Establishing Prioritized Funding Needs

Presented by Mandy Pearce

Learn how to deconstruct your budget needs to drive your fundraising plan. Do you want to avoid budget surprises that can leave your organization strapped for cash and operating in crisis mode? We’ll walk you through the budget deconstruction process so you can identify gaps and craft realistic projections at the program and organization levels. You’ll also receive a worksheet to help walk through this process.

Crafting a Successful Fundraising Appeal

Presented by Marie Palacios

Are you passionate about your mission but get overwhelmed at the thought of asking for money? Do you struggle to craft an appeal to local businesses, churches, or individuals in your community to secure their support?

We’ll guide you through activities to shift the mindset around fundraising and craft a compelling ask that resonates with prospective supporters.

Establish. Refine. Repurpose. Making Appeals Multipurpose

Presented by Camellia Phillips

Learn how to take your core fundraising pitch for the year and deploy it across your donor messaging channels–grant writing, appeals, collateral, website messaging, social media and more–to raise more money with less effort.

How to Craft a Written Fundraising Plan

Presented by Mandy Pearce

Planning is hard. With a load of responsibilities on any nonprofit team, planning often takes a backseat to immediate needs and crisis fundraising. A well-written fundraising plan will allow you to focus your efforts, plan out your annual fundraising tasks, and help you create and evaluate strategies to accomplish and exceed expectations. Learn ways to track fundraising goals throughout the year in one easy-to-use tool. If creating a plan is the next step in your development career, this is the session for you.

Donor Relations Planning for Retention

Presented by Mandy Pearce

As nonprofits engage in conversations and focus on increasing giving to their cause, they often leave out an essential part of fundraising… building relationships that lead to retention and sustainability. Relationships, steps from meet to ask, follow-ups, thanking donors, maintaining relationships, and retention are elements of quality donor relations. Learn elements of a successful donor relations plan and get a template to help you get started.

Content Calendaring for a Successful Fundraising Year

Presented by Mandy Pearce

Once you know how you’re going to raise dollars in a year, you know who you’ll be asking, and you have a donor relations plan in place, how do you calendar the steps for success? We call this content calendaring, and it includes marketing, individual funding streams, donor planning, and more. We’ll show you simple steps to create a content calendar for one, or all of these areas and share a template that we use to simplify the process.