Library

Library at Camosun College

AFP Vancouver Island has a number of fundraising books available to take out through the Camosun College Library.  Over the years, AFP Vancouver Island has purchased a number of books and made them available to our members. 


AFP would like to thank the Camosun College Library for their wonderful work at organizing these books and systems for us!

Click here to see the titles available and the process for borrowing.

Webinars

AFP Vancouver Island has a selection of webinars available for viewing.  The links can be found below.

Cold Calling and Prospecting for Development Officers

Reach any prospect. Billionaires, your top prospects that haven't been successfully engaged. Philanthropists who everyone calls. You can get those crucial first meetings that make or break major campaigns. This is very unique and hard to find training taught by a 30 year development veteran who still cold calls everyday. Learn to engage your HNW prospects that every other development officer wants to sit down with.

ABOUT THE PRESENTER:

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Armando Zumaya has been in fundraising for 30 years in a variety of roles that have given him a unique perspective on development offices, prospecting and role of prospect research/management. 

He has spent the bulk of his fundraising career as a Major Gift, Leadership Gifts and Annual Fund Officer on two $1+ billion dollar campaigns at Cornell University and the University of California, Berkeley. He began his career in 1985 as a canvasser for SANE/FREEZE in Los Angeles and Ithaca N.Y. where he led door to door canvassers in the field for 5 years.  He has served in the Vice President of Development, Director of Major Gifts and Chief Development Officer roles. He is currently the Chief Development Officer, USS Hornet Sea , Air and Space Museum, Alameda, CA.

Most notably, he served as the Director of Development at the San Francisco Opera for over 2 years where he directed the refurbishment of their major and planned giving efforts. He proudly served as the Director of External Relations at the Springboard Schools. He lectures at AFP, AFP Hemispheric, APRA, APRA Chapters,CARA, MARC, Compass Point, Blackbaud, Forum on Fundraising, The Foundation Center and Academic Impressions.





How to Engage Your Board in Fundraising

In the small shop, fundraising can be a big job. Having a Board that is involved in raising money can make a huge impact and help you raise hundreds of thousands more than you can do alone. Unfortunately, many nonprofit organizations struggle with Boards that are well-meaning but reluctant and inexperienced in fundraising. In this training, we'll uncover the reasons why Board members won't help with fundraising and how to overcome them. You'll learn how to match up the right fundraising activities with the right Board members, and how to give them the tools, skills, and knowledge they need to succeed.  You'll get tips for holding them accountable and for providing them the support they need so they can help you raise big money.
At the conclusion of this session, participants will:
  1. Understand why Board members shy away from fundraising.
  2. Know the tools, skills, and knowledge Board members need to be successful, and how to provide them.
  3. Identify the 4 steps elements of engaging Board members in fundraising, and how to work with them regularly.
  4. Have a clear idea of what to do next to move their Board in the right direction.

ABOUT THE PRESENTER:

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Sandy Rees, CFRE and founder of GetFullyFunded, helps nonprofit leaders raise the money of their dreams. She’s shown dozens of Founders and Executive Directors how to add 6 and 7 figures to their bottom line and how to turn their Board into a fundraising machine.

Sandy is an accomplished author and has written several books, including “Get Fully Funded: How to Raise the Money of Your Dreams,” “6 Figure Fundraising” and “Simple Success Fundraising Plan.” She writes the blog “Get Fully Funded” and her articles appear in a variety of magazines, ezines and blog sites.



How to Make a Successful Call on a Major Donor Prospect

Major donors --  that's where the big gifts are.  But how to approach them? How to show up without seeming that you are all after their money?  How do you make conversation, explore their interest and see where they stand?  Join Gail Perry to discover how to handle this all-important moment in fundraising.  You've gotten in the door, now what?   Will you blow it, or will it be the first step in a long and happy relationship?  Join us to learn how to make the most of your big opportunity!

At the conclusion of this session, participants will learn:

  • How to set objectives for your visit. 

  • Reconnaissance: what measurements will tell you the level of your prospect's interest? 

  • Where to focus the initial small talk. 

