The Future of Fundraising: How Digital Technologies and Strategies will Create Your Next Gen Development Operation

Digital Fundraising has made its way into the development programs of hundreds of philanthropies across the country. In concert with the rise in online events such as Giving Days and crowdfunding, digital fundraising has become a critical channel for all non-profit organizations, large and small. We will explore the elements of a next generation development office, from a technology and strategy perspective. At the conclusion of this session, participants will learn:

1) Takeaway actionable steps to start and grow a digital fundraising program
2) Identify areas for growth in the industry, digital communication, stewardship, and major donor identification 3) Hear case studies from some of the country's best digital fundraisers

About the Presenter:
Rosa Conrad is the Senior Client Solutions Consultant at ScaleFunder, responsible for launching more than sixty crowdfunding and giving day initiatives for non-profit institutions across the country and abroad. ScaleFunder revolutionized online giving in higher education and is now the leading custom philanthropic crowdfunding solution in the United States with more than 120 partner institutions. 

As vice president of business development for ScaleFunder, Gregory Ware focuses on client development and acquisition. Before joining ScaleFunder Gregory was at UCLA, where he was the director of business partnerships and special projects for UCLA's corporate, foundation and research relations department. He was responsible for project management, business analysis and lead generation. He managed a multimillion-dollar corporate partnership portfolio, which included many Fortune 500 clients. Before UCLA, Gregory worked at the trendy telecommunications provider, Boost Mobile, as the entertainment marketing coordinator for the film, television, music and sports departments.

How Social Justice Fuels Philanthropy

Philanthropy and its essential partner, fund development, are glorious marvels but they raise some concerns. For example: raising money to fight for justice, not just compensating for injustice. Excessive focus on big donors and major gifts - ignoring gifts of all sizes from diverse donors. It's past time for empowerment, democratizing philanthropy, and producing justice. This webinar is about thinking in a new way. 

At the conclusion of this session, participants will:

  • Understand the distinction between social justice/social change philanthropy and traditional philanthropy.
  • Begin pondering the ethics of access in fundraising.
  • Question the "moral dilemma" of philanthropy.
  • Think beyond strategies and tactics and explore the underpinnings of philanthropy and fund development; the fundamental why of our work; the possible ethical and moral conflicts of our work

About the presenter:

Simone P. Joyaux, ACFRE, Adv Dip is described as one of the most thoughtful, inspirational, and provocative leaders in the philanthropic sector. A consultant specializing in fund development, strategic planning, and board development, Simone guides countless organizations and professionals through her consulting and coaching, teaching, and writing. She works with all types and sizes of nonprofits, speaks at conferences worldwide, and teaches in the graduate program for philanthropy at Saint Mary University, in Minnesota, USA.

Her books Keep Your Donors, Strategic Fund Development, and Firing Lousy Board Members all receive rave reviews. Simone has also contributed to several other books. She writes for the Nonprofit Quarterly, blogs weekly as Simone Uncensored, and publishes a monthly e-news.

As a volunteer, Simone founded the Women's Fund of Rhode Island, a social justice organization. She regularly serves on boards. Currently, she chairs the Advisory Board of the Centre for Sustainable Philanthropy at Plymouth University in the U.K. And, she chairs the Board of Directors of Planned Parenthood of Southern New England. Simone and her life partner have bequeathed their entire estate to charity. Visit her at simonejoyaux.com. 

*IN ADDITION TO CFRE CREDIT, THIS SESSION IS ELIGIBLE FOR 1 HOUR OF ACFRE CREDIT (ETHICS OR LEADERSHIP)

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:

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) is called the “gold standard guide to building successful fundraising boards.”

Full Speed Ahead! Lessons from the Fast Lane in Taking Your Small Shop to the Next Level

In a small shop, knowing how best to use your limited human and financial resources can be a challenge. You're stretched too thin managing volunteers, juggling the next special event and serving as your IT department. Then what happens when there's an opportunity for the shop to grow? Expansion of any size creates a whole new set of priorities to juggle while continuing to keep the organization on the right path. In this session we will discuss how to create a plan that balances those two needs and review real-world growing pains along with strategies on how to avoid going backwards in your effort to move full speed ahead!

At the conclusion of this session, participants will be able to:

  • Identify the most critical elements within their organization that need time and attention during a growth phase;
  • Determine the resources needed to manage growth and maintain organizational success; and
  • Inventory the essential action items necessary for maximizing organizational growth opportunities.

About the presenter:
Amy Wolfe, CFRE, is the President and CEO of AgSafe, whose mission is to be the education leader for the food and farming industries in supporting their commitment to a healthy, safe and wholesome food supply. Her career has included tenure as a professional staff member in the California State Assembly, serving as an account executive for E&J Gallo Winery and as Vice President of the California Agricultural Leadership Foundation.

Ms. Wolfe is also dedicated to her community and profession, serving on the Boards of Directors for the Association of Fundraising Professionals and the Agricultural Awareness and Literacy Foundation, as well as being involved in the Girl Scouts Heart of Central California.

Ms. Wolfe received her Master of Public Policy and Administration from California State University, Sacramento, her Bachelor of Science from California Polytechnic State University, San Luis Obispo and is accredited as a Certified Fundraising Executive (CFRE).

Beyond the Buzzwords: Proven Digital Strategies for Fundraising

From Snapchat to Slack to Square, there's a million trendy tools your nonprofit organization could be using to reach your supporters and raise more money. Are you feeling overwhelmed by the amount of buzz in the air? Don't worry, we've got you covered!

In this fast-paced and fun session we'll cut through the clutter and talk about which technology trends are making a difference for online fundraising in 2016 and which ones are a bust!

