How to Fund All of the Big Ideas in Your Strategic Plan (Including Overhead)

How to Fund All of the Big Ideas in Your Strategic Plan (Including Overhead)


Wednesday, November 9,2022

12pm EST

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Webinar Description

There are a few phrases Sherry Quam Taylor hears all the time:


“We finished our Strategic Plan, but now we need the money to actually do what's in the plan."


“We finished our Annual Budget, but we always end the year in the red so I don’t know how we’d ever reach our goal.”


The notion that nonprofits will never have enough resources to change the world, are unable to ever be fully funded, or will always struggle because they don’t have enough money?


That’s simply not true.


How does Sherry know? She sees boards, leaders, and development staff successfully make fundamental shifts in their approach to fully financing their missions every day.


Success looks like having the money for your programs AND overhead AND reserve fund.


But, here’s the big secret. It’s what everyone gets wrong.


You can’t start with just doing more fundraising things. Your lack of revenue is a symptom of a root problem that needs to be fixed. If you don’t fix it, you’ll always be on the spin cycle.


99% of nonprofit CEOs seeking more revenue are not fully funded because they haven’t addressed the real root problems. These are the things that are keeping donors from giving larger donations to your mission.


In this webinar session, we’ll discuss the biggest root issues:


  • Your comfort level with future planning & investing in growth
  • Irrational Frugality - Making million-dollar decisions vs. one-dollar decisions
  • How your approach to revenue planning keeps you in the red year after year (fear of the spend)
  • Why donors don’t know you need money for your nonprofit
  • Creating fundraising plans before financing plans never fully funds your mission


All along the way, Sherry will share a few case studies about how her clients have done just this to shift out of the red and into the black and fully fund their organization’s growth plans.

SHerry Quam Taylor Headshot

Meet the Speaker


Sherry Quam Taylor

CEO @QuamTaylor LLC


Sherry Quam Taylor works with Nonprofit CEOs who are ready to scale their budgets by 2-5X but need larger amounts of general-operating revenue to invest in overhead. The organizations Sherry works with want to reduce dependence on government, earned, or contracted revenue and increase flexible unrestricted giving. To achieve this, Sherry aligns the organization's charitable revenue initiatives with the business, programmatic, and strategic growth opportunities. This is the step that most skip! It ensures the funding challenges are solved at the root of the issue and attracts investment-level donors that get this! As a result of learning her methodology, Sherry’s clients know how to fund their Strategic Plans and regularly add 7-figures of gen-ops revenue to their bottom line. Leaders, teams, and boards transform into high-ROI revenue generators, align their hours with dollars, and break free from the limitations of traditional fundraising.

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