ENROLL BEFORE MIDNIGHT JULY 4 AND SAVE $300! USE COUPON SAVE300 AT CHECKOUT.

The Intentional Fundraising Plan Masterclass 

 

Let's Create Your Ultimate Annual Fundraising Plan in Just 6 Weeks to Raise More Money

 

Inside this masterclass is where I'll work with you STEP-BY-STEP to Create Your Ultimate Annual Fundraising Plan. After just 6 weeks, you'll walk away with a custom, diversified, data-informed plan that will help you raise a lot more money — so you can do more, grow more and serve more. MASTERCLASS BEGINS JULY 17, 2023.

Enroll Now
Enrollment is open! But hurry, it closes JULY 14, 2023

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MY STORY
 

We weren't raising enough money to fill ongoing financial gaps. 

I was feeling the pressure to raise more money with fewer resources. I was frustrated by an inaccurate donor database and a lack of leadership and board alignment on our development priorities. I was dissatisfied with not having enough board members engaged in our fundraising efforts. We were stuck.

The Children's Center in Detroit is an amazing organization that has served as a safe haven for children and families living at or below the poverty line for almost 100 years. They help children experiencing trauma caused by abuse, poverty and neglect to heal, grow and thrive.

In 2012, The Children's Center was raising money, but not nearly enough to adequately fund the growing need for programs and services children and families desperately needed:

  • Their annual appeal raised less than $100 two years prior and actually lost money one year later.
  • Events were underperforming, grant applications were few, and individual donations were down.
  • Lack of leadership and board alignment on their development priorities.
  • Not enough board members were engaged in their fundraising efforts.
  • Working with an inaccurate donor database.
  • Had no monthly giving program.
  • They had a fundraising plan, but it wasn't getting the traction needed to meet their fundraising goals. 

With no clear path to achieving their annual fundraising needs, The Children's Center was stuck.

Their CEO reached out to me and asked if I would take on the role of Chief Philanthropy Officer to transform their fundraising program. I told them, yes, but under one condition: I could continue working in my business, Fundraising Transformed. They agreed, and we were off to the races. 

Early on, I learned their primary funding sources were events and the government. However, while the government was an important funding source, it cut funding year-over-year. With their signature events underperforming and individual donations plateauing, the pressure was mounting to raise more money. This combination made it impossible for The Children's Center to fill the critical financial gaps and continue providing much-needed programs and services to Detroit children and families in need.

To decrease our heavy reliance on a few annual events and government funding for the growing need for our programs and services, I announced to the executive leadership and board I was going to create a robust and innovative annual fundraising plan loaded with strategic Big Hairy Audacious Goals (BHAGs).

What was the outcome of my bold, BHAG-loaded ultimate annual fundraising plan? 

We tripled philanthropy in just three years. Then doubled it again before I left to return to my business, Fundraising Transformed, to work full-time.

Does this sound like you?

You’ve tried EVERYTHING like attending conference sessions and multiple webinars, and reading countless blog posts but you're still stuck. You're feeling tired, overwhelmed, and over-stretched and like you just can't get ahead.

You’re tired of WASTING TIME, money, and energy on strategies and tools that give you zero results. Not to mention the lack of alignment between your leadership and board on your development priorities.

You're feeling the pressure to fill those ongoing FINANCIAL GAPS and you just don't know how or where to start with creating a robust, diversified and data-informed annual fundraising plan that will help you raise more money.

You’re not sure another course can help you. But you wish someone would just GUIDE YOU. You want a plan that your leadership team and board will rally behind. You're ready to raise more money and make a greater impact!

YOU'RE NOT ALONE
 

You're experiencing challenges with getting fundraising results because...

