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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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Boston , MA
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DATE
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Wednesday, December 05, 2007
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TIME
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1:30 PM - 5:00 PM
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PRICE
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$ 95.00
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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:
| | Edith Moricz | | Major Gifts Officer and Estate Planning Officer | | Franciscan Hospital for Children | | Edith has worked for the last 4.5 years in non-profit fundraising, both in the health care industry as well as in academia. This included soliciting outright gifts and estate gifts. Before that, she spent 11 years in the financial services industry working at Merrill Lynch, Fidelity Investments, and State Street Research & Management. Upon graduating from Boston University`s School of Management, she began her career at Merrill Lynch as a Financial Consultant, obtaining her NASD Series 7 and 63 Licenses. While at Fidelity, she obtained an M.B.A.from B.U. with a focus on Business Management and Marketing studies. At Franciscan Hospital for Children, she reaches out to influential members of the community to fundraise and build awareness of the organization`s programs and services. | | | Mary Roda | | Executive Director | | Domestic Violence Resource Center of South County | | Upon returning from living abroad and earning a M.Ed., Mary`s fund raising experience started at a small community hospital. She took over a development office consisting of one part-time staff. Under Mary`s tutelage, the department increased to a three-person office, executing a comprehensive development program including annual giving, special events, memorials/honorariums, grant writing, major gifts and planned giving resulting in gifts and commitments in excess of $10.0 million. For the last 8 of her 20 years in the non-profit sector, Mary has been the Executive Director of the Domestic Violence Resource Center of South County and responsible for the day-to-day operations of a multi-site organization. She effectively develops and manages a $1,000,000 budget and works closely with the agency`s development office.
Mary became a CFRE in 1993, is past President of AFP-RI, an active Rotarian and YWCA Outstanding Woman of the Year, Social Services. | | | Madeleine Tramm | | Director,Development and Marketing | | Gould Farm | | Madeleine Tramm, Ph.D., is a healthcare executive specializing in mental health and substance abuse treatment, and healthcare associations. She has managed, and overseen, development, marketing, public affairs and clinical operations. Madeleine is solely responsible for the Development Office at Gould Farm, a residential therapeutic community with an annual budget of $3mm. Her office handles annual appeals, special events for major donors, an annual gala, planned giving, and foundation proposals, and contributes $350,000/year to the corporation. | |
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Boston 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 Boston 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.
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.
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 UMass Boston Conference Center, which is only three miles from downtown Boston, and is easy to reach by public or private transportation. The full address is:
UMass Boston Campus Center, Ballroom
100 Morrissey Blvd
Boston, MA 02125
Public Transportation
Subway: Take the Red Line to JFK/UMass Station. A free shuttle bus will drop you outside the Conference Center. Buses run every 5 minutes between the subway station and the Conference Center, and the bus ride is approximately 6 minutes.
Commuter Rail: Take the commuter rail to the JFK/UMass station from the South Shore on the Middleboro and Plymouth lines.
Bus: Kenmore Square stop (service all day): the Number 8 bus; the last one leaves campus at 1 a.m.
Forest Hills stop (rush hour only): the Number 16.
By car from the north
Take Interstate 93 South through Boston to exit 15 (JFK Library/South Boston/Dorchester) and follow the University of Massachusetts signs along Columbia Road and Morrissey Boulevard to the campus.
By car from the south
Take Interstate 93 North to exit 14 (JFK Library/Morrissey Boulevard) and follow Morrissey Boulevard north to the campus.
By car from the west
Take the Massachusetts Turnpike (Interstate 90) east to Interstate 93. Take I-93 South one mile to exit 15 (JFK Library/South Boston/Dorchester) and follow the University of Massachusetts signs along Columbia Road and Morrissey Boulevard to the campus.
Parking at the Campus Center
Once you enter the UMass Boston entrance on Morrissey Boulevard, stay in the far right-hand lane, passing the garage entrances.
The Campus Center is a large white building, approximately ¼ mile around the campus drive on your left. The circular drive in front of the building can be used for pick up and drop off only.
To self-park, continue past the circular drive and make an immediate left into the North Parking Lot. Parking is $6 for the day. |
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