Archive for the ‘Audio Conference’ Category

Foundation professionals agree: their best grantees are the ones who look beyond the check and seek a mutually beneficial relationship.  Learn how the relationship unfolds and how  both grantmakers and grantees benefit from good communication and mutual understanding of risk and reward.

John W. Hicks, CFRE is President and CEO of J.C. Geever, Inc., a consulting firm specializing in helping not-for-profits build effective grantseeking programs. John is a featured presenter for The Foundation Center and a contributing author to the Center’s newest book, After the Grant.  He is an active volunteer for AFP International and Immediate Past President of the Greater New York Chapter of AFP.

Why does it cost nonprofits $20 for every $100 raised, when companies spend $4 for every $100 raised? The answer is that we may well be raising money from the wrong people. Most nonprofits focus on selling the “psychic benefits” of our work to donors and foundations who have no direct stake in our outcomes. Today, we need to offer more than “feel good” if we want to create leverage. This webinar teaches nonprofits how to convert their good work into high value outcomes and how to identify a new set of stakeholders who directly value and are willing to pay for those outcomes.

Jason Saul is one of the nation’s leading experts on measuring social impact. He is the founder and CEO of Mission Measurement LLC, a strategy consulting firm that helps corporations, nonprofits and public sector clients to measure and improve their social impact. He has advised some of the world’s largest corporations, government agencies and nonprofits, including: Walmart, Starbucks, McDonald’s, Kraft Foods, Levi Strauss & Co., Easter Seals, American Red Cross, the Smithsonian and the U.S. Agency for International Development. Prior to founding Mission Measurement, Jason practiced as a public finance attorney at Mayer, Brown in Chicago.

Jason serves on the faculty of Northwestern’s Kellogg School of Management, where he teaches corporate social responsibility and nonprofit management. He also serves on the faculty of Boston College’s Center for Corporate Citizenship. Jason is the founder of the Center for What Works, a national nonprofit focused on benchmarking and performance measurement. He is the author of numerous books and articles on social strategy and measurement, including: Benchmarking for Nonprofits: How to Manage, Measure and Improve Performance (Fieldstone Press 2006); Social Innovation, Inc.: Five Strategies to Drive Business Value through Social Change (Jossey-Bass, October 2010); and The End of Fundraising: How to Raise More by Selling Your Impact (Jossey-Bass, February 2011).

Jason was awarded the Harry S. Truman Scholarship for leadership and public service and was selected as a Leadership Greater Chicago fellow. In 2008, Jason was recognized as one of Crain’s Chicago Business “40 under 40” business leaders, and in 2010, he was named by Businessweek Magazine as one of the Nation’s 25 Most Promising Social Entrepreneurs.

Jason holds a J.D. from the University of Virginia School of Law, an M.P.P. from Harvard University’s John F. Kennedy School of Government, and a B.A. in Government and French Literature from Cornell University.

Review the key elements of designing a robust prospect relationship management program that focuses on the most important activities that need to be tracked during a campaign – prospects, fundraiser assignments and actions, and proposals. Options will be discussed that take into consideration organizational size, staffing resources and systems capabilities and limitations, allowing any fundraising operation to benefit from the creation of policies, principles and tracking systems that reflect best practices in prospect management.

Elizabeth Crabtree is the Director of Prospect Development at Brown University with primary responsibilities for campaign planning, analysis and reporting, research, prospect management and data mining and modeling.  She is a former president of APRA and a member AFP, CASE, and NEDRA.  Ms. Crabtree is a frequent, nationally recognized speaker, curriculum developer and nonprofit fundraising consultant specializing in campaign feasibility analysis, strategic planning and program development.

Over the past decade nonprofit organizations have been inundated with Internet services and technology options. This session taught by Ted Hart, one of the world’s foremost experts on Nonprofits and the Internet will focus your organization on how it can integrate offline fundraising with online strategies. Content is based on content from the 5 books he has written on this topic.

Ted Hart, ACFRE, is considered one of the foremost experts in both online and traditional fundraising around the world. He is sought after internationally as an inspirational and practical speaker and consultant. He serves as CEO of Hart Philanthropic Services, (http://tedhart.com/) an international consultancy to nonprofits/NGOs. He created People to People Fundraising a movement housed online at http://www.p2pfundraising.org/. He is Founder of the international ePhilanthropy Foundation. Mr. Hart has taken a leadership role in helping nonprofits become more green by founding the http://www.greennonprofits.org/ movement. Hart has served as CEO of the University Maryland Medical System Foundation, and before that as Chief Development Officer for Johns Hopkins Bayview Medical Center. He is certified Advanced Certified Fund Raising Executive (ACFRE). Hart is author to several published articles and editor and author of several books.

