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Developing Your Case for Support: The Foundation For Your Fundraising Success

Raise the Money of Your Dreams With Donor-Centered Major Gift Fundraising

Uncovering "New" Donors In Your Database

http://nonprofitstorytellingconference.com/2017-schedule A donor database isn't meant to be just a bucket of names and transactions. So often, though, it's treated that way, leading to poor retention rates and increased pressure to acquire new donors in inefficient ways. In this session, Steven Shattuck, Chief Engagement Officer at Bloomerang, will provide practical advice on how to unlock the true potential of your donor database. Learning objectives: Easy ways to keep your donor data clean and manageable Strategies for re-activating lapsed donors How to leverage current donors to acquire new donors

Building a culture of philanthropy your work through a fundraising lens

This document provides guidance on running a successful United Way workplace campaign. It discusses establishing a campaign committee, setting goals, educating employees, organizing leadership and employee kickoff events, distributing and collecting pledge forms, holding special events, analyzing results, and recognizing donors. The key aspects are educating co-workers on United Way's community impact, organizing leadership presentations to solicit larger donations, distributing and following up on pledge forms to increase participation rates, and submitting pledge forms and funds by November 30th for consideration in spirit award programs. United Way staff are available to help with campaign materials, speakers, and other support.

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Developing a Fundraising Plan

1. The document provides information and guidance for nonprofit organizations on fundraising strategies and planning. 2. It discusses developing a fundraising plan, identifying funding sources, evaluating fundraising efforts, and tips for fundraising during an economic recession. 3. The document also advertises an online resource center and nonprofit services provider called CharityNet USA and promotes their upcoming webinars on nonprofit topics.

The Connected Nonprofit: Fundraising with NGO Connect

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Fundraising - How to get some Fund to your NGO

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Fundraising Fundamentals

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6 Easy Steps to Creating a Written Fundraising Plan

Cramer & Associates, Inc.

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.

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What's Your Legacy? Implementing a planned giving program

Lisa M. Chmiola, CFRE

This document discusses implementing a planned giving program. It begins by defining planned giving as gifts made through wills or beneficiary designations that are integrated with a donor's estate planning. Common planned gift vehicles like bequests, retirement account beneficiary designations, and life insurance are described. The document emphasizes building a solid foundation first by assessing an organization's donor base, leadership support, strategic plan and more. It then provides guidance on prospecting, documenting planned gifts, addressing common objections, communicating the program, and stewardship. The document concludes by recommending next steps like continuing education and assessing readiness to implement a planned giving program.

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Recruiting and Leveraging Corporate Board Members

This document summarizes a presentation about recruiting and leveraging corporate board members for non-profits. It introduces the presenters - Kelly Dunphy, Mark Axelowitz and Gregory Boroff - and their relevant experience. The presentation covers relating to potential corporate board members, identifying suitable prospects, recruitment infrastructure, onboarding new members through orientation and engagement, and ensuring members are leveraged effectively.

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[Webinar] Major Gifts Strategies: Stop Wasting Time On Nickels and Dimes

DonorCommunity

All non profits seek how to maximize their time and resources to raise more money. Yet many spend too much of their valued staff and board time seeking many small gifts, rather than fewer large ones. Hosted by DonorCommunity, and major gifts expert Rolando Rodriguez of CrossPointPlus, review practical strategies that will pay off with bigger gifts and a much higher return on investment. Get more strategy advice on how to best “mine your own backyard” for gold, using quality information and a systematic approach, by visiting us: http://goo.gl/hULeqT

2016-01-14 Establishing a Culture of Philanthropy

Future Business Leaders of America-Phi Beta Lambda (FBLA-PBL)

Program of Work: 2014-15 FBLA National Officers

This document outlines the 2014-15 Program of Work for the Future Business Leaders of America (FBLA) National Officer Team. It introduces the officers and their roles. It then details several goals and initiatives for the year, including increasing membership, strengthening partnerships, securing sponsorships and donations, bolstering social media presence, and raising funds and awareness for charitable causes like the March of Dimes. The overarching goals are to provide excellent customer service, foster relationships, obtain necessary resources, and promote FBLA's image and awareness.

5 successful fundraising strategies

GlobalGiving

The document outlines 5 successful fundraising strategies used by organizations partnered with GlobalGiving. The strategies are: 1) Identify your network, communicate effectively, and help your network grow. 2) Tell powerful stories that highlight how people care about other people. 3) Set specific fundraising goals and break them down into smaller, weekly goals. 4) Just start fundraising efforts without overthinking your strategy. 5) Develop a multifaceted fundraising strategy that uses both online and offline methods. The document provides examples of how organizations successfully used these strategies on the GlobalGiving platform.

