Train your whole office with no travel expense or time away from the office. All you need is either a computer with Internet access to join in on the Webconference or a speakerphone to participate as an Audioconference via a toll-free number. You can watch the presentation, submit questions and participate in audience polls. Participate alone or with colleagues. The login information is sent out several days prior to the event. Testing of your computer connection prior to the event is suggested and instructions will be provided with the login information. Free technical support is available.
Register Online Now!
All of the AFP 2010 Web/Audioconferences listed are eligible for continuing education points on your CFRE application for initial certification and/or recertification.
BUNDLE & $AVE with the Special AFP Member Bundle $99 per session when registering for 10 or more programs at one time!
Multisite discount! Hold your Web/Audioconference at more than one location and receive a 25 percent discount for each additional site per Web/Audioconference. Offer is good for AFP chapters only and all sites must be within the sponsoring chapter's jurisdiction. Example: 1st site - regular price ($99 or $159); additional sites - 25 percent discount off regular price!
Please call us at 770-805-6292 in order to place your order and take advantage of this offer.
AFP 2010 Web/Audioconferences
Look ahead to a great year with 21 AFP Web/Audioconferences spanning a wide range of topics. Here is your opportunity to interact directly with a great lineup of fundraising experts.
"Selling Major Sponsors" will give participants the tools to sell major sponsors for all types of events.
#1 - Myths of Selling Sponsors
#2 - The Sales Committee
#3 - Your Audience
#4 - The Event
#5 - The Sponsor Package
#6 - Who Can You Sell?
#7 - When Do You Sell them?
#8 - Keep Them Coming Back
Target Audience
This session is for all levels of fund raising executives. Everyone involved in events will benefit from the program.
About the Presenter
Phil Immordino has been involved in the golf industry for more than 15 years. Currently Phil travels the country giving seminars on all aspects of golf tournaments. He consults with golf courses, manufacturers, suppliers, distributors, golf tournament directors, golf instructors and golf course designers to assist them in increasing their business.
"Innovation is the only sustainable competitive advantage" says Philip Kotler, marketing guru. This challenging webinar will demonstrate how organisations- both commercial and not-for-profit- are ensuring they gain and sustain that competitive fundraising advantage. And how your organisation can also gain it.
The session is based on Bernard Ross's forthcoming book The Innovation Impulse and consultancy work with organisations as diverse as UNICEF, Greenpeace and Cirque du Soliel. It outlines a model for innovation you'll be able to benchmark yourself against. The model with tell you whether you're: an idea poor organisation, an incubation poor organisation or a implementation poor organisation. You'll also learn the roles you need to play to help your colleagues become innovative themselves- coach, gardener, catalyst, pirate, mash-up artist, adventure capitalist, or anthropologist.
Target Audience
The target audience is development professionals at an entry to mid level who are keen to discover how to create innovation across their team or organization and in themselves.
About the Presenter
Bernard Ross is an expert in fundraising, strategic thinking, organizational change and personal effectiveness. He works internationally in Europe, USA, Africa and South America. He is co-director of The Management Centre, an international training and consultancy organization that works exclusively with the non-profit sector. He has worked with a wide range of non-profit organizations over 25 years, including Amnesty International, Greenpeace International, UNICEF, Oxfam and the US Public Broadcasting Service. He recently co-authored 'The Influential Fundraiser', which was listed on the New York Times' top 5 non-profit books for 2009.
Based on the results of her groundbreaking research with highly regarded, high performing board members from three continents, June Bradham's presentation gets to the heart of what boards want. This session will review the nine truths about what makes board members happy, productive, engaged and generous and offer some practical methods for transforming the board experience. These truths also help explain the dynamics behind Corporate DevelopMint's quantitative MintMetrics research finding that the #1 indicator of fundraising success in the giving and engagement levels of the board.
If true alignment between what a board wants and what an organization needs is what you seek, this session will deliver.
Target Audience
Although the message will appeal to all audiences, the concepts presented will be simple enough for entry and mid-level professionals to get some real value. More experienced audiences will benefit from attending this webinar both for its valuable content and as a primer for the advanced session in which they'll delve more deeply into this topic.
About the Presenter June Bradham, CFRE is the president and founder of Corporate DevelopMint, a fundraising consulting firm with over 20 years in service to the non-profit community. She and her team have directed campaigns for universities, hospitals, and community organization with goals from $2 million to over $1 billion. June's book, The Truth About What Nonprofit Boards Want, was released by Wiley & Sons in the summer of 2008 and continues to serve as a guide for board members and the development professionals who seek better alignment with their boards.
This session will be designed to appeal to both those hoping to expand on what they learned in the first session and those who will not have attended the first session. As such, the beginning of this presentation will refresh attendees' understanding of the nine truths and how they tie to the quantitative MintMetrics research. Following the primer, this more advanced audience will take this theory of alignment one step further by delving into the AlignMint Assessment. Attendees will be
invited to take a board, CEO, or staff survey before the webinar and June will analyze and present the results—as if this audience were a non-profit seeking guidance. The result? Strategies designed to address organizational misalignment and provide real world tips for creating a stellar board experience that accompanies and drives successful fundraising.
Target Audience
As this session will deal with more complex issues including strategies and management of sophisticated board dynamics, it is intended for a more experienced audience. Although entry-level and intermediate level attendees will certainly gain from this experience, research and data-driven nature of the material makes it more appropriate for and have the greatest impact on more advanced professionals with several years of fundraising under their belts.
About the Presenter
June Bradham, CFRE is the president and founder of Corporate DevelopMint, a fundraising consulting firm with over 20 years in service to the non-profit community. She and her team have directed campaigns for universities, hospitals, and community organization with goals from $2 million to over $1 billion. June's book, The Truth About What Nonprofit Boards Want, was released by Wiley & Sons in the summer of 2008 and continues to serve as a guide for board members and the development professionals who seek better alignment with their boards.
Capital campaigns transform organizations. We expect them to build
leadership and provide funding to implement strategies, but what
unexpected organizational changes might occur? This session will
discuss both the helpful and challenging outcomes of capital campaigns.
Using the criteria needed for a successful campaign and experiences
shared by fundraisers who have completed campaigns, unanticipated
opportunities and consequences will be presented.
Target Audience
Development managers who are anticipating a capital campaign within the
next two years and those who are in the midst of one. The presentation
is designed for mid- to senior level fundraising professionals.
About the Presenter
Mary Doorley, ACFRE, has been planning and implementing capital campaign strategies for more than 25 years. Her fundraising career began at Ketchum, Inc., where she spent a decade working with religious, health, human service, and educational organizations throughout the United States. She established an independent consulting practice in 1995 and specializes in helping organizations prepare for their first capital campaigns. She is Chief Development Officer for Reach Out and Read, a national early literacy organization and a Lecturer in capital campaign fundraising at Boston University's Arts Administration and Fundraising Management program. Prior to embarking on a career in fundraising, she worked in marketing and communications at the Smithsonian Institution. She holds a bachelor's degree from the Catholic University of America and a Master's in Management from Regis College.
Campaigns don't always go well. The weak economy has made fundraising more difficult. Sometimes the pace of gifts slows down, volunteers burn out, the staff turns over, the costs grow, or your largest prospect makes a small gift. This session is geared towards those whose campaigns need a "fix." Campaign turn-around specialist Julia Walker shows you how to rebuild momentum and recharge your campaign to meet your goals. You will learn how to generate new enthusiasm for your needs, revise campaign goals and timetables, cultivate new donors, and rework the fundamentals of your campaign to achieve success. A veteran campaign planner who has consulted on over two dozen campaigns, Julia Ingraham Walker can help you fix a broken campaign and meet your goals.
Target Audience
Mid-level and/or senior-level advancement professionals who are in a campaign or contemplating a campaign
About the Presenter
Julia Ingraham Walker is a senior advancement professional and fundraising consultant who has developed an expertise in capital campaigns over her 25-year career in development. Ms. Walker has developed a national reputation as a speaker, workshop leader, and conference panel member, along with writing three books on campaigns and major gift fundraising. Her latest book, Jump-Starting the Stalled Fundraising Campaign, was just published by AFP/Wiley in 2009.
50 Asks in 50 Weeks is a "back to the basics" concept for executive directors and development directors who want to raise more money for their organizations. It specifically targets non-profit organizations with small development offices (0-3 paid staff members,) and provides clear steps on how to create a simple plan for raising more money. Most development directors are so busy doing day to day tasks of fundraising, including writing thank you notes, grant reports and newsletters; managing databases; creating budgets; and more, they don't have time or forget the most important thing – asking! This session will help participants create a development plan which ensures a diverse funding stream, a system for asking for gifts in smarter, more efficient ways, and ensuring they ask for gifts all year long. Brief discussions on event planning, grant writing, individual solicitations, and direct mail will be included.
