104. The Secret to Soliciting Major Gifts... Virtually - Lereca Monik

Published: April 12, 2021, 10 a.m.

b'

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\\u2019s 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\\u2019s 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\\u2019s 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!

Want to hear insider details and to get our best roundup of tips, freebies, resources and show notes from each episode? Join the Good Community - it's free! Visit www.weareforgood.com/hello

About Our Sponsor Virtuous
You know we believe Everyone Matters - and we\\u2019ve witnessed the greatest philanthropic movements happen when you SEE and activate donors at every level. Here\\u2019s the thing, Virtuous created a fundraising platform to help you do just that. It\\u2019s much more than a nonprofit CRM. Virtuous is committed to helping charities reimagine generosity through responsive fundraising. We love it because this approach builds trust and loyalty through personalized engagement.

Learn more about Virtuous at

Meet - Good Friends - our listener support community here at We Are For Good. Good Friends comes with perks - exclusive episodes with Jon and Becky - including the Good Brief - our monthly cliff notes of the greatest takeaways + lessons learned from that month, PLUS exclusive bonus content and AMA episodes where we answer your burning questions and tap our community of experts.

Head over to weareforgood.com/friends to learn more \\U0001f973

Support the show

Support the Show

If you love the podcast, you\\u2019ll love Good Friends, our listener support community here at We Are For Good.

Not only do you get these perks, but you\\u2019re hanging with the most rabid fans who are restless to grow the Impact Uprising. This movement of believers are powering our free content and community with their monthly support, and Whoa Nelly, are we excited to invite you in.

Learn more today at weareforgood.com/friends.


Join the We Are For Good Community
You can think of it as the after-party to each podcast episode \\U0001f973

Say hi\\U0001f447
LinkedIn / Instagram / Facebook / YouTube / Twitter

'