Start Smart - A Guide to 2nd Semester Recruitment and Retention webinar

Future Business Leaders of America-Phi Beta Lambda (FBLA-PBL)

This document provides guidance for second semester recruitment and retention efforts for FBLA-PBL chapters. It recommends holding a welcome back party, targeting underclassmen and business students for recruitment, and highlighting benefits such as skills development, scholarships, and leadership opportunities. Successful recruitment strategies include creating promotional materials, hosting an information booth, and using social media. The document also offers tips for networking and provides recognition programs to incentivize membership growth. It emphasizes the importance of engaging current members through meetings, national programs, and community service. Attending the National Leadership Conference and connecting with national officers are also recommended for retention.

A5 beyond the grant proposal maureen adams

ocasiconference

The Canada Women's Foundation is Canada's only national public foundation for women and girls. It was established in 1991 and has raised almost $47 million to fund over 1,000 projects across Canada. Its priority areas are moving women out of poverty, ending violence against women, and building strong resilient girls. The document provides tips for organizations applying for funding, including knowing the funder's mission and priorities, writing clear and succinct proposals that address the funding criteria, and following reporting requirements if funded.

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What's Your Legacy? Implementing a planned giving program

Lisa M. Chmiola, CFRE

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DonorCommunity

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Future Business Leaders of America-Phi Beta Lambda (FBLA-PBL)

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To certify or not to certify – Keys to Building Credibility

Tim Bynum, CFRE

This document discusses certification for fundraising professionals through the CFRE designation. It outlines the key benefits of obtaining CFRE certification, which include increasing credibility, demonstrating achievement and commitment, and advancing careers. The certification process involves applying to demonstrate years of experience and continuing education, passing a multiple choice exam, and adhering to standards of ethics. Maintaining certification requires recertification every three years.

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United Way of the National Capital Area

This document summarizes a training session on creating a donor strategy. It discusses segmenting donors into groups, defining each segment, and mapping out engagement strategies for each. The key segments discussed are board members, top donors, mid-level donors, annual fund donors, non-donors, and institutional partners. For each segment, the document outlines who to leverage, potential asks, and suggested engagement and outreach approaches. The goal is to better manage donors and data through segmentation and to motivate donors to support organizational goals.

To certify or not to certify – Keys to Building Credibility

Tim Bynum, CFRE

The document discusses certification for fundraising professionals, specifically the Certified Fund Raising Executive (CFRE) designation. It outlines the requirements to become CFRE certified, including having 5 years of fundraising experience, obtaining continuing education, demonstrating fundraising performance through accomplishments and funds raised, engaging in community service, and adhering to ethical standards. It also discusses the benefits of becoming CFRE certified, such as increased credibility, recognition, career advancement, and higher salaries. The certification process involves applying online to demonstrate meeting the requirements, taking a 200-question multiple choice exam, and recertifying every three years.

Key Steps for Building a Major Gifts Program with Sue Egles

CanadaHelps / MyCharityConnects

Sue Egles provides an overview of the key steps for building a major gifts program, including defining major gifts, developing a case for support, identifying leadership and prospects, cultivating donors through relationship building, and soliciting major gifts. The presentation outlines fundamentals such as establishing fundraising infrastructure and treating each prospect as a mini-campaign. Success is defined as taking time to build relationships, having a strong reputation, doing research on prospects, involving the right people, and creating commitment through follow up.

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onecangrow

The document provides information about a pioneer training program. It discusses that videos will be recorded of the workshops to allow pioneers to review and improve their performance. It also includes an icebreaker activity where pioneers share true and false facts about themselves. The rest of the program involves pioneers becoming certified through skills assessments, case study knowledge, and demonstrated attitudes. Top performers may take on additional leadership roles. Pioneers will facilitate workshops for each other and provide peer and self-assessments. The training structure and requirements are outlined.

Four Year Plan File Combined

Giulana Zago

The document outlines a four-year undergraduate career plan with steps to take each year to explore interests and career options, investigate potential careers, gain experience through internships or other activities, and implement a job search strategy. The freshman year focuses on self-exploration through assessments and involvement. The sophomore year emphasizes researching careers and networking. Juniors are encouraged to seek internships and leadership roles. Seniors prepare for their job search through strategies like attending career events, networking, and mock interviews.