Target Audience
Entry Level and Mid Level
About the Presenter
Amy M. Eisenstein, MPA, CFRE is the Principal and Owner of Tri Point Resources, a full service consulting firm for non-profit organizations and foundations. Before creating Tri Point Resources, Amy served for more than ten years in the non-profit sector as a director of development in large and small non-profit organizations, including the New Jersey Institute for Social Justice, the Associate Alumnae of Douglass College at Rutgers University, and Shelter Our Sisters, a battered women's shelter. For these organizations, she raised millions of dollars through event planning, grant writing, capital campaigns, direct mail, and major and planned gifts. Amy currently serves on the board of the Association of Fundraising Professionals – New Jersey Chapter. She received her Master's Degree in Public Administration and Non-Profit Management from the Wagner Graduate School at NYU and her Bachelor's Degree from Douglass College at Rutgers University. Please Note: No Cost to Red Cross Participants.
Do you worry that your organization will miss out on the intergenerational transfer of wealth? Are you wrestling with how to build your organization's capacity to attract legacy and endowment gifts? Do you feel overwhelmed by planned giving techno-babble? Would you benefit from straightforward strategies to engage prospects? Join Caleb B. Rick, JD and Greg Lassonde, CFRE for this webinar on simple steps you can take to develop a strong foundation for your legacy giving program.
Target Audience
All audiences will benefit from learning how legacy giving is essential to creating long-term mission sustainability.
About the Presenters
Caleb B. Rick, JD, is the founder of Legacy Giving, an adjunct professor of nonprofit Management at Vermont Law School and a nationally known proponent of donor-centered, outcomes based planned giving. He has counseled hundreds of charity leaders on legacy and endowment giving, and spoken at dozens of conferences over his twenty year career.
Greg Lassonde, CFRE, is a co-founder of Legacy Giving, and runs a planned giving consulting practice in the San Francisco Bay Area where he is a frequent presenter on building a significant legacy program on as little as 5% of your time. His nearly three decades of fund development work includes a wide variety of nonprofits agencies. He founded the Basics Course on Planned Giving 11 years ago through the Northern California Planned Giving Council.
Brochures, mailings, the Internet…all techniques you use to market your planned giving program. But what about those qualified prospects who stay just below your radar? Are you proactively identifying planned giving prospects from analyzing annual giving behaviors; using wealth and planned giving scoring models; and using segmentation strategies? In this session, you will learn how to develop an integrated planned giving marketing plan that will help you increase gift income and improve your overall program performance.
Target Audience
Mid-level (3 to 6 years) and senior level (7 to 9 years)
About the Presenter
Timothy D. Logan, ACFRE is Vice President and Senior Consultant of Planned Giving Services and Nonprofit Healthcare Services for RuffaloCODY. Tim has worked in both the for-profit and nonprofit sectors and has over 29 years' experience in fund raising, nonprofit management and direct response marketing. In addition to holding the ACFRE credential, he holds a Masters of Nonprofit Management (MNO) degree. Tim's background in the nonprofit sector includes 17 years' experience at the local and national levels. Tim has been a local Executive Director for the Muscular Dystrophy Association, in Harrisburg, PA and for the Leukemia Society of America in Cleveland, OH. Nationally, he was a fund raising consultant for American Diabetes Association and the American Heart Association. He has served as Director of Development Services with Epilepsy Foundation was Director of Individual Giving at USO World Headquarters, and most recently served as the Senior Director of Development for the National Osteoporosis Foundation. His 14 years of Planned Giving experience includes working with advisors, developing donor relationships, and designing effective planned gift marketing and communication strategies. Tim has also spent 12 years as a direct response fund raising consultant. In addition to managing multi-million dollar direct response programs, he has been a leader in developing innovative direct response programs targeted to major and planned giving donors. Tim is past president of the Mandel Center Alumni Association at Case Western Reserve University. He is a past board member of AFP, Greater DC chapter, and a past member of the AFP National Professional Education committee. Tim is a member of the National Capital Gift Planning Council in Washington, DC. He is active in the Direct Marketing Association Nonprofit Council. An AFP certified instructor, he is a seasoned lecturer and author on fundraising and nonprofit management.
In today's digital world, it's critical to reach your donors and prospects where they are spending their time — online. With the past 50 years of fundraising behind us, what's next? With the current economic conditions and increased competition for donor dollars, cost-effective methods for sourcing new prospects, converting them to donors, and maximizing their lifetime value is more important than ever. Research into the habits of major donors and general consumers alike continues to show a growing propensity for online giving and engagement. This webinar will discuss the strategic changes and investments required for nonprofits to succeed online, best practices for adapting to a world where the power has shifted to donors, and real-world examples of successful multi-channel marketing strategies.
Target Audience
Mid Level 3-6 years to Senior Level 7-9 years
About the Presenter
Vinay Bhagat founded Convio in April 1999 after volunteering at a public television pledge drive and being struck by the opportunity to leverage Internet technology to drive better fundraising results. Today, as chief strategy officer, Vinay oversees corporate strategy development and client success services. A frequent speaker at conferences hosted by AFP, DMANF, CASE, and others, Vinay also is a widely published author, with articles appearing regularly in DM News, Journal of the Direct Marketing Association Nonprofit Federation and on OnPhilanthropy.com. Vinay serves on the Education Committee of the Direct Marketing Association Nonprofit Federation.
This seminar will discuss how to create and implement an annual campaign at your nonprofit organization that effectively engages and involves volunteers. This strategy works well whether you have an organizational staff of none or 1000 and is referenced in the text, The Annual Campaign by Erik Joseph Daubert, MBA, ACFRE (Wiley, 2009).
Target Audience
Everyone wanting to learn or review concepts about a volunteer driven annual support campaign. In my experience it is not years of service that determine a person's appropriateness for a class; rather, it is their exposure to certain concepts, systems and processes. Those who will benefit most will be those who are interested in expanding their annual support campaigns to involve more people and raise more funds. The session is usually most appropriate for those with less experience than more, but quite often a good reminder or inspiration for those who have been in fundraising for a while and are in need of new ideas or motivation. With that said:
Entry Level
Mid-Level
Senior Level - particularly those who have not worked with volunteers on fundraising.
Some Advanced Level - particularly those who have not worked with volunteers on fundraising.
About the Presenter
Erik J. Daubert MBA, ACFRE speaks, teaches, and consults on a wide variety of financial development topics. With decades of nonprofit experience, Erik is regarded as a leader in the areas of financial development and nonprofit management and is consistently ranked as a top speaker, keynote presenter and teacher at local, national, and international conferences, seminars and symposiums. He has written several publications on fund raising including books and articles on topics ranging from annual to capital to endowment and grant getting. His latest book is entitled The Annual Campaign and is published through John Wiley & Sons, Inc.
To contend with today's economic climate and challenges, many savvy nonprofits are learning to diversify their revenue through earned income, or social enterprise. While earned income is not for everyone, most nonprofits will find they have ready assets in what they already do, what they already know and what they already have that can be leveraged into earned income. This audio conference will discuss the steps required to become a successful social entrepreneur, from organizational assessment, to asset development, market research and feasibility, costing and financing, sales planning and finally, business planning.
Target Audience
Mid, Senior, Advanced level and Board leaders.
About the Presenter
Jean Block has more than 45 years experience in the nonprofit sector, having served as staff and volunteer leader in numerous local, regional and national organizations. She is now a national trainer and consultant on nonprofit management, Board development, fundraising and social enterprise. She has written two books: The ABCs of Building Better Boards (received a favorable review in Philanthropy Today), and Fast Fundraising Facts for Fame & Fortune. Jean began teaching social enterprise under a contract with a training organization and in 2006, was a founding partner in Social Enterprise Ventures, LLC a national training and consulting company. Her partner in Social Enterprise Ventures, Randy Gleason, has a distinguished career in both the for-profit and nonprofit sectors. In addition to his training and consulting through Social Enterprise Ventures, he facilitates strategic planning and serves as an executive coach.
Since its inception, AFP's Audioconference Series has provided a rare opportunity to learn from and interact with the experts in fundraising. We are pleased to offer the AFP On-Demand Web/Audioconference Collection, an archive of select sessions that make up a valuable contribution to the body of knowledge in fundraising. In order to preserve important presentations, AFP has created this program collection that will make these sessions available wherever you are – online and on demand.
The recorded sessions, complete with handouts, include such topics as annual fund campaigns, major gift fundraising, stewardship, board development, donor demographics and communication – just to name a few.
You can access the download from your computer or order the CD package
This session will focus primarily on the state of the U.S. economy and the U.S. securities markets. This will include a review of the major economic and market themes from 2009, as well as a preview of what might be in store as we enter the new year. Emphasis will be placed on a few key economic themes such as residential real estate, consumer spending, interest rate policy and fiscal policy. Additionally key stock market drivers such as corporate profitability and valuation will be examined.
Target Audience
Should be all levels. I will structure the presentation keeping in mind that the audience will be largely made up of non-investment professionals.
