The Best of CONFR!
Six Great Workshops— All Available on One Day!
May 30, 2013
8:30am to 4:00pm
Southern New Hampshire University, Hospitality Center, Manchester, NH
8:30am – Check-in Opens Coffee, Juice, Muffins and Networking 
9:00am to Noon – Morning Workshops Choose ONE, three-hour workshop
A. Development Plans and Case Statements: Creating a Mission-based Philanthropy Program
Presenters: Steve Smith, Executive Service Corps; Tricia Casey, Boys and Girls Club of Greater Nashua; Ruth Zax, CFRE, Child and Family Services.
In today’s environment of limited resources and time, the best safeguard toward ensuring a successful fundraising program is an up-to-date, thoughtful, inclusive, and clearly defined Development Plan that is strategic and reflected through the organization’s Case for Support.
Topics included are:
- The primary reasons an organization should have a Development Plan
- Assessment of current fundraising strategies and tactics, including social media
- Components of an effective Development Plan
- Approaches that build board engagement in sustaining mission
- Essential Elements that should be included in a Case for Support document
- Application of staging process in step-by-step revenue building
B. Donor Research, Acquisition and Retention
Presenter: Bill Stockwell, Principal, William F Stockwell & Associates, LLC
Identifying new prospects can be challenging, especially for small organizations without benefit of an alumni/constituent base or a well-connected board. This workshop will walk you through the process of prospect research, which not only identifies prospects but also helps a person identify and connect with your organization; methods to invite those prospects to make a first-time gift; and the tools to convert first-time donors to annual donors.
Topics included are:
- Prospect research with the resources you have
- Prospect research software for outside searches
- Cultivation techniques
- Choosing the right solicitation method
- Retention and relationship-building tools
C. How a Finance Plan Will Enhance Your Fundraising Efforts
Presenter: Gregg Davis, Owner, Impact Consults
Nonprofit finance does not exist separate from an organization’s programs, development function and mission; rather, it is an important component for all of these.. Likewise, an organization’s finances are a key driver of many management activities. This workshop will discuss how to effectively integrate financial management practices into the following areas of organizational management: Governance; Fundraising; and Strategic planning.
Topics included are:
- how a stronger grasp of your true financial situation opens up new avenues to approach donors;
- how to solve important nonprofit growth dilemmas and enhance revenue generation
- how to stop lying to donors (we’ll explain what this means and how to break the habit together);
- how to set fundraising goals appropriate to your financial situation;
- how to develop a financial structure that will support your goals;
- how to keep your CEO, board, development office and accounting office in sync.
Noon to 12:50pm – Networking Lunch Pre-order a lunch from us or bring one with you – But be sure to attend this networking opportunity!1:00pm to 4:00pm – Afternoon Workshops Choose ONE, three-hour workshop
A. Making Sense of Metrics: Measuring Programs and Fundraising Results
Presenter: Mike Davenport and Karen Davenport, Davenport & Barr, Inc., Partners in Philanthropy
“You manage what you measure,” the old saying goes, and today more than ever, there is significant interest regarding “metrics” in the fundraising world. Non-profit board members, administrators and fundraising professionals have a responsibility to ensure that their organization’s return on investment (ROI) in fundraising is reasonable through good internal management practices, and communicate to their donors and the general public that philanthropy is an investment in the organization’s mission and strategic objectives. But that is just the beginning . . . there are many other ways to measure performance that will be brought to light during this session.
Topics included are:
- The significance of high-quality data and donor fundraising software
- Best practices for database management and tracking
- How to value new donors, returning donors and lapsed donors
- Why donor retention is more important than cash totals
- The importance of the “donor pipeline”
- How to quantify strategies, tactics and individual efforts
B. Passionate Stewardship for Major Donors
Panel: Tim Allison, CFRE, Director of Development, UNH Foundation; Tricia Casey, Director of Advancement, Boys and Girls Club of Greater Nashua; Hope Jordan, CFRE, Resource Development Director, Laconia Area Community Land Trust, Inc.
Moderator: Alexandra Urbanowski, VP for Development and Marketing, NH Public Radio.
Moving your annual donors up the Giving Pyramid to become major donors is an intentional process, which requires intuition as much as measurements, and the interpersonal skills to form long-term, respectful relationships. This panel of major gift officers will share their experiences – good and bad – and how to keep major donors engaged and involved in your organization year after year.
Topics included are:
- How do you identify an Annual Donor as a Major Gift prospect?
- How can current Major Gift Donors help to acquire other Major Gift donors?
- What are some universal strategies that Development Directors from any size organization might use in the relationship-building and stewardship process?
- How do you match your programs with the interests of your Major Gift donors/prospects?
- How often do you make contact with and/or visit your prospects/donors and how do you get them to say “yes” when you ask to visit them?
- What does a typical visit look like?
- What are some of the most meaningful ways you thank your donors?
- Do many Major Gift donors become Planned Giving prospects and how do you introduce that idea to them?
C. How to Prepare for a Capital Campaign
Presenter: Rick Blain, CFRE, Richard R. Blain & Associates
Recent reports demonstrate that capital campaigns can be successful even in the middle of a recession. So, if the economy is not the primary indicator of whether a capital campaign will reach goal, then what is? This workshop will help those searching for capital dollars understand ALL the pieces you need to have in place before embarking on a major campaign for your organization and help you plan the best approach. It will focus on strengthening your fundraising skills and effectiveness with helpful techniques based on real-life fundraising challenges and success stories.
Topics included are:
- When and why should you have a campaign?
- Do you need to hire a consultant? When and why?
- Phases of a Campaign – The plan is key
- Critical Components
- Crafting a Compelling Case statement
- Campaign Leadership – Roles of staff, board and volunteers
- Solicitation – Who does what?
- Donor recognition and Stewardship
- Obstacles to a successful campaign
Registration: Register online or download a form and mail with a check; or call 603-724-6741.
Bring your staff colleagues and board fundraisers to attend ALL these great workshops!
CONFR Members: $59 Half-Day (one workshop); $109 Full-Day (two workshops)
Non-Members: $89 Half-Day (one workshop); $139 Full-Day (two workshops)
Lunch: $15.00 (You may order ours or bring yours, but be sure to attend this networking opportunity!)
The Best of CONFR is generously sponsored by the School of Business at
School of Business
AND
Optimizes non-profit operations with agile project management