  • What will turn your donor off quickly.

  • What are the 3 most important things to look for? 

  • What are the 3 most important things to avoid? 

  • What type of presentation?

  • When should you leave? 

  • How to leave the meeting with useful follow-up steps. 

  • How to move your prospect to help you with your cause. 

ABOUT THE PRESENTER:

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Gail Perry, CFRE, is a fundraising coach, author, trainer, and public speaker. Gail's mission is to give nonprofit leaders new skills, know-how, inspiration and energy so they can change the world.   She works with fundraisers around the world to help them succeed in big-money fundraising. 

Her Fired-Up Fundraising site is a go-to resource for fundraisers who want to learn the latest fundraising strategies, rev up their boards and raise serious funding for their causes.  Gail's book,Fired-Up Fundraising: Turn Board Passion into Action (Wiley/AFP)  iscalled the “gold standard guide to building successful fundraising boards.”




The What's, How's and Why's of Major Gift Solicitation

As fundraising professionals, we are expected to know how to talk with a potential donor, how to ask them for a major gift, and how to get them to a yes.. This may not be a skill we were born with. The good news is that it can be learned and what we are doing already can be made better.

This session will explore interacting with your prospective donor, stating your case, asking for a gift, encouraging your prospective donor to talk, the importance of listening, what to listen for, and how to respond. We will also look at donor motivations, objections, and overcoming those objections.

Here's to enhancing what you know and exploring what you don't!

ABOUT THE PRESENTER:

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Vern Snyder was appointed University of Toledo Vice President for Institutional Advancement on July 1, 2002. Prior to his appointment, he served as Vice President for Institutional Advancement at Eastern Kentucky University and Youngstown State University.  At EKU he also served as President of the EKU Foundation.  At YSU his responsibilities included fundraising, inter-collegiate athletics, public relations and communications.  Vern is a graduate of West Virginia University with a master's degree in music education. 

In 1993 Snyder earned Certified Fundraising Executive (CFRE) status from the Association of Fundraising Professionals (AFP).  In 2010 he earned Advanced Certified Fundraising Executive status (ACFRE), one of only 107 individuals with that distinction.   Snyder serves on the AFP International Conference Education Advisory Committee and the Professional Advancement Division Committee. 

He also advises a number of local not-for-profit organizations in Northwest Ohio. Vern retired from the University of Toledo in July 2015.



Seven Secrets of Successful Solicitations

If you want a gift, you have to ask for it! That's easier said than done: people consistently rate asking for money at the top of the list of things they fear most. Whether you're an experienced solicitor looking for some new strategies, or new to the game and seeking help, this session will explore the art of asking for a gift. This session explores real, boots-on-the-ground situation and models what should come out of your mouth for a successful ask. As the great Wayne Gretsky said "You miss 100% of shots on goal you never take." Come learn how to take some new shots.

Learning Objectives
At the conclusion of this session, participants will:

  • Learn different strategies to use in varied solicitation situations 
  • Hear multiple ways to ask for gifts, and understand how to leverage the prospect's trigger points
  • Understand how to effectively deal with a 'no' and help turn it into a 'maybe' or even a 'yes'

ABOUT THE PRESENTER:

Anne Melvin has worked as both a volunteer and a professional in the field of development for the past two decades. In recent years, Anne specialized in planned giving, negotiating and closing gifts for various schools at Harvard. As Deputy Director of Gift Planning at Harvard College, she directed the marketing portion of Harvard's gift planning efforts for 12 years, revamping their approach to marketing and tripling its lead generation, as well as working with prospects and soliciting and closing gifts. 

Anne is a member of the Planned Giving Group of New England and the Partnership for Philanthropic Planning. She speaks around the country to professional development organizations, specializing in marketing, donor motivation, gift planning, cultivating the donor, fundraiser training and gift solicitation and negotiation. She oversees and leads all the internal fundraiser training programs at Harvard's central fundraising office. She is a member of the Partners in Philanthropic Planning Leadership Institute. Anne Volunteers her time fundraising for her undergraduate institution, serving on the board of the Wellesley Education Foundation, and consulting on fundraising for a number of non-profits. She also trains fundraisers professionally across the nation. Prior to joining Harvard, Anne practiced real estate law in the Boston area. She is a cum laude graduate of Williams College and holds a J.D. from the Boston University School of Law.