About the Presenter David McCabe is Vice President of Eaton Vance Investment Counsel and provides investment management services to private accounts, foundations and endowments.
Prior to joining Eaton Vance Investment Counsel in December 2005, David served as President of Voyageur Asset Management (MA). In addition to his role as President, he also was responsible for providing portfolio management services to both institutions and private investors. David also spent a number of years at Cowen & Company, where he actively managed client portfolios and served as a member of the research department, specializing in technical analysis and market strategy.
AFP is introducing a new concept this year through a two part Webinar series. Our January 26th Webinar Part A, Linda Lysakowski will focus on what areas of your development program you need to evaluate as well as offering evaluation tools to assist you in assessing your current development program. During this webinar, you will be given a link to a survey to help you assess your program. Our February 25th Webinar Part B, Linda Lysakowski will review the results of the surveys and highlight areas of improvement within the various development programs. This two part Webinar series is designed for mid-level managers of development offices and those responsible for planning their organization’s development program. It is NOT necessary that you attend both webinars but highly encouraged..
About the Presenter Linda Lysakowski, ACFRE is President/CEO of CAPITAL VENTURE, a full service consulting firm with offices throughout the United States, celebrating its 15th year in business in 2008. Linda is one of only 81 professionals worldwide to hold the Advanced Certified Fund Raising Executive designation. In her sixteen years as a philanthropic consultant, Linda has managed capital campaigns ranging from $250,000 to over $30 million; helped dozens of nonprofit organizations achieve their development goals, and has trained more than 12,000 professionals in all aspects of development.
Many charities are, for the first time, making the transition to major gift fundraising. While they are to be applauded in their pursuit of long-term sustainability and strategic growth, the reality is that many
organizations have far more "suspects" than truly qualified prospects. Identification calls are needed.
In "Warming the 'Cold' Call," John Greenhoe, CFRE, examines the process of opening the door for the first
time. Using John's proven methods, participants will learn basic but effective methods for qualifying prospects for the purpose of major gift cultivation, solicitation and stewardship.
Target Audience
All experience levels will benefit from the presentation, but it is most ideally suited toward mid-level fundraising professionals (3-6 years) who are likely getting serious about pursuing major gifts for their organizations for the first time. Senior level (7-9 years) and advanced level (10+ years) fundraisers will also benefit because they will pick up tidbits that will be useful in training staff members in major gifts work.
About the Presenter
John Greenhoe, CFRE, has more than 20 years of experience in nonprofit leadership roles and has successfully conducted hundreds of identification calls with prospective major gift donors. As a major gift officer at Western Michigan University and previously with the American Red Cross, John has developed a unique understanding of the identification and qualification process from varied perspectives. John is a frequent speaker before national audiences on numerous philanthropic topics, with past credits including the AFP International Conference, Council for Advancement and Support of Education, Forum for Fundraising and Charity Channel.
AFP is introducing a new concept this year through a two part Webinar series. Our January 26th Webinar Part A, Linda Lysakowski will focus on what areas of your development program you need to evaluate as well as offering evaluation tools to assist you in assessing your current development program. During this webinar, you will be given a link to a survey to help you assess your program. Our February 25th Webinar Part B, Linda Lysakowski will review the results of the surveys and highlight areas of improvement within the various development programs. This two part Webinar series is designed for mid-level managers of development offices and those responsible for planning their organization’s development program. It is NOT necessary that you attend both webinars but highly encouraged. About the Presenter
Linda Lysakowski, ACFRE is President/CEO of CAPITAL VENTURE, a full service consulting firm with offices throughout the United States, celebrating its 15th year in business in 2008. Linda is one of only 81 professionals worldwide to hold the Advanced Certified Fund Raising Executive designation. In her sixteen years as a philanthropic consultant, Linda has managed capital campaigns ranging from $250,000 to over $30 million; helped dozens of nonprofit organizations achieve their development goals, and has trained more than 12,000 professionals in all aspects of development.
This session focuses on high-payoff, cost-effective and creative strategies for achieving extraordinary fundraising results-in good times and bad. When the economy is slowing or in a slump, nonprofits must garner additional resources to fulfill their missions and, in many cases, respond to an increased demand for services. In good times, nonprofits want to move forward in achieving their most visionary aspirations.
Participants will learn the critical steps for designing and managing a significant and growing annual campaign. Just as important, development professionals will learn how to integrate a major gift initiative into the plan-one based on capital campaign principles-into the plan. In this fast-paced session, participants will learn how to recruit movers and shakers who will help identify, cultivate and successfully approach major gift prospects. Information presented will help assure that top priority, recession-proof activities are accomplished. Suggestions will also help fundraisers focus on dramatically increased expectations and results. Volunteers will join us as we say, "Let's have some fun and raise a lot more money." Target Audience
All levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 01-15-2009 On-Demand Release Date: January 15, 2009
One of the hardest aspects of major gift fundraising is finding your best major gifts people. With development professionals staying in their positions an average of one year and eight months, it is often very challenging to use institutional history to guide you on finding the best major gifts people. Many groups have these hidden major gifts prospects locked in their databases, attending special events and making planned gifts, but the key is to knowing which groups of major gift prospects to approach on a priority basis, so that you create and build a solid major gifts program.
Target Audience
Entry to mid-level
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 02-05-2009 On-Demand Release Date: February 05, 2009
The session will examine donor relations from a marketing perspective and will describe the interactions with the donor, including acknowledgement, recognition and stewardship, as a series of "touchpoints." With this approach, donor relations becomes the management of those interactions or touchpoints. The session will outline specific ways that touchpoints can be planned and managed and how the individuals involved with the donor, both in the development office and beyond, can participate in "touchpoint" management. "Donor Touchpoint Management" expands donor relations beyond the scope of acknowledgement and recognition and describes "everything that happens between asks."
Target Audience
All levels will benefit from the presentation
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 02-26-2009 On-Demand Release Date: February 26, 2009
With all the shiny technology tools out there, it's easy to be blinded to the fact that technology is about bonds, not wires. It is human connections, not electronic ones that matter. In other words, some very human principles make or break the success of absolutely everything you do online. In this session, two marketing experts – including the progeny of a psychiatrist and a devotee of Buddhist principles – share the seven things everyone wants and show how you can achieve marketing "enlightenment" by tapping into them in all you do online.
Target Audience
Mid to senior level
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 03-12-2009 On-Demand Release Date: March 12, 2009
This session will explore the ways in which young people are using Internet technology (so called "Web 2.0") to engage in civic and political life. We'll review the most popular tools such as blogging, social networking, video sharing, mobile phones, mapping and virtual worlds. The discussion will center on how organizations are using these tools to engage young people around their causes.
Target Audience
Anyone who has heard about the many Web 2.0 technologies but doesn't yet have a full grasp of what's possible, what works, and what doesn't work. This session is a primer for non-technical folks.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 03-24-2009 On-Demand Release Date: March 24, 2009
Fundraising for charitable organizations has become a complex business. Charities engage in sophisticated activities to generate revenue for their mission and the activities have tax consequences. This teleconference will review the federal tax consequences of fundraising activities and provide specific guidance on how to avoid tax and other legal pitfalls. Target Audience
All fundraisers
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 04-07-2009 On-Demand Release Date: April 07, 2009
Many advancement professionals who venture into major gift campaigns hit pitfalls that could have been avoided. Learn from a pro how to build a major gifts program that works, the most effective ways to cultivate and solicit donors and how to raise sights for your constituents. Discover the most common mistakes in major gifts and how to avoid them. From asking too soon to flubbing the close, mistakes made with major donors can cost your organization vital resources. Improve your skills and learn what to avoid in this timely session.
Target Audience
Mid level, senior level, advanced level
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 04-23-2009 On-Demand Release Date: April 23, 2009
Everyone understands that ethics is critical to fundraising. After all, without public trust and confidence, fundraising simply cannot occur. But too often we look at ethics in a very limited fashion: "It's a list of things we can and cannot do," or "That's the job of the fundraiser." In an increasingly connected world where accountability, ethics and transparency are not just buzz words but fundamental aspects of a donor's (and society's) expectations, we must reexamine what it means to be ethical. Paulette Maehara, CFRE, CAE, the president and CEO of the Association of Fundraising Professionals, will explore how organizations can take a holistic look at ethics, identify how organizations can use ethics to reach out to the public to generate support and discuss the current pressing ethical issues - such as donor
Target Audience
All levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 05-06-2009 On-Demand Release Date: May 06, 2009
Giving circles are emerging in popularity among donors across the United States and elsewhere. These community-based funding vehicles entail individuals pooling their resources and then deciding together where these should be distributed. To varying degrees, giving circles also include social, educational and engagement opportunities. This presentation will provide information on the giving circle landscape, based on several studies of giving circles, with special attention given to the impacts of giving circles on donor-members and nonprofit funding recipients.
