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The Mid-Year Check-In: Are You Actually on Track?

May 15 · 13 min · 9.6 MB
0:00-13:16

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Mary walks through the full mid-year major gift program evaluation. This episode is built on the Engineer step of her 4-step system: the phase where you get crystal clear on whether your strategy is working. She covers the 5 metrics that actually matter, how to run a pipeline health assessment, the 3 most common mid-year diagnoses, and how to build a realistic Q3 course-correction plan that doesn't require working 80 hours a week.

🪑 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