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https://bloomerang.co/resources/webinars/
Sherry Quam Taylor will show you how your team can align every hour they spend fundraising with maximum dollars.
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https://bloomerang.co/resources/webinars/
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How To Grow My Nonprofit’s Revenue Up and Over the Elusive $1M MarkBloomerang
https://bloomerang.co/resources/webinars/
Sherry Quam Taylor will let you in on a few things you might be doing that are keeping your donors from giving their best gifts to you – and thus keeping you from growing up and over that $1M mark.
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1) The document discusses business ethics and provides examples of unethical practices that some businesses engage in such as lying about pricing and taking advantage of uninformed customers.
2) It also outlines Heartland Payment Systems' approach of keeping their promise to customers through fairness, honesty and transparency in order to help businesses prosper.
3) The presentation concludes by emphasizing the importance of always doing what is right and knowing merchant and sales professional rights.
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https://bloomerang.co/resources/webinars/
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https://bloomerang.co/resources/webinars/
Sherry Quam Taylor will outline the things you should stop doing that will help you prepare for a better future of funding.
The document discusses strategies for nonprofit fundraising. It emphasizes focusing fundraising efforts on relational activities like one-on-one meetings rather than transactional activities. The goal is to direct over 50% of time and budget to cultivating top donors who can give major unrestricted gifts through personal solicitation. Events should be used to further donor relationships rather than being the primary way of acquiring donations. The document advises testing assumptions about donors' capacity and inviting them to give their best gift.
Give Gets by Sherry Quam Taylor for Bloomerang October 2023.pdfBloomerang
The document discusses the disadvantages of a "Give/Get" model for nonprofit fundraising. It argues that a Give/Get approach treats fundraising as a transaction rather than building relationships. This can limit the ability of board members and staff to ask donors for their full capacity of support. It also perpetuates the myth that overhead expenses should be minimized rather than invested in to achieve growth. A better approach is to eliminate restrictive giving requirements and empower board members and staff to share an organization's full financial needs with donors and ask for their best possible gift.
How To Grow My Nonprofit’s Revenue Up and Over the Elusive $1M MarkBloomerang
https://bloomerang.co/resources/webinars/
Sherry Quam Taylor will let you in on a few things you might be doing that are keeping your donors from giving their best gifts to you – and thus keeping you from growing up and over that $1M mark.
The College of New Jersey Presentation 11 30-15Robert Carr
1) The document discusses business ethics and provides examples of unethical practices that some businesses engage in such as lying about pricing and taking advantage of uninformed customers.
2) It also outlines Heartland Payment Systems' approach of keeping their promise to customers through fairness, honesty and transparency in order to help businesses prosper.
3) The presentation concludes by emphasizing the importance of always doing what is right and knowing merchant and sales professional rights.
Micro Conf 2021 - The State of Independent SaaS Report Firat Demirel
The State of Independent SaaS Report was generated based on the data of hundreds of non-venture track, revenue generating SaaS companies that we analyzed and turned into an epic report filled with benchmarks, growth rates, demographics, validation approaches, and more
The document provides guidance on efficiently raising a seed round of funding. It discusses that seed funding comes from both venture capital and non-VC sources. An experienced founder can raise a seed round in as little as a month by generating competition among investors. The secret is to establish clear fundraising rules, draft an ideal capital table, craft a concise fundraising narrative, build an initial funnel of prospects, and efficiently stack meetings to pitch to investors and close funding. The goal is to cultivate a sense of urgency for investors and put yourself in a position to turn investors away.
This document provides an agenda and overview for a two-day seminar on profitability for home improvement companies. Day 1 will cover profit and loss (P&L) basics like different types of margins and how to troubleshoot a P&L. It will also discuss how to build an effective chart of accounts. Day 2 will discuss balance sheet basics and doing a detailed troubleshooting of P&Ls. It will also cover compensation plans and strategies for smart growth. The goal is to help business owners take control of their finances and achieve greater success, wealth, and freedom through mastering profitability fundamentals.
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The document discusses strategies for efficiently raising a seed round of funding. It recommends establishing ground rules for fundraising including dedicating one person to the full-time role and fundraising in parallel rather than sequentially. The document also advises crafting an ideal cap table structure to create scarcity and urgency for investors. Additionally, it emphasizes the importance of developing a concise fundraising narrative that outlines company progress, future milestones, and vision in under 20 seconds.
