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How One AFP Chapter Creatively Supported Its Members

June 19 · 48 min · 34.7 MB
0:00-48:07

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Mary shares highlights from her keynote at the AFP Santa Barbara and Ventura Counties Summer Symposium, a full morning with 110 fundraisers built entirely around major gift confidence. She covers the difference between cultivation and avoidance, the relationship rhythm that moves donors forward without feeling transactional, and why confidence isn't a personality trait – it's a skill set you can build.

She also breaks down the three takeaways that landed hardest in the room: go deeper not wider (why 20 deep relationships beat a portfolio of 150), ask sooner with permission-based language, and why getting out from behind your desk and living your life might be the most underrated major gift strategy there is.

🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewer donors and deeper relationships, using the methodology from my book Small Table Big Philanthropy.

🎯 The Ask Workshop. Half a day. The exact words to use when it's time to ask for 5 and 6-figure gifts. Walk in nervous about the ask. Walk out with the script.

More from Mary:

📘 Mary's books. What to Say and Small Table Big Philanthropy. The books behind the methodology.

🔥 Major Donor Meeting Mastery. My step-by-step system for donor meetings that move the relationship forward.

👩🏻‍💻 Momentum Training. My complete packaging + ask system, all in one place.

💻 Connect with Mary Petersen