Strategic Review and Cash Flow Management

How was the end of 2024? Did you make it through OK? A lot of fundraisers we work with enter January exhausted from the busy year-end season, which is often filled with last-minute donor meetings, calls, and holiday events. It can be a stressful time.  

While we highly recommend taking time to rest and recover, there are also important strategies you need to focus on during this month to continue to build strong relationships with your donors and keep the momentum going deeper into the winter. We’re here to help! 

In this podcast episode, Jeff is joined by colleagues Diana Frazier and Edie Dahlen for a great discussion about the key strategies that fundraisers should implement to start their new year and how they can prepare and plan to surpass last year’s goals. 

Show Highlights: In this episode, you’ll learn about…  

• How to properly thank and stay in communication with donors as their gifts process  

• The importance of a caseload refresh and what to consider as you review your portfolio 

• Our biggest insights and ideas for how to approach the start of 2025 and execute a plan for the entire year