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

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 Professional Development Budget Kit. Free Download! Everything you need to get your organization to say "yes" to funding your growth: templates, talking points, and an ROI calculator.💸 Major Gift Intensives. We're headed to 6 cities in 2027. Are we headed to yours? Join us for a 3 day deep dive into major gifts! Only 30 seats per city.🌻 The 2027 Growth Pass. Only 5 seats available. The Growth Pass bundles Mary's three flagship live experiences into one powerful year of learning. One Major Gift Intensive. One Ask Workshop. One Small Table Intensive.🪑 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 scripts.💻 Connect with Mary PetersenWebsite: heyfundraiser.comYouTube: @...