At the end of this session, participants will:

  • Learn which digital, social and mobile strategies are currently trending and how your organization can take advantage of them.
  • Examples of small, medium, and large organizations who have used these strategies to raise money, acquire new members or promote corporate partner initiatives.
  • Strategies to help development professionals "make the case" to internal teams and external partners for trying new initiatives.

About the presenter:
Claire Kerr has worked for non-profit organizations in the economic development, education, and health and research sectors. As Director of Digital Philanthropy at FrontStream, Claire works with charities as they fundraise through web, social & mobile channels. She writes about issues related to digital media and the civil sector for international marketing blog Osocio.org, and on her web site Nonprofity.com. Claire teaches Social Media Community Management? and Digital Strategies for Charities & Non-profit Organizations? at George Brown College in Toronto. Follow her on Twitter at @snotforprofit.

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:

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. In his best-selling book Tribes, Seth Godin called Mark a fundraising heretic and a leader in the field of non-profit communications. Mark's short essay Timeless appears in a 2009 Seth Godin e-book compilation of thought leaders in public communications.

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.

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.

Five 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:
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.

On Beyond Social: Inbound Marketing for Fundraisers

How do we make raise money with social media? By now, everyone is familiar with social networking. We've had websites forever, and most of us have Facebook pages and probably a presence on other social networking platforms as well. But how does one use social networking to raise money? The key lies in knowing how to integrate social media and direct communication for maximum effect. In a nutshell, social media is where we drop the bait in order to encourage potential donors to self-identify to receive more personalized messages. The approach is called Inbound Marketing. In this webinar, We'll explain the approach in more detail, and walk you through the creation of your first basic inbound marketing program.

At the conclusion of this session, participants will:

  1. Understand the marketing funnel, the journey the average donor undertakes leading up to making a gift
  2. Understand how to use a combination of a blog, social media presence, website landing pages, and incentives to gain the attention of potential donors and rapidly convince them to subscribe to receive direct communication;
  3. Develop a basic inbound marketing plan for your own organization.

About the presenter:

Shaun Lynch, CFRE is the President of Adventum Philanthropic Marketing, and teaches in the Marketing Department of Concordia University’s John Molson School of Business, and in the Public Relations Programme of McGill University’s School of Continuing Studies. He earned his Certified Fund Raising Executive (CFRE) credential in 2003, and he is a certified Master Trainer of the Association of Fundraising Professionals (AFP).

Storytelling for Fundraisers

Storytelling in the context of fundraising is VERY different than storytelling in the context of trying to bring down a mastodon for the tribe. The story's about the donor. In shockingly lucrative communication programs, the donor is the obvious hero. The organization plays a supporting role and yet few charities write this way. Learn how to be one of those few ... and succeed beyond your wildest dreams!

About the presenter:

Tom Ahern is considered one of the world’s top authorities on donor communications. He is the author of four well-received books on the topic, with two more in the pipeline. Each year, he delivers dozens of workshops internationally. He spoke recently at conferences in New Zealand, the Netherlands, Belgium, Australia, and Italy as well as across North America. He specializes in applying the discoveries of psychology and neuroscience to the day-to-day business of inspiring and retaining donors.

He is an award-winning journalist. As a "message strategist," he's won three prestigious international IABC Gold Quill awards, all for communications campaigns which achieved phenomenal success. He collaborates with Prof. Adrian Sargeant and psychologist Jen Shang on prototyping innovative new donor communications campaigns for PBS.

Money Wellness: Unleash the Power to Big Gifts

Money Wellness is the awareness that every decision you make in life involves money, which causes stress that affects your health in a very BIG way. Having Money Wellness will allow you to work out your Money Blockers, those thoughts that you have about money that are preventing you from having your best relationship with money and preventing you from having the best relationship with your donors. An example of a Money Blocker maybe that while you have debt you have no trouble asking for 6, 7 and 8-figure gifts; don't make that much or have THAT kind of title to ask for THAT kind of money; or working more hours will get me that raise or promotion. This Webinar will ensure that you are Money Well and then you can see and hear the signs of your donors as they may be struggling to make the gift because they have Money Blockers. You will have the tools and techniques to unlock their Money Blockers, have off-the-charts engagement with them, then be able to ask them for large and repeat gifts!!

At the conclusion of this session, participants will:

Identify their Money Blockers, their co-workers or staff's Money Blockers and their donors' Money Blockers and work through and beyond those insidious barriers;
Listen for donors' money clues that they reveal in conversations and then have the skill set to know if it's really MONEY that is preventing the gift or their beliefs, attitudes and behaviors about MONEY that are postponing the gift;
Have the best relationship with MONEY for themselves so that it does not affect their sleep; diet; exercise; and lifestyle so that they will have the advantage over the competition when it comes to TOTAL Donor ENGAGMENT; and
Feel empowered, energized and ignited to have deep, meaningful, transparent and transformational conversations with donors that will transform them into life-time givers.

About the presenter: Laura Fredricks, J.D.

Laura Fredricks is a multi-million dollar ASK-maker, who, as Founder & CEO of THE ASK©, teaches nonprofits and businesses how to confidently, willingly and successfully ask for money. Fredricks is today's leading authority on "How to A$K© for Money - and More of It!" She has helped hundreds of organizations worldwide raise multi-millions through her unique approach to fundraising. She is author of "THE A$K: How to ASK for your Nonprofit Cause, Creative Project and Business Venture". Most recently Laura joined a star-studded list of Wellness Experts and is the "Money Wellness Expert" with an all new 30-day on-line money wellness program. expertontheask.com

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