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.
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All of the AFP 2012 Web/Audioconferences listed are eligible for continuing education points on your CFRE application for initial certification and/or recertification.
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 2012 Web/Audioconferences
Look ahead to a great year with AFP Web/Audioconferences spanning a wide range of topics. Here is your opportunity to interact directly with a great lineup of fundraising experts.
This presentation will cover key considerations in preparing for a capital or endowment campaign. Today many organizations are facing urgent new needs or are revisiting critical capital and endowment needs that were reluctantly shelved in the recession. Perhaps you conducted a philanthropic study or actually began a campaign a couple of years ago and want some ideas on how to get a fresh start. Your leaders may be asking themselves, "Is this the right time, is it too soon, or when will the timing be right?" They may be wondering, "What is different about our donors today and their view of capital and endowment needs?" This session will address what you must do to succeed in a campaign today.
In This Session:
Understand what needs to be done to determine if the timing right for your organization to launch a campaign
Gain insight what is going on in the mind of today's prospective campaign donors
Understand what do you need to do right now to prepare your organization for a campaign
Know what you can do to jumpstart a stalled or sidelined campaign
Target Audience:
Executive Directors Board Members Development Directors and Development staff All levels
About the Presenter:
Penelope Cagney, MA, CFRE, President of The Cagney Company, has more than 20 years experience as a consultant to capital and endowment fundraising efforts across the country and abroad and has helped clients achieve several multi-million dollar goals. She is the author of “Nonprofit Consulting Essentials: What Nonprofits and Consultants Need to Know” Jossey-Bass 2010 and originator of “Good Advice,” a Chronicle of Philanthropy blog by consultants for consultants.
Penelope has worked with Musical Instrument Museum, (Phoenix); Joffrey Ballet of Chicago; the National Cultural Center of Egypt; the Charities Aid Foundation (largest operating foundation in the UK); Archdiocese of St. Louis; the national affordable housing nonprofit – Mercy Housing, Inc. (Denver); the Music Academy of the West (Santa Barbara); and the Desert Southwest Conference of the United Methodist Church (Phoenix). Penelope has taught graduate management courses at Columbia College and the School of the Art Institute, Chicago, and at American University in Cairo, Egypt.
Many nonprofits struggle to create a fundraising plan and put it in writing, yet the benefits are tremendous. A written plan shifts you from being reactive and dealing with the crisis of the day to being proactive and working purposefully toward the results you want. In this session, you’ll learn how to follow 6 simple steps to put together a written plan for raising the money you need in the coming year. We’ll cover goal setting (using SMART goals), action plans and ways to keep your plan on track, plus you’ll get some worksheets and checklists that will make the process easy.
In this session:
Understand the process for creating a plan.
Be able to begin the process of creating a written plan.
Target Audience:
While this presentation is appropriate for all levels of experience, it will be most helpful for those newer to the profession.
About the Presenter:
Sandy Rees is a nonprofit coach and consultant who specializes in showing small nonprofits how to raise money. She has written several books on fundraising including "The Simple Success Fundraising Plan" and she writes the blog "Get Fully Funded."
A focused, compelling brand is of the most overlooked and cost effective ways a nonprofit of any size can strengthen its focus, stand out in a crowded marketplace and increase it fundraising and social impact results. Based on the recently published APF/John Wiley book, Breakthrough Nonprofit Branding, the session provides a practical framework to transform a nonprofit brand from ordinary trademark to a strategic competitive advantage. Whether you need to refresh or revitalize your brand, the session will guide you in building and managing your organization's most valuable asset - its brand. Today, building a breakthrough brand is no longer a "nice to do," but the new nonprofit imperative.
In this session:
Change thinking about what branding is and can do for an organization of any size, scope or experience.
Provide insights and language to articulate benefits and cost effectiveness of proactively developing and managing the organization’s brand to power results for their organization.
Provide tools to assess and analysis current brand position and steps to advance branding work of organization
Modes innovative thinking and behaviour in management of brand through use of practical real life case studies of organizations of all sizes, scopes and age.
Target Audience:
Primary: Intermediate: has some familiarity with the content area regardless of years of fundraising experience; continues personal and professional growth, expands current knowledge, gains new ideas for application
Secondary: Advanced: highly experienced and knowledgeable in the content area regardless of the number of years of fundraising experience; provides cutting-edge knowledge and application to address personal and organizational challenges, offers peer collaboration to generate new ideas, generates inspiration and excitement
About the Presenter:
Jocelyne has over 25 years of leadership experience in the nonprofit sector and is a recognized pioneer in the evolution of business-community partnerships and the integration of marketing and fundraising into organizational strategy. She is an international speaker and author of Cause Marketing: Partner for Purpose, Passion and Profits (John Wiley/AFP, 2006) and Breakthrough Nonprofit Branding: Seven Principles to Power Extraordinary Results (John Wiley/AFP, 2010). Jocelyne advises leading business and community organizations in building and activating innovative community strategies that delivers stand out brand identity, strengthens relationships and power results.
Competition for nonprofit fundraising dollars is fierce, exasperated by a tough economy where individuals and companies often have less to give as the needs grow for the organizations that philanthropy supports.
This session, "Fundraising is a Crowded Field: Compose a Compelling Message that Will Bring In Bucks," centers on sharpening your message to focus more on why the available fundraising dollars should come to you. In this session:
Begin to take a new approach on how they communicate with donors and prospects
Better understand how message clarity and quantification go hand and hand
Have a clearer idea on how to achieve clarity
Have a greater appreciation for tracking the right things
Target Audience
Anyone involved in developing the right message, those responsible for developing the needed data and those involved in raising dollars in the fundraising field.
About the Presenter:
Mark Grimm has a master's degree in public communications from Syracuse University's Newhouse School and is a magna cum laude Siena graduate, where he was named the Conlin Scholar, Siena's top honor for English majors. More is available on Mark and his company at www.markgrimm.com.
Fundraisers must balance dozens of daily priorities. Operational issues often require more than their fair share of attention, which can diminish time with donors. How can a busy fundraiser get operational issues under control? This session will guide fundraisers toward the most efficient strategies to manage data, technology, reporting, and business processes. These issues cannot be ignored, but fundraisers will learn effective assessment and solution techniques during this session. Participants can expect a post-session road map for resolving operations issues that will allow a quick return to donors and dollars.
This presentation will cover key considerations in preparing for a
capital or endowment campaign. Today many organizations are facing
urgent new needs or are revisiting critical capital and endowment needs
that were reluctantly shelved in the recession. Perhaps you conducted a
philanthropic study or actually began a campaign a couple of years ago
and want some ideas on how to get a fresh start. Your leaders may be
asking themselves, "Is this the right time, is it too soon, or when will
the timing be right?" They may be wondering, "What is different about
our donors today and their view of capital and endowment needs?" This
session will address what you must do to succeed in a campaign today.
In This Session:
Discipline: fundraisers need to focus on those things that help raise money. Sometimes, involvement in fixing operations is essential, but fundraisers need to be careful about getting into the weeds.
Discernment: fundraisers encounter dozens of challenges each day, but many of these will have little to no impact on the bottom line. At issue here is whether the problem is systemic (and deserves fixing) or idiosyncratic (and may deserve monitoring or management). In many cases, fundraisers spend too much time “solving” one-time human errors without fixing the systemic.
Delegation: fundraisers need to know how to empower team members to solve problems. This includes knowing what activities can be delegated and what activities require a managers’ involvement. In general, fundraisers should stick to advocacy and arbitration and should delegate other assignments to operations and program team members.
Target Audience:
This session is targeted towards fundraising executives and members of fundraising management teams. Fundraising operations professionals will also benefit from hearing about the best strategies for executives to handle operations.
About the Presenter:
Christopher M. Cannon, CFRE is a managing associate with Bentz Whaley Flessner. His expertise includes fundraising systems, operations, database management and conversion projects, gift processing, data reporting and business intelligence, prospect development, and technology. His book, An Executive’s Guide to Fundraising Operations (Wiley 2011), is widely acclaimed as the advancement services and fundraising operations resource for vice presidents and directors of development.
Author of AFP Fund Development Series book, Fundraising Analytics: Using Data to Guide Strategy, Joshua Birkholz will show you how to turn your nonprofit’s organizational data, with an appropriate focus on donors, into actionable knowledge. The result? A vibrant, donor-centered organization that makes maximum use of data to review the unique diversity of its donors.
In this session:
Have a summary understanding of the field of predictive analytics
Discover new ways to improve fundraising through data-driven strategies
Re-imagine approaches to prospect development and major gift planning
Target Audience
People with some experience in fundraising. Organizations with major gift programs. Prospect researchers, advancement services, database managers, major gift officers, etc.
About the Presenter:
Joshua M. Birkholz is a principal at the international fundraising consulting firm, Bentz Whaley Flessner, where he oversees specialty consulting services. Josh is founder of the BWF analytics division, DonorCast and the author of the sought-after book, Fundraising Analytics: Using Data to Guide Strategy.
Over the past decade nonprofit organizations have been inundated with Internet services and technology options. This session taught by Ted Hart , one of the world’s foremost experts on Nonprofits and the Internet will focus your organization on how it can integrate offline fundraising with online strategies. Content is based on content from the 5 books he has written on this topic. While nonprofit organizations continue to embrace the use of the Internet for a variety of purposes, the challenge most organizations face is how they can build upon their traditional direct mail, special event and other activities while not being an Internet expert themselves. Following the easy to understand guidance offered by Mr. Hart will help you begin your efforts or enhance what you have already started.
In this session:
How to reach the "new breed" of online givers
How to build community through online social networks
Learn how to stay ahead of the curve from our Internationally acclaimed speaker,author and e-fundraising guru, Ted Hart, ACFRE.
Target Audience
Every level of fundraiser
About the Presenter:
Ted Hart, ACFRE is considered one of the foremost experts in both online and traditional fundraising around the world. He is sought after internationally as an inspirational and practical speaker and consultant on topics related to nonprofit strategy and board/volunteer development both online and offline. He serves as CEO of Hart Philanthropic Services, (http://tedhart.com) an international consultancy to nonprofits/NGOs, providing serious solutions to nonprofit challenges both online and offline. He has inspired the creation of People to People Fundraising a movement housed online at http://www.p2pfundraising.org. He is also Founder of the international ePhilanthropy Foundation, the global leader in providing training to charities for the ethical and efficient use of the Internet for philanthropic purposes through education and advocacy. Mr. Hart has also taken a leadership role in helping nonprofits become more green by founding the http://www.greennonprofits.org movement.
Ever confused by how to deal with Canadian supporters? The program will briefly introduce participants to the Canadian charitable sector which has total revenue of about $182 billion including fundraising revenue of about $13 billion. It will discuss fundraising in Canada by US and other foreign charities focusing on the various options available to these charities for fundraising in Canada with pros and cons of each. It will discuss issues with establishing a Canadian registered charity that can issue tax receipts to Canadian donors and some of the obligations of such entity. It will also specifically focus on compliance issues with the regulation of fundraising in Canada.
In this session:
Be aware of opportunities for fundraising in Canada and how they differ from the US.