AWS Startup Day Bogotá - Fundraising Essentials: Raising a Seed Round Efficie...Amazon Web Services LATAM
This document discusses strategies for efficiently raising a seed round of funding. It recommends establishing ground rules for fundraising and drafting an ideal cap table structure to create scarcity. A key rule is to fundraise in parallel rather than sequentially to generate competition. It also stresses the importance of crafting a concise fundraising narrative that explains what you do, what's compelling, progress made, and future plans in 20 seconds or less. Backing the narrative with a financial model is also suggested. Prospecting a large initial funnel that narrows is a recommended approach to efficiently raising a seed round within a month.
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1) Understand customer acquisition cost (CAC) and lifetime value (LTV) - the "north star" metric.
2) Determine how to fund increased spending on UA, exhausting least expensive options first.
3) Continually monitor how CAC and LTV change as spending increases so ROI remains high and the "machine" is running at full capacity. The goal is profitable growth through efficient use of capital.
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This document discusses different types of startup funding including revenue, debt, and equity. It focuses mainly on equity funding, explaining the typical stages of funding from sweat equity to a Series A round. It provides advice on valuation ranges, giving up equity to investors and employees, and practical considerations for fundraising like timelines, dilution calculations, and negotiating terms. The key points are that equity funding involves giving ownership stakes to investors in exchange for cash, fundraising is distracting, and founders should understand valuation impacts and protect themselves in legal agreements.
The Community Equity Fund provides nontraditional financing for Black and Brown small businesses through equity investments. Donors can make tax-deductible contributions to the Fund to become "Community Champions" and receive lifetime income from the dividends generated by the businesses. The Fund uses the capital contributions to take equity stakes in qualifying businesses for 3-5 years, after which the businesses begin repaying the Fund through revenue share dividends until 150% of the capital is returned. This replenishing model allows the Fund to continually reinvest in more Black and Brown businesses and generate ongoing income for donors.
The Community Equity Fund provides nontraditional financing for Black and Brown small businesses through equity investments. Donors can make tax-deductible contributions to the Fund to become "Community Champions" and receive lifetime income from the dividends generated by the businesses. The Fund uses the capital contributions to take equity stakes in qualifying businesses for 3-5 years, after which the businesses begin repaying the Fund through revenue share dividends until 150% of the capital is returned. This recycled capital is then reinvested in other businesses to fulfill the Fund's mission of expanding access to capital and promoting economic mobility in underserved communities.
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- CMA's five step leadership development journey focuses on understanding leadership style, managing conflict, building trust, using performance metrics, and managing time/resources.
- Services include live sessions, recorded programs, coaching, and scheduling information is provided to start the leadership development journey.
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The document discusses how traditional nonprofit fundraising models often block overall growth and fail to secure the funding needed to fully realize organizations' visions. It argues that the problem lies not with specific elements like boards or campaigns, but with the overall funding model itself. The document promotes adopting a "real financing model" that focuses on cultivating committed individual donors who understand an organization's full financial needs, including overhead, and can provide predictable, unrestricted funding to fuel growth. Three specific pitfalls of traditional models are over-reliance on one source like government grants, an emphasis on transactions over relationship-building, and an inability to represent the true scope of an organization's financial needs.
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Many entrepreneurs assume that VC is the only way get the kind of funding they need. The truth is only 1% of U.S. startups get VC funding. And for many young companies, spending months to raise venture capital and dilute equity early can be detrimental to the business. Skipping a round of equity financing preserves founders' wealth in the long run and helps them maintain control of the business.
In this webinar, BJ Lackland, CEO of Lighter Capital and Lloyed Lobo, Co-founder of Boast Capital will share two alternative funding methods that can help you extend runway and grow without diluting the equity you worked so hard to build.
In this 45 minutes webinar we will cover:
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This document provides an overview of Nevada Corporate Planners, Inc., a company that assists with corporate formation and ongoing business services. It contains a letter from the CEO highlighting common mistakes made during and after incorporation that can expose business owners to costly liability. The document then lists 10 mistakes that can be made before incorporation and 10 mistakes after incorporation. For each mistake, it poses a multiple choice question to test the reader's understanding of asset protection and business concepts. The goal is to help business owners avoid common pitfalls and strategically structure their entities for success.
The document discusses various strategies for managing customer relationships and profitability. It emphasizes the importance of understanding your most valuable clients, investing time in their needs, and monitoring client relationships and projects to ensure they remain profitable. Evaluating clients regularly is presented as key to maintaining strong, mutually beneficial relationships that contribute to business success over the long term.
