A Case Study in Coaching

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Discover how fundraising coaching and strategic engagement help drive success in donor relationships and organizational growth.

Not-for-profit leaders often lack the time to invest in personal development or mentor younger staff members. In this particular organization, a young and talented fundraising leader was not reaching their full potential, hindering their and the organizations progress. Both the leaders and the staff member recognized the need for a change.

The Need for Change

Not-for-profit leaders often lack the time to invest in personal development or mentor younger staff members. In this particular organization, a young and talented fundraising leader was not reaching their full potential, hindering their and the organizations progress. Both the leaders and the staff member recognized the need for a change.

  • Established a coaching relationship between the staff member and a seasoned coach.
  • The staff member was asked to write stories about their upcoming donor meetings.
  • Through a participatory process the staff member realized they had a deep underlying motivation to be liked which hindered their ability to engage in strategic conversations with donors. In short, they were afraid of rejection.
  • The staff member worked with their coach to write stories and roll play how conversations should go, decreasing fear and increasing confidence.

The Result

As a result of coaching the staff member experienced remarkable progress. The staff member learned how to lead conversations and prioritize strategic engagement over seeking affirmation.

They are now consistently achieving double the donations from strategic donor development. This outcome highlights the importance of coaching and development for everyone, from the leaders to the newest hires, to enable continuous improvement and success.

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