October 25, 2011
“Don’t Be Spooked by Ethics in Fundraising”
presented by William “Bill” Hinman, CFRE
In order to be sustaining and to have impact, fundraising must be ethical. Without public trust and confidence in fundraising and its practitioners, the public simply wouldn't give. Certainly there is no lack of past controversies to highlight this necessity.
AFP has taken responsibility and is expanding communications and outreach efforts to educate the public more effectively. But it is also a responsibility of each individual practitioner, because each donor meeting, each piece of mail, each phone call, each board and staff retreat, is an opportunity to spread that message, one step at a time.
Join us for this important discussion about ethics in fundraising. Ethical principles exist to help fundraisers create an environment where ethical behavior is accepted, encouraged and strengthened. The more we communicate, the more everyone will understand what fundraisers, as well as donors and others, should and should not do.
September 27, 2011
“LinkedIn for Prospect Research”
Presented by Maria Semple, Principal, The Prospect Finder LLC. Recently LinkedIn has added professional staff to look after the specific needs of nonprofits. Does your organization know how to leverage the power of this social networking tool? We’ll cover:
· How to mine LinkedIn’s vast database to find new volunteers, Board members and donors.
· How to best leverage existing relationships you have to broaden your own network.
· How to use LinkedIn to augment your in-house prospect research efforts.
As a prospect researcher and business owner, Maria Semple of The Prospect Finder leverages LinkedIn on a daily basis and she’ll share simple tips & strategies you’ll be able to implement immediately.
July 26, 2011
"The Art and Science of Fund-Raising: Cultivation and Solicitation Alongside Formulas and Reports"
Fund-raising is both an art and a science. In this presentation, Jerry Smith illustrates both the art and science aspects of fund-raising that lead to success. Covering prospect identification, cultivation, solicitation and stewardship, Smith will discuss in detail the processes, formulas and reports that will keep you on track. Create benchmarks to track your progress; establish ask amounts with proven formulas; determine remaining capability with established reports. During this session, participants will hear the consultant's perspective as to how the art and science of fund-raising can work together to ensure fund-raising success!
Presenter:
Jerry F. Smith, CFRE
Founder, J.F. Smith Group
About the Speaker:
Author, lecturer, teacher and fund-raising consultant Mr. Jerry F. Smith founded the J.F. Smith Group in 1991. His mission in fund-raising-to enable clients to fulfill their fund-raising dreams through a unique, educational, professionally-directed development partnership-has proven successful in now almost 20 years of business.
June 28, 2011
“Planned Giving”, Just Another Fundraising Buzzword?
Many non-profit institutions and their board members long to use the word “planned giving” in their fundraising/advancement efforts, but is it just a buzzword or is there really something behind it and why?
Presenter: Erich Hamm, CTFA
Senior Philanthropic Relationship Manager in Bank of America's Philanthropic Management group
Join us as we discuss the case for planned giving programs, how to start (or restart) your planned giving efforts, as well as engage in an open discussion with peers about what planned giving challenges and opportunities you see in the current fund raising environment.
Participants in this discussion will be able to:
• Gain some tools and statistics to go back to their institution and leadership to make a case for a planned giving focus
• Review their current planned giving program (or create a new one) by looking at some necessary basics for success
• Benefit from an open dialog to gain a better understanding of the challenges for planned giving programs as well as provide insight with your peers
May 31, 2011
"A Point in Time: A Focus on Community Needs and Investments"
This panel presentation will include community leaders from 3 different United Way organizations:
• Keith Barsuhn – President of United Way of Greater Greensboro,
• Bobby Smith – President of United Way of Greater High Point,
• Eric Aft, Chief Operating Officer - United Way of Forsyth County
Whether you represent a UW member funded agency or not, you will benefit from the unique perspective that this panel provides. Each panel member will share information regarding pressing community needs, and how those needs have been determined in their respective communities. Since United Way organizations work closely with community and local foundations, corporate and other funding sources, attendees will also learn:
1) How various funding sources are responding to the issues identified
2) How non-profit organizations can use this information to support their case for funding, and
3) What opportunities there are for BOTH UW and non-UW member agencies to become involved with addressing these needs?
