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TITLE
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Fundraising in the one-person development shop: making the most of a shoestring budget
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CITY
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San Francisco , CA
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DATE
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Wednesday, October 28, 2009
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TIME
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1:45 PM - 5:00 PM
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PRICE
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$ 125.00
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Fundraising in the one-person development shop: making the most of a shoestring budget
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 At the best of times, fundraising can be challenging. However, fundraising in the one person development shop can be daunting, especially when one is working with a shoestring budget. The key in situations like these is to know what areas to prioritize, and how to get the biggest bang for your buck because you can't do it all. This seminar will focus on the issues unique to one person fundraising departments, and will drill down in the following areas:
- Keeping your organization on track financially: create and maintain a year-round fundraising plan
- Research: research your prospects on a shoestring budget
- Direct mail: work with an established third party service provider to maximize your returns
- Major gifts program: develop and maintain a manageable high dollar giving club
- Planned giving: start simple with a wills and bequests program
- Donor solicitation: make it easy for your donors to give and for you to receive donations
- Special events: conduct a unique annual event that makes efficient use of volunteers
- Leadership involvement: find creative ways to get your executive director and/or board involved in the fundraising process
Attendees will walk away with fresh ideas to take their one person development shop to the next level.
| | Speakers for this session:
| | Rebecca Brown | | President | | Further The Work | | Having worked in development since 1998, in 2002 Rebecca founded her company to advance social justice by providing consulting services to organizations working for the greater good. Rebecca has been sole or lead author on numerous program proposals recognized as exemplary in their fields. Her work has raised millions of dollars from all sectors (public and private, regional and national, individual and institutional). Previously, as Chief Advancement Officer at Family Service Agency of SF, Rebecca conceived, built, and managed the development department for this $12 million organization, including donor development, database management, grant-writing, marketing & communications, and strategic advancement. Rebecca's clients include West County Education Fund, Young Musicians Program, Oasis For Girls, Greater Richmond Interfaith Program, and The Irene Scully Family Foundation, for whom she is managing grant projects in public schools and at the Glide Foundation. Rebecca serves on the Steering Committee of The California Endowment's Healthy Richmond collaborative, and she is involved in the Contra Costa Re-Entry Consortium. Rebecca earned a BA in British and American Literature from UC Berkeley, and an MA in American Literature from Stanford University. A member of the Association of Fundraising Professionals, she is a Certified Fund Raising Executive and Chartered Financial Analyst. | | | Jeanette Davis-Loeb | | Founder & CEO | | Rising Oak Foundation | | In her current position, Jeanette works as a one-woman-development shop where she does it all: branding, marketing, product development, grant-writing, donor cultivation and volunteer coordination. In addition, Jeanette consults to underdeveloped non-profits helping them achieve measurable levels of self-sustainability, by creating compelling and innovative income streams. At present she is Treasurer and Resource Development Chair of Women In Fatherhood, Inc., and Outgoing Chair of the Pacific Northwest Advisory Board of the United Negro College Fund. Jeanette earned her B.A. degree from The Evergreen State College, and has completed course work towards her M.A. in Not-for-Profit Leadership from Seattle University. | | | Kyle Gracey | | Chair | | SustainUS | | Kyle is in his second year of overseeing SustainUS, a national, youth-focused, youth-run sustainable development policy organization. SustainUS maximizes its grants and donations by largely relying on volunteer effort to run most of its programs and central operations, including fundraising. Kyle has helped the organization raise more than $100,000 in the past year, and produce more than 20 grant applications and fundraising campaigns each year. Kyle and SustainUS`s Development Director work side-by-side to manage all fundraising. Kyle is responsible for creating new fundable programs, editing grant applications to match SustainUS`s new or existing programs and capacity, helping to identify SustainUS activities appropriate for particular funding opportunities, meeting with potential funders, co-devising fundraising campaigns, and managing the Development Director. He was previously SustainUS`s Finance Director, where he was responsible for creating and recruiting for the Development Director position. He holds a B.S. in economics and an M.S. in public policy. | | | Helen M.Z. Harwood | | Director of Development & Director of Alumnae | | Sisters of the Presentation | | Ms. Harwood as Development Director for over 5 years has exceeded expectations by consistantly raising over one million dollars annually. Her responsibilities include 13 events a year, 5 annual publications, planned and major gift giving, grants, individual and corporate sponsorship all out of a one-person office. Helen has worked at YBCA, SFMOMA, Whitney Museum, and as an owner/director of World Gallery, Inc., Miami Beach where she received an award from the City of Miami Beach. As owner/director of Helen M.Z. Harwood Gallery in NYC, she was covered by numerous national and international publications over the years. Also, a two term-City Commissioner for Culture & the Arts Vallejo, she has lectured on this topic and other fundraising topics for numerous other nonprofits with 10 years experience. Helen is a member of Member AFP and NPGC, and earned Fine Arts Degrees from the New School and Parsons School of Design, NYC.
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| San Francisco Fundraising Summit
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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
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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 |
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One-on-one mentoringOur unique one-on-one mentoring sessions offer you the opportunity to sit down with an experienced fundraising professional for 30 minutes to discuss any questions that are specific to your organization. Mentoring sessions cover the same topics as the seminars, and we will assign you a mentor based on his/her availability at your requested times. Mentoring sessions are available for the cost of $60.00 per session. If you register for a full Summit pass, 2 mentoring sessions are included in the pass. Below is a list of mentors who will be available at the Summit. Please note that you must register to attend at least one seminar in order to sign up for a mentor. |
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