Understand that depending on the specific type of institution in the US and the type of donor there are various options for supporting US charities and/or programs run by such charities;
Will be aware of when a “Canadian Friends of” organization may be appropriate to establish;
Understand the various compliance requirements when operating in Canada for a Canadian Friends Organization including those relating to fundraising, receipting and foreign activities
Target Audience
Fundraisers and charities outside of Canada who may be considering fundraising initiatives in Canada. The presentation will not assume participants have any knowledge of this matter. Any charity who is outside of Canada and has or wishes to create supporters in Canada for their work will find the presentation useful.
About the Presenter:
Mark Blumberg is a partner at Blumberg Segal LLP in Toronto, Canada, and works almost exclusively with Canadian charities operating in Canada and foreign charities fundraising in Canada. Mark is on the Executive of the Canadian Bar Association Charities and Not-for-Profit Law Section. Mark is interested in, writes about and advises charities on legal and ethical issues and is editor of http://www.globalphilanthropy.ca
When you're a small organization, you may look at larger institutions and the gifts they
secure as impossible for you to get. But small shops can make connections and build
relationships to develop big gifts, too. In this session, we'll review the process of
developing a major donor relationship; develop a case for support that inspires big gifts;
and pinpoint how you can be strategic in your development approach when you don't
have a lot of hands to do the work.
In this session:
Assess organizational readiness and infrastructure needs to secure big gifts.
Prioritize techniques that will work for your organization.
Identify team members for gift cultivation and solicitation.
Develop a workable action plan when you have a small staff and competing priorities.
Target Audience:
Beginner level Small organization staff (typically no more than 2 people in development department, not including support staff, if any)
About the Presenter:
Alice L. Ferris, MBA, CFRE, ACFRE and James Anderson are partners in GoalBusters, providing philanthropic leadership services, specializing in outsourced development for small nonprofits; integrated fundraising, marketing and strategic planning; and customized education and training programs. GoalBusters has clients in many sectors, including public and community broadcasting, education, arts and culture, social service, healthcare, and Native American causes. In their careers to date, Alice and Jim have helped raise over $9 million for organizations and philanthropic causes.
Jim Anderson has more than 25 years of sales and sales training experience through his positions with local media and national research companies such as Nielsen Media, Simmons and Scarborough Research. Consistently recognized as a top revenue producer ($30 million+), Jim earned "Sales Executive" and "Negotiator of the Year" awards. He migrated into the nonprofit arena in 2005, and specializes in analyzing donor motivations, implementing marketing and social media campaigns, finding compelling stories for organizational case statements, improving nonprofit communications, and making any special event more effective and fun. In 2010, Jim was selected at the AFP Northern Arizona Fundraising Professional of the Year.
Alice Ferris has over twenty years of professional fundraising experience, and is a two-time honoree as AFP-Northern Arizona Fundraising Professional of the Year. Alice is a member of the AFP International Board, was 2009-2010 Vice Chair, Member Services for AFP International and was the 90th professional in the world to receive the Advanced Certified Fundraising Executive credential. She specializes in strategic and development planning, board development, annual giving, and nonprofit operations.
Alice and Jim, who are both AFP Master Teachers, have presented at AFP Chapters throughout North America and at the AFP International Conference.
This energetic session covers the entire Feasibility Study process from start to finish -- why and how the Study can lead to greater fundraising success, what you can expect to learn from the Study, and how you can apply this to enhance your organization and its fundraising…whether you proceed with a campaign or not. We’ll explore the roles of the organization, the CEO, the Development Manager, and the Consultant -- ensuring that these are made clear from the beginning so there won’t be any “oops!” as you proceed. You’ll return to your office well-equipped to share information, offer guidance, and manage the process.
In this session:
Know how to best manage the Feasibility Study process;
Have a clear understanding of what information a Feasibility Study can uncover;
Have a better sense of how to “value” the findings presented in the Study;
Be able to identify potential problems in the Feasibility Study process and know what to do in advance to forestall them;
know what to expect from the consultant…and what will be expected from them/their organizations.
Target Audience:
Mid-level development officers New CEOs Board Chairs Campaign leadership volunteers
About the Presenter:
As Founder and President of Pranger Philanthropic, Jill brings 30 years of professional fundraising and not-for-profit management experience to partner with organizations to enhance their fundraising programs and engage volunteers throughout the process. Since founding her business in 2003, she has helped organizations across the country improve their fundraising programs. Clients include Center for Disability Rights, Home HeadQuarters of Syracuse, Rochester Rotary, Save The River, Stepping Stones Learning Center, Finger Lakes SPCA, Flower City Habitat for Humanity, and Niagara Falls Neighborhood Housing Services.
In 2006, Jill achieved the Advanced Certified Fundraising Executive (ACFRE) designation (held by fewer than 100 people worldwide) and, in that same year, was awarded the “Fundraising Executive of the Year” from the Genesee Valley Chapter of the Association of Fundraising Professionals (AFP). Jill is an AFP Master Teacher and a nationally sought-after trainer in the areas of fundraising, the not-for-profit sector, organizational management and development, business networking, philanthropy, and working with volunteers.
As a volunteer, Jill is a Board member for ACFRE Professional Certification, the AFP Foundation for Philanthropy, and the Great Smokey Mountain AFP Chapter (Knoxville, TN). She is a past member of the AFP International Board, Past President of AFP - Genesee Valley Chapter (Rochester, NY), Past President of the Junior League of Rochester, and Past Board Chair of Rochester Hearing and Speech Center. Jill has served on the Boards of Big Brothers/Big Sisters of Rochester, Leadership Rochester, and Lilac City Toastmasters, and has 36 years of continuing volunteer service with the American Red Cross.
Prior to establishing Pranger Philanthropic, Jill worked as a fundraising professional with the William E. Simon Graduate School of Business Administration, Highland Hospital Foundation, Planned Parenthood of the Rochester/Syracuse Region, Seneca Park Zoo Society, and National Technical Institute for the Deaf.
Executive and Development Directors of small shops regularly face the challenge of determining how best to use their human and financial resources to further their development program. Juggling 101 - Knowing How to Keep the Right Development Balls in the Air will help the leaders of small shops - either Executive Directors with development responsibility or Development Directors working alone or with limited personnel - a system for determining the right components for their development program. In this session:
Identify the critical components needed in their small shop to have a balanced, successful development program;
Understand how to evaluate the pros and cons of different development tools specific to their organization’s strengths and weaknesses; and
Identify the steps in formulating a realistic, small shop development plan.
Target Audience:
CEOs/Executive Directors with development responsibility and limited or no other development staff
Development Directors working alone or with limited personnel
In either case, should posses at least five years of fund development experience and have a working knowledge of the various types of development tools available
About the Presenter:
Amy Wolfe is the President and CEO of AgSafe, a statewide nonprofit organization whose mission is to minimize injuries, illness and fatalities in California's agricultural industry. Her career includes tenure Vice President for the California Agricultural Leadership Foundation, Account Executive with E&J Gallo Winery and serving as a legislative aide to two California State Assemblymembers.
Ms. Wolfe is actively involved in her community, serving on the Board of Directors for the United Way of Stanislaus County, as a member of Modesto Rotary and on two committees for AFP International. In 2007 she won the American Farm Bureau Federation Young Farmers and Ranchers Discussion Meet.
Ms. Wolfe received her Master of Public Policy and Administration from California State University, Sacramento, her Bachelor of Science from California Polytechnic State University, San Luis Obispo, is a Fellow with the Salzburg Global Seminar and is a Certified Fundraising Executive.
Our Boards tend to place a great deal of emphasis on results. Your Board wants to hear about ROI and low fundraising costs. How do you create an understanding of the long-term nature of major gift development? What do you do if you don't really even have access to the Board to try to deepen their understanding? Perhaps you have leadership gaps and issues to deal with from a campaign, or you are not sure what your own position or credibility is with the Board. We will explore three actual case studies where the development professional successfully handled talking to their boards and outline several strategies you can ADAPT to your SPECIFIC SITUATION to help you talk to YOUR Board! In this session:
Learn how to assess your role (power/level of influence) with your Board. Determine if they need to change it and, if so, how.
Learn what tools are available to you to add credibility to your case.
Learn how to handle common Campaign issues - pre, during and post.
Learn how to manage your role when there is an absence of leadership or ineffective leadership.
Target Audience
Really development staff at all levels will benefit from this conversation. Board members and Executive directors, too.
About the Presenter:
Marcy Heim, CFRE, is a sought-after coach and trainer for fundraising leadership, staff and key volunteers who are transforming the world by encouraging philanthropy for their missions. She is a trusted authority in the development profession and helps organizations and educational institutions uplevel their major gift programs through artful, long-term relationship building dramatically increasing fundraising success AND promoting staff job satisfaction. Her teaching reflects over twenty years of firsthand, in-the-trenches, major gift fundraising and management experience where she and her team raised millions of dollars by creating the genuine relationships she promotes in her presentations.
This webinar will focus on aspects of how the entire mobile channel has
been adopted by today’s generations – and what steps nonprofits of
various types need to take in order to remain sustainable and thrive
with today’s individual donors.
In this session:
Understand why implementing a mobile strategy (mobile web, apps, SMS, etc) is critical to raising funds today
Learn about the available tools and resources to implement mobile technology
Discover which tools are most appropriate for each of today’s generations and demographics
Determine what mobile strategy should be taken for their particular type of nonprofit
Target Audience
Fundraising professionals of all kinds will benefit from this presentation, particularly those who focus on events and individual gifts/annual fund giving. This webinar is appropriate for all levels, however a general understanding of technology and social media tools is recommended to get the most out of this session.
About the Presenter:
Tonia Zampieri has been a pioneer in the mobile nonprofit space, becoming an expert on how charities can best leverage this rapidly changing technology and how generational shifts are impacting consumer behavior and expectations. She conceptualized and launched one of the first nonprofit focused mobile apps on iTunes (Tap-n-Give 2009), delivering brand awareness, fundraising and supporter engagement to participating charities.
Everyone who belongs to AFP must sign and abide by the AFP Code of Ethical Principles and Standards. Does that mean every member’s ethical performance is identical? We need to continue to have the conversation so we all make better decisions when challenging questions are posed. Assessment is a great too to help us continue on our journey to be the most ethical practitioners we can be and to help us keep asking those questions. Built on information and insights provided by AFP members: AFP Ethics Committee guided development; Almost 2,000 AFP members participated in design and testing and Linked directly to AFP’s mission: AFP ... advances philanthropy by enabling people and organizations to practice ethical and effective fundraising
In This Session:
New opportunities for chapter programming
Ability to capture raw data
Identify gaps in learning
Provide members with an online assessment product
Opportunity to engage in ethical discussions with peers
Target Audience: All those in the fundraising environment is the target audience.