April 12, 2011
"Making the Ask: Moving from Fantasy to Fact"
Replacing our regular monthly lunch meeting, this half-day workshop was offered on one of the most important aspects in funding our nonprofit organizational goals. Senior development professionals, Martin Novom, CFRE and Larry Hostetler, CFRE will use their experience, skills and insight as a guide to improve your organization's effectiveness in raising money with face-to-face solicitation.
As an attendees you will:
1) Gain a better understanding of major gift principles
2) Increase your knowledge of what motivates major gift donors
3) Understand the most important steps in making "the ask"
March 29, 2011
“Panning for Gold: Fundamentals of Prospect Research”
Speaker: Maria Semple, Principal, The Prospect Finder LLC
Does your organization need to learn more about prospect research and how it can help you raise more money? Are you experiencing funding shortfalls in this economic environment? Find out how prospect research techniques can help your nonprofit organization identify hidden gems in your donor database AND new potential donors in your community.
When you leave this presentation you will:
1. Know how to develop a list of individuals to be researched
2. Recognize components to be included in the prospect's profile
3. Have a list of resources to find current prospect information
Maria Semple of The Prospect Finder LLC, provides in-depth prospect research on high-net-worth individuals, foundations and corporations. A highly sought-after speaker on the topic, she also provides training for nonprofit executives who wish to augment their prospect research skills. Maria is the author of an e-Book, "Panning for Gold: Find Your Best Donor Prospects Now!". This downloadable and interactive resource provides nonprofits with over 75 prospecting resources to help them get targeted and yield greater fundraising results. The e-Book is available through TheProspectFinder.com.
February 22, 2011
"The Philanthropic Professional's Guidebook: Thriving in the Rough Waters of the New Normal"
Speaker: Martin L. Novom, CFRE, Managing Consultant with Skystone Partners
Keeping our institutions alive and healthy in the new philanthropic landscape has received plenty of attention in our field. But how are leaner budgets and increased goals affecting you and your colleagues? Are we paying enough attention to the human factor, to those of us toiling in the fields? What have we learned from decades of modern organizational life that allows us to renew ourselves and stay in our top form? Join Martin L. Novom, CFRE, as he shares with us what he has learned from his years as a philanthropic professional and from senior colleagues around the country.
Those who participate in this session will:
1. Learn how to spot the subtle signs of approaching burnout
2. Know how to determine which are problems you can fix quickly
3. Gain an understanding of your renewal preferences
Martin L. Novom, CFRE, Managing Consultant with Skystone Partners, has 24 years in the field and provides advice to nonprofit organizations all around the United States and Canada. He a Master Certified Teacher with AFP International and the Director of the Waldorf Administration Program at Rudolf Steiner College in Fair Oaks, CA. Martin is based in Laurinburg, NC, an active volunteer with AFP as well as with teaching, mentoring and coaching.
January 25, 2011
"Goal Setting: Proven Methods to Enhance Fundraising"
Speaker: William 'Bill' Peck, president of Organizational Solutions, Inc.
Join Bill and your AFP colleagues as we start the New Year with a look at 'Goal Setting: Proven Methods to Enhance Fundraising'. This program will look at measuring fundraising success; setting up a system that fits your organization to measure victories, failures, frustrations, costs, and ROI. Goals of this training include learning to use history and research to predict future success; setting realistic and stretch goals; and tracking progress. Learn to use sound goal setting methods before committing the goals to the board, staff, and the community.
For 8 years Bill has been President of Organizational Solutions, Inc., serving the Southeast and nationally. He holds a Master degree in Social Work from Western Michigan University. Bill has nearly three decades of nonprofit experience as an executive, consultant, and mentor in the areas of nonprofit management, strategic planning, fundraising, community affairs, and training. He has managed campaigns and gifts from $1M to $200M. Bill is a dynamic speaker with a well-rounded perspective and enthusiasm for the nonprofit sector and the AFP.
