A Summer Playbook for Major Donor Stewardship
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Live + Free Strategy Session with Jim Shapiro

A Summer Playbook for Major Donor Stewardship

Tuesday, June 30, 2026 at 2pm ET, 11am PT

Seating is limited so act fast!
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The best major gift fundraisers do their most important work in the summer – when everyone else has checked out.

​​​​​​​Your major donors are doing well financially right now. The stock market is up significantly. And the smart fundraisers are going to use the next 8 weeks to reengage with and steward those major donor relationships.

A major donor’s year-end gift is often won or lost in the summer. This session is about making sure you win it.

Here's what you'll learn:

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How to Right-Size Your Portfolio
Most fundraisers are spread too thin – managing too many donors and doing a mediocre job with all of them. Jim will walk you through the Capacity Formula so you know exactly how many major donors you can manage well, and why summer is the perfect time to revisit your portfolio (so your energy goes where it matters most).

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A Practical Stewardship Playbook
Stewardship isn't just reporting meetings. It's everything you do between Asks to make the next Ask simple. Jim will share simple stewardship tactics you can use this summer – from site visits to board member calls to showing up at the right moment.

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How to Set Up Your Year-End Asks Now
The best time to figure out what you're asking your major donors for isn't the week before your major donor Ask meeting. It's now. Jim will walk you through the Major Donor Magic Formula so you know exactly how much to ask for – and how to start positioning those conversations before the fall rush starts.

BONUS: Everyone who joins live will receive Jim's free "Other Ways to Give" resource, covering stock gifts, donor-advised funds, planned gifts, and more.
Jim Shapiro has helped hundreds of nonprofits build major donor programs that produce reliable, growing revenue year after year. After this session, you'll have a clear plan for the next 8 weeks – and a head start on your best year-end ever.

Come prepared with your major donor questions. There will be plenty of time for Q&A.

Presented by

Jim Shapiro

Co-Founder
Jim Shapiro is the fundraising coach you’ve always wanted, the proven Sherpa who can help you get to the top of the mountain. Jim has 30 years’ experience raising money, including serving as the VP of Development for a global $100m nonprofit. He co-founded The Better Fundraising Co. to help small-to-medium nonprofits raise more money.

Sarah Lundberg

Senior Fundraising Advisor
Sarah is a lifelong Midwesterner living in Grand Rapids, Michigan. She has been part of the nonprofit world for over 18 years, most recently as Director of Marketing and Communications at an international ministry. She recently earned her Fundraising Management Certificate from North Park University in Chicago.

Register for the FREE webinar by filling out the form below.

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© 2026 The Better Fundraising Co.

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