  • You may be using an outdated fundraising plan that does not reflect an accurate assessment of your current donor data, fundraising performance, and current trends to help you better understand where you are now so you can get you where you want to go.
  • You don't have the insights you need to identify those fundraising campaigns, events, and initiatives that are high-performing.
  • You have not established success criteria that accelerate results and help you enhance, scale, and build upon your success in the coming year and beyond.
  • You may not have the insights you need to determine which fundraising campaigns, events, and initiatives are NOT performing well or what may be missing from your current strategy and plan.
  • You don't have the information you need to distinguish the root cause of the problem and assess if it can be remedied to turn around results or if the campaign(s), event(s), or initiative(s) should be retired and how to do just that.
  • You don't have seamless integration between annual fund, major gifts, and planned giving. Every donor development activity has a role within one or more of these three foundational areas and ideally moves the majority of your supporters through the pipeline over time.
  • You may not have the time or capacity to evaluate how emerging technologies and tools can help you raise more money. Or to determine the what, how, and when of innovation.
  • You don't know how to explore the risk and return on investment of emerging technologies and your organization's risk tolerance.
  • You may not have the time or may know how to explore the staffing and professional development required to equip and empower your high-performing development team.
  • You don't know how to start with creating a structure for accountability, performance measurement, and reporting to help you build momentum.
IMAGINE THE POSSIBILITY
 

What if I could show you a better way?

___________

 

I know first-hand that creating a custom, data-informed annual fundraising plan that can get the results you need is NOT easy. This is exactly why I created The Intentional Fundraising Plan Masterclass.

 

Just imagine how good you're going to feel when you finally start raising the money you need now — even in challenging times.

_______

 

Imagine feeling in control of your annual fundraising plan and strategy, and your time and your fundraising goals for the coming year.

_______

 

Imagine how confident and great you'll feel having me work with you STEP-BY-STEP, using my proven framework to create your custom, data-informed annual fundraising plan that will help you raise more money.

_______

 

Imagine the relief you, your leadership, and your board will feel after raising enough money to finally fill those ongoing financial gaps — empowering you to do more, grow more and serve more.

_______

 

This masterclass is the pivot point that will help you take your entire fundraising program to an extraordinary new level. 

_______

 

If you're ready to do the work and commit to taking your fundraising results to new heights, it would be my honor to work with you.

Your life before this masterclass:

Your life after this masterclass:

INTRODUCING 
 

The Intentional Fundraising Plan Masterclass

In just 6 weeks, I'll work with you step-by-step to create your ultimate, data-informed annual fundraising plan that will help you raise a lot more money.

We'll use the exact same strategies, tools, and innovative approach I used to triple philanthropy in just three years, then doubled it again at The Children's Center. Using my same proven framework I continue to use to train, lead, and coach thousands of nonprofit leaders and organizations around the world to collectively raise more than half-billion dollars, including a single gift of $27.1 million. Masterclass begins July 17, 2023.

Yes, I want in!

Early Bird Ends July 4. Enroll Now & Save $300! Enter Code SAVE300 at Checkout.

CURRICULUM 
 

Here's how we'll work together to create your ultimate annual fundraising plan:

I know first-hand that creating a custom, data-informed annual fundraising plan that can get the results you need is NOT easy. Which is exactly why I created The Intentional Fundraising Plan Masterclass.

Inside this masterclass is where I'll work with you STEP-BY-STEP to Create Your Custom Ultimate Annual Fundraising Plan. After just 6 weeks, you'll walk away with a custom, diversified, data-informed plan that will help you raise a lot more money — so you can do more, grow more, and serve more.

MODULE 1
 

Assess Your Donor Data, Fundraising Performance & Trends

To develop a strategy and plan to get you where you want to go, you need to understand where you are now. This Module will begin by looking at year-over-year gross contributions, and quickly drill down into insight-revealing details to empower your decision-making. 

 

MODULE 2

 

Determine What’s Working and Could be Enhanced or Scaled

Insights from Module 1 will illuminate the fundraising campaigns, events, and initiatives that are high-performing. Further, you’ll distinguish the success criteria that accelerate results and consider how to enhance, scale, and build upon your success in the coming year and beyond.

