Archive for the ‘Audio Conference’ Category

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.

Sandy Rees, CFRE 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.”

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!

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.

Coming soon a schedule of 2012 Webconferences.

There will be no Monthly Meeting in December.   Our regular meeting schedule with resume in January, 2012.

Southern Arizona Chapter
Members Holiday Party
Thursday, December 15, 2011
5 PM – 6:30 PM
Join us to celebrate the Season!

Doubletree Hotel on Alvernon
Upper Lobby Bar

Members – FREE
Guests/Nonmembers – $25

Complimentary Hors d’oeuvres and a Glass of Wine will be provided.
Cash Bar available.

Please RSVP by Monday, Dec. 12th
admin@afpsoaz.org

Clint Mabie of CFSA and Tony Penn of United Way will join us for a discussion with Pamela Doherty, CFRE facilitating.

J. Clinton Mabie joined the Community Foundation for Southern Arizona as President and CEO in May of 2010. Mr. Mabie started his career in the nonprofit sector 18 years ago after jobs in advertising and commercial real estate. During his nonprofit career, he served as Director of Development of The Golden Apple Foundation, founder of the Center of Teaching and Learning which teaches educators how to incorporate technology into the classroom, and was a high school teacher in the Chicago Public Schools. Most recently, Clint served as Director of Donor Services and Program Development at the Chicago Community Trust. During his tenure, donations increased from $15 million to $90 million annually and grants from donors increased from $1 million to over $45 million annually. Clint also planned and raised over $20 million for diverse communities and created the Trust’s poverty initiative, Return on Chicago.

Mr. Mabie received a Bachelor of Arts degree from Ohio Wesleyan University, a Master of Management from J.L Kellogg Graduate School of Management at Northwestern University and a Master of Arts in Teaching from National-Louis University.

Clint currently serves as a board member of the Arizona Grantmakers Association, and as a member of the Southern Arizona Leadership Council and Nonprofit Executives of Tucson. He has served on nonprofit boards for over 20 years including, The Community Mental Health Council, National-Louis University and the Chicago District Golf Association’s Sunshine Through Golf Foundation. Clint is married to Debi and has three children, Chess, Clark and Martha.

Tony Penn is president and CEO of United Way of Tucson and Southern Arizona (UWTSA). With this role he guides and directs staff and volunteer activities including resource development, marketing, governance, human resources and strategic planning for the organization. He leads this multimillion dollar nonprofit organization as it addresses the health and human service needs of Greater Tucson and Southern Arizona. Under his leadership, UWTSA leverages the expertise and passion of donors, volunteers and staff in support of programs to advance the common good and create long-term solutions that ensure children and youth succeed, increase the financial stability of individuals and families and help to raise the quality of life for seniors.

Prior to joining UWTSA, Tony served as the Chief Development Officer of the YMCA of Greater San Antonio where was responsible for several new multimillion dollar capital projects and helped to more than double their annual campaign. Tony has also held positions in the for-profit sector, including a 23+ year career, with Teradyne/GenRad Corporation where he advanced to the position of regional manager. He is also an Air Force veteran.

Tony is a recent graduate of the University of Arizona’s Eller College of Management Southwest Leadership Program. He is also a graduate of the University of Texas at San Antonio, College of Public Policy in Non Profit Management, and the Harvard Business School Executive Education program in Governing for Non Profit Excellence.

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.

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.”

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.

Michael J. Rosen, CFRE 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.

Success Comes in All Sizes

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.

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.

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, Director of Development for YMCA of the USA, has 12 years development experience in annual fund, special events, institutional giving and operations.

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.

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.

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.

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.