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Helping Your Nonprofit Clients Set Their Fundraising Goals

If you deal with insurance for nonprofits, then you understand the clients who require this coverage are unique. Whether a particular customer is a start-up nonprofit or has years of experience, it is important to give them confidence in your agency and that they will be protected. As you guide them through the process of customizing their insurance package, you may also be able to give them tips on setting goals for fundraising events. Just like writing a claim on insurance, setting a goal takes organization, patience, and dedication. As a nonprofit client begins to venture into the world of fundraising, it is important that they have a clear end in sight. Failure to do this will cause a misguided event and unwanted results.

The following are some tips on how to get started:


Establish a Time Frame

Having a deadline in mind will help the client remain organized, thus producing more confidence in the project. Also, setting a date for the future will allow participants to prepare and trust that the organization knows what they are doing.


Always Ask Questions

Along the way, mistakes or mishaps may occur. But learning from these accidents will help the nonprofit stay on track. Asking questions is a way to make sure everyone understands what the end goal is. In addition, it will help remind the leader of what the funds are going towards.



This is a crucial step to take for any nonprofit event. The funds raised at the end are the most important part of the goal. Having the calculations in check before, during, and after the fundraiser will allow the nonprofit to reach its goal accurately and fully. As each of your clients works on their respective fundraisers, remember to remind them about what your insurance for nonprofits has to offer. By supporting local nonprofit organizations through protective measures, your agency will also be benefiting the overall community!


About the Author:

Mike Heffernan is the CEO of Heffernan Insurance Brokers. He has been in the insurance industry for over 30 years and during that time, his goals have been to create an environment where people can be themselves, enjoy coming to work every day and most importantly, create an environment where the employees of Heffernan Group are given the resources and tools to best serve their clients’ needs. Mike was named “Most Admired CEO” by the San Francisco Business Times in 2011.

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