 

MODULE 3

 

Determine What’s Not Working and Could be Re-imagined or Retired and What’s Missing

Insights from Module 1 will also illuminate the fundraising campaigns, events, and initiatives that are NOT performing well. Further, you’ll distinguish the root cause of the problem and assess if it can be remedied to turn-around results or if the campaign(s), event(s), or initiative(s) should be retired and how to do just that. Even when board members and others have emotional attachments to the problematic event or initiative! Lastly, in this module, you’ll consider what may be missing from your current strategy and plan.

 

MODULE 4

 

Strengthen Your Fundraising Foundation: Annual Fund, Major Gifts, and Planned Giving

At the core of every successful fundraising strategy and plan is a focus on the seamless integration of annual fund, major gifts, and planned giving. Every donor development activity has a role within one or more of these three foundational areas and ideally moves the majority of your supporters through the pipeline over time. This is where your data-informed, human-centered fundraising strategy and plan come together. 

 

MODULE 5

 

Invest in Innovation to Enhance Your Fundraising Results

From AI-informed behavioral modeling to ChatGPT and lots in between, technology is evolving rapidly. It’s challenging to understand how these emerging tools can help you raise more money. In this module, we explore the what, how, and when of innovation. In addition, we explore the risk and return on investment of emerging technologies and your organization’s risk tolerance. We also explore the staffing and professional development required to equip and empower your high-performing development team.

 

MODULE 6

 

Create a Structure for Accountability, Performance Measurement & Reporting

Renowned management expert Peter Drucker believed that leaders need to embrace a “spirit of performance” by displaying high levels of moral and ethical integrity in their actions, focusing on results, empowering employees, going beyond financial obligations to constituents, and ultimately serving the common good. We agree.

Accountability and role clarity are key to high performance. In this. module, you’ll determine your accountability structure, and key performance indicators beyond just contributions raised. You’ll also create a plan for what you’ll report, to whom you’ll report it, and on what cadence. Equally important you’ll develop a plan for celebrating individual and team success along the way.

 

BONUSES (VALUE $4,728)
 

These bonuses will help bring your annual fundraising plan (and ROI) to life faster.

Bonus 1

Fundraising Policy Sampler

(value $199)

Gift Acceptance Policy, Crypto Acceptance Policy, Planned Giving Policy, Endowment Policy, Capital Campaign Policy, Gift Recognition Policy, Donor Privacy Policy, Board Fundraising Policy

Bonus 2

Major Gift Tools & Sample Forms

(value $199)

Gift Range Chart Calculator, Discovery Questions, Asking Framework, Sample Gift Agreement, Sample Planned Gift Letter of Intent, Sample Donor Recognition Plan, Sample Pledge Card

Pay In-Full Bonus

Wealth & Health Dashboard

(value $199)

 This spreadsheet is ideal for reporting fundraising revenue to goal year-to-date by event, campaign, or initiative — including year-over-year comparison (wealth). Also great for reporting the health of your development efforts including donor retention, growth in monthly donor members, and overall donor file growth as well as other development health measures of your choosing in this customizable spreadsheet.

PLUS 

4 Expert Lessons

(value $1,188)

Crypto Contributions, Case for Support, Human-Centered Communication, and Artificial Intelligence (AI) Behavioral Modeling.

PLUS, YOU'LL ALSO GET 
 

Module Workbooks, Weekly LIVE Sessions & Membership In My Private Community of Fundraisers and Nonprofit Leaders

Module Workbooks

You'll get workbook with each module to help guide and focus your work.

(value $582)

Masterclass + Weekly LIVEs

You'll get 6 modules and 6 Weekly LIVE coaching sessions every Thursday.

(value $1,200)

Membership Community

You'll be connected with a global community of like-minded fundraisers and nonprofit leaders.

