Center For NonProfit Success

Engaging your board in fundraising

Your board can be among your most powerful fundraising assets. That is, if you use it correctly. Too often, the board is not involved in fundraising or views fundraising as a daunting task. The result is that many board members neglect their responsibilities, which are then left to staff members who have too many other responsibilities already. To address this problem, your board members need to be reminded of the importance of their fundraising responsibilities, and learn concrete tools and techniques that make fundraising a rewarding task.

Topics we will cover include:

Why board members fear fundraising, and what you can do about it
What board members need to know to start fundraising
Steps for energizing your board even when you are not on the board
How to deal with board members who won't fundraise even when they know they should
Building and maintaining the fundraising partnership between the board and development staff

Attendees will walk away with fresh ideas to energize theirs board members about fundraising. The session is designed for beginning to intermediate fundraisers.

Speakers for this session:

Kelly Dulka

Executive Director

Tri-Valley YMCA

With over 20 years of fundraising experience for non-profit organizations, Kelly has worked extensively to help board members understand and embrace their role as fundraisers. She offers workshops on board engagement and has turned skeptics into believers by giving boards the tools and resources they need to secure individual and corporate gifts as well as secure major grant funds. Currently she serves as Executive Director of the Tri-Valley YMCA where every board member commits to “give and get” to in order to further the YMCA mission. Kelly received her Bachelor`s and Master`s degrees in Social Welfare from the University of California, Berkeley and a Master of Arts in Pastoral Ministries from Holy Names University. She currently serves on the Alameda County Mental Health Board and the Pleasanton Community of Character Collaborative. She is a member of the Association of YMCA Professionals.

William Freyd

Consultant

In 1974, Bill started a fund raising firm, IDC, which has become one of the largest in history. He has worked with boards all over the country and successfully motivated them to make very large gifts annually. Bill has, himself, served on many non-profit boards including the Las Vegas Philharmonic where he was elected Board President and CEO. Recognizing the need to raise more than $1 milion a year from board gifts, he led his board through a major self assesment which resulted in significant fundraising success. He has also worked with grant making institutions, one of which distributed $6 million annually. Designated one of only six Sages ever recognized by the American Association of Fund Raising Counsel, Bill is a CFRE. He has also taught fund-raising at the University level. Bill graduated from Georgetown University and is listed in the noted Marquis Who`s Who publications.

Michael Kasperzak

Session Moderator

Cygnet Management Group

A former Mayor of Mountain View California, Mr. Kasperzak has been an active volunteer and Board member for over 30 years. He has served on a number of non-profit boards, including the American Red Cross, Avenidas, the Community School of Music and Arts, El Camino Hospital Foundation and Lewis & Clark College. Additionally, he has served as the Financial Development Chairman of several such organizations and has worked to transform how local non-profits engage board members in fund raising activity. Mike brings a wealth of information to the discussion of engaging board members as an "average" board member who is passionate about fund raising. He has attended an Indiana University Fund Raising School program for the American Red Cross and is a graduate of Lewis & Clark College and Hasting College of the Law.

Catherine Markwell

CEO

The BizWorld Foundation

Catherine has worked in her current position since 1997. She transformed BizWorld from a small start-up to an international organization, and now oversees the entire operation including development, outreach, and management. She reports directly to the board of directors, and works directly with the board in fundraising and stragic planning. Additionally, she served and worked with several boards including Financial Women`s Association, The Future Leaders Institue and Junior League of San Francisco. She holds a Director’s Certification from the Anderson School of Business which outlines the expectations of board membership for corporate board participation.

San Francisco Fundraising Summit

A relationship approach to fundraising
Nonprofit fundraising has become highly specialized, and each segment of your donor market requires a different set of relationship management skills. Whether you are reaching out to private foundations, wealthy individuals or your own members, you need to understand who they give to, and why. The San Francisco Summit focuses on the relationship aspects of fundraising, and offers you several ways to enhance your relationship management skills:

Day One:
In the morning, listen to a panel of private, corporate and community grantmakers who will openly discuss their philosophy on grantmaking, how they operate, and most important, how you can build a more successful relationship with the grantmaking community. In the afternoon, participate in seminars led by experienced grant seekers who have successfully secured many corporate and foundation grants, and have built successful relationships with the grantmaking community.

Day Two:
Attend a series of fundraising seminars covering the hottest areas of fundraising (capital campaigns, major gifts, annual giving campaigns, and many more). Panels of experts will discuss the latest developments in these fields, and then enter into a dialogue with the participants that addresses their most pressing questions.

WHY ATTEND THE FUNDRAISING SUMMIT?
Fundraising is primarily a relationship business, and with increasing pressures facing all nonprofit professionals to build key relationships, it is becoming more important, though much more difficult to meet people face-to-face. Our innovative Summit format provides the most efficient and cost effective use of time away from the office by enabling attendees to interact with experts in the field, as well as other nonprofit leaders.

CAN ONE ATTEND SPECIFIC SESSIONS ONLY?
We understand the demands that are placed on you and on your time. That’s why you can attend only the seminars that are of interest to you. Come for the day or stop by for a couple of hours. You pay for only the seminars you wish to attend and only for the information relevant to you. It’s a novel approach to learning that allows you to get exactly what you’re looking for in a short amount of time. In 2009, we are introducing a two-day pass so that attendees can attend all sessions at a reduced price.

WHAT IS THE FORMAT OF THE SEMINARS?
Each seminar features a panel of 3-4 experts who will break down the fundraising process into a series of phases with measurable outcomes and action steps for each phase. During the seminar, panelists will engage with the audience in an interactive manner to ensure that the sessions are educational and also fun to attend.

