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We can provide seminars at your facility, or at a location of your choosing. |
| For Professionals: |
| We can train you, the development person, in basic planned giving, the best ways to market your development program, proven methods to educate and involve your Board and CEO, can't-miss hints on qualifying your prospect list, and more. We schedule our seminars for development professionals at convenient locations throughout the country. We also offer — in conjunction with our law firm, McGuire, Woods of Richmond — seminars for financial and estate planning professionals. |
| Regionally: |
| We can teach your prospects about financial and estate planning (as these topics pertain to charitable giving), and help you begin the meticulous task of educating and cultivating those people who are able and willing to support your organization with major gifts. |
| On-Site: |
| Here are some of the prepared talks we offer. We can also create seminars based on your own needs. |
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Simple
Steps In Developing
Content Level — MID Building on your organization’s mission, this seminar focuses on: 1) identifying key areas of focus (Strategic Focus Points) for your visioning or strategic planning process; 2) identifying your most fundable (from a fund-raising point of view) programs and services; 3) identifying key initiatives and communication/ marketing strategies that are most likely to inspire volunteers and donors —succeed in fulfilling your mission and vision; and 4) assessing the emotional and intellectual position your organization holds (relative to competing organizations) in the hearts and minds of prospects and donors. |
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Developing a Needs-Based Funding Plan for Success In Major, Capital, Planned and Endowment Giving Content level — BASIC TO
ADVANCED Addresses approaches to identifying your most fundable needs, conducting constituent surveys, and formulating a Development Strategic Funding Plan that fosters the involvement and assistance of your key constituents and prospects. |
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Systems Approach to Prospect Identification, Qualification and Rating Content level — BASIC TO
ADVANCED Can be presented on several levels of complexity. Provides an in-depth guide to identifying (picking up on prospect identification approaches presented in Direct Mail Approaches To Marketing Major And Planned Giving) prospects and researching, rating and ranking them for major and planned gift capabilities. |
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Developing and Marketing the Case Statement Content level — BASIC TO
ADVANCED The Case Statement is a critical element of the major and planned gifts program. This session focuses on why the Case is so vitally important, what it should include, who should be involved in its construction and how to use it effectively. |
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Marketing for the Development Professional Content level — BASIC TO
ADVANCED A comprehensive look at marketing as it pertains to the nonprofit development office. Covers the fundamentals of marketing; the marriage of marketing the nonprofit with the marketing of capital, major and planned giving; the basic tools of marketing (surveys, seminars, newsletters, competitor profiles, ads, articles, etc.); how to find your strengths and weaknesses; how feasibility studies and focus groups serve as marketing tools, and more. |
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The Age Tide and Giving Content level — BASIC TO
ADVANCED The effect that the aging of America is having on income, savings and, most importantly, giving. Deals with how age affects the frequency, amount and type of gift given and the best approach to each age group. Also explores the giving potential for all age groups age 55 and older between now and the year 2011. |
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Direct Mail Approaches to Marketing Major and Planned Giving Content level — MID A four-tier direct-mail approach to identifying, educating, cultivating, motivating and soliciting donor prospects. Additionally, this talk presents approaches to testing and evaluating your gift planning direct mail program. |
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A Paradigm for Soliciting Major Gifts Content level — BASIC TO
ADVANCED Deals with what motivates donors and the best approaches to soliciting major gifts. Examines the needs and desires of both the non-profit and the donor, and how these desires can be merged for mutually satisfying results in an "Exchange Relationship." Covers how prospects should be approached, and 10 key steps in the process of asking for a major gift. |
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It's In Each of Us Content level — ALL GROUPS The dynamic, mutually enriching and transformational relationship that can exist between volunteers, donors and nonprofit organizations. What it is in each volunteer and donor that motivates and inspires them to give time, talents and resources to improve and enhance the lives of others. How development officers and their nonprofit organizations are catalysts for helping volunteers and donors plumb the depths of their values, beliefs and humanity, and fulfill their personal visions and missions. How each of us can be a philanthropist. What it means to live a vision and leave a legacy. |
