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 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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