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

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 HighlightsLereca’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/104The 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!Want to hear insider details and to get our best roundup of tips, freebies, resources and show notes from each episode? Join the Good Community - it's free! Visit www.weareforgood.com/helloAbout Our Sponsor VirtuousYou 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///Join the We Are For Good Community—completely free.Join fellow changemakers, share takeaways from this working session, and keep collaborating in a space built for connection, inspiration, and real impact: www.weareforgoodcommunity.comSay hi 👋LinkedIn / Instagram / Facebook / YouTube / Twitter