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 2010 Workshop Schedule & Registration
Community Foundation of Western PA and Eastern OH
and Jeffrey Byrne & Associates, Inc. present
Fundraising & Planned Giving Best Practices
An Opportunity to Fortify Your Organization
Wednesday, March 31, 2010
8:30 a.m. – 1:00 p.m. at Gilbert’s Insurance Building
30 East State St.
Sharon, PA 16146
Fundraising in Challenging Times
Often people ask, “Do we really need another fundraising workshop?”
Parts of the fundraising process are changing daily as we experience
conditions not seen in 40 years. But many best-practices in fundraising
are valid and working well for nonprofits across the nation. One of
these is sound campaign planning, which helps reduce risk and improve
the chances of exceeding your goals. Now is the time to focus on
economic realities in conjunction with your capital campaign planning.
This part of the workshop will include these topics:
- Giving Institute philanthropic review
- Essential fundraising practices
- Capacity building – Financial development plans
- Defining the case for support
- Development calendar – successful fundraising is a year-round activity
- Training volunteers
- Cultivating donors
This portion of the workshop will be presented by:
Thomas
Murray, JB&A Vice President Mid-Atlantic Region, with more than 35
years of development experience, and a special focus on health care
institutions
Gary Rick, JB&A Business Development Manager, with more than 26 years of experience in the human services subsector
Planned Giving: An Opportunity to Fortify Your Organization
During our planned giving discussion we will cover the following:
- Key questions to consider in starting an endowment
- What an endowment ISN’T
- Preparing the prospect to make a planned gift - Relationship cultivation
- Board’s Role in Supporting a Planned Giving Program
- Players in the planning process
- Common Mistakes relating to Planned Giving Goals
- Sample goals for year one and two
- Evaluating your planned giving program
This
portion of the workshop will be led by JB&A Executive Vice
President Jennifer Furla. Currently serving as an executive board
member of the Giving USA Foundation, she has also co-chaired Kansas
City’s Leave a Legacy Campaign as a member of the Mid-America Planned
Giving Council. In addition to Jennifer’s extensive leadership and
strategic planning experience in the nonprofit sector, she is a
graduate of Saint Louis University School of Law, and a former vice
president and business development officer in the trust department of
Kansas City's Commerce Bank.
For more information
Contact the Community Foundation at 724-981-5882, or call JB&A
consultant, Gary Rick, at 412-600-7876
Registration is Easy
Click to register online
Registration Form
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