Integrating Planned Giving into your Campaign/Major Gifts Program

During this session, Brian will describe the findings of his research with Robert Wahlers on changing generational cohorts as published in their book The Philanthropic Planning Companion: The Fundraisers' and Professional Advisors' Guide to Charitable Gift Planning, (Wiley 2012), part of the AFP Fund Development Series and winner of the 2013 Skystone Partners Prize for Research in Philanthropy. In particular, Brian will focus on how changing generational cohorts have created a need for non-profits to move to an integrated, philanthropic planning process when working with top level prospects, utilizing annual giving, major/campaign gifts and gift planning tools to meet donor needs while maximizing philanthropy.

Learning Objectives

At the conclusion of this session, participants will:  

  • Understand the behavior differences of generational cohorts and how they impact philanthropy 
  • Be able to apply generational differences to their fundraising approaches with individuals
  • Have new tools to maximize revenue from existing prospects of all different generational cohorts

Target Audience:

This presentation should have content for all fundraisers regardless of experience level.

ABOUT THE PRESENTER:

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Brian M. Sagrestano, JD, CFRE is a thought leader and sought after speaker on planned giving.

Through his work as President and CEO of Gift Planning Development and as a partner at Constellation Advancement, he has helped hundreds of non-profits build new gift planning programs as well as dramatically improve the performance of existing efforts. 


 

 

 


How to Raise Major Gifts - The Right Way

This webinar will highlight the findings of a brand new research project on how small and mid-sized nonprofits can successfully raise major gifts. We will break down the findings into concrete steps and identify best practices nonprofit organizations can use to raise major gifts in more effective and efficient ways. 

We will make recommendations for organizations looking to be more sustainable and raise significantly more major gifs. We expect to be able to provide genuine insight into the world or major gift fundraising and validate or debunk myths surrounding major gifts.

Learning Objectives

At the conclusion of this session, participants will:

  • Research based best practices for raising major gifts
  • Research based debunking of myths around raising major gifts
  • Practical tools and techniques for raising major gifts and creating a more sustainable nonprofit organization

ABOUT THE PRESENTERS:

Amy Eisenstein, ACFRE is an author, speaker, trainer and consultant, as well as the owner of Tri Point Fundraising, a full-service consulting firm for nonprofit organizations. Before creating Tri Point Fundraising in 2008, she served for more than ten years in the nonprofit sector as director of development in large and small nonprofit organizations, where she raised millions of dollars through capital and annual campaigns, direct mail, major and planned gift solicitations, fundraising events, and writing grants.  Her published books include: Major Gift Fundraising for Small Shops, Raising More with Less, and 50 A$ks in 50 Weeks. She is a frequent speaker at national and local conferences as well as at staff and board retreats on a variety of topics, and loves the opportunity to energize your board and staff members around fundraising. She became an AFP certified Master Trainer in 2009.
 
Amy currently serves as the president of the board of the Association of Fundraising Professionals - New Jersey Chapter.  She received her Master’s Degree in Public Administration and Nonprofit Management from the Wagner Graduate School at New York University and her Bachelor's Degree from Douglass College at Rutgers University. She became a Certified Fundraising Executive (CFRE) in 2004 and received her advanced certification, ACFRE, in 2013. She graduated from Leadership New Jersey in 2011. Please be in touch through her website at: www.tripointfundraising.com.
 
Professor Adrian Sargeant is widely considered the world's foremost fundraising academic, holding a Chair in Fundraising at Plymouth University. He was formerly the first Hartsook Chair in Fundraising at the Lilly Family School of Philanthropy at Indiana University. He also holds visiting appointments at Avila University and the Australian Centre for Philanthropy and Nonprofit Studies, Queensland University of Technology. He has received many awards for his services to the profession, notably being named to the prestigious Nonprofit Times Power and Influence List in the United States in 2010. In the UK he received a Civil Society Award for his Outstanding Contribution to Fundraising.
 
