Ep. 139: How a Retirement Community Raised $5M in 18 Months

EPISODE 139

How a Retirement Community Raised $5M in 18 Months

 

About the Episode:

What makes a retirement community more than just a place to live? How do you build a culture so strong that residents, their families, and even local businesses want to give back? 

This week, we’re live at GiveCon, presented by Bloomerang and QGiv, with the Bridgewater Retirement Community team—and trust me, their fundraising approach is something special. They raised $5 million in just 18 months, but the real magic is in how they connect, the stories they tell, and the generosity they inspire every single day. This story is about fundraising and, more importantly, belonging, community, and impact. Whether you're in nonprofit development or just love hearing about organizations doing things right, this conversation is one you don’t want to miss. Hit play and get inspired! 

Topics:

  • How Bridgewater Retirement Community built a culture where giving is second nature

  • The Live Well campaign success story – How BRC shifted from funding buildings to funding people—and raised $5M in record time

  • How BRC captures and shares the real-life impact of their programs

  • Why the very people they serve are some of their most passionate givers

  • How frontline staff turned ideas into reality, funding trips, wellness programs, and even a senior prom

  • The magic of relationship-driven fundraising – Why major gifts often come from deep trust, not just a strong pitch

  • How every team member at BRC sees themselves as a fundraiser



It’s not your stories—it’s how you’re telling them. If your amazing work isn’t getting the attention (and donations) it deserves, it’s time for a messaging shift. The Brave Fundraiser’s Guide guide gives you 10 done-for-you donor prompts to make your message impossible to ignore. Get it for free here! https://christinaedwards.krtra.com/t/xKuLs6tOiPZa


Christina’s Favorite Takeaways:

  • “Just because it isn't something that feels right to you doesn't mean that it's the wrong thing to do” - Missy

  • “We are residents. We interact with them almost every day, and we have the great privilege of building relationships with them and building that community.”- Annie

  • “Being bold and taking risks is what really allowed us to nurture our innovation process.” - Annie

  • “Every team member that comes to our community, they receive the message that we want their feedback, fresh eyes, ears, ideas.” - Annie

  • “Relationship building is key. We could not do what we do if it weren't for the relationships that we have developed with our residents and other donors over the years.”- Missy

  • “The reason why our donors want to be engaged and want to make an impact themselves is because our team members have made that impact, and they have really made a difference in their lives” - Annie

  • “The worst part of our job is that we lose our friends way sooner then we're ready.” - Tammy

The pessimist sees the glass as half empty; the optimist sees it as half full. The servant leader fills the cup up and looks for someone thirsty.
— BRC Mantra

Connect with the BRC Team:

Missy Stover - Development Officer, Bridgewater Retirement Community

Tammy Jordan - Executive Assistant, Bridgewater Retirement Community

Annie Frazier - Vice President for Development and Community Relations, Bridgewater Retirement Community

Connect with BRC:

Episode Resources:

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