About the Presenter:
Paul Pribbenow, 10th president of Augsburg College, a private liberal arts college of the Evangelical Lutheran Church in America located in Minneapolis, is recognized as one of the country’s most engaging commentators and teachers on ethics, philanthropy and American public life. Pribbenow holds a BA from Luther College and an MA and PhD in social ethics from the University of Chicago. He was named a McCormick Presidential Civic Leader Fellow for 2003-04 and for 2005-06. Pribbenow is the author of numerous articles on the professions, ethics, and not-for-profit management. He publishes a bi-monthly e- newsletter, “Notes for the Reflective Practitioner,” and has edited two collections of essays titled Serving the Public Trust: Insights for Fund Raising Research and Practice, Volumes 1 and 2 (Jossey-Bass, 2000 and 2001).
Learn to recognize the management styles, and strengths and weaknesses of your CEO, Executive Director, Dean and Board Chair, and then work with THEM for success! In this session participants will learn how to demystify fundraising and motivate staff and volunteers to engage and be successful in the development process. Help raise the professional profile of fundraising in your organization.
In this session:
Learn to demystify and motivate your CEO, Executive Director, Dean, Board Chair and others to engage in fundraising.
Recognize their strengths, weaknesses, management style, perspective, agenda and hot buttons - and work WITH them for success!
Raise the professional profile of fundraising in your organization.
Learn about scripting and briefing, keeping these folks organized and on track, and controlling over eager or fearful individuals.
Target Audience:
The target audience is all levels of fundraising professionals, focused on those that work with Boards, a top organizational leader, like an Executive Director, President, CEO or Dean.
About the Presenter:
Adrienne Capps has led many dozens of board members, Executive Directors, Deans, Assistant Deans, faculty and program staff to engage in fundraising. Examining behaviors, motivations, strengths, weaknesses and individual’s perspectives has helped her countless times to reduce the fear of fundraising, promote the professional profile of fundraising and ultimately teach my supervisors to be successful in fundraising, which makes me successful too. With 13+ years in the field, an MBA and the CFRE since 2004, she currently leads a $16M campaign effort as the Assistant Dean for Development and External Relations and Senior Management Team Member at the UC Davis School of Education.
In today's job market, it's difficult to know if you're moving forward in your career or simply treading water. IS there something better out there, or are you just lucky to have what you've got? Understanding the warning signs is helpful, and knowing how to act on them - rather than react - is beneficial not only to your career, but your sanity. Whether you stay or whether you leave, you'll need a battle plan for how to make things better.
Valerie Lambert, author of the bi-monthly blog, "Fix It Or Forget It?" will review strategies that she has successfully counseled various clients with over the past several years.
In this session:
Tools to assess whether or not they should "Fix It Or Forget It?" with regard to a particular problem with an at-work situation.
Examples of how situations can be altered for the better, should the option of "Fix It" be selected
Several suggestions on how to improve their resumes, with examples of dos and don’ts on sample resumes being presented, and how they were revised for the better
Several suggestions on how to improve interview tactics, due to examples presented of both good and bad stories
Target Audience
The presentation is of General Interest to all levels. Experienced and Mid-Level Professionals, as well as those just beginning in Development can all benefit from an assessment of whether or not to stay or leave their current position, if they are feeling underutilized or otherwise stressed on the job.
About the Presenter:
Valerie Lambert is Director of Bilou Enterprises and author of the bi-monthly blog, Fix It Or Forget It? In her blog, she outlines case studies of dozens of her past clients she has advised regarding problems in the workplace and how best to address them for each individual.
Fundraising is about relationships, and yet many organizations overlook their volunteers as potential donors and advocates for the organization. This session will move beyond the traditional practice of utilizing only board members as fundraisers, and will focus on how many different types of volunteers, including board members, can play an active role in all areas of fundraising, including events, individual solicitation, proposal writing, and direct mail. The more advocates and fundraising volunteers your organization has working on its behalf, the better off it will be. Come explore ways for your organization to boost fundraising results by getting your volunteers involved in all aspects of fundraising. In This Session:
Identify and recruit appropriate volunteers for fundraising
Develop clear roles and expectations for fundraising volunteers
Create a list of 10 new ways to use their volunteers for fundraising
Target Audience: This session is for beginner to intermediate level executive directors, development staff and volunteer coordinators About the Presenter:
Amy Eisenstein is the Principal of Tri Point Fundraising, a full service consulting firm. Amy has helped her clients raise millions of dollars for their annual funds and capital campaigns. She is a certified AFP Master Trainer and has been a CFRE since 2004.
The Planned Giving Toolbox is a detailed training discussion illustrated with case studies that will provide a simple introduction or refresher of traditional and non-traditional planned giving tools and strategies to address the needs and concerns of your donors. This presentation will break down planned giving vehicles, often viewed as "too complex," to provide you the confidence and ability to generate more immediate gift and planned giving opportunities with your donors. We will discuss how various charitable planning strategies can provide donors with lifetime retirement income while creating larger inheritances to heirs and legacies to the non-profits they care about. This presentation will include Tax Advantaged Gifts, the IRS IRA Gift Matching Program, Donor Advised Funds, Uncommon Charitable Uses of Commercial Annuities, Charitable Remainder Trusts, Enhanced Charitable Trusts, Tax-Free Wealth Replacement Plans and much more. The Planned Giving Toolbox will also equip you with suggestions for increasing planned giving opportunities.
In this session:
Advantages of addressing donor concerns and needs with planned giving strategies
Details of specific traditional and non-traditional planned giving tools and strategies through case studies
Suggestions for communicating planned giving opportunities to donors
Target Audience
From beginner to experienced, the Planned Giving Toolbox will provide development professionals a simple introduction or a detailed refresher to donor-centric traditional and non-traditional planned giving tools and strategies.
About the Presenter:
With over 20 years in the financial services industry, Greg Hammond, a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Public Accountant, has counseled hundreds of individuals and families on drastically reducing their taxes, preserving wealth, increasing net worth, charitable and estate planning, and building a legacy. Greg regularly facilitates educational sessions to help individuals, families, and business owners, for 3 years co-hosted the radio show, "Planning for Tomorrow" on WTIC News Talk 1080AM, and has spoken throughout New England on planned giving at the AFP CT Philanthropy Day, various AFP Chapters, and The Planned Giving Group of CT.
Why is it that some small non-profit boards tend to get mired down in crises and create a feeling of dysfunction? Are these familiar issues for you: lack of fundraising experience or the desire to do so; resistance to change; focusing on the "little" picture and forgetting the big one; or micromanaging staff? Your board members may have the best of intentions, buy you must help them put "FUN" into the board's "Dysfunction". They need guidance in making their volunteer experience even better for themselves and for the organization. This session will provide participants various learning tools in creating a positive experience of change for boards in search for that "FUN" or "First-Class Understanding of Non-profits".
In this session:
Learn techniques to help create a "comfort zone" for board members
The 4G Network of Small Non-Profit Management
Learn how to "think like a big board" and stop trying to "Keep up with the Joneses"
Learn how to prevent Crisis to Crisis living!
Target Audience
This session is an excellent experience for beginning to intermediate level executive directors, development professionals, and volunteer board members of small and medium-sized non-profits facing volunteer leadership challenges. About the Presenter:
Sean D. Hammerle, CFRE is the Founder and President of PLAID Consulting, LLC a Houston-based firm focused on philanthropic leadership and institutional development for small and medium sized non-profits. With over 20 years' experience in non-profit fundraising, Sean has raised over $50 million for organizations of all sizes and missions throughout his career. He is a member of the AFP International Board and Subject Matter Expert for CFRE International.
"Building A Winning Team" describes the process of developing a great nonprofit board. Sub-titled "Recruiting, Retiring and Refining Your Nonprofit Board", this session includes practical steps in the identification, recruitment and commitment of excellent board members. The session also covers the retirement of inactive or ineffective board members as well as the development and motivation of board members.
In this session:
Developing Written Expectations
The Five Rs of Better Boards
The Right Way to Recruit or Retire Board Members
Embedding Responsibility and Accountability
Target Audience:
Executive Directors, Staff and Board Chairs
About the Presenter:
Tom Nisbett is president of The Nisbett Group, an organizational consulting firm which provides services in philanthropy, board training, assessment and strategic planning.
Tom has worked with nonprofit organizations in education, healthcare, social services, ministry and missions. Tom has 25 years’ experience in higher education and in the volunteer sector.
He has served as a university vice-president, business school dean and professor of economics. He has a Ph.D. in economics from Texas Tech University and is a certified fund raising executive (CFRE).
The close of the calendar year and the upcoming holidays is always a good time to look back and evaluate what worked really well in our fundraising programs…as well as those areas that remain challenging. Were our boards more engaged? Did we diversity our donor base? Did special events attract new donors? Has social media translated into awareness and then givers or are we still searching for new ways to make this work? Is it easier or harder to find and retain good fundraising talent? Have world events, and the globalization of fundraising made it more attractive and successful to do international fundraising? We shall cover all these topics and give insights and predictions into what we can expect, 2012 and beyond.
In this session:
Examine what fundraising techniques and programs we should hold on to and grow, as well as those that should take less priority;
Analyze current fundraising trends and surveys to shed light on what lies ahead in our fundraising years;
Embrace the challenges we have encountered and provide solutions going forward on how we can improve our fundraising programs and time management involved with these tasks;
Suggest fresh approaches for our "main-stay" fundraising programs and add new and creative ways we can engage constituencies so that we have sources of new funding
Target Audience
Open to all levels
About the Presenter:
In addition to consulting, Laura is a motivational speaker and best-selling author of The Ask: How to Ask for Support for Your Nonprofit Cause, Creative Project, or Business Venture, (2010), The Ask: How to Ask Anyone for Any Amount for Any Purpose, (2006) and Developing Major Gifts: Turning Small Donors into Big Contributors (2001).
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
Many development officers are so relieved when the fiscal year or calendar year comes to an end, they don't even want to think about work over the summer or in January. The year-end mailings are done, the events are on hold, the grant deadlines have all been met, so let’s just take some time off. Our donors and volunteers are away or recovering from the holidays, so what do we do to fill our time? Why not spend the next month getting ready so you can hit the ground running in the year ahead!
In this session:
Review board involvement in fundraising
Assess the success of the past year’s development effort
Assess the effectiveness and costs of fundraising materials
Plan to improve effectiveness and efficiency in the year ahead
Target Audience:
Anyone involved in developing the right message, those responsible for developing the needed data and those involved in raising dollars in the fundraising field.
About the Presenter:
Linda Lysakowski is one of fewer than 100 professionals worldwide to hold the Advanced Certified Fund Raising Executive designation and has trained more than 18,000 professionals in all aspects of development in Canada, Mexico, Egypt and most of the 50 United States.
Linda is the author of Recruiting and Training Fundraising Volunteers, The Development Plan, Fundraising as a Career: What, Are You Crazy? Everything You Wanted to Know about Capital Campaigns, The Genius’ Guide to Fundraising, a contributing author to The Fundraising Feasibility Study—It’s Not About the Money, co-editor of You and Your Nonprofit, to be published in 2010 and co-author of The Essential Nonprofit Fundraising Handbook.