Target Audience
Nonprofit executives and fundraisers/development officers at all levels in the United States and Canada
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 05-20-2009 On-Demand Release Date: May 20, 2009
How does your development program measure up to accepted standards? Are you doing as well as your competition? Is your development program growing or is it stagnant? Does your organization have a philanthropic culture? What tools can help you assess your performance? How do you find the time to "take stock" of your program?
These questions and more will be answered in this interactive discussion on evaluation methods and processes, led by Linda Lysakowski, ACFRE.
Target Audience
Mid-level
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 06-10-2009 On-Demand Release Date: June 10, 2009
With the economy in a slump and no foreseeable end in sight, it's high time for you to beef up your email marketing strategy! There's simply no faster or more cost-effective way to reach out to supporters and keep your organization top of mind than through a well-organized and managed email marketing program. In this session, we'll discuss why email is so effective, how to get started if you haven't already, how to grow your email address list and much more. We'll highlight proven messages to help you inspire action from your email recipients, as well as tools to help you plan, develop, launch and manage a successful program. Best of all, we'll share tips and tricks that you can put to use right away!
Target Audience
Entry to mid-level
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 06-25-2009 On-Demand Release Date: June 25, 2009
Your website has two strategic objectives – first, to inform the website visitor about your organization and its mission, and more importantly, to garner support for your nonprofit. Learn how to plan and build a site which not only has a lot for the user to see, but a lot for the user to do as well. Consider the impact of a site that offers online donations, event tickets, membership dues, e-store purchases, affiliate marketing, even in-kind donations, planned gifts, investment donations and much more.
Target Audience
All levels – including executive directors/CEOs, board members, development directors, volunteer directors, IT directors, website administrators, other senior management
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 07-08-2009 On-Demand Release Date: July 08, 2009
Based on experiences gained and lessons learned during a career that spans five decades, Kent Dove will describe and detail a comprehensive, integrated development model that has allowed numerous nonprofits to create programs that have grown exponentially and been able to sustain that growth over time. Dove will present a blend of fundraising basics and cutting edge trends on changes in donor attitudes. Learn how to apply techniques to build solid relationships with donors that provide annual, special major, planned and capital gifts over time and permit nonprofits to maximize their private giving potential.
Target Audience
All levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 07-23-2009 On-Demand Release Date: July 23, 2009
Why are so many volunteers and staff members reluctant to participate in approaching prospects and donors? How can board chairs, development committee members, nonprofit CEOs and professional fundraising staff lead their board teams to own -- and even enjoy -- the essential and ultimately rewarding work of major gifts fundraising? In this practical train the trainer session, topics address the needs of nonprofit leaders who want to increase volunteer and staff participation in approaching and engaging prospects and donors.
Target Audience
Anyone who needs tools/materials to train their board in concepts about raising money to motivate them and gain their cooperation will benefit from this session. Appropriate for all levels.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 08-12-2009 On-Demand Release Date: August 12, 2009
Philanthropy data is critical to a strategic solicitation with a major gift prospect. All nonprofits and fundraising consultants should have access to the latest technologies and philanthropy data available. This session includes research fundamentals, advanced research and data mining/prospect identification (of current individual, corporate and foundation donors/prospects as well as new, external sources). Beginning or ‘accidental' prospect researchers will learn how to quickly and easily find philanthropy data. Advanced fundraising professionals will become more efficient and effective researchers. Affinity, capacity, planned giving potential and non-donor matches will be discussed. Participants will also receive a complimentary prospect research workbook, a profile template and the opportunity to do independent hands-on research at a later date.
How do you meet your departmental goals when the priorities change daily or hourly? How do you keep all the plates spinning and determine which plates are truly important? When schedules are tight, every unexpected occurrence impacts your entire day. No matter how small the interruption, the ripple effects may be felt throughout your organization! You'll walk away from this session with incredibly practical tools you can use immediately to help you regain a measure of sanity in your work day. Offices of any size will find this helpful!
No one today would dispute the idea that relationships matter. Cross-functional teams, flatter hierarchies and efforts to move decision-making down in organizations all depend on the quality of people's relationships. Yet despite their importance, relationships remain largely a mystery. Like a firm's culture, relationships are part of the informal side of organizational life: the soft stuff that is hard to see, grasp or change.
Smith will draw on in-depth case studies, including those in her book, Divide or Conquer: How Great Teams Turn Conflict into Strength, this session shows how relationships turn a bunch of individuals into a team, then determine the fate of both. By bringing relationships front and center and then using case studies to peer inside them, this session will help participants:
understand how relationships work, develop, and change,
build relationships strong enough to master the toughest challenges facing their teams, and
use conflicts to create better solutions while strengthening relationships.
Target Audience
Useful for anyone from mid to advanced levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 10-08-2009 On-Demand Release Date: October 08, 2009
Many organizations today just don't have the staff or the resources to commit to a comprehensive media relations program. But every organization that wants to succeed must engage in some sort of media relations as a means of building public trust and credibility, distinguishing itself from its competitors, demonstrating its relevance in the marketplace and positioning itself as a leader. This webinar will provide participants with information on how to build a productive media relations program…on a very limited budget.
Target Audience
Those who will benefit most from this program are those organizations with scarce resources to devote to PR and media relations and those individuals whose expertise in media relations is limited/minimal.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 10-28-2009 On-Demand Release Date: October 28, 2009
With the ever increasing challenges of the economy facing fundraisers these days, how can they effectively continue to raise funds in these difficult times? The answer may lie in leveraging allied professional relationship and broadening the application of philanthropic strategies.
Based on the state of the global economy a fundraiser needs to become resourceful and creative to continue to raise funds for their organization. Many of the traditional efforts are being met with muted success resulting in dramatic cut backs in services. Strategically working with allied professionals can help you continue, and enhance the efforts. It's also a time to include strategies that can answer the objection, 'I'd like to support your organization, but... (fill in the blank)'. Adding staff and/or additional training to fulfill these strategies can be an obstacle. Let's discuss some easy ways to solve that challenge.
Gifts of publicly traded securities, why donors should be donating them, why organizations should be seeking them, obstacles that stand in the way of successfully cultivating and processing, and how organizations are using technology to overcome these obstacles.
Target Audience
Development officers
Board members
Capital campaign consultants
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 11-05-2009 On-Demand Release Date: November 05, 2009
Fundraisers and volunteers have a natural fear of the planned giving conversation, worried that it requires a discussion of technical issues -- or worse, the donor's death. This practical session will help you overcome those fears to have conversations that will increase your organization's long-term (and even short-term) revenue. You will learn how to identify the top planned gift and endowment prospects, prepare for the conversation, set up the visit, use volunteers on the call, define the roles of each party on the call, and how to open, advance and finish the conversation.
Target Audience
This session will be valuable for CEOs, volunteers, and all development staff at all levels of experience in both the United States and Canada.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 12-09-2009 On-Demand Release Date: December 10, 2009
This presentation reviews the status of draft legislative amendments to curtail tax shelter donation arrangements, including:
buy-low donate-high arrangements,
leveraged cash donations,
gifting trust arrangements,
the consequences of non-compliance with the proposed changes, and
their impact on those involved in donation tax shelters, including gift planners, taxpayers, promoters, advisors, appraisers, and charities.
This presentation also provides an overview of flow-through share donation tax shelters, and some of the key issues that donors and charities would need to be aware of concerning this type of tax shelter.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 01-24-2008 On-Demand Release Date: January 24, 2008
While recent statistics indicate that charitable giving by donors to charities have been on the rise, charities must exercise due diligence in accepting and managing the gifts to avoid potential pitfalls. A well developed gift acceptance guidelines would provide a charity with clarity on the type of issues to discuss with donors, and assist the charity in fulfilling its fiduciary duties in accepting and managing the gifts. Proper implementation of gift acceptance guidelines would assist the charity in taking a proactive approach in avoiding pitfalls involved in improper acceptance and management of its gifts.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 12-03-2008 On-Demand Release Date: December 03, 2008
As professionals we know that preparing for a successful capital campaign usually includes the use of a fundraising feasibility study (aka planning study). But we are likely to have many questions: What is a feasibility study? How is it different than a fund development audit? Why is a study so important? Then there are those questions connected with consultants that seem to lay behind a veil of mystery: How are the interviewees for the study selected? How does the data collected allow a consultant to predict how much money we can raise? How does a consultant decide what interview information is to be disclosed and which is to remain confidential? Come join us and bring your questions.
Target Audience
Entry to mid-level
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 01-16-2008 On-Demand Release Date: January 16, 2008
In today's management universe, we are all doing a minimum of three extra jobs that are not necessarily within our "job descriptions." In other words, we are not a primary color work force, instead we are kaleidoscope of responsibilities. How do we get recognized and rewarded for this extra work and how do we do it for those that report to us? How do we define what is extra and what is just expected? Most importantly, who should be noticing our leadership skills that empower our internal and external constituencies? Whether you are an organization of two people or a complex, multi-tiered group, join us as we learn from Laura the "right" leadership skills that will get you successfully noticed and recognized and "primed" for your next promotion.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 02-05-2008 On-Demand Release Date: February 05, 2008
To make a gift request that inspires a donor to make a stretch contribution you need to first take the time to listen to their values, their motivations for giving, their life situation, and their understanding of your organization and its need for funding. This session will provide you with the tools to sharpen your listening skills and utilize techniques to broaden your organization's understanding of each major gift donor.