What We Did Right and What We'd Never Do Again: Lessons Learned in Program Re...

National Partnership for Educational Access

The document outlines lessons learned from SEO Scholars' expansion from New York City to San Francisco. It discusses their history of expansion, what went well including having seed funding and passionate staff, and challenges faced such as cultural differences between cities. Attendees participated in small group activities to discuss challenges of expansion. The top ten dos and don'ts included researching the new location thoroughly, considering local leadership, making partnerships, replicating the program's outcomes and mission flexibly, and beginning data tracking immediately. Future expansion plans include growing programs in NYC and the SF Bay Area region.

February ASAP Group Advisement: Transfer 101

David Turcotte M.S.

The document provides information and reminders for ASAP students. It lists important February dates including the last day to withdraw from courses, no class dates, and the end of the semester. It stresses the importance of completing spring advisement and registration immediately to avoid suspension from ASAP benefits. It announces upcoming ASAP events and recruitment for new students. It provides information on transferring to a 4-year college, including factors to consider, questions to ask, and the application process. Finally, it reminds students about metro card distribution and appropriate behavior.

Finding Fit: A Strategic Approach to Applying to Graduate Psychology Programs...

Amanda Macchi, MPH

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Enroll America

This document discusses strategies for enrolling at-risk communities in health insurance plans. It describes the work of enrollment assistance organizations in Colorado and Texas. Key strategies that worked well included partnerships between organizations, targeted outreach to minority communities, maintaining consistent enrollment locations, and following up with consumers. Looking ahead, plans for future open enrollment periods include advanced planning, phone banking, training partners, improving call center staffing, and tailored marketing. The document emphasizes the importance of collaboration between organizations to enroll hard-to-reach populations.

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Blackbaud

How to Approach a Foundation- Presentation Packet

Calvert Library Cooperating Collection

The document provides an overview of how to approach foundations for funding from initial contact through the grant decision process. It discusses preparing prospect lists, making the initial approach by phone or letter, tips for introductory phone calls, possible outcomes of the initial approach including being invited to submit a proposal or have a site visit. It then covers following up while the proposal is pending, conducting site visits, and following up after being declined or awarded funding. The key stages in the process and how to effectively communicate with foundations are emphasized throughout.

Giving Days Done Right

Pursuant

Mif presentation at lead 2016

paulakitt

This document discusses strategies for churches to conduct capital campaigns to raise funds for ministry goals. It notes that churches typically do capital campaigns to build or improve facilities, pay down debt, or add staff and programs. Using an outside consultant is recommended, as they have training and experience that increases the likelihood of meeting fundraising goals compared to self-led campaigns. The document outlines best practices for selecting a consultant and preparing for the campaign, which involves five phases: pre-campaign planning, a planning weekend, the active campaign period, a commitment weekend, and a follow-up phase. Traits of effective campaigns include strong leadership, pastoral commitment, a clear and compelling vision, a realistic financial goal, and consensus among members.

Finding Fit Webinar 2018

Amanda Macchi, MPH

This document provides guidance on applying to graduate psychology programs through PSYCAS, the centralized application service. It discusses determining one's career goals and interests to identify suitable programs. The key steps in the application process are outlined, including completing the application form, submitting transcripts and reference letters, and meeting programs' deadlines. Emphasis is placed on strategically targeting a manageable number of well-fitting programs where the applicant has a strong chance of acceptance and meeting requirements to complete the degree.

Bonner Leader Program: Start-Up Check List

Bonner Foundation

The document provides guidance for starting a new Bonner Leaders program. It outlines steps to staff the program, secure funding, recruit the first class of Bonner Leaders, set up a training and service calendar, develop community partnerships for placements, and connect to the Bonner Network for support. Key aspects include deciding on a coordinator, recruiting student interns, securing work-study stipends, developing marketing materials, planning recruitment and selecting a first class of 5-20 students, and identifying initial community partners and service placements.

Webinar: Converge 2015 Recap

Converge Consulting

Best Practices in Graduate Recruitment Webinar.pptx

melissaabache

The document provides best practices for graduate program recruitment. It discusses the importance of having a strategic recruitment plan to navigate challenges and maximize results. Key aspects to address include: targeting the right student profiles; using various digital and in-person outreach methods; communicating early and often to prospective students about important factors like cost, career outcomes, and academics; and continuously measuring success to improve recruitment efforts over time.

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