A successful organization provides its donors with many opportunities to support its mission, and solicits them multiple times each year through multiple channels (staff, board, volunteers, direct mail, e-mail, etc). However, donors can easily become confused and burned out by uncoordinated and “competing” solicitations for memberships, special event sponsorships, auxiliary dues, capital campaigns, annual fund, planned giving society, etc. One of the greatest challenges, and therefore opportunities, in establishing or growing a major gifts program is to integrate, or "blend," these solicitations into one coherent donor strategy and solicitation. In this webinar we will discuss how to do so, which will result in more meaningful philanthropic discussions with our major gift donors and prospects, and greater support for our organizations’ mission.
Learning Objectives:
Learn how a Blended Fundraising approach can be the basis for establishing and/or growing a Major Gifts program
Receive tips & tools to lead and coordinate staff/volunteers in their Blended Fundraising calls
Hear real-life examples of Blended Fundraising calls and their results
Target Audience:
Mid-level fundraisers, Executive Directors and CEO's, and Development Officers, especially those in the arts and small to mid-sized organizations
About the Presenter:
Adam Burk, CFRE is President of the Central Ohio Chapter of the Association of Fundraising Professionals and has eight years of professional fund-raising experience in human services and the arts. As the Columbus Museum of Art’s Major Gifts Officer, Adam is responsible for identifying, cultivating, and soliciting individual donors for $100,000+ gifts to the Museum’s “Art Matters” campaign, $10,000+ gifts to the Museum’s annual fund, and growing the Museum’s planned giving program. He is leading a team of staff and volunteers focused on “blended” calls which has raised over $4.7M for the Museum’s annual fund and campaign in the past two years. Adam is an expert in volunteer fundraiser motivation and engagement, and is a Certified Fundraising Executive.
Foundation professionals agree: their best grantees are the ones who
look beyond the check and seek a mutually beneficial relationship.
Learn how the relationship unfolds and how both grantmakers and
grantees benefit from good communication and mutual understanding of
risk and reward.
Learning Objectives
• Learn a strategic framework for choosing your best prospects • Understand who works in a foundation and how to communicate with them most effectively • Understand the role of risk and reward in a grant making relationship • Learn "seven best practices" to help you succeed in building long term funding relationships
Target Audience
Nonprofit
professionals who include foundation grants as a key portion of their
funding portfolio, particularly those who must cultivate and manage
relationships with foundation professionals.
About the Presenter
John W. Hicks, CFRE
is President and CEO of J.C. Geever, Inc., a consulting firm
specializing in helping not-for-profits build effective grantseeking
programs. John is a featured presenter for The Foundation Center and a
contributing author to the Center’s newest book, After the Grant. He
is an active volunteer for AFP International and Immediate Past
President of the Greater New York Chapter of AFP.
Review common campaign metrics, benchmarks and analytics for managing a
campaign and measuring performance against defined goals. Discuss best
practices in reporting for various audiences – internal leadership,
fundraising management, volunteers and the public. Examine various
reporting styles and samples with an emphasis on quality data analysis
and visualization techniques. About the Presenter
Elizabeth Crabtree
is the Director of Prospect Development at Brown University with
primary responsibilities for campaign planning, analysis and reporting,
research, prospect management and data mining and modeling. She is a
former president of APRA and a member AFP, CASE, and NEDRA. Ms.
Crabtree is a frequent, nationally recognized speaker, curriculum
developer and nonprofit fundraising consultant specializing in campaign
feasibility analysis, strategic planning and program development.
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.
Did you know that the number of app downloads reached 10 billion this year on the iPhone alone or that Facebook mobile currently boasts over 250 million active users that are twice as active in social networks than traditional users?
In this session, Marcelo Iniarra will reveal how to make the most of the latest online, mobile and social media trends to generate resources for social organisations. So book this session now into your iPhone, Android, tablet or PC and save a date with the future!
In this session:
Participants will be shown the latest trends from the digital world, revealing the full potential of online, social media and mobile media.
Participants will be shown how to implement successful social media, mobile and online campaigns with leading cases from the social and commercial sectors.
Participants will discover how to take advantage of the fact that online users are spending more time in social networks and less time in other areas of the internet.
Target Audience
Advanced Level
About the Presenter:
With over 20 years of experience working within the social sector, Marcelo Iniarra currently leads his own creative consultancy,www.marceloiniarra.com, providing social marketing and public mobilization strategies powered by innovation to social sector organizations such as Amnesty, Greenpeace, UNICEF, UNHCR, Action Aid, Medecins sans Frontieres and SOS Kinderdorf.
This seminar will define what "donor-centered" planned gift marketing is and explain why it is superior to traditional marketing. Participants will evaluate their organization's planned giving potential so that they can determine whether or not they are realizing their full potential and, if not, to more easily justify the investment of resources into gift planning efforts. This session will also review the five stages of successful donor-centered planned gift marketing. Participants will learn simple tips for how to identify planned giving prospects; easy to implement ideas to educate and cultivate potential supporters; useful techniques for how to more effectively ask for more gifts in-person, by mail, and even by telephone; and practical tips on how to incorporate good stewardship into the gift development process. By adopting donor-centered techniques, development professionals will be able to more easily raise more money while making more donors even happier.
At the conclusion of this session, participants will have a better understanding of:
The need to adopt a "donor-centered" orientation rather than rely on traditional marketing;
Know their organization's bequest giving potential;
Recognize the five-steps of the donor-centered planned gift marketing process;
Identify new tips to put to use that will increase results while making donors happier.
Target Audience:
This seminar is designed for a general audience that has an interest in planned giving. Some of the tips that will be shared will appeal to seasoned professionals while others will be more appropriate for those new to gift planning. This seminar will be most appropriate for planned giving professionals and development generalists seeking a broad and general understanding of donor-centered planned gift marketing.
About the Presenters:
Our speaker today is Michael Rosen. Michael is President of ML Innovations, a fundraising and marketing consulting firm. A direct-response fundraising pioneer, Michael has written the bestselling book Donor-Centered Planned Gift Marketing, for which he won the AFP-Skystone Partners Prize for Research in Fundraising and Philanthropy. Michael serves as Immediate Past President of the Partnership for Philanthropic Planning of Greater Philadelphia and sits on the Board of the Philadelphia Children's Alliance and the Advisory Board of the Ark Theatre in Los Angeles.
Attention Executive Directors and Development Directors! If your small development shop only solicits individuals by bulk mail (or not at all,) this session is for you! Did you know that individuals give 80% of the philanthropic dollars in this country each year? If you focus the bulk of your time and attention soliciting corporations and foundations, your efforts are in the wrong place. Come learn how to identify, cultivate, solicit and steward individuals for the first time, and integrate face to face solicitations into your annual development plan. We will discuss how to identify prospects, how to get a first meeting, and how to cultivate and solicit gifts for your organization.
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.
While philanthropy truly stands at the precipice of a Golden Age, today’s climate feels anything but optimistic. And, with three generations of donors in play—Baby Boomers, Generation Xers, and Millennials—only one thing will ensure that our most dependable sources of giving doesn’t waver: customization.
In this session, a representative from each generational segment will offer a personal account of who they are, what they hope to achieve through giving, and what approach would work best in soliciting a gift from them. Session attendees will learn how these groups differ in giving style, capacity and motivation but also in what ways these seemingly disparate groups overlap.
Session Objectives:
Have a clear understanding of who makes up the various donor groups.
Understand how to customize solicitation approaches to meet the needs of each group.
Have practical tips for implementing change that will create a seamless, comprehensive philanthropic plan.
About the Presenters:
Rachel Hutchisson is the Director of Corporate Relations & Philanthropy at Blackbaud, Inc. (NASDAQ: BLKB), headquartered in Charleston, SC. She is responsible for the technology company’s global philanthropic and volunteerism initiatives as well as programs that support the corporate brand. Previously, she ran the marketing programs and events business for the 2,000-person company, launched the firm’s public relations function, and served as project manager for strategic acquisitions.
Rachel is the President Elect of the Association of Fundraising Professionals’ Lowcounty Chapter, was the 2008 chair of the American Marketing Association’s Nonprofit Marketing Conference, and serves on the board of directors of the South Carolina Governor’s School for Science and Math and the South Carolina Association of Nonprofit Organizations.
She is a graduate of Dickinson College in Carlisle, PA, and received a master’s degree from the University of Missouri School of Journalism. A member of Phi Beta Kappa, Rachel is the recipient of the Lloyd W. Hughes Scholar-Athlete Award and the University of Missouri Outstanding Graduate Teaching Assistant Award.
June Bradham, CFRE, is the founder, owner and president of Corporate DevelopMint, a fundraising consulting firm serving non-profit clients throughout the Eastern United States. With thirty years in development, June has led campaigns from $1 million to $100 million for clients representing the healthcare industry, higher education, and community organizations. June is highly regarded within the non-profit community and frequently speaks at national and regional conferences including AFP, CASE, AHP, the American Marketing Association, and Blackbaud’s Annual Conference. She is also active on a number of non-profit boards including the Moore School of Business at the University of South Carolina and the Association of Fundraising International Board and was recently honored by the Charleston Business Journal as one of their most influential women in business for 2008. Her first book, The Truth About What Nonprofit Boards Want will be released by Wiley and Sons in the Summer of 2009.
Since joining Corporate DevelopMint, Tucker Branham, CFRE, has demonstrated keen skills and success in managing major gift campaigns, assessing development office operations, coaching volunteers and staff, and serving as an interim director of development. Tucker has relationship building skills, a personal style, and the professional abilities to help staff and volunteers perform at the high levels necessary to reach challenging fundraising objectives. Through her work in annual giving, major gift campaigns, service as an interim director of development, and board development, Tucker has a comprehensive understanding of how development operations work best. She has emerged as a specialist in facilitating Development Assessments for clients in healthcare (such as Phoebe Putney in Albany, GA) as well as for community organizations (like Camp Boggy Creek in Eustis, FL and The Arts Partnership in Spartanburg, SC). Her experiences have led to the creation of an Assessment model which is now applied to every study we run.
Tucker comes to Corporate DevelopMint following her experience with the Annual Fund team at Emory University in Atlanta. As part of this team, she developed a keen knowledge of a variety of fundraising initiatives such as the Parent Programs, Student Giving Programs, Young Alumni Programs, and Consecutive Giving Programs.
Through community based capital campaigns, Tucker has helped worthy organizations build, market, manage, and achieve fundraising success ($3.5 million campaign for Charleston-based Our Lady of Mercy Outreach Services and Alzheimer’s Respite and Resource of Hilton Head. With a Bachelors degree in English from Warren Wilson College in Asheville, NC and a portfolio from the Portfolio Center in Atlanta, GA, Tucker is able to approach any challenge with a fresh, creative eye and offer solutions that truly drive our clients’ success.
Sharing your organization’s story and its needs with Major Donors is crucial for a successful fundraising program. How do you identify potential Major Donors and how do you cultivate them once you do? This presentation will focus on two key aspects of a successful Major Donor program: identifying major donor prospects and reaching out to share your philanthropic needs.
In this session we will discuss:
How to use wealth rating and other data techniques to identify Major Donor prospects
Techniques to determine which Major Donor prospects you should reach out to
How to talk to Major Donor prospects
Tips for getting an appointment
How to manage the process,
and How to set benchmarks.
