It’s summertime! Hopefully, you’re taking some quality time off. And whenever you’re back in the office, you may even find yourself with some quiet days where your inbox is not blowing up and all your meetings are cancelled. This is a great time to reflect and plan for how you’re going to meet your goals by year-end.

In this episode re-release from 2021, Jeff is joined by Lisa Robertson, Director of Client Services at Veritus Group. Together, they share five ideas for what you can do this summer that will set you up for a successful year-end. 

Show Highlights: In this episode, you’ll learn about… 

• Reviewing your caseload to determine whether any donors need to be moved
• How to get creative with your donor outreach during the summer
• Using the slower summer months to focus on professional development
• And more ideas for how fundraisers can make the most of the summer season!