Target Audience
Senior Level 7 - 9 years
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 02-19-2008 On-Demand Release Date: February 19, 2008
Diversity as we know it has changed. We now have diversity of lifestyle, of tastes and - of course -- ethnicity... so much so that many metropolitan areas are now "minority majority cities" in which people of color represent the mainstream. Fundraising approaches must adapt to these changing conditions and this session will feature marketing techniques that have proven to be effective.
Target Audience
This Webconference is intended for any professional seeking to engage the multicultural market and the insights will be tailored to every level - from entry to advanced.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 03-11-2008 On-Demand Release Date: March 11, 2008
Discover the art and science of negotiation. Steven Ast presents tactics you can use to secure gifts, recruit volunteers and staff and enhance your career. This headhunter shares tips for learning and honing skill sets garnered from more than thirty years of fundraising and recruiting fundraising executives. He will share case studies based on experiences with client institutions and organizations as well as candidates recruited. Ast proves the more versatile and proactive a fundraiser is, the better the result... for both parties.
Target Audience
Mid to Advanced-Level Executives
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 03-20-2008 On-Demand Release Date: March 20, 2008
This presentation is unique because it gives you an understanding of the philanthropic online experience from the charity and constituent perspective simultaneously... good marketers know what works but great ones understand why things work.
It is my belief, the Internet will become centric to all of your marketing for one simple reason - you can never stop someone from going to your organization's Website.
If you produce a lousy radio advertisement the good news is that most people you want to reach didn't hear it or if they did, won't recall it weeks later. However, you get one shot with your Website and it only takes seconds to make an impression... good or bad.
With this straight to the point advice you can implement these steps tomorrow so that people who are searching for meaning and purpose in life may find your wonderful organization and become fulfilled... thus our world will be better for it.
Target Audience
Mid-Level to Advanced Fundraisers
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 04-10-2008 On-Demand Release Date: April 10, 2008
In today's environment of increased scrutiny of nonprofit organizations by government agencies, regulators, donors, and the general public, it is important for nonprofit leaders to understand that public trust is vital to the nonprofit sector's mission, and their organizations must be transparent and accountable in order to succeed.
Key to gaining donor trust is keeping to established guidelines for handling donations and other business practices. Written policies and procedures for nonprofits' development-related activities are critical not only for showing they adhere to ethical fundraising practices, but also for enhancing relations with donors and funders and improving development staff efficiency and effectiveness. This session will cover the basic policies and procedures needed and the steps to follow in creating or updating a policies and procedures manual for your organization.
Target Audience
Mid and senior level - US and Canadian participants
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 04-24-2008 On-Demand Release Date: April 24, 2008
Ethical dilemmas can impact your fundraising bottom line. Join Janice Gow Pettey, author of "Ethical Fundraising: A Guide for Nonprofit Boards and Fundraisers" in a dialogue on fundraising dilemmas involving appearance of impropriety, conflicts of interest, privacy, honesty and full disclosure and more. Fundraisers, Executive Directors, and board members are encouraged to attend this essential audioconference on one of the hottest topics today - ethics.
Target Audience
All levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 05-08-2008 On-Demand Release Date: May 08, 2008
Annual giving is both art and science. This session will discuss techniques to create annual leadership donors including utilizing prospect screening tools and applying them to a broader base constituency. Participants will learn how to maximize renewals to limit the "loss" of donors each year as well as advanced techniques to most cost-effectively acquire new donors. Finally, we will discuss the Case for Support and elements needed for the best response.
Target Audience
Mid Level 3-6 years
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 05-20-2008 On-Demand Release Date: May 20, 2008
Risk management planning centers on identifying, prioritizing and dealing with those areas of potential loss or adverse impact within any organization. This planning process need not be cumbersome. In fact, with some basic preparation, a solid plan for implementing risk management practices can be put in place in a very short time. Risk management should be an ongoing routine within your fundraising activities, particularly in planning special events and campaigns.
In today's environment of increasing litigation and intense public sector scrutiny, fundraisers need to develop effective risk management plans. Similarly, fundraisers need to have strategies in place to deal with a wide variety of business interruptions including internal crises such as the departure of a key staff member or investigations by outside authorities. The presentation will emphasize a practical, hands-on approach to risk management planning.
Target Audience
Nonprofit CEOs, board members, fundraisers and other nonprofit staff
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 06-17-2008 On-Demand Release Date: June 16, 2008
Donor-centered relationship building: do this well and you'll significantly improve your donor retention. But where do you start? This audioconference teaches you the essentials of building lasting donor relationships. You will learn how to upgrade your fundraising program from one that is merely "transaction-based" to one that is profitably "relationship-based." You will learn to become truly donor-centric and avoid counter-productive -- yet common -- "donor-indifferent" behaviors. You'll take a guided tour of the eight steps that guarantee good relationships.
Target Audience
Entry to mid-level fundraisers
***Participation in a live session or use of an audio recording of the program qualifies for 1.5 points toward CFRE education requirements
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 07-09-2008 On-Demand Release Date: July 09, 2008
This fast-paced session presents four keys to enhancing fundraising success. When these keys are addressed fundraising efforts are focused, appropriate prospects are targeted, compelling messages are communicated and donors are assured of their gifts' impact. Find out how to prepare your organization for raising money, acquaint yourself with the specific tools needed and increase your fundraising success!
Target Audience
Entry & Mid Level fundraisers
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 08-13-2008 On-Demand Release Date: August 13, 2008
There is a fundamental change emerging in 21st century fundraising. This change is driven by the most important component of the philanthropic partnership - our donors. The most successful fundraising institutions are redefining success through the incorporation of sophisticated systems for understanding their donors and prospects and using this data to guide strategy. This session will explain analytics and describe how it can drive success in your fundraising programs.
Target Audience
Mid-level to advanced level (3-10 years) - All geographic areas
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 09-04-2008 On-Demand Release Date: September 04, 2008
Improved donor retention and increased giving depend heavily on one thing: doing your donor communications the right way. This session, taught by one of North America's leading experts, shows you exactly what it takes to tune up your "donor-communications" program into a high-performance machine. Great donor communications cost no more than poor communications. All that's required is some training. This webconference, based on a landmark new book from AFP/Wiley, teaches you the essentials of communicating well with donors. You'll learn what donors really care about; why reading is not the point of communications (shocking!); and how emotions dominate giving decisions. You'll be introduced to planning for success and measuring your effectiveness. And you'll discover the real role of donor newsletters (virtually every organization gets this wrong). This is totally practical. It applies the latest research. It teaches you proven practices and tips from the world's top fundraising communicators.
Target Audience
Entry to mid-level
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 09-18-2008 On-Demand Release Date: September 18, 2008
"If planned giving has so much potential why doesn't it happen?"
"The traditional marketing model doesn't work"! - A familiar complaint of gift planners in organizations in which prospects don't readily identify themselves. What can you do about it? The potential for planned gifts is great. However, we have learned and employ marketing models that are productive for only a few select types of organizations. Even these programs leave much on the table.
It really isn't that difficult to create a great planned giving program. Take the right steps in the right order and results will happen immediately.
How could we do things differently? How can we re-think the marketing model borrowing proven techniques from other areas of fundraising? Ken Ramsay will answer these questions with actual results from very different planned giving marketing models including results from different types of organizations. Maybe we do have it all wrong!
Target Audience
The audioconference will be meaningful to all fundraisers who have direct or indirect responsibility for planned giving in their organizations.
Entry and mid- level Participants will gain immediate insight into the direct approach to planned giving marketing that market parameters demand. Senior and advanced level Participants will appreciate the strategic discussion on the field of planned giving generally. The former group can use the audioconference outcome to immediately set to work to secure planned gift commitments from their constituency whereas the latter can reassess what they're doing in their programs and make radical changes in direction.
The audioconference will be equally applicable to both American and Canadian audiences
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 10-02-2008 On-Demand Release Date: October 02, 2008
Boom generation women have the emotional literacy, financial confidence and control the economic means to make major lifetime and legacy gifts that mirror their core values and beliefs, and fulfill their number one issue - a desire to make a difference. Organizations that understand how to create a sustainable environment for gender and generational synergy will attract and maintain the trust, loyalty and commitment of the nation's largest cohort of women impatient for and receptive to advice and counsel as to how to direct their philanthropic dollars. This session will identify the key psychosocial peer-personality traits of this generation, discuss how to implement effective communication, marketing and gender receptive programs and provide you with the tools to align your organization's mission more closely with donor's values and interests.