(value $933/yr)

When you add it all up, that’s a total real-life value of $4,500 for just $1,297!

Choose the plan + save when you pay in full!

Masterclass begins July 17, 2023.

Best Value (Save $194)

$1,297

One-Time Payment

 

6 Modules 


6 Workbooks


6 Weekly LIVE Coaching sessions


Exclusive Access to Private Community of Fundraisers & Nonprofit Leaders


Lifetime Access to Lessons & Materials


100% Risk-Free Money-Back Guarantee


BONUS:  Fundraising Policy Sampler


BONUS:  Securing the Gift Sample Forms


PAY IN FULL BONUS:  Wealth & Health Dashboard


PAY IN FULL + SAVE $194

Enroll Now
Most Flexible

$497

3 Monthly Payments

 

6 Modules 


6 Workbooks


6 Weekly LIVE Coaching sessions


Exclusive Access to Private Community of Fundraisers & Nonprofit Leaders


Lifetime Access to Lessons & Materials


100% Risk-Free Money-Back Guarantee


BONUS:  Fundraising Policy Sampler


BONUS:  Securing the Gift Sample Forms


PAY IN FULL BONUS:  Available Only When Paying In Full

 

Enroll Now

Early Bird Ends July 4. Enroll Now & Save $300! Enter Code SAVE300 at Checkout.

100% MONEY BACK GUARANTEE
This masterclass has the power to scale your fundraising results to new heights. Don’t love it? Email us before 5 PM Eastern Time U.S. July 28, 2023 to submit your coursework and let us know. 

Note: Refund eligibility has a firm deadline and applies to payment plans. After July 28, 2023, you'll be responsible for all payments.

Plus, you’ll be backed by a 100% money back guarantee!

I’m so confident that you’ll receive a great return on your investment, we back the masterclass with a 100% risk-free guarantee. If by 5pm Eastern U.S. time on Friday,  July 28, 2023, you don’t feel The Intentional Fundraising Plan Masterclass is right for you — submit your request and your coursework, and you’ll get your money back. Please note that eligibility for a refund has a firm deadline and also applies to payment plans, which means you will be responsible for all payments after the refund deadline has passed. See details.

We exceeded our annual fundraising goal by 104% and grew overall giving from 2020 to 2021 by 13.4%.

Amanda Johnson, Travis Manion Foundation, PA

We brought Tammy in for her 2-Day Intentional Fundraising Plan Intensive. I was overwhelmed and overjoyed with the results. Tammy delivered!

Marie Joseph, Executive Director, Legacy of Life Foundation, PA

Tammy's training tools are incredibly applicable to diverse levels of experience. Her coaching style is kind and attentive, in that of a highly-engaged developer with a strong growth mindset designed to help you be your very best.

Hannah Hoskins, Corporate Volunteer Partnership Network, Detroit, MI

Tammy has helped us really understand how to communicate better with our donors; how to make sure our mission is at the frontline of their decision-making. At 30 years old, I'm wondering how do I rocket-launch my fundraising expertise. You learn from Tammy Zonker, that's what you do!

Stevie Shumate, Market Fundraising Associate, Chapters Health Foundation, Tampa, FL

Tammy prepared a 60-page report detailing our many strengths and opportunities for improvement. Her report is now our roadmap to sustainable funding. I would heartily recommend her anytime an organization is looking to take a good fundraising program and make it extraordinary.

David Broughton, President & CEO, Crisis Center, Tampa, FL

Using what Tammy taught us, we increased our donor retention from 13% to 69% in about a year.

Becky Chambless, AWAIC, Anchorage, AK

What was Marie's biggest fear when considering this training?

In this masterclass, I'll teach you the same strategies, tools and innovative approaches I used to lead the Legacy of Life Foundation's development team through my 2- day intensive called The Intentional Fundraising Plan (value $23,500). What was the impact of my training on their fundraising goals? I'll let Marie tell you herself.