About the Presenters
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.
Phil Schumacher, ACFRE currently serves as executive director of Gundersen Lutheran Medical Foundation. The Foundation is located in La Crosse, Wisconsin and is responsible for the medical and health education, clinical and basic research and community outreach of Gundersen Lutheran Medical Center. The Medical Center employs more than 6,000 individuals and has a medical and associate staff of more than 650. The Foundation is in the quiet phase of a comprehensive campaign.Phil has served as executive director since 1993.
Schumacher is active with the Association of Fundraising Professionals (AFP). He served two terms on the board of this international society and is the past Vice Chair of Member Services and Treasurer of the Association. He currently is a member of the board of CFRE International. Phil is a past member of the graduate faculty of Saint Mary’s University of Minnesota, where he taught in the Philanthropy and Development masters program. He has been in the field for over 25 years and has worked with a variety of non-profit organizations.
Why does it cost nonprofits $20 for every $100 raised, when companies spend $4 for every $100 raised? The answer is that we may well be raising money from the wrong people. Most nonprofits focus on selling the "psychic benefits" of our work to donors and foundations who have no direct stake in our outcomes. Today, we need to offer more than “feel good” if we want to create leverage. This webinar teaches nonprofits how to convert their good work into high value outcomes and how to identify a new set of stakeholders who directly value and are willing to pay for those outcomes.
About the Presenter:
Jason Saul is one of the nation’s leading experts on measuring social impact. He is the founder and CEO of Mission Measurement LLC, a strategy consulting firm that helps corporations, nonprofits and public sector clients to measure and improve their social impact. He has advised some of the world’s largest corporations, government agencies and nonprofits, including: Walmart, Starbucks, McDonald’s, Kraft Foods, Levi Strauss & Co., Easter Seals, American Red Cross, the Smithsonian and the U.S. Agency for International Development. Prior to founding Mission Measurement, Jason practiced as a public finance attorney at Mayer, Brown in Chicago.
Jason serves on the faculty of Northwestern’s Kellogg School of Management, where he teaches corporate social responsibility and nonprofit management. He also serves on the faculty of Boston College’s Center for Corporate Citizenship. Jason is the founder of the Center for What Works, a national nonprofit focused on benchmarking and performance measurement. He is the author of numerous books and articles on social strategy and measurement, including: Benchmarking for Nonprofits: How to Manage, Measure and Improve Performance (Fieldstone Press 2006); Social Innovation, Inc.: Five Strategies to Drive Business Value through Social Change (Jossey-Bass, October 2010); and The End of Fundraising: How to Raise More by Selling Your Impact (Jossey-Bass, February 2011).
Jason was awarded the Harry S. Truman Scholarship for leadership and public service and was selected as a Leadership Greater Chicago fellow. In 2008, Jason was recognized as one of Crain’s Chicago Business “40 under 40” business leaders, and in 2010, he was named by Businessweek Magazine as one of the Nation’s 25 Most Promising Social Entrepreneurs.
Jason holds a J.D. from the University of Virginia School of Law, an M.P.P. from Harvard University’s John F. Kennedy School of Government, and a B.A. in Government and French Literature from Cornell University.
As social issues become business issues, the role of corporate philanthropy is fundamentally changing. CSR, community affairs and citizenship directors are under increasing pressure to demonstrate their value to the business. As such, nonprofits need to rethink the way they are approaching companies. this webinar will teach nonprofits the latest trends in corporate philanthropy and offer practical tools and guidelines for how to effectively “sell impact” to companies in this new funding environment.
About the Presenter:
Jason Saul is one of the nation’s leading experts on measuring social impact. He is the founder and CEO of Mission Measurement LLC, a strategy consulting firm that helps corporations, nonprofits and public sector clients to measure and improve their social impact. He has advised some of the world’s largest corporations, government agencies and nonprofits, including: Walmart, Starbucks, McDonald’s, Kraft Foods, Levi Strauss & Co., Easter Seals, American Red Cross, the Smithsonian and the U.S. Agency for International Development. Prior to founding Mission Measurement, Jason practiced as a public finance attorney at Mayer, Brown in Chicago.
Jason serves on the faculty of Northwestern’s Kellogg School of Management, where he teaches corporate social responsibility and nonprofit management. He also serves on the faculty of Boston College’s Center for Corporate Citizenship. Jason is the founder of the Center for What Works, a national nonprofit focused on benchmarking and performance measurement. He is the author of numerous books and articles on social strategy and measurement, including: Benchmarking for Nonprofits: How to Manage, Measure and Improve Performance (Fieldstone Press 2006); Social Innovation, Inc.: Five Strategies to Drive Business Value through Social Change (Jossey-Bass, October 2010); and The End of Fundraising: How to Raise More by Selling Your Impact (Jossey-Bass, February 2011).
Jason was awarded the Harry S. Truman Scholarship for leadership and public service and was selected as a Leadership Greater Chicago fellow. In 2008, Jason was recognized as one of Crain’s Chicago Business “40 under 40” business leaders, and in 2010, he was named by Businessweek Magazine as one of the Nation’s 25 Most Promising Social Entrepreneurs.
Jason holds a J.D. from the University of Virginia School of Law, an M.P.P. from Harvard University’s John F. Kennedy School of Government, and a B.A. in Government and French Literature from Cornell University.
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.
Learning Objectives
Understand the importance of legacy giving and the revenue opportunities it offers
Learn the measures of a successful program
Appreciate why legacy giving is important for your organization and its supporters
Know the steps to begin or grow your 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, 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.
Review the key elements of designing a robust prospect relationship management program that focuses on the most important activities that need to be tracked during a campaign – prospects, fundraiser assignments and actions, and proposals. Options will be discussed that take into consideration organizational size, staffing resources and systems capabilities and limitations, allowing any fundraising operation to benefit from the creation of policies, principles and tracking systems that reflect best practices in prospect management.
About the Presenter:
Elizabeth Crabtree
is the Director of Prospect Development at Brown University with
primary responsibilities for campaign planning, analysis and reporting,
research, prospect management and data mining and modeling. She is a
former president of APRA and a member AFP, CASE, and NEDRA. Ms.
Crabtree is a frequent, nationally recognized speaker, curriculum
developer and nonprofit fundraising consultant specializing in campaign
feasibility analysis, strategic planning and program development.
Note: This program was originally scheduled for July 13th but has been changed to September 28th.
Learn how to harness the power of the Internet for fundraising and community building. What does the "new breed" of online giver want? What is important to know about social networking? What trends in online giving are important to know? Every part of the nonprofit sector will benefit from this high energy masterclass. From this masterclass you will learn:
How to raise money online,
How to harness social networks as well as tips for strong website design.
How to stay ahead of the curve from our Internationally acclaimed speaker, author and e-fundraising guru, Ted Hart, ACFRE.
Target Audience
Advanced level
About the Presenter
Ted Hart, ACFRE, is considered one of the foremost experts in both online and traditional fundraising around the world. He is sought after internationally as an inspirational and practical speaker and consultant. He serves as CEO of Hart Philanthropic Services, (http://tedhart.com/) an international consultancy to nonprofits/NGOs. He created People to People Fundraising a movement housed online at http://www.p2pfundraising.org/. He is Founder of the international ePhilanthropy Foundation. Mr. Hart has taken a leadership role in helping nonprofits become more green by founding the http://www.greennonprofits.org/ movement. Hart has served as CEO of the University Maryland Medical System Foundation, and before that as Chief Development Officer for Johns Hopkins Bayview Medical Center. He is certified Advanced Certified Fund Raising Executive (ACFRE). Hart is author to several published articles and editor and author of several books.
How to use predictive analysis to improve performance
How to use cost analysis and budget realignment to improve performance
About the Presenters:
John Elliott Joslin, CFRE is Senior Consultant with Donor2/Campus Management in Charlotte, North Carolina. Mr. Joslin joined Donor2 in 1991 and has over 27 years experience in fundraising.
A member of AFP since 1983 – John was a founding Board Member of the Brandywine (Delaware) Chapter, and has been a member of the New York and Boston chapters. Currently, John is a member of the Charlotte, NC Chapter of AFP, where he chaired the first Fundraising Day in Charlotte and has served on the Nominating and Senior Forum Committees. John serves on the AFP Exhibitors Committee and is a charter member of the Fundraising Effectiveness Project (FEP) and the AFP Association Board of Directors. Additionally, John is a member of the Council for Resource Development and the Association for Healthcare Philanthropy.
Adrian Sargeant, Robert F. Hartsook Professor of fundraising at the Center on Philanthropy, Indiana University. He is also Professor of Nonprofit Marketing and Fundraising at Bristol Business School in the United Kingdom and an Adjunct Professor of Philanthropy at the Centre for Philanthropy and Nonprofit Studies, Queensland University of Technology, Brisbane, Australia. He is the editor of the International Journal of Nonprofit and Voluntary Sector Marketing and the author of Fundraising Management and Marketing Management for Nonprofit Organizations published by Routledge and the Oxford University Press, respectively.
Although corporations and businesses contribute just over 4% of all philanthropic dollars (over $14 Billion in 2009) in the United States, much more is given through gifts in kind, corporate sponsorships, and through the personal donations of individual corporate leaders. And, in a typical capital campaign, businesses often provide a much more significant percentage of the overall goal. However many nonprofits fail to touch their local business community for a variety of reasons. In this webinar, we will discuss how to approach corporate leaders, how to motivate them to become involved in your organization, and how to develop a corporate appeal.
At the conclusion of this session, participants will:
List the ways corporations and businesses can get involved in their organizations
List the things corporations are looking for in a nonprofit organization
Outline the structure for a corporate/business appeal using volunteers
Target Audience:
Mid-level fundraisers, executive directors and development officers.
About the Presenter:
Linda Lysakowski is one of fewer than 100 professionals worldwide to hold the Advanced Certified Fund Raising Executive designation and has trained more than 18,000 professionals in all aspects of development in Canada, Mexico, Egypt and most of the 50 United States.
Linda is the author of Recruiting and Training Fundraising Volunteers, The Development Plan, Fundraising as a Career: What, Are You Crazy? Everything You Wanted to Know about Capital Campaigns, The Genius’ Guide to Fundraising, a contributing author to The Fundraising Feasibility Study—It’s Not About the Money, co-editor of You and Your Nonprofit, to be published in 2010 and co-author of The Essential Nonprofit Fundraising Handbook. She is currently working on Raising More Money from Your Business Community, to be published in early 2011.
If you're the one person in your organization focused on fundraising, you know how difficult it can be to juggle all the demands. This session will help you get clear about what you need to be doing with your limited time and resources to be successful in fundraising. Learn the secrets of planning and using systems that will make your life easier. Learn how to best use your time to get the most done during the day, and which fundraising tasks you should focus on to bring in the most money.
Learning objectives:
Identify the core systems needed to be successful in fundraising.
Prioritize fundraising tasks and focus on the most important ones first.
Know the key fundraising strategies that will bring the most results.
Target Audience:
Professional and volunteer fundraisers who work in small nonprofits will benefit most, especially if they are new to fundraising or not seeing the results they want in raising money.