ONE-ON-ONE MENTORING SESSIONS
In 2009, we are adding an exciting new component to our Summits: one on mentoring sessions. In these 30 minute sessions, you can sit down with an experienced nonprofit fundraiser to discuss specific questions not addressed by the seminars. Mentoring sessions will cover the same topics as the seminar topics.

HOW IS THE SUMMIT DIFFERENT FROM OTHER EDUCATIONAL EVENTS?
The Summit offers a unique format to help you accomplish the following:

Build relationships: to ensure maximum exposure to the experts and other nonprofit leaders, each seminar offers structured networking before the session starts
Hear different perspectives: the experts are drawn from different sectors of the nonprofit community to ensure cross-pollination of ideas and practices
Provide a global view: speakers give an overview of key issues so that you can eliminate any gaps in your understanding of the subject
Drill down to the specifics: speakers will also focus on providing specific answers to real-world questions that are common to most attendees
Obtain information you can use: the emphasis in all sessions is on avoiding theoretical discussions in favor of practical tools and techniques that nonprofit leaders can actually use

WHO IS RESPONSIBLE FOR THE SUMMIT?
The Summit is organized by the Center for Nonprofit Success, a nonprofit organization that specializes in bringing highly relevant information that nonprofit leaders need to run their organizations successfully. We developed the Fundraising Summit series as a follow-on to the Nonprofit Success Forum, a highly successful educational series on grantmaking that has been taking place around the country for the past two years. The Fundraising Summit drills down into specific areas of fundraising to give nonproft leaders cutting edge tools and techniques.

HOW DO I REGISTER FOR THE SUMMIT?
Simply click on the seminars listed below to learn more about the topics that will be covered in each seminar. Then select only those seminars that you wish to attend.

Location/Directions

The Summit will take place at the Event Center at St. Mary’s Cathedral. The registration tables will be located in the hallway outside of St. Francis Hall, which is located in the Events Center below St. Mary’s Cathedral. St. Mary’s Cathedral is easy to reach by public or private transportation. The full address is:

The Event Center
Saint Mary’s Cathedral
1111 Gough Street
San Francisco, CA 94109

Public Transportation
St. Mary’s Cathedral is accessible by both Muni Bus and BART.

Muni Bus: The Van Ness Station is the closest Muni stop. Take #38L route (not Limited), which runs along Geary or take #47 route or #49 route, which run along Hwy 101 to the Van Ness station. To walk from the Van Ness Station to St. Mary’s Cathedral, walk to the West (left) on Geary for two blocks. You will cross Franklin. St. Mary’s Cathedral is on the corner of Gough and Geary.

BART: The Civic Center Station is the closest BART stop and is 1.59 miles from St. Mary’s Cathedral. To walk from The Civic Center Station to St. Mary’s Cathedral, start out going southwest on Market Street toward Hyde Street. Turn right onto Hayes Street. Turn right onto Van Ness Ave/US-101. Turn left onto Geary Blvd. Turn right onto Franklin Street. Turn left onto Sutter Street. Turn left onto Gough Street.

Directions by Car

From East Bay (Bay Bridge)
If traveling from East Bay (Bay Bridge) take the 9th Street Exit. Go one block, and then turn right onto 9th Street. Stay in the two right lanes – 9th Street turns into Larkin. Stay on Larkin until Ellis and turn left. Just past Gough and the high school, make a right into the parking lot of the Cathedral.

From The Golden Gate Bridge
If traveling from The Golden Gate Bridge take the Lombard Street turnoff, continue on Lombard to Gough and turn right on Gough. Follow Gough across Geary. The parking lot has two driveways on the Gough street side of the Cathedral.

From the South Bay
If traveling from the South Bay you can take either 280 to Highway 101 North or take 101 North directly. From 101 North stay in the extreme left hand lane. Take the 9th Street Exit. Stay in the two right lanes – 9th Street turns into Larkin. Stay on Larkin until Ellis and turn left. Just past Gough and the high school, make a right into the parking lot of the Cathedral.

Parking at the St. Mary’s Cathedral
There is limited visitor parking in the lot at St. Mary’s Cathedral. It is free to park at the church. If the church lot is full, the closest parking is the Japan Center Main Garage located at 1610 Geary Blvd San Francisco, CA 94115 about 3 minutes/0.8 miles away.

Directions to Japan Center Main Garage: Go South on Gough Street. Turn left onto Eddy Street. Turn left onto Franklin Street. Turn left onto Geary Blvd.

Hourly Parking Rates at Japan Center Main Garage:
0-1 Hour $ 2.00
  1-2 Hours $ 4.00
  2-3 Hours $ 6.00
  3-4 Hours $ 8.00
  4-5 Hours $10.00
  5-6 Hours $12.00
  6-7 Hours $14.00
  7-24 Hours $16.00

All Day In and Out Rate     $ 16.00

Early bird special $ 10.00 per day (Must enter by 10:00 a.m. and exit before 10:00 p.m.)

Motorcycle (2 wheels)     $ 5.00 per day

Hotel Accommodations
Most hotels near the Summit venue are within the $139-$269 per night range. The following hotels are within a one-mile radius of the hotel.

1.    Cathedral Hill Hotel                       BOOK NOW              .19 miles from venue
2.    Hotel Kabuki                                 BOOK NOW               .23 miles from venue
3.    Holiday Inn Golden Gateway       BOOK NOW               .37 miles from venue

Register Now

Register Now

Event Sponsors Include:

Register Now

One-on-one mentoring

Click on any seminar title or the arrow on the right side to learn more about that seminar

Full Summit Pass - What is this?

Register Now