Select a course name for more information.
This course will focus on strategies for developming a donor focused annual fund program.
Instructions: Scott Larson and Jodie Nolan
- Establishing the infrastructure for annual giving
- Building a constituency base by focusing on donors' needs and interests
- Providing donor-centered communications to renew and upgrade individual gifts
- Acquiring new donors
- Developing successful special events
- Preparing an annual development plan
The partnership between the board of directors, the chief executive officers and the development professional is a critical one. Strong, effective boards are an intentional result of strategic activity. In this workshop, learn the basics of working effectively with boards and how to apply strategic thinking to your organization's goals.
Instructor: Jodie Nolan and Scott Larson
- The role and function of the board of directors
- How to set expectations and motivate your Board
- Board recruitment and retention
- What makes planning "strategic"
- Elements of a strategic planning process
- A model for strategic planning
Learn the essential concepts and components of a capital campaign and how to lay the necessary groundwork for a successful capital campaign.
Instructors: Paul J. Strawhecker and/or Scott Larson
- Organizational readiness
- How a capital campaign relates to an annual fund drive
- Philanthropic planning (feasibility) study
- The three essential components of a capital campaign
- Prospective donor identification, education, cultivation and solicitation
This high-energy, interactive session will cover direct mail fundraising for the large and small shop, touching on everything from appeal conception to package delivery. Bring your own packages and results for expert analysis and critique.
Instructor: R. Todd Simpson
- Mail plan creation
- Package design
- Copy Writing
- Gift acknowledgment
- Direct Mail Tests
- Donor Information Management
- Analysis and Segmentation
- Prospecting and Lists
- New Trends in Direct Marketing
This is an overview of all fundraising programs. Learn how to integrate various fundraising activities with a major gift emphasis.
Instructor: Paul J. Strawhecker
- Institutional issues relating to fundraising
- Organizing your fundraising program
- Why case statements are important
- Identifying and involving prospects and donors
- Planning and executing an annual fund campaign
- Using the capital campaign effectively
- Major gift fundraising for the small shop
This course will focus on the development of successful grant proposals. It is designed to assist both first-time and seasoned proposal writers.
Instructor: Frank Shimerdla
- How to understand the life-cycle of a grant-funding project
- How to locate federal, state, local and foundation funding
- How to write a successful proposal that contains convincing key elements
- How to develop and present clear budgets for grant proposals
- How to develop and utilize effective mechanisms for grant evaluation
- How to develop a successful grant development strategy for your organization
Learn how to ask for the big gift! This class will discuss the identification, cultivation and proposal development for major and planned gifts.
Instructor: Jodie Nolan
- Planned giving vehicles
- Legal aspects of planned giving
- How to select your endowment manager
- How to set up the appointment and make the call/role playing
- What you need to know to establish and manage these programs
Prospect research is an important component of the development program, and organizations wishing to obtain major gifts from individuals, corporations or foundations must do their homework.
Instructor: Jodie Nolan and Jerry Deichert
- Sources of information for and benefits of prospect research
- Electronic screening
- Pitfalls of research
- How to build relationships with donors and prospects
- How to organize and maintain a stewardship program
Learn how public relations concepts and techniques can enhance development programs.
Instructor: Hayley Armstrong
- Role of mission in publications success
- Creating positioning statements and other strategic messages
- Targeting key audiences
- Strengthening identity as the basis for a sound public image
- Strategic event planning and media relations
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