Professor Sargeant is one of the world's leading authorities on how to achieve growth in philanthropy. In 2011 he ran Growing Philanthropy summits in Washington DC and London drawing together leaders from the nonprofit communities in both countries to discuss the role that the sector itself might play in growing philanthropy. He also helped facilitate a philanthropy summit for the Rockefeller Foundation and the Resource Alliance in Bellagio, Italy, the primary goal of which was to improve the flow of philanthropy in the development system.
 
He is a prolific author and educator. He has published over ten books and around 150 peer reviewed academic publications in the domain of individual giving, fundraising and nonprofit marketing. Most recently he has designed new qualification frameworks for fundraising professional bodies across the world. In the UK, for example, he designed the new Certificate/Diploma in Fundraising courses that are now offered by the Institute of Fundraising. He is doing similar work in the United States working with the Association of Fundraising Professions and has recently been commissioned to design a new higher level qualification that will be shared internationally. The new Advanced Diploma in Fundraising will launch in 2015.
Most recently Adrian has established the Centre for Sustainable Philanthropy at Plymouth University in the UK and the Fundraising Think Tank - Rogare. Their activities can be followed at @RogareFTT



5 Simple Strategies to Boost Donor Retention
Do you ever feel like you're on a fundraising treadmill? That you're constantly looking for new donors because you aren't keeping the ones you already have? Then you may need to change your stewardship approach. Because taking good care of donors, listening to and respecting them, is how you'll raise more money (and get off that pesky treadmill). It's as simple as transforming how you thank donors, how you share the impact of their giving, and how to keep them delightfully engaged with your cause. Learn how during this webinar with Shanon Doolittle and leave with actionable steps you can take now to start building more gratifying, long-term relationships with your donors.
At the conclusion of this session, participates will have learned:
  • How to write better thank you letters
  • How to make donor thank you calls
  • How to easily share impact stories with donors
  • How to ask donors for feedback
  • How to add delight and surprise to the donor experience

ABOUT THE PRESENTER:

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Shanon Doolittle is an internationally recognized fundraising and donor happiness coach at Shanon Doolittle + Co. Her unique, donor-centric campaigns and retention programs have raised tens of millions of dollars for nonprofits of all sizes. An energetic and inspirational fundraiser with over ten years of experience, Shanon loves sharing the know-how organizations need to help them create high-margin fundraising programs and donor-centric retention systems to keep supporters happy. Also a dedicated mentor, Shanon enjoys helping fundraisers tackle the overwhelm of a heart-heavy career and find more joy in their daily 9-5.

Her educational career includes a B.A. in Political Science and Chinese Studies from Pacific Lutheran University. With a lifelong love of learning and teaching, Shanon is now a guest lecturer in the Evans School of Public Affairs at the University of Washington in Seattle and can be seen regularly on Movie Mondays, a popular online video series for fundraising professionals.

 



Practical Advice to Amp Up Your Mid-Level Program
If you're not investing in mid-level giving, you should be. Whether you're just starting out or looking to up your game, this webinar will be chock full of action steps you can take to cultivate and steward mid-level donors. Join Sea Change Strategies principal Mark Rovner, Planned Parenthood Federation of America's Lori Hutson and Andrea O'Brien of the Wilderness Society for this lively and idea packed session.
At the conclusion of this session, participants will have learned:
  • Common reasons why mid-level programs stagnate or founder
  • Cost-effective tactics for building trust and loyalty among middle donors
  • How to combine the best of major giving and direct marketing to create a unique and effective program

ABOUT THE PRESENTERS:

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Mark Rovner is founder and principal at Sea Change Strategies, a research and fundraising practice serving charities and non-profits.  A frequent writer, speaker, and blogger, Mark is one of the pioneers of using the Internet for fundraising, organizing and strategic communications.  Over the past ten years, he has led fundraising,  integrated communications and marketing efforts on behalf of a host of organizations, including World Wildlife Fund, Amnesty International, Southern Poverty Law Center, the ACLU, the Christopher Reeve Foundation and the National Audubon Society.  




