Most fundraisers treat summer like the slow season. That's the mistake. Summer is the single best relationship-building season of the year, and what you do with your donors in July and August is what you'll close in October and November. In this episode, Mary makes the case for summer as your secret weapon and hands you the exact moves to use it. You'll learn the low-stakes cultivation tactics that actually deepen donor relationships (yes, the lemonade and the walk are strategy), and the on...
Jun 26
31 min
Mary shares highlights from her keynote at the AFP Santa Barbara and Ventura Counties Summer Symposium, a full morning with 110 fundraisers built entirely around major gift confidence. She covers the difference between cultivation and avoidance, the relationship rhythm that moves donors forward without feeling transactional, and why confidence isn't a personality trait – it's a skill set you can build. She also breaks down the three takeaways that landed hardest in the room: go deeper not wid...
Jun 19
48 min
Mary teaches the board fundraising framework from Small Table Big Philanthropy — the one that works because it doesn't ask board members to do anything that feels like selling. She covers the 3-questions exercise (30 minutes, dozens of new prospects), the 4 board fundraising roles (none of which require 'the ask'), the small table approach to activating board networks, and how to celebrate and reinforce board fundraising wins so the momentum continues. 🪑 The Small Table Intensive. Half a da...
Jun 12
43 min
Mary makes the case for summer as the most strategic cultivation season of the year. She covers the summer small table strategy (the backyard dinner, the outdoor lunch, the informal gathering at a board member's home), the fall calendar booking strategy (book October visits now, while calendars are still open), and the specific summer actions that directly lead to Q4 gift closures. She also addresses the board's summer role — and why summer social gatherings are one of the most underutilized...
Jun 5
13 min
Mary teaches from What to Say and her 25+ years of major gift experience on the single most common response to a major gift ask. This episode breaks down the in-the-moment response, the 48-hour follow-up, how to create structure without pressure, and the difference between 'thinking about it' and a quiet no. She also covers the 4 most common objections in her book: 'I need to think about it,' 'This is too much money,' 'I'm not interested,' and 'I want to talk to my spouse.' Full language for...
May 29
13 min
Mary teaches the 4 hidden major gift prospect profiles that live in almost every donor database — and the conversations that unlock them. She covers the 3-filter database review, the re-qualification conversation, and the staircase model that shows exactly how a $500-a-year loyal donor becomes a $50,000 major gift. This episode is full of practical language you can use this week. Mary shares examples from the book — including the "graduation day" moment when a long-time mid-level donor reali...
May 22
10 min
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 you...
May 15
13 min
Mary teaches the stewardship system from Small Table Big Philanthropy — the one that turns $1,000 donors into $10,000 donors and $10,000 donors into $100,000 donors. She covers the 48-hour post-gift sequence (why a phone call beats a letter every time), the mid-year impact update format that actually gets read, the annual stewardship visit agenda, and the math behind treating donors like royalty vs. treating them like ATMs. Grab Small Table Big Philanthropy at heyfundraiser.com. If this episo...
May 8
15 min
In this episode, I will share how shifting from large galas to small, intimate dinners can exponentially increase major gift fundraising. Discover her three-step strategy to build sustainable donor relationships and learn about her Small Table Intensive workshop designed to turn theory into actionable plans. #fundraising #donorrelationships #philanthropy #majorgifts #marypetersen 🪑 The Small Table Intensive. Half a day. Build or rebuild your major gift program around fewe...
May 1
22 min
Order Small Table Big Philanthropy at https://stbp.heyfundraiser.com/. This is the book your entire development team need. If you want to go beyond the book and actually build this out with me — live — I just opened registration for the Small Table Intensive. This is a 4-hour working session, limited to 30 organizations, where we don't just talk about the Dinner-Match-Upgrade strategy. We build it. Together. #fundraising #donorrelationships #philanthropy #majorgifts #marypetersen 🪑 The...
Apr 30
16 min
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