This post comes from the Gravyty Fundraising Academy, a series that examines how fundraisers adapt and strategize to evolve what's possible through philanthropy.
Your guide for the Gravyty Fundraising Academy is Director of Customer Success, Lisa Alvezi. Lisa has worked with countless fundraisers across Higher Education, Health Care, and Nonprofit organizations to transform fundraising. As a former frontline fundraiser herself, her goal is to help you see better results from your fundraising efforts.
3 Ways to Get Your Accomplishments Recognized
At the beginning of the year, I wrote about using January to impress your boss. My main focus with that article was to challenge you to use the new year to do the best work of your life – and make sure your boss saw it that way, too. Now that we’re further along in the fiscal year, and many of you are about to embark on a new quarter, it’s no doubt that you’ve risen to meet the moment time and time again. Let’s make sure that progress is recognized!
Here are three simple things to do to let your boss know about your accomplishments.
1. Send A Recap
Demonstrate to your boss that you have your eye on the organization’s mission and your specific goal. Convey this in a short, unprompted, recap of your accomplishments, including hard data wherever possible.
For example, your recap might include the following:
- 67% to goal of $775,000 for this fiscal year
- Contacted 25 new prospects per week this quarter
- Conducted 115 Zoom meetings this quarter
- 42 Zoom meetings resulted in ‘Ask’ this quarter
Not only should a recap show that you’re invested in the organization’s goal, but also that you track your metrics, which is typically a pain point for managers.
2. Make Your Own Monthly Personal Plan
Draw up a monthly personal plan and set a meeting to discuss it with your manager. Not only will this keep you accountable and on-track, but it also demonstrates that you are in control of your business outcomes. Here are items to consider for your plan:
- Asks you plan to make for specific donors, the amounts of those asks, and the programs those gifts would fund
- Personal cultivation planned visits with donors (virtual or in-person)
- Upcoming stewardship touchpoints
- The number of donors/prospects you plan to complete qualification work on
- Professional learning opportunities
- Plans for travel outside of your local area with supporting information on the purpose of the trip and donors who you plan to visit
3. Be Proactive About Issues
Absolutely let your manager know if there is a potential issue that he/she should know about before it becomes one. Not telling them and hoping the situation will resolve itself is not a winning tactic. Think of it this way: managers will likely be the ones who have to resolve issues. They would prefer to know about issues as soon as possible so they have time to work on a solution.
I’ve seen this happen a number of times around a donor’s health. For example, a donor may tell you about a serious health issue that affects their personal finances, and ultimately their ability to fulfill a pledge on time. Let your manager know so they can update the pipeline as soon as possible. Perhaps that extra notice allows them the ability to time a new opportunity that’s emerging in a different fundraiser’s portfolio and address that gap.
You are uniquely qualified to meet the moment and made a difference for your organization. Make sure that work is recognized. Ask to meet with your manager one-on-one ideally once a week, but monthly as a bare minimum, to go over your accomplishments and plans for the next month. Also, do yourself a favor and save all of these reports in a folder to help you write your self-evaluation at annual review time!
If you’d like to learn more about how artificial intelligence can empower your organization to have a culture of philanthropy, personally reach new donors, and inspire giving at scale, click the button below and let's connect.