How are consultants able to “make things happen” when they have no real authority?  The secrets of consultants lie in influence.  These secrets will empower you in leading organizational change.  Or will simply help you to be more effective in your current role.

Penelope Cagney CFRE, President of The Cagney Company, has more than 20 years experience as a consultant in planning, development and communications, and has worked inside half a dozen different consulting firms.  She is a noted presenter on consulting and other nonprofit management topics.

Sharing your organization’s story and its needs with Major Donors is crucial for a successful fundraising program.  How do you identify potential Major Donors and how do you cultivate them once you do?  This presentation will focus on two key aspects of a successful Major Donor program:  identifying major donor prospects and reaching out to share your philanthropic needs.

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.

Do you worry that your organization will miss out on the intergenerational transfer of wealth? Are you wrestling with how to build your organization’s capacity to attract legacy and endowment gifts? Do you feel overwhelmed by planned giving techno-babble?  Would you benefit from straightforward strategies to engage prospects? Join Caleb B. Rick, JD and Greg Lassonde, CFRE for this webinar on simple steps you can take to develop a strong foundation for your legacy giving program.

Greg Lassonde, CFRE, runs a planned giving consulting practice in the San Francisco Bay Area where he is a frequent presenter on building a significant legacy program on as little as 5% of your time. His nearly three decades of fund development work includes a wide variety of nonprofits agencies. He founded the Basics Course on Planned Giving 11 years ago through the Northern California Planned Giving Council.

Caleb B. Rick, JD, is the founder of Legacy Giving, an adjunct professor of nonprofit Management at Vermont Law School and a nationally known proponent of donor-centered, outcomes based planned giving. He has counseled hundreds of charity leaders on legacy and endowment giving, and spoken at dozens of conferences over his twenty year career.

Great Expectations is the story about the life of orphan Pip, from his early childhood until adulthood – and attempting to mature along the way.   They were challenging times for Pip.

Today, it might be said that most major gifts are orphans in search of a home – maturing along the way.  And as they do, they prompt the charities to mature, they demand honesty, integrity and transparency and they insist on a home that is safe, that is secure, and one that has a future.

What truly motivates donors to give? How do they really make decisions? And how can you find out?  Tony Myers loves raising money.  He’s being doing it for almost two decades.  And he has conducted several studies on major donors for much of that time and he can’t wait to share with you the insights he’s gained from real life experiences with real live donors.

Learning Objectives

• Learn what causes the heart to move, and how you can find out from your donors,
• Find out what influences the mind to decide and how to apply the influences with integrity and respect
• Make the connection between the heart, the soul, the mind and the gift, and
• Initiate the process with your favorite major donor or the one who will soon become your favorite

Target Audience

This presentation is for those who want to do major gift fundraising, and those who want to do it better.  It is geared for the professional with 3 to 7 years experience and for the volunteer leader who wants to gain insight into major donors and high net-worth individuals.

About the Presenter

Tony Myers is internationally recognized for his expertise in major gift fundraising and major campaigns    His clients range from some of the highest profile organizations internationally to some of the smallest and most relevant locally.
 
Tony has provided leadership in developing and executing numerous successful fundraising campaigns by connecting organizational effectiveness, governance, infrastructure and planning to concrete results.
   
Tony is an author, speaker, consultant and a self-professed student of major donor fundraising.  He has spoken and made presentations on philanthropy, development and fundraising on four continents.  He is sought after as a speaker because he brings a passion and commitment to his work in the support of philanthropy in world wide.

In this session you will learn how to evaluate each step of your major gift program for individuals and make improvements to maximize your fundraising results.  You will learn the best practices of major gift programs and how to realistically achieve them in your own organization.

Learning Objectives

• Thoroughly understand the best practices of a successful major gift program.
• Be able to evaluate one’s own current major gift program in comparison to best practices.
• Be able to develop an achievable plan to significantly improve one’s own major gift program.

Target Audience

The target audience are professional fundraisers with 1 to 10 years experience who are engaged in a major gift program or want to start one in their organization.

About the Presenter

Maureen Schuerman, CFRE, is an award winning nonprofit fundraiser and marketer.  She has 19 years experience in helping nonprofits expand their donor bases, increase their charitable gifts and break fundraising records as both an employee and a consultant.  She is president of Accelerated Fundraising Solutions, Inc., a nationwide fundraising consulting firm.

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.