 

Some of the amazing organizations I've had the privilege of training and coaching 

Still wondering if The Intentional Fundraising Plan Masterclass is for you?

Our ideal students fall into one of three categories: brand new to the fundraising profession, individual fundraisers or members of a larger development team or experienced fundraisers who want to scale their fundraising program to new heights.

Here’s what you and I know to be true:

The pressure on fundraisers has never been greater.

You're charged with raising even MORE money during these challenging and disruptive times.

It can feel overwhelming — and frustrating  when trying to raise MORE money with the same ol fundraising plan  or LACK thereof.

Then there's the matter of how to improve your donor retention rate.

And how to get meetings with elusive donors.

To make matters worse, you don't have leadership and board alignment on development priorities, let alone a clear path to achieving your fundraising goals.

And while not enough board members are engaged in your fundraising efforts  they still expect you to somehow improve your fundraising results.

You're feeling stuck. I get it.

The good news is you don't have to go it alone. 

I can help you get unstuck. Enroll and I'll see you on the inside.

How do I rocket-launch my fundraising expertise? You learn from Tammy Zonker, that's what you do!

Stevie Shumate, Chapters Health Foundation, Tampa

Any Questions before clicking "Enroll Now?"

If you’ve read this far...

You owe it to yourself to honestly answer these questions:

 

What if just one idea in The Intentional Fundraising Plan Masterclass

turns you, your development team, executive leadership, and board into a fundraising machine. Raising more funds to shelter more homeless, feed more hungry, stop more abuse, eradicate more poverty, make education and quality healthcare available to all, and help more children heal, grow, and thrive?

 

What if just one strategy in The Intentional Fundraising Plan Masterclass

helps you retain more donors? Acquire more major donors? Upgrade more middle donors? Grow your monthly giving program?

 

What if just one tactic in The Intentional Fundraising Plan Masterclass

frees up 5-7 more productive hours each week to help you raise more with fewer resources? What impact will that have on your donor relationships, your fundraising goals, your joy?

 

How much more money could those strategies and tools realistically help you raise in the next year? Five years?

$50,000, $100,000, $500,000, $1,000,000, $5,000,000 or more?

ON SALE NOW! BUT HURRY, DOORS CLOSE SOON.

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Enroll Now

The best time to create your next-level annufl undraising plan was yesterday. The next best time is today!

If you’re ready to scale your fundraising results to new heights, get started today!

Choose the payment plan that works best for you.

Masterclass begins July 17, 2023.

Best Value (Save $194)

$1,297

One-Time Payment

 

6 Modules 


6 Workbooks


6 Weekly LIVE Coaching sessions


Exclusive Access to Private Community of Fundraisers & Nonprofit Leaders


Lifetime Access to Lessons & Materials


100% Risk-Free Money-Back Guarantee


BONUS:  Fundraising Policy Sampler


BONUS:  Securing the Gift Sample Forms


PAY IN FULL BONUS:  Wealth & Health Dashboard


PAY IN FULL + SAVE $194

Enroll Now
Most Flexible

$497

3 Monthly Payments

 

6 Modules 


6 Workbooks


6 Weekly LIVE Coaching sessions


Exclusive Access to Private Community of Fundraisers & Nonprofit Leaders


Lifetime Access to Lessons & Materials


100% Risk-Free Money-Back Guarantee


BONUS:  Fundraising Policy Sampler


BONUS:  Securing the Gift Sample Forms


PAY IN FULL BONUS:  Available Only When Paying In Full

 

Enroll Now
100% MONEY BACK GUARANTEE
This masterclass has the power to scale your fundraising results to new heights. Don’t love it? Email us before 5 PM Eastern Time U.S. July 28, 2023 to submit your coursework and let us know. 

Note: Refund eligibility has a firm deadline and applies to payment plans. After July 28, 2023, you'll be responsible for all payments.