About the Presenter:
Sandy Rees is a nonprofit coach and consultant who specializes in showing small nonprofits how to raise money. She has written several books on fundraising including “The Simple Success Fundraising Plan” and she writes the blog “Get Fully Funded.”
Innovation is about more than just bright ideas. It is about making
them happen! If you ever feel like you could be doing more to make
real change, but you just don’t have the tools to do it, then this
session is for you! Jon will take you on a powerful journey beyond the
creative to help you understand what makes a great idea and how to
build a strategy that can transform your fundraising and build a truly
innovative organisation.
Learning Objectives
At the conclusion of this session, participants will:
Understand the principles of innovation and creativity and how to apply them
Have experienced and learnt from real-life examples of powerful innovation
Know how to increase the innovation in their organisation
Target Audience
A
wide audience will benefit from this presentation. The key is that they
are in a position to effect change in their organisations and the
vision to understand why it is important.
About the Presenter
Jon Duschinsky
is the founder of bethechange, an international non-profit consultancy.
He is a thinker, a trainer, a writer, a speaker and a cage rattler. He
speaks about the big picture challenges he believes we are facing and
shares some solutions that we can all apply.
Over the past decade nonprofit organizations have been inundated with Internet services and technology options. This session taught by Ted Hart, one of the world’s foremost experts on Nonprofits and the Internet will focus your organization on how it can integrate offline fundraising with online strategies. Content is based on content from the 5 books he has written on this topic.
How to reach the “new breed” of online givers
How to build community through online social networks
Tips for designing your website to raise more money,
Learn how to stay ahead of the curve from our Internationally acclaimed speaker, author and e-fundraising guru, Ted Hart, ACFRE.
Target Audience
Beginner level
About the Presenter
Ted Hart, ACFRE, is considered one of the foremost experts in both online and traditional fundraising around the world. He is sought after internationally as an inspirational and practical speaker and consultant. He serves as CEO of Hart Philanthropic Services, (http://tedhart.com/) an international consultancy to nonprofits/NGOs. He created People to People Fundraising a movement housed online at http://www.p2pfundraising.org/. He is Founder of the international ePhilanthropy Foundation. Mr. Hart has taken a leadership role in helping nonprofits become more green by founding the http://www.greennonprofits.org/ movement. Hart has served as CEO of the University Maryland Medical System Foundation, and before that as Chief Development Officer for Johns Hopkins Bayview Medical Center. He is certified Advanced Certified Fund Raising Executive (ACFRE). Hart is author to several published articles and editor and author of several books.
Despite significant increases in foundation giving in recent years, too many charitable organizations tend to look at foundation fundraising in a less than strategic manner. For some, the approach to foundations is detached and formulaic. In Strengthening Foundation Relationships, John Greenhoe, CFRE, provides an overview of proven strategic methods for building relationships with foundations of varying types and sizes. Drawing upon his unique background as a former journalist, public relations director and constituent major gift officer, John will lead a thought-provoking session that will provide specific strategies for building lasting and fulfilling foundation partnerships.
Learning objectives:
Understand the value of building relationships with a select number of funders – rather than employing the “shotgun” approach;
Learn methods for making the initial approach to a funder, and following up in distinctive and memorable ways; and
Understand strategies for cultivating different types of foundations
Target audience:
This presentation geared primarily toward entry and mid level practitioners looking to hone their skills in building foundation relationships. Advanced level practitioners would also receive some benefit.
About the Presenter:
John Greenhoe, CFRE,
is an internationally recognized speaker who is noted for providing intriguing and stimulating presentations centering on the topic of philanthropy. Greenhoe has more than 20 years of experience in non-profit leadership roles and currently serves as Director of Foundation Relations at Western Michigan University (WMU). In his role, John has developed a proven track record of success in attracting funding from foundations with little to no previous connection to the university.
This session will discuss how small to mid-size development offices can maximize their resources and make the most of their efforts to achieve success. Discussion will focus on effective management and use of tools in the identification, cultivation, solicitation and stewardship processes in the context of a busy development office.
Topics will include: How to leverage time and resources in a variety of environments; strategic execution of best practices and prioritization to build a culture a philanthropy; execution of the annual fund as a key communication and engagement strategy; examples of accessible prospect identification tools and engagement strategies; creating a vital and committed board and volunteer team; identifying and managing donor expectations; donor recognition vehicles, reporting and accountability; and the optimization of systems, budgeting process and development plan.
At the conclusion of this session, participants will have a better understanding of:
How to build effective staffing models with clearly identified roles and responsibilities,
Effective and efficient tactical and strategic planning and
Resource allocation in a small to mid-size operation
Target Audience:
Staff of all levels in small- to mid-size non-profit institutions
About the Presenters:
Monique Hanson, Senior Vice President and Chief Development Officer of YMCA of the USA, has more than 20 years experience soliciting gifts through all giving channels. Additionally, she has led comprehensive development efforts for two of the nation’s largest nonprofit organizations.
Sally McMillan has worked in non-profit fundraising for 12 years. As Director of Development for YMCA of the USA, she is responsible for corporate and foundation solicitation as well as oversight of Financial Development operations, stewardship and re-granting from Y-USA to local YMCAs. Sally honed her institutional fundraising experience at Providence-St. Mel School, Gateway Foundation, the Alzheimer’s Association (national office), and Planned Parenthood/Chicago Area before joining Y-USA. She graduated from Princeton University and has completed coursework at the University of Chicago Graduate School of Business.
How are consultants able to “make things happen” when they have no real authority? The secrets of consultants lie in influence. These secrets will empower you in leading organizational change. Or will simply help you to be more effective in your current role.
Good consultants are:
Perceptive: Insightful, have the ability to see what others cannot
Influential: Skilled in bringing people together
Transformational: Help make change possible
Motivational: Inspire organizations and individuals to optimal performance
Effective: Create and adhere to specific relevant goals
In this session, Penelope Cagney will share the top secrets of successful consultants that will improve participants ability to more easily deal with organizational issues, guide groups effectively, and lead staff and volunteers to being their very best.
Learning Objectives
Participants will acquire tools to:
Use influence to accomplish goals
Work more effectively with groups
Coach staff and volunteers to best performance
Learn how AFP helps consultants be successful and effective
Target Audience
This is for anyone interested in improving their organizational skills, and for consultants and those who work with consultants, regardless of their level of experience, size of organization.
About the Presenter
Penelope Cagney CFRE, President of The Cagney Company, has more than 20 years experience as a consultant in planning, development and communications, and has worked inside half a dozen different consulting firms. She is a noted presenter on consulting and other nonprofit management topics.
Note: This program was originally scheduled for September 28th but has been changed to July 13th.
When fund raising nonprofit organizations and their fund raising professionals must comply with a myriad of IRS, federal, and state laws. Fund raising professionals must address donor and stakeholder expectations, fulfill their AFP ethical requirements, and operate in an environment of increased transparency and public scrutiny. This session will consider ten key legal topics of concern to the fund raising professional and their organization.
Participants will learn about key principles related to:
IRS requirements
Representative federal and state laws affecting fund raising
AFP ethical guidelines
Board governance and oversight
Target Audience:
Fundraising executive, executive director, and board members.
About the Presenter:
Marty Martin, JD MPA, Martin Law Firm, Raleigh, North Carolina, focuses his practice on providing legal services and training related to nonprofit and tax exempt organizations. Working with a board of directors and senior management, he helps these groups achieve their mission by combining his unique combination of a lawyer’s skills, a nonprofit practitioner’s experience, and advanced training in nonprofit organizations. He is a frequent speaker and trainer for nonprofit organizations, community groups, attorneys, and accountants on related governance, legal, management, and tax issues.
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.
When fundraisers assist charitable institutions in identifying potential donors, they typically look first to the organization’s board of directors (or board of trustees). Directors’ donations of money, goods and services to the organizations they serve ordinarily create no legal risks. But what if a director offers to supply goods or services for a discounted rate, or implicitly conditions a donation on the charity’s promise to contract with a business in which a director has a financial interest? These types of transactions involve conflicts of interest, and they occur with surprising frequency. For example, last year the Boston Globe reported that Suffolk University executed a $10,000/month contract with lobbyist Robert Crowe’s firm, Wolfblock Public Strategies. Robert Crowe is also a Suffolk University trustee, and a member of the compensation committee that made University President David Sargent the highest paid University President in 2006. And in April of 2009, Hackensack University Medical Center hired two major law firms to review its governance procedures after it came to light that the hospital routinely did business with board members. In addition to rendering these charities vulnerable to scrutiny from state and federal authorities, the revelations threatened to undermine public confidence in these important institutions.
Many damaging transactions occur because well-meaning board members fail to spot conflicts or neglect to engage in appropriate decision-making processes. This session is designed to help fundraisers and board members spot conflicts of interest, identify potentially harmful transactions, and formulate procedures to ensure that transactions with board members do not violate state laws or the internal revenue code. We will explore state and federal tax law in detail, including the differences in the rules applicable to public charities (such as universities and hospitals) and private foundations.
Target Audience
This session is designed to be helpful to fundraisers who work with board members who donate funds, goods and services to nonprofits on whose boards they sit. And who lack legal expertise in corporate governance issues.
About the Presenter
Melanie B. Leslie is a Professor of Law at Benjamin N. Cardozo School of Law in New York City. Professor Leslie teaches property, trusts and estates and nonprofit law, and is the co-author of a leading casebook on trusts and estates. She has written extensively about the fiduciary duties of trustees and boards of directors. Professor Leslie is a Legal Fellow of the American College of Trusts and Estates Counsel (ACTEC), the current Chair of the Association of American Law Schools (AALS) Section on Trusts and Estates, and a member of the Association of the Bar of the City of New York’s section on Trusts and Estates.
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.
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.
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.
Great Expectations is the story about the life of orphan Pip, from his early childhood until adulthood – and attempting to mature along the way. They were challenging times for Pip.
Today, it might be said that most major gifts are orphans in search of a home – maturing along the way. And as they do, they prompt the charities to mature, they demand honesty, integrity and transparency and they insist on a home that is safe, that is secure, and one that has a future.
What truly motivates donors to give? How do they really make decisions? And how can you find out? Tony Myers loves raising money. He’s being doing it for almost two decades. And he has conducted several studies on major donors for much of that time and he can’t wait to share with you the insights he’s gained from real life experiences with real live donors.
Learning Objectives
• Learn what causes the heart to move, and how you can find out from your donors, • Find out what influences the mind to decide and how to apply the influences with integrity and respect • Make the connection between the heart, the soul, the mind and the gift, and • Initiate the process with your favorite major donor or the one who will soon become your favorite
Target Audience
This presentation is for those who want to do major gift fundraising, and those who want to do it better. It is geared for the professional with 3 to 7 years experience and for the volunteer leader who wants to gain insight into major donors and high net-worth individuals. About the Presenter
Tony Myers is internationally recognized for his expertise in major gift fundraising and major campaigns His clients range from some of the highest profile organizations internationally to some of the smallest and most relevant locally.
