I loved every single session; so much information and value. This by far the most exciting and fulfilling summit I have ever done. I feel I understand my role a little more as a board member but also realize the importance of fundraising and having a decided plan to move forward. Many thanks to all presenters. This was so worth it.
-Diane Hayes, Secretary Board of Directors
Breast Cancer Action Ottawa, Canada
I was impressed with the enthusiasm in the Nonprofit Leadership Summit presenters voices! They were able to keep me engaged and present! Their great enthusiasm inspired me to take action.
-Judy Rouse, Executive Director, The Life Center of Midland, Midland, Texas
Andy Robinson provided tools that I think are invaluable and I cannot wait to bring this to our Board's sustainability group. Kishshana Palmer was a rockstar! Super engaging and a ton of great information to take in. Mazarine is just fabulous! I've seen some of the tools she showed before, but it was a kick to start really using these tools to streamline my everyday crazy schedule and really decide what was priority.
Some of this will (hopefully) help me really push our organization to developing a strong donor base that has been such a huge missed opportunity!
-Kristina Chenault, Community Outreach Coordinator, P2 Collaborative of Western New York, West Seneca, NY
Tough Times Call for Plan B (and Plan C and Plan D)
Making organizational decisions during difficult economic and political times can feel like trying to run uphill on a slippery slope. But it doesn’t have to be this way. Participants in this session will explore the value of using a scenario planning model for projects such as strategic planning, annual budget construction and resource development planning.In this session you'll learn:
► What: Define scenario planning and contingency planning;
► Why: Define situations when this model is best employed;
► When: Sharing thoughts around time necessary for planning;
► Who: Involving stakeholders-with a case study;
► How: Explore process; with another case study;
► Sharing tips, tricks, best practices;
In this workshop, we’ll discuss how productivity has a profound impact on YOUR nonprofit’s ability to thrive, or even simply survive. The issue is particularly pertinent as government sources of income are drying up.
Ever since 2011, we’ve been studying staff fundraising productivity, and the results are disappointing. With over 1,250 responses from organizations all over the world, in every sector, size of fundraising shop, and level of income, 78% score at around a D-plus.
Ellen Bristol, developer of Fundraising the SMART Way™ and the Leaky Bucket Assessment for Effective Fundraising, will discuss how and why it’s time to take fundraising out of its traditional “box,” a self-limiting notion which associates income generation, a strategic business function, with a narrowly defined set of tactics (events, grants, annual appeals, and the like). She will discuss how and why nonprofits should consider funding their operations, where funding has a capital “F.”
Attendees will learn why they should:
► Introduce innovative management practices,
► Utilize effective research, and
► Engage useful technology to collate, analyze and interpret performance
► Adopt the continuous-improvement model to fundraising
► Look at productivity measures to get exponential fundraising results
Attendees are encouraged to take the Leaky Bucket assessment before the session to see how they score.
Marketing and Fundraising-Together at Last!
Effective marketing gets folks' attention. Effective fundraising keeps it. They need to stick together and stop working at cross purposes. If marketers get the attention of the wrong folks, or use the wrong methodology, then fundraisers can't do their job. Too often, the stated objectives of "marketing" are fuzzy. Like “raise awareness,” “engage,” “involve,” and “empower.” These are passive acts and, ultimately, often useless ones. In fact, marketing can actually suppress fundraising if philanthropic savvy is not built into the equation.
What’s the leadership fix? Focusing on ACTIONS that get you to your goals. In this session we’ll explore leading with the "Voice of the Consumer" to assure you (1) reach the people most likely to ensure your success, (2) offer content that meets their needs, and (3) call for the actions required to move your mission forward.
YOU WILL LEARN HOW TO:
► Assure fundraising is seen as a mission-focused function, rather than a support function
► Move from "vanity" or "checklist" marketing to "transformative marketing"
► Get clarity on marketing and fundraising goals to facilitate philanthropy
► Integrate marketing and fundraising so staff are steering the boat in the same direction
► Call for actions that will move your mission forward
► Offer supporters value in exchange for the value they provide
If your board isn’t raising all the money it could — indeed, if your board isn’t raising any money at all — you’re not alone. In this session, we’ll discuss the reasons why, and outline strategies to turn things around. You’ll leave with several practical, specific ideas for increasing board involvement and effectiveness.► Redefining fundraising: It’s not just asking for money
There are so many benefits that can result from cross-sector partnerships. Nonprofits can go beyond sponsorship to create innovative partnerships that can serve a mission purpoes. In this session we will emphasize the concept of true partnership and especially, the importance of nonprofits developing a Business Value Proposition when approaching for- profits.
