Archive for the ‘Audio Conference’ Category

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.

Wednesday, January 13, 2010 – Primavera Foundation – 702 S. 6th Avenue (at 17th Street), Tucson, Arizona

11:00 a.m. – 12:30 p.m.

This session will focus 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.

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.

Kathryn W. Miree, J.D.

Presenter: Kathryn W. Miree, J.D.
Date: Wednesday, December 9, 2009 @ 11:00 AM

Length: 90 minutes

About the Event

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.

Learning Objectives

Participants will learn:

• Why it is so important to talk to donors about deferred and planned gifts
• How to identify the best prospects for conversations
• The role of staff and volunteers in making planned giving calls
• What you must know before you call
• How to set up the call
• How to have the conversation: the opening, the exploration and the close
• Involving the donor’s advisor

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.

About the Presenter

Kathryn W. Miree, J.D. is president of Kathryn W. Miree & Associates Inc., a consulting firm that works with boards and staff of nonprofits and foundations to develop planned giving programs and endowments. Miree is a past president of the National Committee on Planned Giving, is the current chair of the editorial advisory board of The Journal of Gift Planning, has chaired and served on a number of nonprofit boards, is a frequent national speaker, and is the author of two books. Her clients include a variety of nonprofits and foundations across the country.

Diana McLain Smith

Presenter: Diana McLain Smith
Date: Thursday, October 8, 2009 @ 10:00 AM
Length: 90 minutes

About the Event

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.

Learning Objectives

Participants will:

• Understand how relationships work, develop and change
• Learn how to use conflicts to create better solutions while strengthening relationships
• Learn how to build relationships strong enough to handle a team’s hottest conflicts

Target Audience

Useful for anyone from mid to advanced levels

About the Presenter

Diana Smith is a partner at The Monitor Group, a global management consultancy. Considered a master advisor to teams, she is the author of numerous articles and chapters and most recently, the highly acclaimed book Divide or Conquer: How Great Teams Turn Conflict Into Strength. For 30 years, Diana has studied, advised and written about how leaders across sectors and geographies make their hardest choices, handle their toughest problems and negotiate their hottest conflicts. She has taught at Harvard Law School, the Harvard Kennedy School of Government, the Harvard Graduate School of Education and the Boston College Carroll School of Management.

Marc A. Pitman, CFCC

Presenter: Marc A. Pitman, CFCC
Date: Thursday, September 17, 2009 @ 10:00 AM
Length: 90 minutes

About the Event

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!

Learning Objectives

Participants will learn:

• Six powerful tools to help tame the task-list tiger
• How minding your P’s and Q’s can be crucial to getting your important things done
• Four steps to identifying which goals give you the most return on your investment of time
• Practical ways to “manage up” so that your supervisor or board understands what you do

Target Audience

All levels

About the Presenter

Marc A. Pitman, CFCC, director of the Foundation of Inland Hospital in Waterville, Maine, is a popular speaker, skilled coach and fundraising expert. He is the author of Ask Without Fear! and founder of Fundraisingcoach.com, a website dedicated to practical ideas for fundraising more effectively.

Carole V. Rylander, CFRE

Presenter: Carole V. Rylander, CFRE
Date: Wednesday, August 12, 2009 @ 10:00 AM
Length: 90 minutes

About the Event

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.

Learning Objectives

This workshop provides 12 tools and activities that board leadership and staff can use to:

• Provide a framework for understanding prospect and donor needs
• Increase the comfort level and confidence of staff and volunteers in approaching 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.

About the Presenter

Carole V. Rylander, CFRE is principal of Rylander Associates, a professional consulting firm serving not-for-profit organizations since 1998 in funds development, planning and governance. She has worked in the nonprofit sector for more than 23 years. Rylander was named the 2006 Outstanding Fundraising Executive of the Dallas Chapter of AFP. She is a past president of the AFP Dallas Chapter and is Chair of the Association of Philanthropic Counsel, Inc., a national association of consulting firms.