Annual giving campaigns|Seattle, WA|07/15/2009

Annual giving campaigns

Ask any fundraiser and they'll tell you that the annual fund is the foundation for all other fundraising efforts. By developing a successful, ongoing annual program, you'll be able to raise funds to operate your nonprofit, while building a pool of donors from which to draw potential major, planned, and capital gift donors. Get practical advice on progressive approaches to annual giving programs with this specialized session.

- Attracting new donors to your annual campaign
- Establishing recurring gifts and loyalty programs to acknowledge frequent donors
- Utilizing special events to raise annual funds
- Maximizing traditional forms of solicitation such as appeal letters and phonathons
- Using the web to jump start your annual giving program

Attendees of all skill levels will find interesting approaches to annual giving campaigns in this session

Attendees will walk out with new approaches to (i) better understand donors, (ii) segment donors, (iii) communicate to donors, and (iv) match available funding needs to donor interests.

Speakers for this session:

John Frank

President

The Frank Group

Dr.Frank speaks and consults extensively in development, stewardship and leadership and is a Certified Fund Raising Executive (CFRE). In his previous roles he lead the Union Gospel Mission of Seattle from an annual budget of $3.5 M to over $5 M. As a consultant he has assisted small nonprofits take their development efforts from less than $100,000 in gifts to over $500,000 and even higher. His specialty is a comprehensive approach to the Annual Fund focusing on relationships first, then strategies. He has developed monthly giving programs that have added $200,000 to $500,000 in annual gifts. He holds a Doctorate - Leadership in the Emerging Culture with a dissertation in stewardship education, and holds a Master of Arts in Philanthropy and Development from Saint Mary`s University of Minnesota. His has authored numerous articles and his books "The Ministry of Development" and "The Monthly Partner" both focus on the Annual Fund.

Junelle Schrum

Employee Giving Program Administrator

King County

Junelle Schrum has been involved with the King County Annual Workplace Giving Campaign since 2003 and has been the Administrator of the King County Employee Giving Program since June of 2008. The KCEGP is a year-round program that manages all aspects of the annual campaign including marketing, nonprofit eligibility, coordination, volunteer training, pledge processing, leadership involvement and nonprofit relations. Last year, in the midst of rising economic pressures on public sector entities and budget shortfalls, King County employees surpassed previous fundraising totals and pledged more than $1.5 million. In addition to her annual giving experience in the public sector, over the last nine years, she has been involved with several nonprofits and organizations as an employee, board member, or volunteer. Junelle holds a Bachelor’s of Arts and Sciences concentration in Self and Society from the University of Washington where her studies focused on social justice and public policy.

Dean Speer

Board Member

State of Washington Combined Fund Drive Steering Committee

Dean Speer was Chair [2003-05] of the University of Washington Combined Fund Drive Steering Committee and serves by appointment of the Governor on the State of Washington CFD Board. He was President of his college’s Alumni Association for three years, and has been on many boards, advisory boards, and service organizations. The Fall 2005 CFDcampaign raised over $1.5M in donations/pledges from UW employees and more than $5.5M from State of Washington employees. A Gala Committee, on which he recently served, raised nearly $250K during a 15 minute “raise the paddle” segment. Dean has facilitated retreats and routinely organizes small- to large-scale events. He was a member of the first graduating class [2005] of the Washington State Department of HR/Personnel CFD’s “Management Development Experience." Dean is a graduate of Cornish College of the Arts, and is a member of Toastmasters International.

Seattle 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 Seattle 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 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 also 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 give a short overview of the key developments in that field. After that , we will move into a moderated discussion to explore what these developments mean for nonprofit organizations. During the seminar, panelists will engage with the audience in an interactive manner to ensure the real-world implications of these developments emerge, and the session will end with a summary of practical next steps.

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

Location

The Summit will take place on the University of Washington Campus, in the Husky Union Building (HUB). The full address is:

University of Washington
Husky Union Building (HUB), 2nd floor

113 Husky Union Building

Seattle, WA 98195

Driving Directions

Traveling from South of the UW (including Sea-Tac Airport)

From I-5 north
Drive northbound on I-5 (do not use the express lanes)
Take the NE 45th Street exit (#169).
Turn right onto NE 45th Street.
Continue east about one quarter mile to 15th Avenue NE and turn right.
Head south on 15th Avenue three blocks to NE 41st Street.
Turn left at Gate #1 into the Central Plaza Garage.
Stop at the gatehouse inside the garage. The Traffic Guide will assign the parking area within the Central Plaza Garage depending on the space availability. Purchase a parking permit. Cost is $15.00