 

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Lori Hutson has been with the Planned Parenthood team for 14 years.  Formerly with the Arizona affiliate, she is currently at the national office in New York and manages the mid-level program in the role as the Associate Director of the President’s Circle.   During her ten-year tenure with PPAZ, Lori operated the direct marketing program and managed the information management systems.  She has also worked as an independent consultant helping leading Phoenix-area non-profits improve their development systems.  Currently, the mid-level national program has experienced significant increases in the number of donors and revenue.  Lori is responsible for developing and implementing program strategies that will engage this sustaining base of supporters and build a strong pipeline for the major gifts program – a vital component to growing the PPFA fundraising program.

 


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Andrea O’Brien began her career with the Atlanta based consulting firm Coxe Curry & Associates, working with clients like the Atlanta Ballet, Olmstead Linear Park Alliance and the Woodruff Arts Center.  After a brief forary into the underbelly of the publishing world, Andrea gleefully returned to the nonprofit sector, working with organizations like Safe Horizon and the ASPCA. A fundraising professional with over a decade of experience in membership, mid-level, and major giving, Andrea joined The Wilderness Society in 2015 as Director of Advocates for Wilderness. In this role, she oversees the strategy and implementation of the mid-level giving program and works closely with both the membership and major gift teams.

 



 

6 Figure Fundraising: How to Create and Run Your First $100,000+ Major Gifts Campaign 

If you're like most people working with a small nonprofit, raising a big chunk of money for a special project, program, or piece of equipment can be a daunting challenge. You may be puzzled about where to start or how to do it. You're probably scratching your head over who to approach and how much to ask for. And you're probably wondering exactly what to say to get someone to make a large donation to your organization. Join us for this interactive session to learn exactly what to do to create and run your first really big fundraising campaign. You'll learn how to plan the campaign, the tools and materials you'll need, and how to find the best people to ask for a gift. You'll leave feeling hopeful and more confident about raising big money.  

At the conclusion of this session, participants will:
  • How to plan a 6-figure fundraising campaign, including creating a gift table
  • How to create a simple case for support that answers questions a donor might have about the project
  • How to identify "diamonds in the rough" (people who have already given to your organization but have the capacity to give much, much more)
  • How to build relationships on purpose without feeling manipulative, sleazy or slimy 
Target Audience:
This presentation is ideal for professional fundraisers who are new to major gift fundraising.  It's not meant for startup nonprofits, nonprofits with no donor base, or organizations who are experienced in raising money from major donors.

ABOUT THE PRESENTER:

Sandy Rees, CFRE, helps nonprofit leaders raise the money of their dreams and build successful Boards. Sandy is the author of Get Fully Funded: How to Raise the Money of Your Dreams, which has helped many small nonprofits launch their first 6-figure fundraising campaigns.

Sandy is an accomplished presenter and an AFP Master Trainer. She's led fundraising seminars for the Association of Fundraising Professionals, the Chattanooga Center for Nonprofits and many local and regional conferences.
 
 
 
 
 


Online Success Strategies, Tools & Trade Secrets - 101
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 nonprofit leadership on how they can improve the management, networking and fundraising of their organization through the use of these tools.  Content is based on the new book, "Nonprofit Internet Management: Strategies, Tools and Trade Secrets." While nonprofit organizations continue to embrace the use of the Internet for a variety of purposes, the challenge organizations face is not whether they should be using the Internet, but instead HOW they should manage their Internet applications in a coordinated, cost-effective and efficient manner to leverage these efforts for maximum benefit. Following the guidance offered in this book will help charities address increasing public demands for accountability and performance measurement of nonprofits.

At the conclusion of this session, participants will understand:
  • Management of Fundraising Online using the Internet.
  • Accountability of Nonprofits.
  • Performance measurement using online tools.
  • Saving money, adding efficiency using the internet.
ABOUT THE PRESENTER:

Mr. Hart brings extensive experience in internet and global philanthropy to Charities Aid Foundation of America; he is sought after as an internationally recognized speaker and consultant on topics related to nonprofit strategy and board/volunteer development both online and offline. He previously served as CEO of Hart Philanthropic Services, an international consultancy to nonprofits/NGOs. He has inspired the creation of People to People Fundraising, an online fundraising movement. He is also Founder of the International ePhilanthropy Foundation and has also taken a leadership role in helping nonprofits become more green by founding the greennonprofits.org movement.






