2012 WEB/AUDIOCONFERENCES

Transcription

1 Association of Fundraising Professionals 2012 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21 st Century Small Shop Success: Juggling Knowing How to Keep the Right Development Balls in the Air Presented by: Amy Wolfe, MPPA, CFRE July 10, :00 2:30 p.m. Eastern Noon 1:30 p.m. Central 11:00 a.m. 12:30 p.m. Mountain 10:00 11:30 a.m. Pacific 9:00 10:30 a.m. Alaska Association of Fundraising Professionals 4300 Wilson Boulevard, Suite 300, Arlington, VA (U.S. & Canada) (Mexico)

2 SITE ROSTER FOR SITE COORDINATOR ONLY: FOLLOWING THE PROGRAM, PLEASE COMPLETED ROSTER TO or FAX TO The Association of Fundraising Professionals WEB/AUDIOCONFERENCE 2012 July 10, 2012 Amy Wolfe, MPPA, CFRE Small Shop Success: Juggling Knowing How to Keep the Right Development Balls in the Air If an AFP Chapter is sponsoring this site, please check the box and list the name of the sponsoring AFP Chapter: Site Coordinator/Registrant (the name of the person to whom the site is registered): Location (City) (State/Province) Total number of participants at this site Please Print Clearly NAME: ADDRESS: MEMBER (Y/N)

3 Amy Wolfe, MPPA, CFRE Amy Wolfe is the President and CEO of AgSafe, a statewide non-- profit organization dedicated to providing employers and employees in the agricultural industry with the education and resources to prevent illness, injuries and fatalities. Her career has included tenure as a professional staff member in the California State Assembly, serving as a public relations specialist for E&J Gallo Winery, as Vice President of the California Agricultural Leadership Foundation and as the owner and principal consultant of P3 Consulting. Ms. Wolfe is also dedicated to her community and profession, serving on the Boards of Directors for the United Way of Stanislaus County and the Agricultural Awareness and Literacy Foundation, as well as being actively involved in the Association of Fundraising Professionals, Modesto Rotary Club, Girl Scouts Heart of Central California, and Leadership Modesto. In 2005, she was selected as a Fellow of the Salzburg Global Seminar, whose mission is to challenge present and future leaders to solve issues of global concern. Her focus was the viability of the Doha Round and a global commitment to free trade for all nations. An active public speaker, Ms. Wolfe has engaged in competitive debate and in 2007 won the American Farm Bureau Federation National Discussion Meet. Ms. Wolfe received her Master of Public Policy and Administration from California State University, Sacramento, her Bachelor of Science from California Polytechnic State University, San Luis Obispo and is accredited as a Certified Fundraising Professional (CFRE).

4 AFP Web/Audioconference July 10, 2012 Small Shop Success Juggling 101 Knowing How to Keep the Right Development Balls in the Air Presented by Amy Wolfe, MPPA, CFRE President and CEO AGSAFE Amy Wolfe, MPPA, CFRE President and CEO AGSAFE Amy Wolfe, MPPA, CFRE is the President and CEO of AgSafe, a statewide non-profit organization dedicated to providing employers and employees in the agricultural industry with education and resources to prevent injuries, illnesses and fatalities. Her career has included tenure as a professional staff member in the California State Assembly, serving as a public relations specialist for E&J Gallo Winery, and as Vice President of the California Agricultural Leadership Foundation. Ms. Wolfe currently sits on the Boards of Directors for the United Way of Stanislaus County and the Agricultural Awareness and Literacy Foundation. She is a Fellow of the Salzburg Global Seminar and in 2007 won the American Farm Bureau Federation National Discussion Meet. 1

5 Learning Objectives By the end of this session, participants will be able to: Identify the critical components needed in their small shop to have a balanced, successful development program; Understand how to evaluate the pros and cons of different development tools specific to their organization s strengths and weaknesses; and Identify the components of a realistic, small shop development plan. A Balanced Program The Small Shop Conundrum 2

6 Step 1 Get the Lay of the Land Human Resources Financial Resources Existing Fund Development Programs Step 2 Conduct a Time Study For each element in your fund development program 3

