Been there, done that way too many times.

In this session, I “take you by the hand” and lead you through the why and how of creating your own database standards manual and processes to ensure that you are not leading your organization down the path of “Garbage In=Garbage Out.” Consider it your legacy to your organization’s future revenue.

Among what you’ll learn is:

• Why the need for a solid database procedure manual
• The importance of and how to structure an effective fundraising database
• Key areas that any data entry manual or procedures should address
• Other ways to keep the donor database clean
• What is and why is database reconciliation important?
• Great information on services that can be used to update the database
• And, much, much more!

This webinar will come with a Donor Management Software Policies And Procedures Template.

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

Every non-profit (large or small) needs a major gift program. Major gifts are the most cost-efficient fundraising strategy. If you are a nonprofit organization, you will not survive without a major gift effort. If you are working at a small non-profit, you might be saying, “I know we need a major gift program, but with everything, I’m doing there is no time.”

In this session, I provide the in-demand skills needed by fundraisers in all fundraising shops and will lead you step-by-step through creating a successful major gift program no matter the size of your fundraising shop. You will build strong relationships with donors who care about your organization and its mission.

Among what you’ll learn is:

Specifically:

• How to find and identify major gift prospects
• How to rate and rank donors to focus a major gift portfolio through a series of “Tiers”
• How to qualify and cultivate major gift prospects through discovery visits
• What the ideal portfolio size is and how many prospects are needed to meet your revenue goals
• How to develop a revenue goal for each donor
• How to create a schedule of moves for each identified prospect with each “Tier” of donors
• How to effectively manage the major gift portfolio over time even with time constraints
• How to use your Case for Support to create donor offers that will inspire a gift
• And, much, much more!

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

In this session, I “take you by the hand” and lead you through the steps to host your first or maybe even your fiftieth cultivation event, making the process simple and effortless.

Among what you’ll learn is:

• What makes an event a cultivation event
• How to set expectations for your event
• How to identify who should be invited to your cultivation event
• How to engage your Board members in the event
• How to conduct post-event follow-up with your potential prospects
• And, much, much more!

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

In this session, I “take you by the hand” and lead you through a framework that I developed that will help you to plan your fundraising today before the summer even gets into full gear.

Among what you’ll learn is:

• What key annual fund metrics ensure the health and effectiveness of your nonprofit’s fundraising program
• How to use a “framework” to help you plan your fall efforts today
• How to plan a follow-up to your efforts now before you need to take action
• How to engage your Board members in the annual fund sooner rather than later
• How to hit the ground running in fall to ensure that you go “above goal!”
• And, much, much more!

If you’d like to have me speak at your next event or to your board and team, send me an email at  [email protected] or give me a call at (508) 685-8899.

In this session, you will learn how to take your special event sponsorships from lackluster to booming by maximizing and leveraging your prospective event sponsors for success.

Among what you’ll learn is:

• How to target sponsors and sponsorship levels
• How to rate and rank your prospective sponsors to maximize your efforts
• How to identify and create sponsorship benefits that attract sponsors to higher levels
• How to manage and track sponsor benefits
• How to conduct post-event stewardship of your sponsors
• And, much, much more!

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

Fundraising planning time can often be a stressful time.

However, if you have been successfully measuring your nonprofits fundraising effectiveness, planning and resulting strategy become a cinch.

This webinar will share with you steps to take to start analyzing your key fundraising effectiveness metrics.

Among what you’ll learn is:

• Some of the key metrics that need to be analyzed
• What are the specific calculations behind each metric
• How to determine if metrics meet industry cost standards
• What are the industry best practices regarding cost standards

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

In this session, I will share with you how to build a donor communications plan on a shoestring budget. Join me as I share helpful tips to create messaging, a plan, and strategies to get you started.

Among what you’ll learn is:

• How to create an impact-driven, donor-centric fundraising message
• How to develop a right-sized fundraising plan
• How to incorporate donor communication ideas without a large budget

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

So, you only have a small budget to work with but you need big impact in your fundraising results?

In this workshop, I share with you a “how to” on creating impact-driven, donor-centered messaging, a fundraising plan focused on what is important, and strategies to recruit, retain, and cultivate donors…all without a large budget!

Among what you’ll learn is:

• How to create a fundraising message that your donors will respond to.
• How to create a fundraising plan for a small shop with a limited budget focusing on how to leverage your resources.
• How to retain your donors through simple communication strategies without needing tons of money.

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

So, have you ever wondered how do you create your named gift opportunities for your fundraising campaign?

In this workshop, I share with you a “how to” on creating your named gift recognition opportunities to inspire your donors to give at much greater levels.

Among what you’ll learn is:

• What guidelines that you should consider before developing your named gift opportunities.
• The step-by-step method for developing your named gift opportunities.
• Why “curb appeal” is better than size.
• Other ways to recognize your donors beyond name gift opportunities.
• And, how to inspire your donors to give more through developing your donor recognition plan.

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

This session will show you how to use your next special event to build a stronger and bigger donor base.

In this workshop, I share with you how to turn your event attendees into long-term sustainable donors.

