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 2010
Workshop Schedule & Registration
Jeffrey
Byrne & Associates, Inc. presents
a free Major Gifts Campaign and Planned Giving workshop for YMCA Leaders
Fundraising
& Planned Giving Best Practices
An Opportunity to Fortify
Your Organization
Wednesday, May 5,
2010
8:30 a.m. – 1:00 p.m. at
Michiana Family YMCA
(registration/sign in
begins at 8 a.m.)
1201 Northside Boulevard
South Bend, IN 46615
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:
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
Register by April
30, 2010 using the form below
For more
information
Contact JB&A
consultant, Gary Rick, at 412-600-7876
Registration Form
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