7 An Effective Time Study Starts big and works into smaller components (Month, week, day) Accounts for each aspect of a program (Pre, during and post-activities) Considers time spent by all involved parties (Paid staff and volunteers) Annual Holiday Direct Mail Campaign Month Week Activity Time to Complete Responsible Party September Week 1 Assemble targeted mailing list 2.5 hours Administrative Coordinator Review targeted mailing list 1 hour Fund Development Director Secondary review of targeted mailing list 2 hours Executive Director and Fund Development Committee 4

8 Step 3 Prioritize Your Program Time Study Results Fiscal Results Importance to Larger Organizational Goals Step 4 Identify the Gaps What fund development tools would you add to your program? 5

9 Step 5 The Lay of the Land: Now What? Compare what you ve got with what s missing Create your wish list Top 3 Top 3 Wish List At least 1 modification to an existing program At least 1 new program 6

10 Top 3 Wish List Focus on individual giving Reflect on the time study it always takes longer then you initially predict Top 3 Wish List Set realistic expectations Delegate, delegate, delegate 7

11 Top 3 Wish List Volunteers and consultants are not the enemy When in doubt, scale back Step 6 Focus on the next: 30 Days 60 Days 90 Days 8

12 The Realistic Small Shop Plan Acknowledges human and fiscal realities Uses data to justify decisions The Realistic Small Shop Plan Conducts performance reviews regularly Looks to leverage existing programs while growing new elements on a realistic timeline 9

13 The Realistic Small Shop Plan Sees the forest for the trees The Realistic Small Shop Plan Understands how to eat an elephant 10

14 Questions? Amy Wolfe, MPPA, Coming Next. July 26, :00 2:30 p.m. ET How to Talk to your Board - Providing Long-term Development Vision Marcy Heim, CFRE For a listing of the 2012 AFP Web/Audioconference Series, please visit our website at in the professional development section. 11

15 Small Shop Success Juggling Knowing How to Keep the Right Development Balls in the Air Resources Board Hot Topic: Samples Hot Topic (including fund development plans): One- Person Shop: working- as- a- one- person- shop and- planning/fundraise- like- the- big- boys/ Planned Giving Programs for Small Shops: Advancing Philanthropy Articles Small Shop Mentions (note AFP membership is required to view these links): Advancing Philanthropy - July/August 2008 (Page 49) Advancing Philanthropy - January/February 2011 (Page 16) Advancing Philanthropy - January/February 2011 (Page 45) Advancing Philanthropy - March/April 2011 (Page 50) Advancing Philanthropy - May/June 2011 (Page 26) Advancing Philanthropy - May/June 2011 (Page 53) Advancing Philanthropy - May/June 2011 (Page 54) Advancing Philanthropy - July/August 2011 (Page 13) Advancing Philanthropy - July/August 2011 (Page 62) Advancing Philanthropy - January/February 2008 (Page 41)

16 Advancing Philanthropy - September/October 2011 (Page 32) Advancing Philanthropy - September/October 2011 (Page 51) Advancing Philanthropy - September/October 2011 (Page 57) Advancing Philanthropy - November/December 2011 (Page 13) Advancing Philanthropy - November/December 2011 (Page 54) Advancing Philanthropy - November/December 2011 (Page 55) Advancing Philanthropy - January/February 2012 (Page 43) Advancing Philanthropy - January/February 2012 (Page 52) Advancing Philanthropy - March/April 2012 (Page 51) AFP Blogs: Number=548 Small Shop Webinar: Rural Philanthropy Small Shop Article: huizar/fundraisng- in- rural- ameri_b_ html NPQuarterly Article on Rural Philanthropy: id=18551:national- rural- assembly- report- issues- recommendations- on- rural- development- philanthr&catid=155:nonprofit- newswire&itemid=986 AFP Resource Center:

17 Miscellaneous Small Shop Links: for- small- shops

18 CERTIFICATE OF PARTICIPATION I was a participant in the AFP Webconference held July 10, :00 2:30 PM Eastern Small Shop Success: Juggling Knowing How to Keep the Right Development Balls in the Air Presented by: Amy Wolfe, MPPA, CFRE Full participation in this session is applicable for 1.5 points in Category 1.B Education of the CFRE International application for initial certification and/or recertification. Signed This is for your records only.