Tony has provided leadership in developing and executing numerous successful fundraising campaigns by connecting organizational effectiveness, governance, infrastructure and planning to concrete results.
Tony is an author, speaker, consultant and a self-professed student of major donor fundraising. He has spoken and made presentations on philanthropy, development and fundraising on four continents. He is sought after as a speaker because he brings a passion and commitment to his work in the support of philanthropy in world wide.
In this session you will learn how to evaluate each step of your major gift program for individuals and make improvements to maximize your fundraising results. You will learn the best practices of major gift programs and how to realistically achieve them in your own organization.
Learning Objectives
• Thoroughly understand the best practices of a successful major gift program. • Be able to evaluate one’s own current major gift program in comparison to best practices. • Be able to develop an achievable plan to significantly improve one’s own major gift program.
Target Audience
The target audience are professional fundraisers with 1 to 10 years experience who are engaged in a major gift program or want to start one in their organization.
About the Presenter
Maureen Schuerman, CFRE, is an award winning nonprofit fundraiser and marketer. She has 19 years experience in helping nonprofits expand their donor bases, increase their charitable gifts and break fundraising records as both an employee and a consultant. She is president of Accelerated Fundraising Solutions, Inc., a nationwide fundraising consulting firm.
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.
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.
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
Andrew Magnuson, Senior Interactive Consultant, Convio. Andrew brings seven years of nonprofit experience to his work helping clients find the right strategic approach to their online challenges and goals. Andrew has been responsible for helping clients define their online goals and priorities, and implementing the tactics and campaigns that ensure the success of their overall web presence. This has included defining outbound communication strategies, helping clients to develop ongoing production activities, and working to ensure that their online infrastructure meets their needs and capacity. In his time at Convio, he has had the opportunity to work with nonprofit clients of almost every size and level of sophistication, including The Nature Conservancy, the Anti-Defamation League, American Red Cross, National Multiple Sclerosis Society, and Church World Service. Prior to joining Convio, Andrew worked as the Marketing and Outreach coordinator for Big Austin, a local nonprofit organization. Andrew has a degree in Business and Communications from Southwestern University at Georgetown.
"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.
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.
"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.
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.
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.
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.
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: July 23, 2009 On-Demand Release Date: Available Now
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: April 07, 2009 On-Demand Release Date: Available Now
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: August 12, 2009 On-Demand Release Date: Available Now
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: February 05, 2009 On-Demand Release Date: Available Now
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: June 10, 2009 On-Demand Release Date: Available Now
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: July 08, 2009 On-Demand Release Date: Available Now
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: October 28, 2009 On-Demand Release Date: Available Now
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: May 20, 2009 On-Demand Release Date: Available Now
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: October 08, 2009 On-Demand Release Date: Available Now
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: December 09, 2009 On-Demand Release Date: Available Now
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: February 26, 2009 On-Demand Release Date: Available Now
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!
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: June 25, 2009 On-Demand Release Date: Available Now
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: March 24, 2009 On-Demand Release Date: Available Now
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.
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: January 15, 2009 On-Demand Release Date: Available Now
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: March 12, 2009 On-Demand Release Date: Available Now
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: April 23, 2009 On-Demand Release Date: Available Now
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: May 06, 2009 On-Demand Release Date: Available Now
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: November 05, 2009 On-Demand Release Date: Available Now
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: May 20, 2008 On-Demand Release Date: Available Now
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: October 29, 2008 On-Demand Release Date: Available Now
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: April 24, 2008 On-Demand Release Date: Available Now
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: April 10, 2008 On-Demand Release Date: Available Now
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: June 17, 2008 On-Demand Release Date: Available Now
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: May 08, 2008 On-Demand Release Date: Available Now
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: August 13, 2008 On-Demand Release Date: Available Now
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: March 11, 2008 On-Demand Release Date: Available Now
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: December 10, 2008 On-Demand Release Date: Available Now
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: July 09, 2008 On-Demand Release Date: Available Now
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: September 18, 2008 On-Demand Release Date: Available Now
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: March 20, 2008 On-Demand Release Date: Available Now
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: February 05, 2008 On-Demand Release Date: Available Now
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: February 19, 2008 On-Demand Release Date: Available Now
"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: October 02, 2008 On-Demand Release Date: Available Now
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: September 04, 2008 On-Demand Release Date: Available Now
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: January 16, 2008 On-Demand Release Date: Available Now
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: January 24, 2008 On-Demand Release Date: Available Now
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: December 03, 2008 On-Demand Release Date: Available Now
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: January 11, 2007 On-Demand Release Date: Available Now
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: June 07, 2007 On-Demand Release Date: Available Now
"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: May 16, 2007 On-Demand Release Date: Available Now
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: August 09, 2007 On-Demand Release Date: Available Now
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: October 23, 2007 On-Demand Release Date: Available Now
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: February 06, 2007 On-Demand Release Date: Available Now
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: February 20, 2007 On-Demand Release Date: Available Now
"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: July 10, 2007 On-Demand Release Date: Available Now
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: April 18, 2007 On-Demand Release Date: Available Now
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: May 03, 2007 On-Demand Release Date: Available Now
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: December 11, 2007 On-Demand Release Date: Available Now
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: April 10, 2007 On-Demand Release Date: Available Now
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: September 20, 2007 On-Demand Release Date: Available Now
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: June 19, 2007 On-Demand Release Date: Available Now
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: September 06, 2007 On-Demand Release Date: Available Now
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: February 07, 2006 On-Demand Release Date: Available Now
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: August 09, 2006 On-Demand Release Date: Available Now
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: January 10, 2006 On-Demand Release Date: Available Now
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: June 07, 2006 On-Demand Release Date: Available Now
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: April 19, 2006 On-Demand Release Date: Available Now
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: March 09, 2006 On-Demand Release Date: Available Now
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: January 12, 2005 On-Demand Release Date: Available Now
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: October 05, 2005 On-Demand Release Date: Available Now
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: February 22, 2005 On-Demand Release Date: Available Now
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: July 14, 2005 On-Demand Release Date: Available Now
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: September 08, 2005 On-Demand Release Date: Available Now
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: February 08, 2005 On-Demand Release Date: Available Now
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: August 10, 2005 On-Demand Release Date: Available Now
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: May 25, 2005 On-Demand Release Date: Available Now
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: September 09, 2004 On-Demand Release Date: Available Now
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: October 05, 2004 On-Demand Release Date: Available Now
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: March 25, 2004 On-Demand Release Date: Available Now
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: February 24, 2004 On-Demand Release Date: Available Now
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: May 12, 2004 On-Demand Release Date: Available Now
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: July 15, 2004 On-Demand Release Date: Available Now
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: December 02, 2004 On-Demand Release Date: Available Now
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: June 09, 2004 On-Demand Release Date: Available Now
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: April 15, 2004 On-Demand Release Date: Available Now
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: January 14, 2004 On-Demand Release Date: Available Now
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 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 $159/ member rate and $295/nonmember rate.
BUNDLE & $AVE with the Special AFP Member Bundle
Penelope Cagney, MA, CFRE, President of The Cagney Company, has more than 20 years
Mark Grimm has a master's degree in public communications from Syracuse University's Newhouse School and is a magna cum laude Siena graduate, where he was named the Conlin Scholar, Siena's top honor for English majors. More is available on Mark and his company at 
Ted Hart, ACFRE is considered one of the foremost experts in both online and traditional fundraising around the world. He is sought after internationally as an inspirational and practical speaker and consultant on topics related to nonprofit strategy and board/volunteer development both online and offline. He serves as CEO of Hart Philanthropic Services, (
Mark Blumberg is a partner at Blumberg Segal LLP in Toronto, Canada, and works almost exclusively with Canadian charities operating in Canada and foreign charities fundraising in Canada. Mark is on the Executive of the Canadian Bar Association Charities and Not-for-Profit Law Section. Mark is interested in, writes about and advises charities on legal and ethical issues and is editor of 
Alice L. Ferris, MBA, CFRE, ACFRE and James Anderson are partners in GoalBusters, providing philanthropic leadership services, specializing in outsourced development for small nonprofits; integrated fundraising, marketing and strategic planning; and customized education and training programs. GoalBusters has clients in many sectors, including public and community broadcasting, education, arts and culture, social service, healthcare, and Native American causes. In their careers to date, Alice and Jim have helped raise over $9 million for organizations and philanthropic causes.
As Founder and President of Pranger Philanthropic, Jill brings 30 years of professional fundraising and not-for-profit management experience to partner with organizations to enhance their fundraising programs and engage volunteers throughout the process. Since founding her business in 2003, she has helped organizations across the country improve their fundraising programs. Clients include Center for Disability Rights, Home HeadQuarters of Syracuse, Rochester Rotary, Save The River, Stepping Stones Learning Center, Finger Lakes SPCA, Flower City Habitat for Humanity, and Niagara Falls Neighborhood Housing Services.
Amy Wolfe is the President and CEO of AgSafe, a statewide nonprofit organization whose mission is to minimize injuries, illness and fatalities in California's agricultural industry. Her career includes tenure Vice President for the California Agricultural Leadership Foundation, Account Executive with E&J Gallo Winery and serving as a legislative aide to two California State Assemblymembers.
Marcy Heim, CFRE, is a sought-after coach and trainer for fundraising leadership, staff and key volunteers who are transforming the world by encouraging philanthropy for their missions. She is a trusted authority in the development profession and helps organizations and educational institutions uplevel their major gift programs through artful, long-term relationship building dramatically increasing fundraising success AND promoting staff job satisfaction. Her teaching reflects over twenty years of firsthand, in-the-trenches, major gift fundraising and management experience where she and her team raised millions of dollars by creating the genuine relationships she promotes in her presentations. 
Tonia Zampieri has been a pioneer in the mobile nonprofit space, becoming an expert on how charities can best leverage this rapidly changing technology and how generational shifts are impacting consumer behavior and expectations. She conceptualized and launched one of the first nonprofit focused mobile apps on iTunes (Tap-n-Give 2009), delivering brand awareness, fundraising and supporter engagement to participating charities.
Paul Pribbenow, 10th president of Augsburg College, a private liberal arts college of the Evangelical Lutheran Church in America located in Minneapolis, is recognized as one of the country’s most engaging commentators and teachers on ethics, philanthropy and American public life. Pribbenow holds a BA from Luther College and an MA and PhD in social ethics from the University of Chicago. He was named a McCormick Presidential Civic Leader Fellow for 2003-04 and for 2005-06. Pribbenow is the author of numerous articles on the professions, ethics, and not-for-profit management. He publishes a bi-monthly e- newsletter, “Notes for the Reflective Practitioner,” and has edited two collections of essays titled Serving the Public Trust: Insights for Fund Raising Research and Practice, Volumes 1 and 2 (Jossey-Bass, 2000 and 2001).
Adrienne Capps has led many dozens of board members, Executive Directors, Deans, Assistant Deans, faculty and program staff to engage in fundraising. Examining behaviors, motivations, strengths, weaknesses and individual’s perspectives has helped her countless times to reduce the fear of fundraising, promote the professional profile of fundraising and ultimately teach my supervisors to be successful in fundraising, which makes me successful too. With 13+ years in the field, an MBA and the CFRE since 2004, she currently leads a $16M campaign effort as the Assistant Dean for Development and External Relations and Senior Management Team Member at the UC Davis School of Education.
