-CARE MUST BE A PRIORITY IN YOUR SCHEDULE
• Morning and evening routines
• Seven to eight hours of sleep daily
• Preventative check-ups & recommended testing
• Twenty minutes of exercise daily – minimum
• Eating well-balanced, well-timed and nutritious food
• Drinking enough water each day
• Vitamins & supplements approved by your physician

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THE INTENTIONAL FUNDRAISER
WALK WALK
WALK
WALK WALK WALK

35. STOP DOING LIST
OR DO DIFFERENTLY

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“You need to have a ‘stop doing’ list
to go with your ‘to do’ list.”
Jim Collins, Author Good to Great
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THE INTENTIONAL FUNDRAISER

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What activities, projects, events or
initiatives no longer serve you
or your organization?
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THE INTENTIONAL FUNDRAISER

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THE INTENTIONAL FUNDRAISER
1. What are you deeply passionate about?
2. What are you best in the world at doing?
3. What fuels your economic resource engine?
THE HEDGEHOG CONCEPT

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HOW DO I STOP DOING?
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THE INTENTIONAL FUNDRAISER
1. Define and only work in your personal hedgehog
2. Just start doing your stop doing list
3. List and rank projects currently underway and chop,
delegate, and/or reassign the bottom 20%
3 Approaches to stop doing:

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THE INTENTIONAL FUNDRAISER

41. What about new
opportunities and ideas?

42. “NO” IS THE NEW YES.
OR DETERMINE WHAT COMES OFF YOUR PLATE TO MAKE ROOM

43. YOUR CELL PHONE CAN BE
A WEAPON OF MASS DISTRACTION
OR A TOOL OF INTENTION.

44. READING EMAIL WITHIN 60 MINUTES
OF WAKING, REDUCES DAILY
PRODUCTIVITY BY 30%.
THE HIGH PERFORMANCE INSTITUTE

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INTENTIONAL FUNDRAISER CELL PHONE BEHAVIORS
• Don’t check email or social media first thing in the morning
• Use airplane mode for blocked time
• Set reminder alarms
• Do not check email 2-hours before bedtime
• Don’t sleep with your cell phone beside your bed
• Schedule time to check email throughout the day
• Use email to share information, not for conversations
• Find your favorite productivity and wellness apps

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THE INTENTIONAL FUNDRAISER
WHAT ARE YOUR FAVORITE
PRODUCTIVITY APPS
AND PRACTICES?

47. BE RESPONSIBLE FOR YOUR
WORDS & EMOTIONAL WAKE

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“Your complaints, your drama,
your victim mentality, your
whining, your blaming, and all
your excuses have NEVER gotten
you even a single step closer to
your goals or dreams.”
STEVE MARABOLI, AUTHOR
THE INTENTIONAL FUNDRAISER

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THE INTENTIONAL FUNDRAISER
Doing what you said you would do, by when you said you would do it.
Getting into communication the moment you see you can’t do what you said
you would do. Recommitting and gaining agreement on new terms. Doing
the work the way it was designed to be done or better – no shortcuts.
LANDMARK EDUCATION
DEFINITION OF INTEGRITY

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THE INTENTIONAL FUNDRAISER
GOAL ATTAINMENT THEORY
Sharing your goals with
an accountability partner
increases the likelihood of
goal attainment by 30%

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THE INTENTIONAL FUNDRAISER
“I will stop
working at
5 o’clock.”
“Daring to set boundaries
is about having the courage to
love ourselves, even when we risk
disappointing others.”
BRENE BROWN, AUTHOR & RESEARCHER

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OOO OOO OOO

53. GRATITUDE

54. WHAT GRATEFUL PEOPLE HAVE IN COMMON
• Feel a sense of abundance in their lives
• Recognize the contributions others make to their well-being
• Feel joy when expressing and receiving gratitude
• Are generally happier and more satisfied in life
THE INTENTIONAL FUNDRAISER
TRANSFORM YOUR FUNDRAISING. TRANSFORM YOUR WORLD.

55. Top 5 Ways to Cultivate Gratitude
1. Gratitude bookends
2. Develop & review a comprehensive gratitude list daily
3. Share something good about your day with you partner or family
4. Find gratitude in your struggles
5. Thank yourself
TRANSFORM YOUR FUNDRAISING. TRANSFORM YOUR WORLD.
THE INTENTIONAL FUNDRAISER
HOW TO CULTIVATE GRATITUDE

56. GIVE YOURSELF
PERMISSION

57. CONSISTENCY
IS KING (OR QUEEN)

58. MORE INTENTION =
MORE LIVES CHANGED
MORE SUCCESS
MORE HIGH-5’S
MORE TENURE
MORE HEALTH
MORE LOVE
MORE JOY

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THE INTENTIONAL FUNDRAISER
TEN ACTIONS TO BE AN INTENTIONAL FUNDRAISER
1. Focus on your top 3 to 5 weekly priorities first
2. Evaluate how you prioritized your time and energy each week
3. Block time on your calendar for priority projects and actions
4. Establish and evaluate key performance indicators
5. Take time for self-care every single day
6. Bring joy and gratitude to every day
7. Leverage your cell phone for intentional results
8. Check-in with an accountability partner regularly
9. Establish and hold firm to boundaries
10.Be consistent in your intentional fundraiser practices

60. “If you don’t just want to live an ordinary life,
then you will have to be intentional about
that which you have been called to do.”
Sunday Adelaju, Author How To Become Great

61. YOU ARE WORTHY OF
INCREDIBLE SUCCESS

62. www.tammyzonker/theintentionalfundraisermasterclass
Bloomerang webinar participants can get
15% off The Intentional Fundraiser Masterclass:

63. email
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63TRANSFORM YOUR FUNDRAISING. TRANSFORM YOUR WORLD.