What we will discuss is:
► The new normal in nonprofit/for-profit relationships
► How you can define a cross-sector partnership
► What is a Business Value Proposition
► How many benefits both the nonprofit and for profit can received from a well-designed partnership
► The importance of correct alignment between the partners
► Which is the best door to open at a for-profit
How to Plan your Programs in Tough Times with Monthly Donors
Are you looking to find a way to improve your organization’s cash flow? Do you have a large number of small donors? Are you looking to improve your donor retention rates? Are you looking for ways to upgrade your donors to give more or to give more often?
Monthly donors are the answer.
Erica Waasdorp, author of “Monthly Giving – The Sleeping Giant: How Small Gifts Can Become Powerful Tools to Support any Organization, co-author of Donor Perfect’s Monthly Giving Starter and Marketing Kits, and President of A Direct Solution, will share how you, any organization, with budgets small and large, can leverage your digital channels and direct mail to start or grow a monthly program.
We’ll walk you through the steps you need to take, including:
► The fundamental needs – website, forms, backend processing
► Set your strategy and target the right audiences
► Acquiring monthly donors
► Cultivation approaches
► Upgrading monthly donors to higher levels
► Retaining them to achieve all-time high donor retention levels
► And more
Losing a fundraising staff person is like throwing money in the trash and putting it outside for pickup. In face -according to Cygnet Research's - you can lose up to $200,00 in revenue and a lot of time. If you've ever had a hard time hanging on to fundraising staff, or you're hiring for the first time, learn what to do, and what not to do, to hire the best people and save your nonprofit money too!
Learn how to hire right the first time. How do you find amazing talent and create the conditions for them to stick?
In this session you will learn:
► Strategies to help you create job descriptions that tell the real story of the work and attract the right professionals for your organization
► Recruiting techniques that work no matter what your budget size
► Critical steps you need to take once the candidate says "Yes!"
► On-boarding tools and tricks so you rockstars sticks with you
Do you and your colleagues talk about how bad your board is at helping you fundraise? Do you wonder why they aren’t motivated to ask their associates and friends to support your organization? Do you wish you could remove half of your board today and replace them with energized, passionate people who will do anything to help your organization succeed?
Perhaps it’s not your board that is the problem. Maybe it’s you.
Because at the same time I hear board members saying things like; “I have no idea what my role is on the board.” “I’m not sure what the expectation is around fundraising.” “I don’t know how to ask for a gift but I’m expected to bring in $10,000 a year...if I don’t, I feel like a failure.” “All I do is come to meetings and I don’t know what good I’m doing.”
I hear non-profit leaders trash-talk their “do-nothing” board over and over. But, what I’ve come to believe is that many non-profits do a terrible job of recruiting, inspiring, educating, and training, leading and supporting their boards.
If you seek proactive fundraising and leadership from your board, you need to show them how to do it.
Attendees will learn the answers to these questions:
► What are the expectations for each board member?
► What is it you really want a particular board member to do?
► Why do you want that board member?
► How are you going to communicate to that board member between meetings?
► What will you do to ensure that a board member is successful?
Great boards are made because non-profits are helping them be successful. The relationship with your board is a two-way street. You help them, they help you.
Intrigued? Jeff Schreifels, Senior Partner at Veritus Group will lead you in a one-hour workshop that will inspire you to inspire your board and lead it to success. Come join us.
Kishshana Palmer, MBA, is a sought-after strategist, speaker, trainer and coach who combines “book smarts” with real-world expertise and pop-culture savvy to create the unforgettable cocktail she calls Fabulously Fundraising. Kishshana has worked for social impact organizations where she designed development infrastructures, created diversified fundraising programs, managed high-performing teams and raised money; to date, over $45 million. Kishshana is committed to helping nonprofit leaders come up with bright ideas that will propel their organization.