Building Donor Loyalty: How to Double Your Major Gift Revenue
Whether you have no staff or a 10-person development team, an effective major gift program can bring in more revenue than any other fundraising strategy.  A healthy major gift program can bring in 80% of an organizations revenue. The key to success lies in donor retention.  Retaining donors is where fundraising profit is made, however organizations lose two out of three donors after the first gift. In a recent study 69% of nonprofits said they do not or don’t know if they have a strategy for maintaining donor loyalty and a whopping 29% admitted they do nothing when a donor lapses.  This is costing hundreds of thousands to millions of dollars in value.
Why are we losing so many donors? What can we do to prevent it? Come learn the number one reason why donors stop giving, how investing in major gifts pays off, and how to create a donor loyalty strategy now to deepen their your donor's engagement and increase their giving.
 
Learning Objectives
At the conclusion of this session, participants will:
  • Understand the economic potential of a loyal donor base 
  • Understand what you need to know about your donors to build their loyalty 
  • Master efficient and impactful ways to make every donor feel appreciated, regardless of the gift or channel, with platform agnostic stewardship tools 
  • Learn how to build a donor loyalty strategy to increase revenue and make it more predictable  
Target Audience:
The target audience for this webinar is intermediate to advanced, medium to large sized non-profit organizations who have a major gift fundraising program and at least one full time major gift officer, however all levels can benefit from this webinar.   
 
ABOUT THE PRESENTER:

Rachel Muir, CFRE is Vice President of Training at Pursuant where she transforming nonprofit professionals and organizations into successful, confident fundraisers. When she was just 26 years old, Rachel Muir launched Girlstart, a non-profit organization to empower girls in math, science, engineering and technology in the living room of her apartment with $500 and a credit card. Several years later she had raised over 10 million dollars and was featured on Oprah, CNN, and the Today show.  Her career spans running successful nonprofit organizations, leading an online fundraising consulting practice, and managing major gift portfolios for some of the country's largest and most successful nonprofit brands.  

 
 
Annual Fund and Major Gifts Partnerships: Pipeline Management and Donor Maximization
When the span between fundraising campaigns is measured in hours, it can be difficult to think about anything but the next major gift. And while a focus on cultivating and soliciting these high-wealth prospects is key to a successful fundraising effort, where do those prospects come from? The most effective fundraising directors know an integrated approach which consistently acquires and upgrades annual giving donors is critical to populating major gift portfolios.

This course will examine the interchanges between annual giving and major gifts, with a careful eye on strategy and tactics to enhance both programs as well as the overall fundraising effort. In this case, 1 + 1 really do add up to more than 2!

Course participants will come away with a greater understanding of the roles of both programs when they work well together, and specific steps to maximize returns in or out of a campaign. While this is a great session for development directors, this is also a good session for Executive Directors and CEOs who are looking to enhance their existing development efforts.

At the conclusion of this session, participants will:
  • Understand how a robust annual giving program works not only to generate current-use dollars, but future major gift prospects.
  • Understand how major gift officers can work with their annual giving colleagues to advance the organization and build the donor pipeline.
  • Have concrete next steps and tools for their annual giving and major gift programs to improve their current situation and advance a comprehensive pipeline management strategy.
Target Audience 
Beginner to intermediate fundraisers, although senior fundraisers and management will also benefit from the systems and strategic principles presented.

ABOUT THE PRESENTER:


After several years in healthcare administration, Mike, a Chicago native, began his nonprofit career as the program administrator for Washington workshops, in Washington DC. He then moved to a public foundation in Los Angeles and later spent time as an executive director of development at UCLE and as the VP of development & marketing at Special Olympics Southern California.