Target Audience
Mid Level, Senior and Advanced Levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 10-29-2008 On-Demand Release Date: October 29, 2008
The enduring reality of fundraising for nonprofit organizations is the need for the board to help with the solicitations. They might be reluctant, reticent, or resistant, but the bottom line is that they must DO IT. So how does a development officer persuade board members to assist? Using guerilla tactics! These include much personal contact, putting books into their hands through executive summaries, weekly task assignments and committee-driven goal setting, among other tactics. If they have fiduciary responsibility and you demonstrate the needs, they will follow your lead.
Target Audience
This presentation will help any Development Officer or CEO of any experience level who works with a board that is not pulling its fair share of fundraising.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 12-10-2008 On-Demand Release Date: December 10, 2008
Learn the proven concepts, ideas, plans and how-to-steps you can take to obtain the most sought after, the most difficult dollars to obtain and the most valuable to your organization - unrestricted dollars. See how a small cadre of donors can provide your organization with the equivalent of $2,000,000 endowment that provides $100,000 each year through annual leadership gifts. This audio seminar will provide nonprofits that are without the major gift constituent base to build traditional endowment, the knowledge to create a living endowment using annual giving donor club/society concepts. Explore this plan developed and presented by Jim Donovan, fundraiser, trainer and author of the book "Take the Fear Out of Asking for Major Gifts."
Target Audience
Mid-level staff from small to larger NPOs that find it difficult to raise unrestricted dollars. Annual giving staff, major gift officers, membership giving directors and volunteer leadership willing to make this work.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 01-11-2007 On-Demand Release Date: January 11, 2007
This fast paced session, presented by Jocelyne Daw, will enable participants to look at cause marketing using many practical examples. She will discuss the current drivers and advantages as well as providing a framework to show how non-profits can participate in this growing form of non-profit-corporate engagement, and the new marketing and corporate citizenship tool of the 21st century. Target Audience
Entry to mid level (0-5 years of experience.) Fund development and marketing professionals working in the non-profit sector
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 02-06-2007 On-Demand Release Date: February 06, 2007
Nonprofits have great board members and great staff …why, then, is it so difficult to champion lasting, positive change and implement innovative new programs? Discover the unspoken attitudes and outdated mindset that keep board and CEO, volunteer and staff busy doing everything but mission work.
Based on the concepts of a candid new book, Exposing the Elephants: Creating Exceptional Nonprofits, this audioconference identifies the uncomfortable truths-the five "elephants in the room"-that insiders recognize but feel powerless to change. Participants learn how a new and pragmatic framework-the elephant solutions-will help their organizations embrace innovation, new initiatives, and exceptional mission performance.
Target Audience
Board members, volunteer leaders/chairs, CEOs, and senior staff directors
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 02-20-2007 On-Demand Release Date: February 20, 2007
Is your organization stuck in the special event mode? Does your board refuse to accept their fundraising responsibility? Does the rest of your organization's staff wonder what the development office actually does all day? Is your organization dependent on grants as its sole source of funding? Have you wondered why your development plans do not get implemented?
If so, this audioconference is for you. In this session, we will discuss the reasons a development plan can help assure success in your fundraising efforts; how to involve your organization's leadership, both staff and volunteers, in the process; how to assure that the plan will be implemented; and how to evaluate success. Target Audience
Development Officers, especially entry level or mid level
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 04-10-2007 On-Demand Release Date: April 10, 2007
Truth is, donor retention is scandalously low among U.S. charities. But there is something you can do to keep your donors loyal and generous: make your communications (appeal letters, newsletters, annual reports, emails and websites) far more donor-centric. This session explain how.
Donor-Centric Communications will introduce you to the trade secrets of many top practitioners. The presentation is illustrated with dozens of real-life good and not-so-good donor materials from nonprofits across the U.S. and Canada. As a bonus, speaker Tom Ahern will spend a few minutes demystifying the often-misunderstood concept of "branding." He'll explain what it is, what it isn't, why it matters (it does), and what fundraisers can do about it.
Target Audience
Any fundraising professional, at all levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 04-18-2007 On-Demand Release Date: April 18, 2007
Sandra is an adjunct faculty member on fundraising at the Elliott School of International Affairs at The George Washington University and a peer reviewer for Maryland Nonprofit's Standards of Excellence. She is a member of the Association Foundation Group, the Consultants Consortium, International AFP's Committee on Diversity, and the AFP Greater Washington, DC Chapter.
If the description "fundraising board" doesn't apply to your board or if you are trying to develop a group of fundraising volunteers, then this session is for you. Not all boards or volunteers will become our ideal fundraisers, but all boards can help with fundraising and this session will show you how. Learn strategies and tips for engaging and training even the most reluctant boards in fundraising. While the session will focus on boards, many of these strategies are effective for volunteer fundraising committees as well.
Target Audience
Entry to Mid-level
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 05-03-2007 On-Demand Release Date: May 03, 2007
"puzzle wizards," understanding our donors' needs, what they can and can't do financially, and showing them ways to maximize their giving potential.
"work therapists" listening to their successes and challenges with work, family, and volunteer activities.
"empowerment models" offering them ways to connect with others in organizations and to get the very best from their experience with us.
But…what do we do for ourselves? We cultivate them, but what professional and personal cultivation do we do for ourselves? Do we have a financial plan? Do we ask for a raise, promotion or additional resources? Are we exploring our best potential or are we so bogged down with our own complexities that we ignore or postpone our development?
Come hear from three experts, Cindy Sterling, (financial planner), Sarah Holland, (life coach) and Laura Fredricks, (author of Asking for Everything), on how you can unleash your biggest asset - YOU.
Target Audience
Appropriate for everyone who wants to take charge of their lives.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 05-16-2007 On-Demand Release Date: May 16, 2007
Afraid to tackle planned giving? Even in the smallest one-person department or with very limited staff and budget, anyone start a productive planned giving program. Participants will receive marketing ideas, useful handouts and build a realistic budget and timeline.
Target Audience
The session is written and presented for mid-level or senior level generalists but anyone who wants to know more about promoting and receiving planned gifts is welcome to participate.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 06-07-2007 On-Demand Release Date: June 07, 2007
Business Continuity Planning (BCP) facilitates the design of strategies needed to resume essential operations immediately following a business interruption event. Having an effective plan allows your nonprofit to retain competitive positioning and remain a viable entity, ready to serve the needs of clients, funders and public sector partners. Maintain the confidence and trust of staff, clients, and other stakeholders. In the event of a natural disaster that affects the broader community, such as earthquake or fire, BCP helps the nonprofit to play an effective role in providing goods and services to disaster relief providers and provide support to staff that may be experiencing the impact of the disaster.
Target Audience
Nonprofit CEOs, board members, fundraisers and other nonprofit staff
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 06-19-2007 On-Demand Release Date: June 19, 2007
"If you've seen one foundation, you've seen one foundation," is the tongue-in-cheek saying among grant seekers. If this is the case, then we must cultivate foundation representatives much as we do individual donors. This session will explore techniques for cultivating foundations and how to build partnerships that will both help organizations win funding for their programs and enable foundations to achieve their philanthropic goals. We will examine funding from the foundation's perspective and consider the grant seeker's role as one of providing opportunities for foundations, rather than merely seeking money from them.
Target Audience
Mainly entry to mid level, although objective three may also appeal to some senior level fundraisers. This information would apply to both U.S. and Canadian audiences.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 07-10-2007 On-Demand Release Date: July 10, 2007
Ms. Levy was recognized by her peers in 1998 when the Association of Fundraising Professionals awarded her with the Outstanding Fundraising Executive Award at their International Conference. She is one of fewer than 100 fundraising executives to have qualified for and earned the Advanced Certified Fundraising Executive credential. She is a current member of the AFP Ethics Committee.
Ms. Levy served as editor for the NSFRE Fund-Raising Dictionary published in 1996 by John Wiley & Sons, Inc. She revisited that role in updating the terms now found in the AFP Fundraising Dictionary on line at www.afpnet.org. In addition, Ms. Levy was the Senior author of Successful Special Events: Planning, Hosting, Evaluating, Jones & Bartlett Publishers, 1997. She also contributed "Taking Your Fund Development Program to the Next Level," 2002 Supplement to The Nonprofit Handbook, Third Edition, James M. Greenfield New York: John Wiley & Sons.
The AFP Code of Ethical Principles and Standards of Professional Practice has been identified as the most significant benefit of membership in AFP! In fact, one might say that we and our organizations "live or die" by this code. In this day of overwhelming mistrust and misconduct, we are being examined through the public microscope with a great deal of skepticism. This session will examine some of the issues that many of us have dealt with on an almost daily basis. It will answer some of the most common questions and misconceptions. And it will challenge your thinking about how you can use this vitally important tool to advance your organization. After all, ethics has a very significant impact on your bottom line!
