Conversations with CONFR – Branding and Fundraising – May 29 – Concord

Last modified on 2013-05-17 13:33:29 GMT. 0 comments. Top.

Conversations with CONFR

Lively Discussions with Colleagues on Provocative Topics That Matter 

Wednesday, May 29, 2013

5:00pm to 6:30pm

Branding and Fundraising:

Why branding your organization is critical, and why it often gets pushed to the bottom of the priority list

Presenter: Jamie Forbes, Partner at Opus Advisors, LLC in Portsmouth, NH 

5:00pm – Hosted Wine, Cheese, Networking

5:30pm – Posing the Topic

5:50pm – Q&A and Discussion

 

NH Audubon

3 Silk Farm Road, Concord, NH

 

 

Nonprofits often ignore the importance of marketing on their fund development efforts, or place resources for marketing at the bottom of the budget priority list.   But organizations with strong, visible brands clearly have an edge in fundraising. Jamie Forbes will help you think differently about branding and marketing and their relation to fundraising.

 

• How can we measure the need for branding and demonstrate success and productivity in our marketing efforts?
• How can we think of elevating our brands in the era of emerging media?

 

Join us for wine, cheese, and stimulating conversation on the evening of May 29^th, as Jamie Forbes talks about his work with a range of nonprofits and shares lessons from the private sector.  This conversation will outline the major tools for branding success, and invite discussion on how to determine which ones make sense for your organization, and how to develop a strategy and plan.

 

As a partner at Opus Advisors in Portsmouth, Jamie Forbes specializes in bringing marketing and communications practices to the fundraising process.

 

Join us for CONFR’s newest educational program –

Conversations with CONFR!

Network with friends and challenge your thinking about philanthropy!

 

Registration online at www.confr.org, or

mail a check to PO Box 3514, Concord, NH 03302

or call 603-724-6741.

CONFR Members: $15

Non-members: $25

 

Workshop – Best of CONFR – Manchester – May 30

Last modified on 2013-05-21 22:40:02 GMT. 0 comments. Top.

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

 

Workshop for First Time Board Members: Essentials in Nonprofit Governance and Fundraising – June 18 from 4:30pm to 7:30pm OR June 26 from 7:30am to 10:30am – BOTH at American Cancer Society in Bedford

Last modified on 2013-04-24 00:31:37 GMT. 0 comments. Top.

Prospective board members will learn:

• The basics about Strategic Plans and Development Plans
• How to understand financial statements
• Conflict of Interest laws
• How to ensure the organization’s financial sustainability
• Key fundraising roles for board members
• How to assess whether an organization is the best fit for you
• Tips for the most productive board meetings ever

 

Two workshops to choose from in June: 

Tuesday, June 18 from 4:30pm to 7:30pm

Wednesday, June 26 from 7:30am to 10:30am

 

Both workshops will be held at the American Cancer Society

2 Commerce Street, Suite 11, Bedford, NH 03110 

The cost of a three-hour Essentials for New Board Members workshop is $50 per person, which includes customized take-aways and a light meal. It is suggested that this fee be shared between the participant and his/her employer whose company will benefit by being able to offer well-trained board members to the community. 

This investment could make you the most sought-after board prospect in town! You will be able to present yourself with confidence to those nonprofit organizations seeking new board members through Leadership New Hampshire, Stay-Work-Play and the Council on Fundraising.

 

For more information and to register, contact CONFR Executive Director Pam McDonald at 603-724-6741 or pmcdonald@confr.org.

Register online, download and mail the Workshop Registration Form, or call the CONFR office at 603-724-6741.To apply for a scholarship, download a scholarship form, and complete and return it to CONFR.

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CONFR provides the following workshops on a rotating basis in locations around New Hampshire. To request a specific workshop for your organization or region, contact Pam McDonald at pmcdonald@confr.org:

• Fundamentals in Fundraising: “Raise it Right!” Best Practices for Directors of Development
• Essentials in Fundraising for Nonprofit Boards
• How to Prepare for a Capital Campaign
• Major Gifts
• Making the Ask
• Effective Case Statements
• Foundation Research and Grant Writing
• Planned Giving and Legacy Programs
• Raising Endowment Funds
• Creating Development Plans
• Development Assessments
• Ethical Fundraising-Whose Responsibility is it?
• Building Email Relationships
• Social Media to Build Relationships and Attract Donors
• Ramping Up Fundraising When the Economy is Down
• NH Grants Institute (3-days)