Since moving to Houston, Mike has been a director of development/team lead for Rice University, the chief development officer of the Houston food bank and is now a director of philanthropic resources at MD Anderson.

 

How Planned Giving and the Annual Fund Work Together

Loyal donors make good planned giving prospects. Are you fully using direct response to build donor loyalty? Do you have a plan do proactively identify and qualify planned giving prospects?

In this session: Our experienced panelists will share their insights and successes in using annual fund to market their Planned Giving message.

  • Using donor loyalty to cultivate planned giving donors;
  • Identifying planned giving prospects from analyzing annual giving behaviors.
  • Develops a comprehensive direct mail plan-focused on planned giving.
  • How to use the phone to qualify direct mail donors as planned gift prospects.
  • How to use data analysis that incorporated loyalty factors and purchase planned giving scores.  

In this informative session you will learn how to use your annual fund/direct mail program to build donor loyalty, identify planned giving prospects on your file, and effectively use direct response for marketing planned giving programs.

Target Audience:

  • General Interest
  • Advanced

How does this topic address the needs or interests of gift planners?
Many Planned Giving officers work for an institution that has an effective annual fund. Learning how to utilize the annual fund as a resource for Planned Giving donor prospects improves the effectiveness of a Planned Giving program.

Similarly, many Annual Fund managers understand the need to raise money. By knowing how to generate donor loyalty and to identify the best Planned Giving prospects in their database, they will become an integral part of the Planned Giving program.

Specifically, working together helps to identify qualified Planned Giving Donor prospects; increases the number of donor visits for Planned Giving officers, reduces unproductive time spent on non-qualified prospects, increases the return on investment of the annual fund, and increases donor affinity.

ABOUT THE PRESENTERS:

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.

Heather Albrecht, CFRE started her fundraising career as an undergrad at Northern Michigan University, working with annual giving programs in the development office. During her time at NMU, Heather served as co-founder and advisor to the Northern Michigan University Student Alumni Foundation. Upon leaving NMU, Heather joined the staff and students at the University of California, Los Angeles (UCLA) where she held the position of director of the 45-station UCLA call center where she was responsible for raising over $4 million dollars pledged and saw an increase from 9% to 26% credit card participation rate, and an 11% increase in unrestricted dollars pledged. Heather currently resides in Chicago and is Vice-President and Consultant for Religious and Educational Fundraising Services for Ruffalo CODY. Heather works with all of RuffaloCODY’s faith based programs and organizations in planning and implementing annual appeal efforts, leadership volunteer programs and capital campaign follow-up.  In 2008, Heather was awarded the Distinguished Young Alumni Award from her alma matter, Northern Michigan University.  Heather is an active member of the Association of Fundraising Professionals (AFP) and Annual Giving Professional Network (AGPN).  She has been recognized for her efforts in higher education and is listed among United Who’s Who in Executives & Professionals.

 

The Power of Planning: Building a Strategic and Long Term Development Plan

Fund Development should be a core function of your organization and of your organization’s long term strategic goals.  Yet, we often focus our development planning on the short term, e.g. the Annual Development Plan.  And while we typically begin to plan for the next year based on the previous year’s projected results, we don’t often look at development planning through a strategic and long-term focus.  Where do we want to be in 3-5 years with our fund development program?  How does this dove-tail with where our organization is going?  This session will cover how to make that mental and planning shift in our thinking from year-to-year to longer term outcomes and grow philanthropic revenue.

At the conclusion of this session, participants will:

  • Be familiar with the various types of plans and different planning processes.
  • Understand why and how to align a long term fund development plan with the organization’s strategic goals
  • Identify ways to lead the planning shift, through 14 key steps, that engage others and create longer term thinking throughout the organization for even greater results.

Target Audience
Mid to senior level fundraisers who have responsibility for or participation in creating their development plan.  Executive Directors and Board Members will also benefit from this session. 

ABOUT THE PRESENTER:

Andrea McManus, CFRE is known for her passionate believe in philanthropy and the value of the nonprofit sector in Canadian society. She is President of The Development Group in Calgary and works for clients throughout Canada and the Caribbean.