NYU MS in Integrated Marketing Capstone Project, Spring 2017
Business name: Old Rebel Society
The unmet need: The untapped resource and the specific barriers
Mission: Our Mission: Provide equal entrepreneurial opportunities for people ages 55+
Business model: Virtual business incubator + Crowdfunding Platform
GTM strategy
P&L projection
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How to Build a Fundraising Board- Darian Rodriguez Heyman 3-6-24.pdfBloomerang
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The document discusses the sales development representative (SDR) and sales operations (ops) team as the "ultimate dynamic duo" that can drive alignment and unlock revenue. It provides three ways this can be achieved: 1) optimizing lead conversion rates by improving lead quality and scoring, routing, and follow-up, 2) prioritizing outreach by focusing on accounts showing digital intent and reducing manual data entry by automating activity capture and forms. By implementing these strategies, one company increased their pipeline by 180% over a year.
This document provides advice and guidance on startup funding. It discusses bootstrapping a company using personal funds, friends and family, banks, consulting, customers, and government grants. It also discusses crowdfunding platforms like Kickstarter and Indiegogo. For raising outside investment, it discusses angel investors, accelerators, seed funding firms, micro-VCs, and VCs. It emphasizes the importance of traction and having a good pitch, and cautions against giving away too much equity, lying about competition, outsourcing development, applying to subpar accelerators, taking on the wrong type of funding or company structure, and not listening to investor feedback.
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This document discusses strategies for efficiently raising a seed round of funding. It recommends establishing ground rules for fundraising and drafting an ideal cap table structure to create scarcity. A key rule is to fundraise in parallel rather than sequentially to generate competition. It also stresses the importance of crafting a concise fundraising narrative that explains what you do, what's compelling, progress made, and future plans in 20 seconds or less. Backing the narrative with a financial model is also suggested. Prospecting a large initial funnel that narrows is a recommended approach to efficiently raising a seed round within a month.
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The document discusses three key things to focus on before significantly scaling user acquisition (UA) spending.
1) Understand customer acquisition cost (CAC) and lifetime value (LTV) - the "north star" metric.
2) Determine how to fund increased spending on UA, exhausting least expensive options first.
3) Continually monitor how CAC and LTV change as spending increases so ROI remains high and the "machine" is running at full capacity. The goal is profitable growth through efficient use of capital.
Startup MBA 3.1 - Funding, equity, valuationsFounder-Centric
This document discusses different types of startup funding including revenue, debt, and equity. It focuses mainly on equity funding, explaining the typical stages of funding from sweat equity to a Series A round. It provides advice on valuation ranges, giving up equity to investors and employees, and practical considerations for fundraising like timelines, dilution calculations, and negotiating terms. The key points are that equity funding involves giving ownership stakes to investors in exchange for cash, fundraising is distracting, and founders should understand valuation impacts and protect themselves in legal agreements.
The Community Equity Fund provides nontraditional financing for Black and Brown small businesses through equity investments. Donors can make tax-deductible contributions to the Fund to become "Community Champions" and receive lifetime income from the dividends generated by the businesses. The Fund uses the capital contributions to take equity stakes in qualifying businesses for 3-5 years, after which the businesses begin repaying the Fund through revenue share dividends until 150% of the capital is returned. This replenishing model allows the Fund to continually reinvest in more Black and Brown businesses and generate ongoing income for donors.
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The document discusses how traditional nonprofit fundraising models often block overall growth and fail to secure the funding needed to fully realize organizations' visions. It argues that the problem lies not with specific elements like boards or campaigns, but with the overall funding model itself. The document promotes adopting a "real financing model" that focuses on cultivating committed individual donors who understand an organization's full financial needs, including overhead, and can provide predictable, unrestricted funding to fuel growth. Three specific pitfalls of traditional models are over-reliance on one source like government grants, an emphasis on transactions over relationship-building, and an inability to represent the true scope of an organization's financial needs.
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This document provides an overview of Equity Endeavor, Inc., a crowdfunding platform designed for small businesses. It introduces the founding team and describes two major trends driving the company's creation: 1) Small businesses struggle to access capital for growth, and 2) Crowdfunding has grown significantly but existing platforms are not well-suited for small businesses. Equity Endeavor aims to address this problem with a rewards-based crowdfunding platform focused on local small businesses. An initial pilot in Austin and New Orleans saw success in helping businesses raise funds.
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Many entrepreneurs assume that VC is the only way get the kind of funding they need. The truth is only 1% of U.S. startups get VC funding. And for many young companies, spending months to raise venture capital and dilute equity early can be detrimental to the business. Skipping a round of equity financing preserves founders' wealth in the long run and helps them maintain control of the business.
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NYU MS in Integrated Marketing Capstone Project, Spring 2017
Business name: Old Rebel Society
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Sherry Quam Taylor _ Bloomerang 07 28 2022.pdf
1. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
5 NEXT STEPS for orgs
that experienced EXTREME
GROWTH in 2020 + 2021
2. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Hi.
