11:00am – 2:00pm Eastern Time
Individual Giving, Major Gifts, Planned Giving, Capital Campaign, and Special Events
Finding gold in your database, prospect research on high net worth individuals, and
pinpointing your “low hanging fruit”
Developing a robust major donor initiative while establishing a planned giving prospect list
Instituting a moves management strategy for donor cultivation, stewardship, and the “ask"
Creating and rolling out the most impactful live and virtual touchpoints for your donors
Segueing your major gifts strategy into developing prospects for legacy giving
Detailing a strategic focus on incorporating Bequests: 80% of planned gifts take the form of bequests. A donor can make a charitable bequest via a trust, will, or estate plan.
Developing a robust legacy giving prospect list through examining giving patterns, donor inclinations, and demographics
Launching a legacy giving program either through three simple steps or rolling out a more complex program
Cultivating other significant planned giving realms including IRA distributions, life insurance, and tangible property
Creating effective and comprehensive collateral materials and mailings to ensure a successful program
Pre-campaign planning – how to create goals and effective leadership
Strategizing when to best launch a successful campaign
Identifying and cultivating leadership gifts
The “Silent” Phase and launching a moves management approach
The Fundamental Stages once the campaign is launched
Pitfalls and Best Practices
Whether to engage a consultancy vs. in-house
Understanding needed collateral materials and in-house campaign marketing
Effectively designing a tailored capital campaign to meet the precise needs and constituents of your organization
Embracing technology to create more dynamic events
Gala Planning 101 both hybrid and entirely virtual
The Do’s and Don’ts of Parlor Meetings/Cultivation Salons
Executing effective event follow up to boost your income
Virtual touchpoints through Zoom and Slack and beyond
Virtual Silent Auctions, Text-to-Pledge, and More Tools to Springboard Your Event Fundraising
Creative ways to migrate your existing events and raise even more income
Engaging a variety of different constituencies via virtual events (ie. donors, alumni, members) for greater outreach and improved fundraising.
Launching impactful and diversified events to engage younger donors including marathons, concerts, and other interactive opportunities.
11:00am – 2:00pm Eastern Time
Corporate and Foundation Giving, Grant Writing, Government Grants, Faith Based Giving
Prospect research: how to develop robust pipelines of foundation and government prospects
Data management: how to create effective tracking templates for managing grant opportunities
The grant application process:
The basic elements of a proposal and Letter of Intent (LOI)
The "do's" and "don'ts" of writing and submitting a proposal
How to follow up whether the answer is yes or no
The intricacies of federal government grants, and how to tap into local government funding opportunities
Component parts to a grant proposal
Drafting a compelling and organized outline
Sustainability: How will you continue the program after the initial grant?
Crafting a compelling and impactful boilerplate language
How to personalize each proposal most successfully
Preparing budgets: how to develop dynamic budgets and required attachments
Managing the process especially for small teams
Identifying various types of corporate giving prospects
What motivates corporations to give
Leveraging yourself as potential nonprofit partners
Cultivating and expanding existing corporate sponsors for an even greater level of support than you thought possible
The Litany of Corporate Partnership Opportunities from Sponsorships to In-Kind Donations and Beyond
Crafting Volunteer Opportunities to Best Engage Corporate Philanthropy
Pivoting to a Win-Win Dynamic with a Successful Matching Gift Strategy
The Do’s and Don’ts of Corporate Prospect Research: How to develop a dynamic pipeline of
new supporters Engaging Lay Leadership and Clergy
The Dynamics of Synagogue and Church Fundraising
Tapping Into the Jewish Federation System
Developing a Win-Win Dynamic for Converting Congregants Into Donors
Creating Robust Relationships with Religious Organizations Within Your Community to Develop New Pipelines of Financial Support
Up and Coming Religious Groups to Delve Into
11:00am – 2:00pm Eastern Time
Creating Internship Programs, Board of Trustees, Diversity and Inclusion
What exactly is an internship?
What should you know about Generation Z
What are best practices for internship programs
How to evaluate your organization for needs of interns and resources to support them
Learn about legality and the in’s and out’s of on-boarding interns
Understand college credit and other available types of intern options
Where to find the most qualified interns
How to design the program and gain business-wide backing
How to develop a compensation plan
How to effectively and comprehensively train interns
Breathing New Life into Your Existing Board
The In’s and Out’s of Recruiting New Board Members Strategically
Realistic Expectations of Board Members
How to Best Engage Board Members In Fundraising: What Every Development Officer Should Know
On-Boarding Board Members Successfully
How To Inspire Even the Most Jaded Board Member
Creating Dynamic and Impactful Board Committees
Launching Effective Board Giving Campaigns
Cultivation a diverse, interactive board that reflects the values and mission of your organization
Tangible tools to bring about measurable change in the workplace
How to increase the engagement of underrepresented groups
How to counteract unconscious bias pertaining to diversity of employees
Effective tips for fostering and promoting diversity and inclusion in the workplace
How to create a supportive and inclusive environment to empower your employees
Executing effective strategies for establishing stronger engagement of underrepresented groups on professional teams
Rethinking how professionals can exact better work practices to empower diverse employees to reach their fullest potential
How to launch targeted and highly engaging diversity practices for all employees
Understanding the skills you need to successfully mold an inclusive workplace climate
11:00am – 2:00pm Eastern Time
Peer to Peer Fundraising, Social Media Fundraising, and Donor Communications
Boomers vs. Gen X vs. Millennials: Engagement and Strategies For All Three
Proactively creating dynamic crowdsourcing options for your supporters, both young and older, to raise substantial funds to assist your programs
Creating models of peer to peer fundraisers in your community that galvanize new and existing donors through sports and cultural activities
Rolling out an ambassador initiative in three easy steps
How to Juggle Successful Peer-to-peers opportunities with a tight budget and limited staff
Developing Peer-to-Peer opportunities to galvanize additional funds, increasing you prospect pool beyond your existing donor base, and cultivating a new, robust prospect pool
Proactively creating dynamic crowdsourcing options for your supporters, both young and older, to raise substantial funds to assist your programs
Creating models of peer to peer fundraisers in your community that galvanize new and existing donors through sports and cultural activities
Rolling out an ambassador initiative in three easy steps
Establishing an Engaged An Active Younger Generation Society
Thinking Outside the Box In Mid-2021 and Beyond
Detail an effective strategy to build your presence on social media platforms such as Facebook, Instagram, Twitter, and Linked In.
Execute a plan to engage donors and constituents
Detailing several strategies for donor cultivation including beneficiary profiles, anecdotal stories, and activities
How to launch social media and convert online giving campaigns to fund specific programs
Working with GoFundMe, Slack, Constant Contact, and other platforms for success
(these aren’t social media)
Fostering a Younger Generation society and other group networks effectively
Understanding the pitfalls and overcoming the challenges of fundraising via social media
Creating inventive and dynamic social media campaigns to improve your outreach while raising additional funds too
The Five Essential Components of A Robust Communications Plan
Dovetailing a Communication Strategy with Your Development Plan
The Most Essential Collateral Materials That Are Essential For Every Nonprofit
Launching and Pivoting A Social Media Strategy To Bolster Awareness and Fundraising Prowess
Leveraging Press Releases and External Communique to Raise Additional Funds
Distinctly Communicating to Major Donors, Corporations, Foundations and Beyond