Many thanks to Pamela MacDonald of CONFR (Council on Fundraising) for sharing this event with us.
The Best of CONFR!
Six Great Workshops— All Available on One Day!
September 28, 2012
Southern New Hampshire University, Hospitality Center, Manchester, NH
Check-in Opens: 8:30a
Coffee, Juice, Muffins and Networking
Morning Workshops: 9:00am to Noon (Choose one, three-hour workshop)
A. Planned Giving 101 – Getting Started and Gaining Success
Presenter: Al Cantor, Principal, Alan Cantor Consulting LLC – Bio
Small nonprofits know they need to “do” planned giving, but how do they start? This workshop will address the basics of planned giving – why it’s important, how life-income gifts work, and the central importance of bequests. The goal is to give participants a basic understanding not only of the theories of planned giving, but how to get a program going in a small shop, and how to make planned giving an ongoing and integral part of your development program.
This workshop will explain:
- why an estate plan is important
- the benefits to both your donor and your organization
- how to identify your best prospects
- how to market the program
- the policies and procedures that need to be in place
B. Major Gifts – Your Key to Sustainability
Presenter: Porter D. “Pete” Caesar II, CFRE, Principal, Porter Caesar, LLC – Bio
A successful Major Gifts Program may be the single most important ingredient in weathering economic storms. This session will focus on the essential elements of putting in place and growing a successful major gifts program, the roles of staff and board members, and will provide guidance on avoiding common pitfalls.
Topics included are:
- Roles for staff and board
- Moving donors up the pyramid
- How to identify and attract donors and prospects
- Building Relationships
- Effective Case Statements
- Back office “must do” work
C. Best Practices for Development Professionals
Presenter: Richard R. “Rick” Blain, CFRE, Principal, Richard R. Blain & Associates – Bio
This intensive workshop will explore the role of an organization’s primary fundraiser and the principles and procedures that he/she will use to create the best fundraising program possible.
Six essential “behind the scenes” building blocks will be explored and explained:
- Planning – the importance of a Development Plan, a Case for Support, timelines, assignments, and prospect research
- Resources – how to create an organization-wide culture of philanthropy with appropriate training and support to encourage universal participation in fundraising activities as appropriate.
- Executing – how to make the Development Plan a working document for yourself, fellow staff, ED, board members and other volunteers.
- Value Based Leadership – how to ensure ethical and sound practices that match the values of the organization and promote transparency.
- Stewardship – strategies to listen to and value donors’ goals, dreams and aspirations and to create relationships built on a foundation of respect, appreciation and transparency.
- Tracking and Reporting – the importance of an appropriate donor database system to handle data collection, gift records and report generation to satisfy donor requirements while maintaining security and confidentiality.
Networking Lunch with Inspirational Remarks: Noon to 12:50pm
(Pre-order a lunch from us or bring one with you. – But be sure to attend this networking opportunity!)
Special Guest – Megan Lyman, Miss New Hampshire 2012
Afternoon Workshops: 1:00pm to 4:00pm (Choose one, three-hour workshop)
A. Planned Giving 202 – Beyond the Basics with Confidence
Presenter: Mike Davenport, CSA and Karen Davenport, CSA, Davenport & Barr, Inc. – Bio
This workshop will review the most common types of planned gifts beyond simple bequests, the myriad of assets that can fund them, and how small development shops can achieve significant results without adding extra staff or significant cost.
Participants will learn:
- How to identify the best prospects in your donor database.
- How to categorize loyal donors between major and planned gift prospects.
- Affordable tactics that advance the relationship for both sets of prospects, including ways to involve your board and development committee.
- How to ask and how donor motivations can vary the proposal.
- Strategies for managing your extended program and stewarding major and planned gift donors.
B. Making the Ask – The Art of Fearless Fundraising
Presenter: Porter D. “Pete” Caesar II, CFRE, Principal, Porter Caesar, LLC – Bio
Many non-profit board members and even executive directors may be willing to do anything other than to ask others for money! This highly interactive workshop will demystify this essential role for professional staff, board members and volunteers, focusing on the bedrock importance of becoming adept at “listening the gift.”
Topics included are:
- Why board members must be fundraisers
- Roles for staff and board
- Why board members must give AND get
- Board fundraising tools
- Telling the story in your own words
- When you’re ready, how to make the ask
C. Social Media – Moving From “Liking” to Giving
Facilitator: Tara Mahady-Coltey, VP for Development and Community Engagement, Manchester Community Music School
In this panel roundtable, you will meet and learn from people at NH nonprofits who are using social media to engage their community and raise money to advance their mission. If you are from a small or mid-size organization, and already have a Facebook, Twitter, LinkedIn or Pinterest presence and want to take things to the next level, this is the session for you!
Learn how to:
- Create a realistic, integrated content strategy that will engage your community and keep staff time to a minimum;
- Build long-term relationships and loyalty;
- Promote your programs in compelling ways;
- Get your fans and/or connections to become the ambassadors for your organization;
- Enhance your efforts to build effective relationships;
- Raise money from all age ranges.
Registration Fees:
CONFR Members:
$59 for the first workshop registration
$49 for additional workshop for the same person or additional people registering from your organization
Non-Members:
$89 for the first workshop registration
$79 for additional workshop for the same person or additional people registering from your organization
Optional Lunch: $10.00 (Order ours or bring yours – but be sure to attend this networking opportunity!)
EARLY BIRD Discount of $5.00 off each workshop for registrations received by September 14th!
To Register go to www.confr.org or call 603-724-6741.
The Best of CONFR is generously sponsored by Southern New Hampshire University
