Archive for the ‘Audio Conference’ Category

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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.

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.

In today’s digital world, it’s critical to reach your donors and prospects where they are spending their time — online. With the past 50 years of fundraising behind us, what’s next? With the current economic conditions and increased competition for donor dollars, cost-effective methods for sourcing new prospects, converting them to donors, and maximizing their lifetime value is more important than ever. Research into the habits of major donors and general consumers alike continues to show a growing propensity for online giving and engagement. This webinar will discuss the strategic changes and investments required for nonprofits to succeed online, best practices for adapting to a world where the power has shifted to donors, and real-world examples of successful multi-channel marketing strategies.

Target Audience

Mid Level 3-6 years to Senior Level 7-9 years

About the Presenter

Vinay Bhagat founded Convio in April 1999 after volunteering at a public television pledge drive and being struck by the opportunity to leverage Internet technology to drive better fundraising results. Today, as chief strategy officer, Vinay oversees corporate strategy development and client success services. A frequent speaker at conferences hosted by AFP, DMANF, CASE, and others, Vinay also is a widely published author, with articles appearing regularly in DM News, Journal of the Direct Marketing Association Nonprofit Federation and on OnPhilanthropy.com. Vinay serves on the Education Committee of the Direct Marketing Association Nonprofit Federation.

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.

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.

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.

“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.

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.