She is a Certified Fundraising Executive (CFRE), a BoardSource Certified Governance Trainer (CGT) and an AFP Master Trainer.
Who is Erik Anderson? Planner * Fundraiser * Organizational Development Consultant * Certified Executive Coach * Just a guy who believes strongly that “those we serve, deserve sustainability”
Recognized nationally and internationally as a pioneer and leading expert in the field of cross-sector partnerships and cause marketing, In 1976 Bruce designed the world's first cause marketing campaign, a record-breaking, cross-sector promotional and fundraising campaign for the March of Dimes in a partnership with Marriott Corporation. He designed and directed the unprecedented American Red Cross Prepare Bay Area cause marketing campaign which trained over 1 million San Francisco Bay Area residents in emergency preparedness. And throughout his career Bruce designed highly innovative marketing, public relations and cross-sector partnerships programs which benefitted all stakeholders.
He served as public affairs manager for Marriott Corporation, public relations director for the United States Olympic Committee, VP and general manager of Schulberg Mediaworks, director of marketing and communications for the American Red Cross Bay Area, and a two-year special assignment to the President of Xerox Global Services. He founded and served as CEO of three for-profit companies and two nonprofit organizations. Bruce Burtch is the author of Win-Win for the Greater Good, the highly-acclaimed, definitive “how-to” guidebook on building cross-sector partnerships.
She works with non-profit clients all over the country as well as internationally, helping them with their appeals, monthly giving, grants and PR. She is also the US Ambassador for the International Fundraising Congress (IFC), held in the Netherlands every October.
Erica Waasdorp published one of the very few books on monthly giving, called Monthly Giving. The Sleeping Giant. She co-authored the DonorPerfect Monthly Giving Starter Kit and Marketing Kits and she regularly blogs and presents in person and via webinars on anything direct response fundraising and monthly giving. She launched the #MonthlyDonorMonday ‘movement’. She is currently finalizing her next book, working title Monthly Giving Made Easy.
Thanks to all for re-igniting my inner fire that had dampened a little. I am re-energized and cannot wait to implement the plans I have for 2017.
-Leslie Clay, Chief Development Officer, Hope Cottage, Dallas, TX
Mazarine, YOU ARE AMAZING. This was such an intense undertaking and it was phenomenally helpful. The fundraising plan guide that you provided in advance came at the perfect time and was so incredibly helpful. I implemented it and our board was so impressed at the board meeting. I am new to this position (with the organization and also development in general) and I am so thankful for the value you provided through your presentations and the presentations you coordinated. I'm glad I've attended and can't wait to catch up on the sessions I wasn't able to attend!
-Carrie Scott, Development Director, Rising Star Outreach, Provo, UT
All the presentations at the Nonprofit Leadership Summit were great. I believe my fundraising will be most impacted by the major gifts strategies I learned in Jeff's presentation.
-Valerie Richardson, Director of Foundation and Development, Springfield Green Library Foundation, Springfield, MO
In times of great change, monthly givers can see us through when major donors drop away. Erica Waasdorp, author of "Monthly Giving the Sleeping Giant" (and raiser of $18M in monthly gifts) will teach you how to get monthly givers, NOW! Kenita Pierce-Lewis, CEO and Founder of HOPE Inc, will share a case study of how she started and grew her monthly giving program from scratch.
Andy Robinson, author of "Training Your Board (and Everyone Else) How to Fundraise" who is 30 year veteran board trainer will help you get your board ready to fundraise. Jeff Schreifels, Senior Partner at Veritus Group (And co-author of "It's Not Just About the Money") will help you get your board members excited and motivated to get major gifts for you.
Is funding growing to be a struggle? Or is there a dramatically increased need for services right now? Eric Anderson of The Healthy Nonprofit will show you what to do when funding gets cut-how to cope and not just make a plan B, but a plan C and D as well.
Did you know that each time you lose a fundraiser, your nonprofit loses roughly $200,000 in retraining, donor relationships, and more? Wouldn't it be easier to hire the right person the first time? Kishshana Palmer, MBA, former VP of External Affairs for FoodCorps, a national nonprofit, has done hiring and firing and personally taken fundraising teams from blah to outstanding in a matter of months, and she will show you how to hire right.