19 Association of Fundraising Professionals July 10, 2012 Small Shop Success: Juggling Knowing How to Keep the Right Development Balls in the Air You may use this form to capture your immediate impressions. Please complete the evaluation online by July 17, 2012 at: EXCELLENT AVERAGE POOR (7) (6) (5) (4) (3) (2) (1) 1. OVERALL RATING 2. CONTENT 3. HANDOUTS 4. AUDIO QUALITY 5. EASE OF REGISTRATION 6. SIMILARITY OF ACTUAL PROGRAM VERSUS ADVERTISED CONTENT 7. VALUE PRESENTER: OVERALL EFFECTIVENESS 8. Amy Wolfe, MPPA, CFRE MY SITE PARTICIPATED AS: A WEBCONFERENCE AN AUDIOCONFERENCE WOULD YOU PARTICIPATE IN ANOTHER VIRTUAL SEMINAR? YES NO WHAT WAS YOUR OVERALL IMPRESSION OF THE EVENT AND THE VIRTUAL SEMINAR FORMAT? ANY ADDITIONAL COMMENTS? NAME (OPTIONAL): SITE LOCATION: YOUR FEEDBACK IS IMPORTANT! YOU MAY COMPLETE AN ELECTRONIC EVALUATION AT

20 Association of Fundraising Professionals 2012 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21 st Century JANUARY 25, 2012, WEDNESDAY Revitalizing Your Development Program, 30 Steps in 30 Days Linda Lysakowski, ACFRE FEBRUARY 7, 2012, TUESDAY Blue Ribbon Recipes for Capital and Endowment Fundraising Success Penelope Cagney, MA, CFRE FEBRUARY 23, 2012, THURSDAY How to Create a Written Fundraising Plan in 6 Easy Steps Sandy Rees, CFRE MARCH 8, 2012, THURSDAY Nonprofit Branding: Strategies to Stand Out and Win Donors Jocelyne Daw MARCH 20, 2012, TUESDAY Fundraising is a Crowded Field: Compose A Compelling Message that will Bring in Bucks! Mark Grimm APRIL 12, 2012, THURSDAY Spinning Like a Top: 8 Secrets to Well-Oiled Fundraising Operations Christopher Cannon, CFRE APRIL 24, 2012, TUESDAY Analytics for Successful Fundraising Joshua Birkholz MAY 9, 2012, WEDNESDAY Online Success Strategies, Tools and Trade Secrets Ted Hart, ACFRE MAY 22, 2012, TUESDAY Fundraising from Canada Mark Blumberg, B.A., LL.B, LL.M, TEP JUNE 6, 2012, WEDNESDAY Big Gifts for Small Shops Alice Ferris, MBA, CFRE, ACFRE JUNE 21, 2012, THURSDAY The Feasibility Study Start to Finish Jill Pranger, ACFRE JULY 10, 2012, TUESDAY Small Shop Success: Juggling 101 Knowing How to Keep the Right Development Balls in the Air Amy Wolfe, MPPA, CFRE JULY 26, 2012, THURSDAY How to Talk to Your Board Creating a Long-Term Development Vision Marcy Heim, CFRE AUGUST 1, 2012, WEDNESDAY How Planned Giving and the Annual Fund Work Together Timothy Logan, ACFRE and Heather Albrecht, CFRE AUGUST 8, 2012, WEDNESDAY The New Face of Fundraising Smartphone & Mobile Web Technology Tonia Zampieri AUGUST 23, 2012, THURSDAY Ethics Paul Pribbenow, CFRE and Barbara Levy, ACFRE SEPTEMBER 13, 2012, THURSDAY Building a Major Gifts Pipeline despite BIG Obstacles Adrienne Capps, MBA, CFRE SEPTEMBER 25, 2012, TUESDAY My Job s Not What I Want it To Be Should I Fix it or Forget It? Valerie Lambert OCTOBER 4, 2012, THURSDAY How to Turn Your Volunteers (Board and Non-Board Members) into Great Fundraisers Amy Eisenstein, MPA, CFRE OCTOBER 23, 2012, TUESDAY The Planned Giving Toolbox Greg Hammond, CFP, CPA NOVEMBER 6, 2012, TUESDAY The Ever Changing World of Small Non-Profit Boards Sean Hammerle, CFRE NOVEMBER 28, 2012, WEDNESDAY Year-End Fundraising It is Still Not too Late Alphonce Brown, ACFRE DECEMBER 6, 2012, THURSDAY Building A Winning Team: Recruiting, Retiring and Refining Nonprofit Boards Tom Nisbett, Ph.D, CFRE DECEMBER 13, 2012, THURSDAY Fundraising Trends... What worked over the last few years... What we can expect for 2013and BEYOND! Laura Fredricks, JD CFRE Approved Continuing Education Provider *Please note each Web/Audioconference session offers CFRE points! Web/Audioconferences will be held at 1:00-2:30 p.m. Eastern / 12:00-1:30 p.m. Central 11:00 a.m. 12:30 p.m. Mountain / 10:00-11:30 a.m. Pacific / 9:00-10:30 a.m. Alaska FEES: $159 (U.S.) per member session; $295 (U.S.) per nonmember session Special AFP Member Bundle - $99 per session when registering for 10 or more programs at one time!

