In this farbrengen-style conversation, Shmuly Rothman returns to explore a healthier, happier, and far more effective approach to year-end fundraising.

We discuss how a shliach can show up b’simcha u’betuv leivav, drop the pressure of “I need this guy,” and enter each conversation with the intention of uftzuhoiben — uplifting the donor, regardless of the outcome.

Inside the episode:

• Why simcha is a core fundraising tool

• How to let go of anxiety and approach donors with clarity and respect

• The mistake of “saying no for the donor”

• Who to reach out to at year-end and how to think about matchers, anchors, and amcha

• How to set smart but ambitious campaign goals

• Year-end as part of a 12-month fundraising strategy

If you’re stepping into a year-end campaign — or want fundraising to feel calmer, clearer, and more aligned — this conversation will lift you up.

 

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Anchor doc: https://drive.google.com/file/d/1P1kMgKedIDTgebQEfnX3IP7JiZVaS_Pm/view?usp=drivesdk

If you would like to customize this for your moised, email Shmuly - with your logo, the goal of your campain, and the matching and anchor levels you would like displayed on your document- at: shmuly@rothmancoaching.com

 

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For more about the work I do with Shluchim, check out my website: www.coachingbytzviki.com

 

Subscribe to my email: https://mailchi.mp/c0f254880cc4/new-subscribers