104. The Secret to Soliciting Major Gifts... Virtually - Lereca Monik

We Are For Good Podcast - The Podcast for Nonprofits

We Are For Good Podcast - The Podcast for Nonprofits
104. The Secret to Soliciting Major Gifts... Virtually - Lereca Monik
Apr 12, 2021 Season 2
We Are For Good

Meet Lereca. She's an accomplished Houston-based major gift officer who personally knows all about the power of philanthropy. As a recipient of human and youth services, she's always had an innate desire to give back. And she's channeling that passion into activating gift officers to "thank to bank" in an approach that equally uses the head and the heart to engage. She's walking us through virtual major gift asks and setting smart metrics.

Episode Highlights

  • Lereca’s story and journey to where she is today (3:20)
  • The history and mission of BakerRipley (7:00)
  • Asking for major gifts in a virtual world (10:30)
  • Lereca’s triangular method for cultivating major gifts (11:40)
  • Focus on stewardship and your retention efforts (14:00)
  • How to prepare for and ask for a major gift virtually (24:00)
  • Utilize the power of a thank you note (31:00)
  • A moment of philanthropy that deeply moved Lereca (35:30)
  • Lereca’s One Good Thing: develop a word for the year. It helps you move through your year with clarity, focus, and intentionality (38:00)

For more information and episode details visit: www.weareforgood.com/episode/104

The We Are For Good Podcast is co-hosted by Jonathan McCoy, CFRE and Becky Endicott, CFRE and welcomes the most dynamic nonprofit leaders, advocates and philanthropists to share innovative ideas and lessons learned 3x a week!

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About Our Sponsor Virtuous
You know we believe Everyone Matters - and we’ve witnessed the greatest philanthropic movements happen when you SEE and activate donors at every level. Here’s the thing, Virtuous created a fundraising platform to help you do just that. It’s much more than a nonprofit CRM. Virtuous is committed to helping charities reimagine generosity through responsive fundraising. We love it because this approach builds trust and loyalty through personalized engagement.

Learn more about Virtuous at www.virtuous.org/

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