Among what you’ll learn is:

• Why special events.
• The difference between transactional vs. transformative giving.
• How to steward donor prospects before, during, and after your event.
• How events can work together with your major gift efforts.

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

This session will show you how to design a case for support including identifying the importance and role of a case, examining case components, and how to put the case to work in order to build and maintain donor relationships.

In this workshop, I share with you how to create your Case for Support and then actually test and use it with your donors.

Among what you’ll learn is:

1. Understand what a case for support is and its role in fund development.
2. How to craft each of the different case for support components.
3. How to put the case to work and move forward with it.
4. How to use a case for support to build and enhance upon donor relations.
5. How and when to hire a consultant for case design.

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

Deciding to restructure your fund development office is a bold task, not for the faint of heart. All too often, we in the nonprofit world do not take the moves to transition from one model of fundraising to another. This session will dispel your fears and lead you through the process of “about facing” your development office.

Among what you’ll learn is:

• How to restructure your fund development office structures, staff, and supports
• How to staff based upon new realities and strengths and weaknesses
• How to navigate the complexity of fund development within a restructure

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

Auditing your fundraising efforts is the first step you should take when you are new to your organization or you are a new non-profit. An audit will help you determine where your fundraising efforts should go. Without one, you are operating in a vacuum and pulled in many different directions.

Among what you’ll learn is:

• The necessity of a development planning process
• How to conduct a development audit, and assessing your fund development plan
• How to use that assessment to craft a full-scale development plan.

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

Are your fund development efforts floundering? Don’t know where to start or what to do? Fret not, this workshop is here! This session will get you on the right track by showing you how to develop a concrete plan for your fundraising efforts. You will leave with a direction and plan for propelling your efforts heads above the rest.

Among what you’ll learn is:

• An understanding of the development planning process and who should be involved
• How to produce and implement your plan
• How to keep the plan alive and moving your efforts forward

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

Each year thousands of new non-profits are established, creating a very competitive funding environment. This session will give you a heads-above-the-rest look at what you need to do and have in place to get your fundraising program on the right path to success. Whether you are starting a new non-profit or a new professional starting up your fundraising office, come learn tips of the trade that will give you the “cutting edge” from just getting by to raising serious money for your mission.

This session will examine the basics in terms of starting a fundraising effort including the legal aspects, mission statement defining, what steps need to be taken, planning, budgeting, staffing, technology, and policies and procedures.

Among what you’ll learn is:

• What are the legal aspects towards starting a non-profit fund development office
• How to define your mission statement
• The necessity for and the steps necessary to being fund development planning
• How to build a budget for your new development office
• What is the staffing structure and necessary technology you should have in place
• What the essential policies and procedures should be created to effectively manage your new office.

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

Ever want to know just how to write a grant AND get funded? This workshop will demystify the grant making process from government funding to private foundations. In this session, you will get the skills needed to put you on the winning side of securing grants. Learn the tips of the trade that will take this oftentimes time-consuming task of writing proposals more easier and profitable!

Among what you’ll learn is:

• How to research potential funding sources and develop a grants management strategy
• How to make personal contact and develop important relationships
• What the critical elements of a winning proposal are

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

Planned giving is where the money is.  In fact, the typical major gift is 20-30 times the donor’s largest gift and 200-300 times the donor’s largest annual gift.  However, planned giving should not be relegated to just solely for large non-profits.  You can use the same techniques with limited resources to build your program now and you have the benefit of being small!  Through this session, you will get practical advice and tips on how to start (or restart) a planned giving program in your small shop.

Among what you’ll learn is:

1. Why planned giving is important to their shop.
2. What the realities are for small shops both advantages and challenges.
3. How to begin and first steps.
4. Creating a prospect pool and identifying the pre-disposed.  (Who are they and where do you find them?)
5. How to begin a conversation about planned giving.
6. Simple and easy marketing steps for success.
7. Policies and procedures for planned gifts.
8. How do you recognize them on a limited budget?
9. How do you measure success in planned gifts when you are small?

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.

Special events whether they be meetings, corporate events, fundraising galas, or conferences are fraught with thousands of details, and have to come off without a hitch. Whether your event is for 50 or 2,000, whether it has a budget of a few thousand dollars, or hundreds of thousands, planning and executing the project is like a high-wire act without safety nets. Through this class get practical advice and tips on every aspect of organizing and managing your special event. Learn tips of the trade that help you run a wildly successful special event. This session will take you through every aspect of organizing and executing a successful event: the planning stages, timing and logistics, budget preparation, operations, and day of management. This session will also include a lab in which you will be asked to develop a special event strategy and will refine it based on peer-review and in-class sharing.

Among what you’ll learn is:

1. Choose the best venue.
2. Prepare and manage the event budget.
3. Organizing and timing the event.
4. Schedule and staff the event.
5. Coordinate food and beverages, decorations, entertainment, and event themes.
6. Work with professionals and other contracted services.
7. Evaluate the event and plan for the next.

If you’d like to have me speak at your next event or to your board and team, send me an email at [email protected] or give me a call at (508) 685-8899.