Valerie Lambert is Director of Bilou Enterprises and author of the bi-monthly blog, Fix It Or Forget It? In her blog, she outlines case studies of dozens of her past clients she has advised regarding problems in the workplace and how best to address them for each individual.
Amy Eisenstein is the Principal of Tri Point Fundraising, a full service consulting firm. Amy has helped her clients raise millions of dollars for their annual funds and capital campaigns. She is a certified AFP Master Trainer and has been a CFRE since 2004.
With over 20 years in the financial services industry, Greg Hammond, a CERTIFIED FINANCIAL PLANNER™ Professional and Certified Public Accountant, has counseled hundreds of individuals and families on drastically reducing their taxes, preserving wealth, increasing net worth, charitable and estate planning, and building a legacy. Greg regularly facilitates educational sessions to help individuals, families, and business owners, for 3 years co-hosted the radio show, "Planning for Tomorrow" on WTIC News Talk 1080AM, and has spoken throughout New England on planned giving at the AFP CT Philanthropy Day, various AFP Chapters, and The Planned Giving Group of CT. 
Sean D. Hammerle, CFRE is the Founder and President of PLAID Consulting, LLC a Houston-based firm focused on philanthropic leadership and institutional development for small and medium sized non-profits. With over 20 years' experience in non-profit fundraising, Sean has raised over $50 million for organizations of all sizes and missions throughout his career. He is a member of the AFP International Board and Subject Matter Expert for CFRE International.
Tom Nisbett is president of The Nisbett Group, an organizational consulting firm which provides services in philanthropy, board training, assessment and strategic planning.
Linda Lysakowski is one of fewer than 100 professionals worldwide to hold the Advanced Certified Fund Raising Executive designation and has trained more than 18,000 professionals in all aspects of development in Canada, Mexico, Egypt and most of the 50 United States.
Linda is the author of Recruiting and Training Fundraising Volunteers, The Development Plan, Fundraising as a Career: What, Are You Crazy? Everything You Wanted to Know about Capital Campaigns, The Genius’ Guide to Fundraising, a contributing author to The Fundraising Feasibility Study—It’s Not About the Money, co-editor of You and Your Nonprofit, to be published in 2010 and co-author of The Essential Nonprofit Fundraising Handbook.
Adam Burk, CFRE is President of the Central Ohio Chapter of the Association of Fundraising Professionals and has eight years of professional fund-raising experience in human services and the arts. As the Columbus Museum of Art’s Major Gifts Officer, Adam is responsible for identifying, cultivating, and soliciting individual donors for $100,000+ gifts to the Museum’s “Art Matters” campaign, $10,000+ gifts to the Museum’s annual fund, and growing the Museum’s planned giving program. He is leading a team of staff and volunteers focused on “blended” calls which has raised over $4.7M for the Museum’s annual fund and campaign in the past two years. Adam is an expert in volunteer fundraiser motivation and engagement, and is a Certified Fundraising Executive.
John W. Hicks, CFRE
is President and CEO of J.C. Geever, Inc., a consulting firm
specializing in helping not-for-profits build effective grantseeking
programs. John is a featured presenter for The Foundation Center and a
contributing author to the Center’s newest book, After the Grant. He
is an active volunteer for AFP International and Immediate Past
President of the Greater New York Chapter of AFP.
Elizabeth Crabtree
is the Director of Prospect Development at Brown University with
primary responsibilities for campaign planning, analysis and reporting,
research, prospect management and data mining and modeling. She is a
former president of APRA and a member AFP, CASE, and NEDRA. Ms.
Crabtree is a frequent, nationally recognized speaker, curriculum
developer and nonprofit fundraising consultant specializing in campaign
feasibility analysis, strategic planning and program development.
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.
With over 20 years of experience working within the social sector, Marcelo Iniarra currently leads his own creative consultancy,
Our speaker today is Michael Rosen. Michael is President of ML Innovations, a fundraising and marketing consulting firm. A direct-response fundraising pioneer, Michael has written the bestselling book Donor-Centered Planned Gift Marketing, for which he won the AFP-Skystone Partners Prize for Research in Fundraising and Philanthropy. Michael serves as Immediate Past President of the Partnership for Philanthropic Planning of Greater Philadelphia and sits on the Board of the Philadelphia Children's Alliance and the Advisory Board of the Ark Theatre in Los Angeles.
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.
Rachel Hutchisson is the Director of Corporate Relations & Philanthropy at Blackbaud, Inc. (NASDAQ: BLKB), headquartered in Charleston, SC. She is responsible for the technology company’s global philanthropic and volunteerism initiatives as well as programs that support the corporate brand. Previously, she ran the marketing programs and events business for the 2,000-person company, launched the firm’s public relations function, and served as project manager for strategic acquisitions.
June Bradham, CFRE, is the founder, owner and president of Corporate DevelopMint, a fundraising consulting firm serving non-profit clients throughout the Eastern United States. With thirty years in development, June has led campaigns from $1 million to $100 million for clients representing the healthcare industry, higher education, and community organizations. June is highly regarded within the non-profit community and frequently speaks at national and regional conferences including AFP, CASE, AHP, the American Marketing Association, and Blackbaud’s Annual Conference. She is also active on a number of non-profit boards including the Moore School of Business at the University of South Carolina and the Association of Fundraising International Board and was recently honored by the Charleston Business Journal as one of their most influential women in business for 2008. Her first book, The Truth About What Nonprofit Boards Want will be released by Wiley and Sons in the Summer of 2009.
Since joining Corporate DevelopMint, Tucker Branham, CFRE, has demonstrated keen skills and success in managing major gift campaigns, assessing development office operations, coaching volunteers and staff, and serving as an interim director of development. Tucker has relationship building skills, a personal style, and the professional abilities to help staff and volunteers perform at the high levels necessary to reach challenging fundraising objectives. Through her work in annual giving, major gift campaigns, service as an interim director of development, and board development, Tucker has a comprehensive understanding of how development operations work best. She has emerged as a specialist in facilitating Development Assessments for clients in healthcare (such as Phoebe Putney in Albany, GA) as well as for community organizations (like Camp Boggy Creek in Eustis, FL and The Arts Partnership in Spartanburg, SC). Her experiences have led to the creation of an Assessment model which is now applied to every study we run. 
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.
Phil Schumacher, ACFRE currently serves as executive director of Gundersen Lutheran Medical Foundation. The Foundation is located in La Crosse, Wisconsin and is responsible for the medical and health education, clinical and basic research and community outreach of Gundersen Lutheran Medical Center. The Medical Center employs more than 6,000 individuals and has a medical and associate staff of more than 650. The Foundation is in the quiet phase of a comprehensive campaign.Phil has served as executive director since 1993.
Jason Saul is one of the nation’s leading experts on measuring social impact. He is the founder and CEO of Mission Measurement LLC, a strategy consulting firm that helps corporations, nonprofits and public sector clients to measure and improve their social impact. He has advised some of the world’s largest corporations, government agencies and nonprofits, including: Walmart, Starbucks, McDonald’s, Kraft Foods, Levi Strauss & Co., Easter Seals, American Red Cross, the Smithsonian and the U.S. Agency for International Development. Prior to founding Mission Measurement, Jason practiced as a public finance attorney at Mayer, Brown in Chicago.
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, 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.
Ted Hart, ACFRE, is considered one of the foremost experts in both online and traditional fundraising around the world. He is sought after internationally as an inspirational and practical speaker and consultant. He serves as CEO of Hart Philanthropic Services, (http://tedhart.com/) an international consultancy to nonprofits/NGOs. He created People to People Fundraising a movement housed online at http://www.p2pfundraising.org/. He is Founder of the international ePhilanthropy Foundation. Mr. Hart has taken a leadership role in helping nonprofits become more green by founding the http://www.greennonprofits.org/ movement. Hart has served as CEO of the University Maryland Medical System Foundation, and before that as Chief Development Officer for Johns Hopkins Bayview Medical Center. He is certified Advanced Certified Fund Raising Executive (ACFRE). Hart is author to several published articles and editor and author of several books.
John Elliott Joslin, CFRE is Senior Consultant with Donor2/Campus Management in Charlotte, North Carolina. Mr. Joslin joined Donor2 in 1991 and has over 27 years experience in fundraising.
Adrian Sargeant, Robert F. Hartsook Professor of fundraising at the Center on Philanthropy, Indiana University. He is also Professor of Nonprofit Marketing and Fundraising at Bristol Business School in the United Kingdom and an Adjunct Professor of Philanthropy at the Centre for Philanthropy and Nonprofit Studies, Queensland University of Technology, Brisbane, Australia. He is the editor of the International Journal of Nonprofit and Voluntary Sector Marketing and the author of Fundraising Management and Marketing Management for Nonprofit Organizations published by Routledge and the Oxford University Press, respectively.
John Greenhoe, CFRE,
is an internationally recognized speaker who is noted for providing intriguing and stimulating presentations centering on the topic of philanthropy. Greenhoe has more than 20 years of experience in non-profit leadership roles and currently serves as Director of Foundation Relations at Western Michigan University (WMU). In his role, John has developed a proven track record of success in attracting funding from foundations with little to no previous connection to the university.
Monique Hanson, Senior Vice President and Chief Development Officer of YMCA of the USA, has more than 20 years experience soliciting gifts through all giving channels. Additionally, she has led comprehensive development efforts for two of the nation’s largest nonprofit organizations.
Sally McMillan has worked in non-profit fundraising for 12 years. As Director of Development for YMCA of the USA, she is responsible for corporate and foundation solicitation as well as oversight of Financial Development operations, stewardship and re-granting from Y-USA to local YMCAs. Sally honed her institutional fundraising experience at Providence-St. Mel School, Gateway Foundation, the Alzheimer’s Association (national office), and Planned Parenthood/Chicago Area before joining Y-USA. She graduated from Princeton University and has completed coursework at the University of Chicago Graduate School of Business. 
Penelope Cagney CFRE, President of The Cagney Company, has more than 20 years experience as a consultant in planning, development and communications, and has worked inside half a dozen different consulting firms. She is a noted presenter on consulting and other nonprofit management topics.
Marty Martin, JD MPA, Martin Law Firm, Raleigh, North Carolina, focuses his practice on providing legal services and training related to nonprofit and tax exempt organizations. Working with a board of directors and senior management, he helps these groups achieve their mission by combining his unique combination of a lawyer’s skills, a nonprofit practitioner’s experience, and advanced training in nonprofit organizations. He is a frequent speaker and trainer for nonprofit organizations, community groups, attorneys, and accountants on related governance, legal, management, and tax issues.
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.
Tony Myers is internationally recognized for his expertise in major gift fundraising and major campaigns His clients range from some of the highest profile organizations internationally to some of the smallest and most relevant locally.
Andrew Magnuson, Senior Interactive Consultant, Convio.
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.
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.
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.
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.
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.