Target Audience
All fundraisers, board members, volunteer leaders and CEOs of nonprofit organizations
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 08-09-2007 On-Demand Release Date: August 09, 2007
Online grant applications are the way of the future! How do you convey your case for support when your need statement and project description can only be 2,000 characters in length? Writing tight or to the point and still get the attention of the grant reviewer has never been more crucial. This session provides an outline to use to prepare clear, concise, comprehensive, and competitive proposals. The techniques discussed will help you in crafting successful paper and paperless proposal narratives including those to the different levels of government as well as foundation and corporations.
Target Audience
This session is designed for mid-level to advanced grantseekers
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 09-06-2007 On-Demand Release Date: September 06, 2007
Struggling to get board members involved in fundraising? Consultant Gail Perry shows you how to create a board of not just willing - but even enthusiastic - fundraisers. Gail presents practical strategies to ignite board members' passion, overcome their anxiety about fundraising, find the right fundraising role for every single member, and send them out opening doors and loading new friends onto an organization's bandwagon. Get ready to inspire, engage and involve boards in fundraising - NOW!
Target Audience
Mid-level to advanced
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 09-20-2007 On-Demand Release Date: September 20, 2007
This interactive audio conference will help participants understand why building a brand is vital to an organization's success. Branding used to be a tool for business and industry. Not anymore. Branding has become just as important for non-profits. Constituents must know who you are and what you stand for before they decide to give their time or money to you. Branding is about making that emotional connection with the right people at the right time with the right message. Points covered during the session will include a discussion on clarity of mission, defining a brand and the essence of your brand, and the emotional branding concept using a benefits approach.
Target Audience
Applicable to any level professional who desires an understanding of the branding concept and how best to implement it.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 10-23-2007 On-Demand Release Date: October 23, 2007
This interactive audio conference will help participants understand why building a brand is vital to an organization's success. Branding used to be a tool for business and industry. Not anymore. Branding has become just as important for non-profits. Constituents must know who you are and what you stand for before they decide to give their time or money to you. Branding is about making that emotional connection with the right people at the right time with the right message. Points covered during the session will include a discussion on clarity of mission, defining a brand and the essence of your brand, and the emotional branding concept using a benefits approach.
Target Audience
Applicable to any level professional who desires an understanding of the branding concept and how best to implement it.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 12-11-2007 On-Demand Release Date: December 11, 2007
Are you effectively using volunteers in all aspects of your development program? Learn the various roles volunteers can play that will increase your fundraising results. Ms. Lysakowski will discuss where to find volunteers, how to recruit them and how to keep them involved and energized through orientation, support, education and recognition.
Target Audience
Mid-Senior Level
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 01-10-2006 On-Demand Release Date: January 10, 2006
The "ask" is the most essential element for any successful fundraiser. This session will address fears and psychological barriers so that participants will feel empowered to ask for money. Asking someone for money is a skill and requires talent and a serious commitment to the cause. There are specific tools and techniques that must be learned if one is to feel comfortable not only asking for money, but being successful in asking for money. This session will provide participants with this training and will serve as a lasting reference guide for fundraisers, top administrators, board members, volunteers and anyone who wants to learn how to any ask for a gift of any size with confidence and conviction.
Target Audience
All Levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 02-07-2006 On-Demand Release Date: February 07, 2006
In today's competitive fundraising environment, it is critical for an organization to make a compelling case for why it deserves funding. Board and staff members usually feel they know why people give to the organization. But have you asked your donors lately what are the compelling reasons why they contribute? This session focuses on how to assess, evaluate and retool your current written case for support and how to engage your organization's board, donors and staff in the process.
Target Audience
Mid-Senior Level
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 03-09-2006 On-Demand Release Date: March 09, 2006
Fundraising professionals must employ many leadership skills in order to carry out their responsibilities, yet many are not in top or designated leadership positions. As a result, if they are successful, they provide leadership in the truest sense - leadership that doesn't come from position or power but that is built on proven characteristics. Leaders in fundraising motivate, serve as examples, manage, communicate and make renewal possible. Leading without authority isn't easy, but is essential for the successful fundraising professionals. Therefore, fundraising professionals have to think differently about leadership, and that's what this session is about. The presentation will examine the following questions:
How do I get things done when I'm not in charge?
How do I motivate others when I don't have formal authority?
How do I convince or persuade my colleagues and superiors about their need for action and involvement?
How can I lead when I'm not a recognized leader by virtue of power or position?
Target Audience
This session can benefit all fundraisers, since at all levels of responsibilities fundraisers need to know how to exercise successful leadership traits.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 04-19-2006 On-Demand Release Date: April 19, 2006
This practical session for development staff and board members provides the background needed to assess whether and when to start an endowment-building effort. It offers guidance to develop an Endowment Action Program appropriate to the needs and resources of each nonprofit organization. Participants will learn how to integrate long-term endowment building into their other development responsibilities in ways that will not overwhelm them or their organizations.
Target Audience
The target audience for this presentation is fundraisers and volunteers of all levels of experience who are interested in starting or revitalizing an endowment for their organizations.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 06-07-2006 On-Demand Release Date: June 07, 2006
This program will focus on issues related to corporate giving, innovative strategies to build corporate relationships, steps to strengthen these relationships, closing corporate gifts and keeping partnerships with companies over the long term. The session will include specific tips, how corporate leaders view their corporate giving and strategies for reaching top corporate decision-makers. Also included will be steps any organization should take to get ready to seek corporate support, including key necessary internal policies and procedures.
Target Audience
Mid-Senior level
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 08-09-2006 On-Demand Release Date: August 09, 2006
This session will focus on high-payoff, cost-effective and proven strategies for achieving extraordinary fundraising results. Participants will learn the critical success factors for designing and managing a significant annual campaign. Equally important, development professionals will learn how to integrate a major-gift initiative—one based on capital-campaign principles—into the plan. In this fast-paced session, participants will learn how to recruit movers and shakers who will help identify, cultivate and successfully approach major-gift prospects. Weinstein's suggestions will help ensure that top-priority activities get performed. His creative approach to donor cultivation offers prospective volunteers, supporters and current donors involvement activities that they genuinely enjoy.
Target Audience
All levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 01-12-2005 On-Demand Release Date: January 12, 2005
If you make fundraising presentations to major individual donors, foundation trustees or nonprofit organizations, make formal presentation to service or civic clubs or teach and present at workshops and conferences, this Audioconference is for you.
Fundraising professionals are continually asked to be educators and mentors. They know their material cold, but may need to learn how to present information and teach—how to connect with their audiences. This session will give you the tools to teach adults and improve your presentation skills.
Target Audience
General interest, all levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 02-08-2005 On-Demand Release Date: February 08, 2005
Every day you see in the news, hear on the radio or get an email describing another nonprofit in crisis. Government cuts, the war on terrorism, scandals and market uncertainties take a constant toll. Add to that the fundraising for the past election followed quickly by an enormous outpouring of compassion for tsunami victims, and a small domestic nonprofit may be forgiven for feeling, "But what about us?"
In this Audioconference, learn how to stay focused and turn these negative times into positive ones for your organization. Organizations can not only survive, but also thrive in these times if they follow some conventional wisdom and go outside their comfort zone to new strategies. If the main question on your mind every morning when you come to work is, "What should I do?" then you cannot miss this seminar. Learn the steps needed to keep your focus today and what you need to do now in order to succeed in the future.
Target Audience
All those involved in the fundraising process
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 02-22-2005 On-Demand Release Date: February 22, 2005
The tsunami relief organizations, the Dean campaign, the Kerry campaign, MoveOn—they have all raised millions of dollars online. However, what if you are not the American Red Cross, UNICEF or a presidential candidate? What can you realistically expect from online fundraising? This Webconference will show you how your organization can use email, the Internet, blogs and MeetUps to build your constituency, increase the loyalty of your supporters and raise money. Allen will present case studies of different types and sizes of organizations and the specific steps taken to be more successful online.
Target Audience
Mid- to advanced level, but useful for anyone. Some experience in direct-response fundraising (mail, phone, events) is helpful
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 05-25-2005 On-Demand Release Date: May 25, 2005
Discover how to engage and empower your board to work with you in raising funds for your organization. Best practices and functional handouts will be presented for use in working with your board. Learn techniques for recruiting and orientation that result in a board that will make contributions to and raise money for your organization.
Target Audience
Entry-level to mid-level, depending on depth of fundraising experience
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 07-14-2005 On-Demand Release Date: July 14, 2005
Unite your staff while learning about the 12 roles CEO's play in fundraising. The 12 roles involve different levels of CEO involvement in [a] developing fundraising strategy and [b] participating in the "ask". The nature of the mission, the talents of others and the interests and expectations of the prospect need to be factored into role definition. Selecting the right role - and executing a well conceived work plan to implement it - are essential to success. By engaging the CEO, organizations can make their development office a more cohesive unit and serve to raise overall productivity.
In this session, Wells Jones and Glenn Tecker examine the attributes and advantages and disadvantages of each role, criteria that can be used to make the right choice, and the kind of work to be done to successfully engage the CEO in fulfilling the right role.
