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Fundraising Sessions 
| Enhance Your Planned Giving Program with the Right Marketing Strategies |
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Lawrence Henze, Managing Director, Target Analytics, a Blackbaud Company
This session begins with a review of the defining characteristics of planned giving prospects and a discussion of how to integrate this information into a comprehensive and effective planned giving marketing program. How do we market differently to individuals with varying interests in planned giving vehicles? Which strategies are essential? Which strategies should be avoided or exercised with great care? How do we integrate these strategies with our overall cultivation and solicitation strategies? Join an expert in prospect research and planned giving as he discusses how to market to your best planned giving prospects. The seminar will provide information on the characteristics of planned giving prospects by type of giving vehicle. These characteristics provide insights into the appropriate communication strategies to be used in marketing planned giving to the best prospects — strategies that will work for professionals in the nonprofit community. |
| The True Cost of Fundraising |
Nancy Appel, Executive Director of Development, Hazelden Foundation
Michael Lowstetter, Vice President of Finance and CFO, Shepherds Ministries and SERVE Enterprises
There are many steps that are necessary to see each donor dollar come into any organization, and it is important to know the total cost of that process. This session will help attendees understand what costs various fundraising activities generate, calculate how much those activities impact the nonprofit’s bottom line, and communicate with clarity the true cost of fundraising. Between the two presenters, both the fundraising and financial perspectives will be considered, which will give the participant a well-rounded and balanced point of view of this very important — yet overlooked — cost consideration. |
| Donor Retention: From Analysis to Action |
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Samantha Cohen, Enterprise Solutions Consultant, Blackbaud, Inc.
Everyone feels the effects of a fallen economy. All-time high gas and food prices lead to shrinking or absent discretionary income, which, in turn, can lead to shrinking or absent dollars earmarked for charity. And even donors with money to give tend to “charity shop,” which may lead to flat donor retention rates. But history has proven time and again that organizations with high donor loyalty can actually thrive in the face of a recession! So how can you build loyalty at your nonprofit? It involves much more than improving renewal rates and sending more thank-you notes. In this seminar, we’ll discuss why donor retention is one of the most important signs of your health and future viability, offer a deeper understanding of current trends in donor retention and what motivates donor loyalty, ways you can measure and evaluate loyalty, and things you can do today to increase donor loyalty both now and in the future. |
| Challenges of Fundraising in the 21st Century |
King McGlaughon, Managing Executive, Wachovia Nonprofit and Philanthropic Services
Join King McGlaughon as he speaks to the changing demographics and psychographics of donors — specifically how wealth is being created by younger entrepreneurs. This cultural shift changes how fundraisers approach cultivating donors, as well as how they steward them. King will share many interesting trends based on heavy analysis of data, in addition to some inspiring stories from his experiences. |
| Mid-Level Donors: How to Get ’em, Grow ’em, and Keep ’em |
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Bryan Terpstra, Senior Account Manager, LW Robbins Associate
Lynn Edmonds, President, LW Robbins Associates
Do you need help developing a long-term relationship with your mid-level donors? Do you want to launch some special mailings and tailored communications for these high-level donors but don’t know where to begin…or is your current mid-level program in dire need of some fresh ideas? In this session, you will hear how several organizations have made a big impact on the bottom line by attracting donors to the mid level and by maintaining a long-term, fruitful relationship with these donors. A big focus will be on the creative approach used for the mid level and how it differs from the approach used for other segments of the donor file. This session will present a variety of strategic and creative executions that you should be able to apply to your specific fundraising program. |
| All Fundraising is Still Personal: How Personal Relationships Still Matter in this Age of New Media |
Nancy Bocskor, The Nancy Bocskor Company
New-media experts believe the wave of the future is through blogging your thoughts, texting acquaintances, and visiting virtual realities. But our world is real, not virtual, and we can’t solve real-world problems with virtual solutions. This presentation will explain relationship-fundraising and how to help each donor move from concern to cash. You’ll learn how to replace cold calls with “warm communication,” how to balance high tech and high touch, and how to become a “passion-driven leader” for your organization. |
| Creating Extraordinary Ideas To Attract Extraordinary Donors |
Jeff Patchen, President and CEO, The Children’s Museum of Indianapolis
Have you ever wondered what your organization needs to be doing to connect with extraordinary donors? For that matter, what are the characteristics of an extraordinary donor and how do you find them? Join Jeff Patchen as he explains how to identify the extraordinary ideas that transform your organization’s ability to meet its mission and then use those unique ideas to attract the right donors to your compelling cause. |
| Campaigning in a Tight Economy |
Timothy M. Winkler Sr., CFRE, Principal, Winkler Consulting Group
In today’s tight economy, organizations are competing for donor dollars more than ever before. How can you sharpen your development operations to cut through the clutter and stand out from the competition? Real or perceived, this is becoming more of an issue in the minds of those who work in the nonprofit sector. Join Tim Winkler to learn how to proactively move forward with your development operations – be it annual fund, major gifts, capital campaigns – in a tight economy and turn seemingly negative circumstances into opportunities. |
| Are You Ready To Start a Planned Gift Program |
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Katherine Swank, Consultant, Target Analytics, a Blackbaud Company
Evaluating and choosing which planned-gift vehicles are best for your organization takes time, but it is well worth the effort. Most organizations can use existing resources to begin a basic legacy program and continue by incorporating additional gift opportunities over time. Successful planned-giving programs take time to build, but usually see a financial return on their efforts in as little as three to five years. |
More sessions coming soon! |
