Mid-Year Reset: A Fresh Look at Your Fundraising Plan

It’s officially mid-year — which means whether you run on a July–June fiscal year or a January–December calendar year, now is the perfect time to pause and ask:

What’s working with our fundraising? What’s not? And what needs adjusting to finish the year strong?

I know summer can feel a little “off-season” for fundraising. But it’s actually the perfect time to step back, regroup, and get clear on what you want the second half of your year to look like — before the fall chaos begins.

A mid-year review gives you the space to:

✅ Look back at your actual fundraising performance —not just what you hoped would happen.

✅ Celebrate wins and identify what’s repeatable.

✅ Identify what’s not working — like donor communications that didn't hit the mark or campaigns that didn’t fully deliver.

✅ Refocus your goals based on your capacity and the reality of your current momentum.

✅ Plan for the months ahead with intention instead of scrambling when Q4 rolls around.

So let’s check in — how’s your fundraising really going?

• Are you on track with your revenue goals?

• Do you know what’s performing well and what’s falling flat?

• Have you built in enough stewardship to keep donors engaged between campaigns?

• Are you feeling prepared for fall and year-end, or just hoping you’ll find the time to figure it out?

  
  

This isn’t about beating yourself up if things haven’t gone perfectly (spoiler alert: they rarely do). It’s about getting honest, making thoughtful adjustments, and resetting your focus with a plan you can carry through year-end.

Here's what I'd ask you to do this month:

• Pull your fundraising numbers from January through June (or July–June if you're on a fiscal year).

• Review your donor communications — how consistent have you been?

• Write down what’s working, what’s not, and what needs your attention.

• Block time in before the end of July to outline a plan for fall and year-end, before you’re knee-deep in it.

Because here's the truth: You can’t adjust your plan if you never pause long enough to look at it. And by the time September hits, your calendar will be full, your to-do list will be longer, and the opportunity to be proactive will have passed.

Want help doing your mid-year reset?

This June only, in honor of my birthday, I’m offering a special opportunity:

👉 A Half-Day With The Maven – just $500! Together, we’ll do a full mid-year review of your fundraising plan, talk through what’s working (and what’s not), and reset your strategy to help you finish 2025 strong.

Not sure if it’s for you? A half-day session is perfect if:

• You need accountability and guidance to revisit your goals.

• You want to feel confident heading into fall fundraising.

• You’re tired of winging it and ready for a plan that actually works.

  
  

🎁 Only 6 spots available! Must be booked by June 30. Sessions can be scheduled through the end of July. Grab your spot HERE.

Whatever you do the next few months, please give yourself permission to pause and realign. The second half of the year is full of possibility — but only if you take time to prepare for it. 💛