21 AFP 2012 WEB/AUDIOCONFERENCE SERIES January 25, 2012 February 7, 2012 February 23, 2012 March 8, 2012 March 20, 2012 April 12, 2012 April 24, 2012 May 9, 2012 May 22, 2012 June 6, 2012 June 21, 2012 July 10, 2012 July 26, 2012 August 1, 2012 August 8, 2012 August 23, 2012 September 13, 2012 September 25, 2012 October 4, 2012 October 23, 2012 November 6, 2012 November 28, 2012 December 6, 2012 December 13, 2012 Linda Lysakowski: Revitalizing Your Development Program, 30 Steps in 30 Days Penelope Cagney: Blue Ribbon Recipes for Capital and Endowment Fundraising Success Sandy Rees: How to Create a Written Fundraising Plan in 6 Easy Steps Jocelyne Daw: Nonprofit Branding: Strategies to Stand Out and Win Donors Mark Grimm: Fundraising is a Crowded Field: Compose a Compelling Message that will Bring in Bucks! Christopher Cannon: Spinning Like a Top: 8 Secrets to Well-Oiled Fundraising Operations Joshua Birkholz: Analytics for Successful Fundraising Ted Hart: Online Success Strategies, Tools and Trade Secrets Mark Blumberg: Fundraising in Canada Alice Ferris: Big Gifts for Small Shops Jill Pranger: The Feasibility Study Start to Finish Amy Wolfe: Small Shop Success: Juggling 101 Knowing How to Keep the Right Development Balls in the Air Marcy Heim: How to Talk to your Board Creating a Long-Term Development Vision Timothy Logan and Heather Albrecht: How Planned Giving and the Annual Fund Work Together Tonia Zampieri: The New Face of Fundraising Smartphones & Mobile Web Technology Paul Pribbenow and Barbara Levy: Ethics Adrienne Capps: Building a Major Gifts Pipeline despite BIG Obstacles Valerie Lambert: My Job s Not What I Want It To Be Should I Fix It or Forget It? Amy Eisenstein: How to Turn Your Volunteers (Board and Non-Board Members) into Great Fundraisers Greg Hammond: The Planned Giving Toolbox Sean Hammerle: The Ever Changing World of Small Non-Profit Boards Alphonce Brown: Year-End Fundraising It is Still Not Too Late Tom Nisbett: Building a Winning Team: Recruiting, Retiring and Refining Nonprofit Boards Laura Fredricks: Fundraising Trends What worked over the last few years What we can expect for 2013 and BEYOND! This order is for [ ] Live Event, [ ] Download, [ ] CD ($5.00 for shipping in the U.S., $20 for International orders) Four ways to register: Webconferences will be held at 1:00-2:30 p.m. Eastern / 12:00-1:30 p.m. Central 11:00 a.m. 12:30 p.m. Mountain / 10:00-11:30 a.m. Pacific / 9:00-10:30 a.m. Alaska FEES: $159 (U.S.) per member site per session; $295 (U.S.) per nonmember site per session Special AFP Member Bundle - $99 per session when registering for 10 or more programs at one time! Online: Fax: Phone: Mail: Peach New Media, 3300 Highlands Parkway, Suite 290, Smyrna, GA Please print clearly (especially the address) Name Member ID# Title Organization [ ] My Site is sponsored by an AFP Chapter Chapter Name Street Address City State/Province Zip/Postal Code Country Phone Fax Can t make a Webconference? Purchase the recorded session as a download or on CD. Call or visit our website at (Payment must accompany registration and must be paid in U.S. funds) Method of payment (check one): [ ] Check enclosed payable to Peach New Media [ ] MasterCard [ ] VISA [ ] AMEX [ ] Discover Card # CVV Code Exp. Signature 3-digit code on back of card Billing Address: City State Zip