Traveling from North of the UW
From I-5 southbound
Drive southbound on I-5.
Take the NE 45th Street exit (#169).
Turn left onto NE 45th Street.
Continue east about one quarter mile to 15th Avenue NE and turn right.
Head south on 15th Avenue three blocks to NE 41st Street. Turn left at Gate #1 into the Central Plaza Garage.
Stop at the gatehouse inside the garage. The Traffic Guide will assign the parking area within the Central Plaza Garage depending on the space availability. Purchase a parking permit. Cost is $15.00

Traveling from East of the UW
From SR-520 westbound
Take the Montlake Blvd NE exit and turn right.
Continue north on Montlake Blvd. and cross the drawbridge.
At the first traffic light after the bridge, turn left onto NE Pacific Street.
Pass under 2 bridges.
Turn right on 15th Ave NE.
At NE 41st Street, turn right at Gate #1 into the Central Plaza Garage.
Stop at the gatehouse inside the garage. The Traffic Guide will assign the parking area within the Central Plaza Garage depending on the space availability. Purchase a parking permit. Cost is $15.00

Parking near the Husky Union Building (10 minute walk)
Visitor parking is available at the Central Plaza Garage located off 15th Ave NE and NE 41st Street. It is behind the Allen Center for the Visual Arts and the Odegaard Library. The Traffic Guide will assign the parking area within the Central Plaza Garage depending on the space availability. Take the Elevator by Kane Hall (NE corner of garage) down to ground level. Once you exit the garage, follow the pathways past the Suzzalo Library and Allen Library Building across the HUB yard to the Student Union Building (HUB) which will be straight ahead past the Libraries. Give yourselves an extra 30 minutes to find parking and walk to the HUB.

All visitors must stop at Gate #1 to purchase a parking permit. They have a pay as you enter system. The cost is $15 and there is a sliding refund scale.
Stop at the gate on your way out, and they will refund you back part of the $15 depending on the length of time that you parked.
They accept cash, Visa, and Mastercard.
The Central Plaza Garage has 1000 parking spaces.

Disability Parking near the Husky Union Building
Disability parking is available in the N22 parking lot next to the HUB/Student Activities Building on Stevens Way. You need a parking pass designated N22 to park in this lot.

Directions to the N22 Disability parking lot:

From I-5 North or South
From I-5, take the NE 45th Street exit and head east on NE 45th Street.
Continue east about one quarter mile to 15th Avenue NE and turn right.
Head south on 15th Avenue five blocks to NE 40st Street. Turn left at Gate #5.
Stop at the gatehouse and please say the following to the Traffic Guide at the Gate, “I need a Disability/mobility accommodation in the N22 lot.”
Purchase a parking permit. Cost is $15.00
You need a parking pass designated N22 to park in this lot.
Continue on Stevens Way which curves around. You will see the Husky Stadium off to the right.
The Student Union Building (HUB) will be on your left.
N22 lot is just past the HUB on your left.

From SR-520
From SR-520, Take the Montlake Blvd NE exit and turn right.
Continue north on Montlake Blvd. and cross the drawbridge.
Pass under 3 bridges.
Turn right on 15th Ave NE.
Turn left at NE 44th Place. It becomes Pend Oreille Road.
Stop at the Gatehouse #3 and please say the following to the Traffic Guide at the Gate, “I need a Disability/mobility accommodation in the N22 lot.”
Purchase a parking permit. Cost is $15.00
You need a parking pass designated N22 to park in this lot.
Turn left at Stevens Way.
N22 lot will be on your right before the Student Union Building (HUB)

Public Transportation

The following bus routes have stops at the HUB:

Metro All Day Routes: 31, 65, 67, 68, 75, 372
Metro Peak Hour Routes: 205, 272, 277, 373
Community Transit Routes: 810, 812, 821, 851, 855, 860, 870, 871, 880, 885

Additional Bus Route Resources

Metro Bus Services - 206-553-3000
Metro Trip Planner to the HUB
Metro Bus Tracker (specific to the HUB)
Metro Transit website

Community Transit - 425-353-7433
Community Transit Trip Planner to the UW
Community Transit Bus Tracker (specific to the UW)
Community Transit website

Hotels
Most hotels near the Summit venue are within the $144 - $209 per night range. The following hotels are within a three-mile radius of the venue:

Residence Inn by Marriott Seattle Downtown                    BOOK NOW         2.3 miles from venue
Courtyard by Marriott Seattle Downtown Lake Union        BOOK NOW         2.3 miles from venue
Comfort Suites Seattle                                                       BOOK NOW         2.6 miles from venue
SpringHill Suites by Marriott Seattle Downtown                 BOOK NOW         2.7 miles from venue
Holiday Inn Express Seattle-City Center                            BOOK NOW         2.8 miles from venue

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Additional Bus Route Resources

The event sponsors include:

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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?

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