Target Audience
This session is useful for all levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 08-10-2005 On-Demand Release Date: August 10, 2005
One of the biggest challenges for nonprofit organizations is raising endowment funds. Sometimes the challenge comes from donors who only want to fund today's programs, sometimes the challenge comes from Board members who are focused on today's "bottom line," and sometimes the challenge comes from our own fears about not knowing enough to speak intelligently to donors about endowed gifts.
This session will help de-mystify endowments, provide new ways to think about raising endowed gifts, show how to help our volunteer and professional leaders understand the importance of endowed funds, and demonstrate how to tap into donors' interests to start a conversation about endowed gifts. Also, rather than thinking about endowment fundraising as the "top of the pyramid," ways to incorporate it throughout all aspects of our work will be presented.
Target Audience
This session is most useful for mid level, senior level, and advanced level fundraisers in all countries.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 09-08-2005 On-Demand Release Date: September 08, 2005
What is it that under girds ethical behavior? Even the development of codes of ethics like the AFP code is based on values, values we believe in like honesty, integrity, and respect. This session will discuss values that form the foundation for ethical behavior.
We will begin with the AFP code and examine some of the standards in terms of the values they promote, but we will move to ethical dilemmas, when two goods or two values are in conflict.
Some actions are clearly illegal; some are clearly unethical, but some actions constitute real dilemmas. What process should we go through to solve these dilemmas? Who should be involved in the decision? How do we communicate and implement decisions?
Contemporary case studies will be used in applying the process. Such issues as compensation, especially incentive compensation; donor relations and unpaid pledges; and the age old issue of tainted money are among subjects for discussion.
Target Audience
The general principles will be helpful and applicable to all involved in fundraising.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 10-05-2005 On-Demand Release Date: October 05, 2005
You do not have to wrestle control of your website away from your communications or—heaven forbid!-IT department. You do have to make sure the basic elements of the website support your donors and your fundraising department, however.
Rick Christ, president of NPAdvisors.com LLC, an Internet direct-marketing agency for nonprofit organizations and associations, will lead a lively Audioconference to help participants rethink their website presentation and management.
Target Audience
All fundraisers who use a website to communicate with donors. If your website is under the control of communications, IT or another department, that department head should be invited, and/or your webmaster. If your website has 10,000 or more visitors per month and collects information (donations, email addresses, etc.) online, you should attend.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 01-14-2004 On-Demand Release Date: January 14, 2004
This Audioconference will explore lessons learned on how to maintain, strengthen and enhance your development office, with the view of where we go from here. It is not enough to "get beyond" this slow period. We must learn from the past what works to bring in annual, major and planned gifts; keep our capital campaign on course; and constantly plan on how we will be ready to make our fundraising programs soar once we get beyond this historic point in time. This session will provide you and your team with practical advice and tips, sprinkled with real-life donor stories-good and humorous-that you need to keep your focus on running a successful fundraising program, now and in the future.
Target Audience
General interest, all levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 02-24-2004 On-Demand Release Date: February 24, 2004
Do you want to garner the support of increasingly diverse populations as volunteers, leaders and donors? This session will equip you with tools and specific ideas for next steps in developing a fundraising plan to attract and retain diverse donors. You will learn about demographic and philanthropic trends in diverse American communities and better understand the rich history of and motivations for giving in these populations.
Target Audience
Development officers (experienced and newer members of the profession), board and development committee members and CEOs from all sizes and types of mainstream and ethnic-specific organizations
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 03-25-2004 On-Demand Release Date: March 25, 2004
Many people new to fundraising see getting grants as a document-driven process. Successful grant seekers understand that relationships with representatives of foundations or government agencies-and the dialogue that makes up the fabric of those relationships-separate those who get awards from those who get nothing but funders' best wishes. This session is designed to help you learn how to compete successfully in the grant-seeking arena. Participants also will learn how to identify the major foundation research resources available to grant seekers.
Target Audience
Development officers (experienced and those new to the profession), volunteers (trustees and members of "friends" groups), CEOs, CFOs and chairs or directors of any department who has ever thought about securing grant funding
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 04-15-2004 On-Demand Release Date: April 15, 2004
Have you ever thought, "If only we had our own building?" or "If only we could create a reserve fund to get us through our lean times?" or "If only we had the money to build a health clinic or theater or new school?" You will be surprised at how much money you can raise, using the skills you already have, without a lot of front money. This workshop is for organizations with budgets under $750,000. Learn how a grassroots agency with a budget of $300,000 raised $1,000,000 for a building, or how an environmental group with a budget of $600,000 formed a coalition to raise $15 million to save a forest.
Target Audience
People working with grassroots and medium-size organizations who have not done capital campaigns before; helpful to those in U.S. and Canadian organizations, particularly those outside the mainstream
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 05-12-2004 On-Demand Release Date: May 12, 2004
Explore why a relationship-based approach is the only strategy for donor development that makes any sense these days. Learn key "mind-sets" to getting it right and detailed strategies for long-term success. Ken Burnett presents a session packed with both fun and serious learning to help you turn your donors into friends for life.
Target Audience
General interest, specifically for those interested in forming long-term, mutually beneficial relationships with their donors; suitable for all levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 06-09-2004 On-Demand Release Date: June 09, 2004
For a moment, visualize in your mind what loyal donors mean to your organization. What level of personal and financial involvement would they have? How connected to your charity would they feel, and would they be actively recruiting their family and friends to your cause? Todd Baker will lead an interesting and informative Audioconference that will help you reach out to donors, understand their motivations and establish a loyal relationship.
Target Audience
General interest, all levels
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 07-15-2004 On-Demand Release Date: July 15, 2004
Some fundraising organizations achieve extraordinary results despite limited resources or a low-visibility brand. Some fundraising teams are excited and effective in all they do, despite working ridiculously hard in a poorly resourced office. Some boards back their director of development 200 percent in setting up challenging and even risky initiatives. Some fundraisers wield significant strategic influence throughout their organizations. In each case, some-but not all.
Why do some development professionals achieve in a number of key areas when their technical grasp of the mechanics of fundraising is no greater than their peers? A key part of the answer is the quality of leadership they provide to colleagues, to their team and board. The good news is that leadership is not some mysterious gift, but a skill you can learn.
This Audioconference will look at how you, too, can upgrade your leadership abilities to match your development skills. It will help you unlock your own leadership abilities and to unlock the potential of others. Specifically, the session will include:
The seven key roles in leadership-from architect to coach
The competencies needed to be effective in leadership style
Managing motivation as a leader
Developing emotional intelligence as a leader
Making and implementing tough choices-doing the right thing
Building and sharing vision effectively-with staff, board and colleagues
Creating a high-achieving culture
Building influence and impact across the organization
Target Audience
Most useful for experienced development professionals who have an important role in setting direction in their organizations, or for those who have a clear vision about the role they want to play in the next two to three years
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 09-09-2004 On-Demand Release Date: September 09, 2004
Financial advisers are increasingly involved in all gifts, not just the ones that are "planned" or complex. As such, it is important to understand the issues raised when a current or potential donor consults with professionals who speak a different business language than that spoken by nonprofit professionals. This Audioconference will look at the gift process and philanthropy in general focusing on the unique perspective of the financial adviser. McGlaughon will examine different regulatory and ethical frameworks within which various donor advisers work and their impact on collaboration and interaction between for-profit and nonprofit professionals in support of donor/client philanthropy. He also will suggest a framework for donor/client work that enhances service while advancing the professional and business interests of all advisers.
Target Audience
The general principles will be helpful and applicable to those inside and outside the United States (materials used will be drawn from U.S. examples)
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 10-05-2004 On-Demand Release Date: October 05, 2004
Having a board that is fully committed to and involved in the donor and fund development process is the dream of every board chair, executive director and development staff. This Audioconference will help that dream become reality. Grace will connect you with ideas for building your board's confidence and enthusiasm for getting involved in donor and fund development. By understanding their fears as well as their motivation, you can significantly increase their willingness to get involved in ways that will increase their sense of engagement, while bringing your donor-investors into an increasingly loyal relationship. Learn more about transformational engagement, 21st century stewardship strategies and what ignites board member development involvement.
Target Audience
Mid-level to advanced, Canadian and U.S.
Formats Available: CD-ROM (Win), Download
Original Webinar Date: 12-02-2004 On-Demand Release Date: December 02, 2004
A refund charge of twenty percent of the registration fee will be assessed for any AFP education session that is canceled as we are incurring registration and cancellation charges for each.
A registration fee for a Web/Audioconference session may be transferred to another session or archive product one time with no penalty within the same calendar year. Archive products include the CD recording package or download and handouts for any past program (or future program that will occur in the same calendar year.)
There is no refund for the bundled priced programs. You may transfer a program one time to another program, download or CD. Any program, download or CD purchased individually is priced at the $145/ member rate and $295/nonmember rate.