In this episode, I’m walking you through exactly how I build quarterly engagement plans for donors- even the ones who haven’t given a dollar yet. Whether you’re working with major donors, connectors, or board members, I’m sharing the strategy behind how I map out touchpoints, meeting goals, and creative ways to bring people closer to the mission.

I’m also talking about one of my favorite things: “big swings”. That’s the list of dream donors I revisit regularly with playful, intentional outreach. You’ll hear a couple of my favorite stories about how I got the attention of folks who ignored me for months- and how one woman’s love for golden doodles helped me land a meeting after total silence for nine months.

What I cover in this episode:

- How I create custom engagement plans for every key relationship in my portfolio

- The exact tools I use to stay organized and track donor engagement

- How I split my time between current donors and new prospects

- Why protecting your focus is everything (and how I do it with calendar blocks)

- The “big swings” strategy I use to reach dream donors and companies

- Creative low-cost ideas for getting a donor’s attention when they’re MIA

- How I use leverage from my team and board to make connections easier

- Real-life examples of donor outreach that actually worked

You don’t need a massive donor file or a million-dollar budget to build strong relationships- you just need a system, some creativity, and the discipline to follow through. The biggest wins often come from the boldest (and most playful) outreach. Think about who’s on your big swings list right now, and what small move you could make today to reconnect.

Do you need to make bolder asks, but you have to figure out what the heck you're going to say? I have a free gift for you. Go to JulieOrdonez. com and get my free donor scripts cheat sheet. You'll get the exact words I've used to raise 50 million from individuals.

If you are in a season where you need to grow exponentially, check out my new program, Million Dollar VIP and see if it’s right for you: https://julieordonez.com/million

Get on the waitlist to the join the next cohort of the CourageLab today! https://julieordonez.com/waitlist

Music credit: With the Flow by Fin Productions

A Podcast Launch Bestie production