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Many nonprofits struggle to create a fundraising plan and put it in writing, yet the benefits are tremendous. A written plan shifts you from being reactive and dealing with the crisis of the day to being proactive and working purposefully toward the results you want. In this session, you’ll learn how to follow 6 simple steps to put together a written plan for raising the money you need in the coming year. We’ll cover goal setting (using SMART goals), action plans, and ways to keep your plan on track, plus you’ll get some worksheets and checklists that will make the process easy.

At the conclusion of this session, participants will:

• Understand the elements of a written plan.
• Understand the process for creating a plan.
• Be able to begin the process of creating a written plan.

Target Audience
While this presentation is appropriate for all levels of experience, it will be most helpful for those newer to the profession.

About the Presenter:

Sandy Rees is a coach and consultant who shows nonprofit directors how to raise the money of their dreams. She is a native East Tennessean has worked in the nonprofit world for the past 12 years with organizations including Knox Area Rescue Ministries, Second Harvest Food Bank, and the Joy of Music School. Her passion is showing small nonprofit organizations how to raise more money, strengthen their Boards, and build relationships with donors. Her strengths include direct mail, nonprofit marketing, strategic planning, and Board development.

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 dovetail 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 belief 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.

Using research from over 10,000 Millennials (age 20-30), Derrick will guide you through what motivates Millennials to give to nonprofit organizations. He will discuss how to create customized campaigns and engagement programs to raise awareness and support from Millennials through online, direct mail, email, and event-based approaches.

At the conclusion of this session, participants will:

• Have a better understanding of how Millennials interact with organizations. 
• What research has shown about Millennial fundraising trends.
• How organizations can effectively market campaigns to Millennials. 
• How organizations can stand out from others in order to retain their Millennial following.

Target Audience:

• Fundraisers at all levels
• Nonprofit professionals
• Representatives from organizations with a potential Millennial donor base.
• Representatives from organizations who want to learn more about how to approach Millennial donors. 

About the Presenter:

As CEO, Derrick provides overall leadership for Achieve. He is responsible for providing strategy to clients, overseeing the creative development of client work, and leading the full execution of fundraising efforts for clients. He leads the research team on the Millennial Impact - a project to understand Millennial engagement in the nonprofit sector. When not working closely with Achieve clients, he is a speaker and author on the latest trends in fundraising, online engagement, and Millennials. Derrick is the author of Cause for Change - The How and Why of Millennial Nonprofit Engagement published by Jossey Bass.

In this revealing session, one of North America's most experienced case writers shares his secrets for properly selling your projects, programs, endowments, initiatives, buildings, renovations, and bright ideas.

At the conclusion of this session, participants will:

• Know why the "elevator speech" is really a ride to nowhere.
• Know how to tell a story quickly and effectively.
• Know how to answer the "Big 3" questions donors will have.

Target Audience 
This is presentation is for anyone who produces donor communications. Beginners welcome.

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. Each year, he delivers dozens of workshops internationally, speaking 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 also a writer and marketing strategist. His clients include Save the Children, Catholic Relief Services, Plan International, Greenpeace, Volunteers of America, Princeton University, The Cleveland Foundation, the National Parks Conservation Association, as well as many smaller and local nonprofits such as the Anchorage (AK) United Way.