I’m Sherry Quam Taylor
I work with growing Nonprofits who need tremendously more
general operating support to fund their Strategic Plans. I do this by:
• helping CEOs reimagine their overall approach revenue generation
• breaking teams free from the limitations of transactional fundraising
• revealing to board members how to influence their networks.
My clients regularly add 7-figures of unrestricted $$ to their bottom line.
3. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
At the end of 2021 and early 2022 . . .
Clients were coming to me with different
types of problems.
4. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
If this is not your story?
It’s ok.
5. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
STEP #1
Embrace risk-taking
(Is your idea really that risky?)
6. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
“Donors won’t fund [ FILL IN THE BLANK ]
8. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Here’s what happened . . .
I invest in risk & innovation.
This doesn’t seem risky enough.
9. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Underlying Root Causes
Tight cash-flow because of money restrictions
Reserve is too small to be helpful
Hard to ever justify overhead spend
Everyone’s wearing too many hats (not enough staff)
Drained by time-consuming events & appeals
Underutilized Board
As a result, you’re leaving money on the table
Fundraising Plans:
They don’t FULLY FINANCE the organization
Irrational Frugality:
It BLOCKS Revenue Growth
Reactive Fundraising Activities:
These don’t ATTRACT large donors
What we’ve tried to solve for too long (the symptoms):
10. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Questions to ask yourself?
Are you simply “in too deep” to see
your growth plan objectively?
11. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Questions to ask yourself?
Are you thinking abundantly?
(this ATTRACTS investment-level donors)
12. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
STEP #2
Be next-level
(because you are. . .)
13. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Nonprofits MUST be open to investing time
and spending money on all 3 key areas of
your nonprofit grow.
+ Admin Fundraising
Programs +
70-90% 5-20% 5-20%
14. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Not investing in all 3 areas leaves you . . .
+ Admin Fundraising
Programs +
• vulnerable to a funding plateau
• land-locked from opportunities
• at risk in times of crisis
15. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Truth:
Investing in all areas of your
organization helps you raise more
Charitable Revenue.
16. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Would you believe me?
A nonprofit’s growth has more to do with
the leadership’s approach to & comfort
level with:
PLANNING BUDGETING INVESTING SPENDING
17. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Year Year+1 Year+2 Year+3 Year+4 Year+5 Year+6 Year+7
$
$$
$$$
$4M
$5M
Program
91% Program
90%
Program
88%
What do I mean by Irrational Frugality?
18. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Year Year+1 Year+2 Year+3 Year+4 Year+5 Year+6 Year+7
$
$$
$$$
$$$$
$$$$$
Program
91% Program
90%
Program
88%
A decision to invest
in “overhead”
19. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Year Year+1 Year+2 Year+3 Year+4 Year+5 Year+6 Year+7
$
$$
$$$
$$$$
$$$$$
A decision to invest
in “overhead”
Program
70%
Admin
12%
Fundraise
18%
Program
76%
Admin
9%
Fundraise
15%
$3.6M
$7.1M
20. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Year Year+1 Year+2 Year+3 Year+4 Year+5 Year+6 Year+7
$
$$
$$$
$$$$
$$$$$
$3.6M
$7.1M
For many of you…
2020 ?
21. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
We want as much as possible to go to programs each year!
Won’t that large bank account look bad to donors?
We can’t spend that much on overhead.
The charity ranking site will give a bad grade if we...
22. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
What KEEPS nonprofits from being
FULLY FUNDED is believing these
misconceptions.
23. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
STEP #3
Stay flexible
24. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Does your Nonprofit Need
More Money?
(that’s a serious question)
25. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Nonprofits don’t just need More Money.
You need more Flexible Money.
Great
Flexibility from
Unrestricted
Dollars
Who are
invested in
giving annually
From
Decision-makers
you have direct
access to
Who are
stakeholders who
WANT to give you
larger gifts
26. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
(So, what’s the issue?)
Most organizations that come to me
aren’t doing the things that attract
donors who would give in this way.
27. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
The Urban Institute’s Center on Nonprofits &
Philanthropy (2018)
1.56M
US Nonprofits
91%
91% of nonprofits never
reach $5M of annual revenue.
And how do these symptoms impact
revenue generation?
28. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Can I be honest?
29. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Your TIME is one of the organization’s
most valuable assets.
Therefore, every hour spent fundraising
must be a high ROI.
30. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Top 10 Donors
25 – 40%
25%
TIME + BUDGET
Funding Model Rooted in ROI
ANNUAL REVENUE
Top 30 Donors
50 – 75%
CAUTION:
Be careful not to spend
most of your fundraising
time and budget RAISING
TRANSACTIONAL SMALL
GIFTS.
CAUTION:
Be careful not to spend
most of your fundraising
time and budget RAISING
RESTRICTED GIFTS.
31. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Highly
Relational
Transactions
TIME + BUDGET
Funding Model Rooted in ROI
ANNUAL REVENUE
Relational
To grow, most of these
dollars must be unrestricted
and rooted in relationships.
• Individuals
• Private Family Foundations
• Private Businesses
(Single Source Decision Makers
through one-on-one solicitations)
• Application-based
• Contracts
• Appeals/Campaigns/Events
• Social Media Fundraisers
32. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
STEP #4
Do the math to know you have the
right people on the bus
33. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Lead donors to give their:
best gift every year
+
Your goal . . .
34. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Too many fundraisers avoid the
activities that lead to a donor’s
best gift.
35. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Here’s where we can get in the way
Why does fundraising feel so
uncomfortable for so many in the
first place?
36. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
“I feel like I’m begging for money.”
The traditional sales relationship
“I hate asking for money.”
“I’m not good at asking for money.”
“Can I send ‘the ask’ in an email?”
“Let’s just have another event.”
37. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
“I don’t want to be too salesy.”
The traditional sales relationship
“I don’t want to be too pushy.”
“They’ll be offended if I ask during a pandemic.”
“They can’t give $10K, so let’s just ask them for $5K!”
38. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
“I don’t want to be too salesy.”
The traditional sales relationship
39. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Investment-level conversations.
There is no better person than
YOU to do this!
40. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
The best sales relationship
More of a Peer
Relationship
There is a mission-
aligned win/win
There is a
natural comfort
level
Because you’ve
taken time to build
the relationship
But we know the best results that come out
of (fundraiser to donor) relationships are . . .
41. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
51
Just because you’re amazing at growing
the programs, writing grants, planning
events . . . you may struggle LEADING
large donors through investment-level
conversations.
42. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Jan Feb March April May June July Aug Sept Oct Nov Dec
News
E-Appeal
Annual
Report
Mailed
Appeal
Events
43. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Top 10 Donors
25 – 40%
25%
That cadence is great
for very specific donors
Top 30 Donors
50 – 75%
44. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Top 10 Donors
25 – 40%
25%
What does it take to
ATTRACT these donors?
Exclusive
Customized
Donor-Focused
Top 30 Donors
50 – 75%
45. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Jan Feb March April May June July Aug Sept Oct Nov Dec
Donor 1
Donor 2
Donor 3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
Solicitation
46. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
57
Can I be honest?
I see so much money left on the table
when fundraisers have not been
equipped to LEAD larger donors to
their best gift.
47. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
58
Successful fundraisers share the
true financial NEED and then ask for
that NEED.
48. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
With this approach, everyone is
empowered to align ACTIVITES with
DOLLARS.
There’s the math problem.
49. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
STEP #5
Turn your back on scarcity
(abundance is all around you. . .)
50. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
I see so much money left on the table
when:
We don’t lead.
We decide what the best gift is for our
network.
51. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
63
You might think, “At least I got my
[neighbor, colleague, company] to give
$5,000.”
“I don’t think they can give $20,000, so,
let’s just ask for $10,000.”
52. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
64
The organization’s job is to share the
need. . .
and then invite the donor to give to the
need.
53. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
65
When you don’t commit to sharing the
financial NEED of the organization,
you’ll risk underselling your mission for
far less than its impact.
54. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Underlying Root Causes
Tight cash-flow because of money restrictions
Reserve is too small to be helpful
Hard to ever justify overhead spend
Everyone’s wearing too many hats (not enough staff)
Drained by time-consuming events & appeals
Underutilized Board
As a result, you’re leaving money on the table
Fundraising Plans:
They don’t FULLY FINANCE the organization
Irrational Frugality:
It BLOCKS Revenue Growth
Reactive Fundraising Activities:
These don’t ATTRACT large donors
What we’ve tried to solve for too long (the symptoms):
55. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
When you’re ready . . .
There are 3 ways I can help you:
My clients regularly add 7-figures of unrestricted $$ to their bottom line.
BOARD
TRAINING
COACHING
Growing but raising
under $3M
ADVISORY +
TRAINING
Above $3M and need
to grow by millions
Sherry@QuamTaylor.com
56. (c) 2021 QuamTaylor LLC. All Rights Reserved. www.QuamTaylor.com
Email: Sherry@QuamTaylor.com
Web: QuamTaylor.com
Q & A