Philanthropy & Nonprofit Leadership Center
Rollins College, Crummer Graduate School of Business
1000 Holt Ave. - 2755
Winter Park, FL 32789
(407) 975-6414 /
(407) 646-1944 (FAX)
pnlc@rollins.edu
Fundraising and Development
Workshops Offered
Building the Annual Fund
Make annual giving central to your fundraising! Your annual giving campaign needs to be central to your development program. It can lead to corporate/foundation, capital, and planned giving initiatives. Alyce Lee Stansbury, CFRE and a veteran fundraiser and consultant, discusses the fundamentals of crafting the campaign plan, managing your campaign, identifying donors, creating your case statement, establishing attainable goals, and developing new leadership and volunteer resources. Building the Annual Fund is a MUST ATTEND workshop for all new to development.
Dates: 2010 Dates TBA
Time: 9:00 a.m. to 4:00 p.m. each day
Tuition: TBA
Instructor: Alyce Lee Stansbury, CFRE, President, Stansbury Consulting
Creating a Diversified Fundraising Plan
The key to successful fundraising begins with a solid plan, and then working that plan. This half-day workshop will stress the need for a diversified approach to fundraising in order to have a sustainable organization. Participants will analyze different fundraising vehicles in order to select ones that diversify their sources of revenue.
You will learn:
- Why nonprofit organizations need to diversify their fundraising plans
- How to undertake the eight steps to creating a diversified fundraising plan
- The role of the board members and other volunteers in creating and administering the fundraising plan
- How to apply different fundraising strategies to fit the needs of different funding sources
- How to create a diversified fundraising plan
- How to evaluate the effectiveness of the fundraising plan
Date: Tuesday, March 23, 2010
Time: 9:00 a.m. - Noon
Tuition: $60 Members, $110 Nonmembers
Instructor: Lee Bailey, Program Manager, Philanthropy & Nonprofit Leadership Center
Demystifying Government Grants
This workshop features actual grant writing practice, immediate feedback, as well as team activities. Complex issues will be addressed by offering workshop attendees practical, real-world solutions. Participants will learn firsthand about government proposals from experienced proposal writers. Basic grantsmanship skills are necessary prior to enrolling.
You will learn to:
1. Understand government funding programs
2. Successfully choose the right funding opportunity
3. Read and interpret application guidelines
4. Let the review criteria frame the proposal
5. Dismiss the intimidation of working with Federal funding
Date: Wednesday, December 2, 2009
Time: 9:00 a.m. - Noon
Tuition: $60 Members, $110 Non-members
Instructors: Lee Bailey, Program Manager, Philanthropy Center
Jeannie Floyd, MA, GPC, Senior Manager, Grants Services, Orange County Public Schools
Development Director: To Hire, or Not To Hire?
How do you know when and if your organization should hire a development director? Learn how to assess your organization’s readiness to hire in this two hour workshop.
Date: Tuesday, January 12, 2010
Time: 9:00 a.m. to 11:00 a.m.
Tuition: $40 Members, $80 Non-members
Instructor: Hope Kramer, President, GivingCounts, LLC
Evaluating Special Events
How do you determine the true results of special events? Is it enough to generate goodwill, or do you need to be sure you raise money? This workshop gives you techniques to evaluate your special event making the next one a success for sure.
Date: TBA
Time: 9:00 a.m. - Noon
Tuition: $60 Members, $110 Non-members
Instructor: Terri Chastain, Development Director, Adult Literacy League
Finding Funding
Every organization strives to find the necessary funding to meet its mission. In order to be sustainable, nonprofits must diversify their funding sources. This introduction to prospect research includes ways to find potential funding partners using directories, periodicals, and online resources.
You will learn:
- to identify three potential philanthropic funding sources of nonprofit organizations
- to research foundations that are interested in funding your mission
- to catalogue and track your funding research
This workshop is one of two prerequisites for the Certificate in Proposal Writing.
Date: Thursday, January 21, 2010
Time: 9:00 a.m. - 4:00 p.m.
Tuition: $120 Members, $220 Non-members
Instructor: Emily Furlong, Senior Program Manager, Philanthropy Center
First Steps in Fundraising
First impressions are critical to any relationship—they can open or close the door to further contact. With nonprofits relying on 12% or more of their funding from foundations, it is important that they learn how to build strong relationships using both the inquiry letter and the concept paper. The First Steps in Fundraising workshop helps you put your best foot forward as you learn key areas involved in first contact with funders, the distinct components of an inquiry letter and a concept paper, and step-by-step development of a needs statement—the crucial ingredient for these documents Each document highlights the grant proposal and has a specific role in developing a relationship with potential funders.
You will learn:
- how to approach funders
- the differences between an inquiry letter, concept paper, and white paper
- how to write an effective needs statement
This workshop is one of two prerequisites for the Certificate in Proposal Writing.
Date: Thursday, February 4, 2010
Time: 9:00 a.m. - Noon
Tuition: $60 Members, $110 Non-members
Instructor: Ruth Patrick, Chief Operating Officer, Harbor House
From Prospect to Donor: Developing Donor Relationships
In real estate, it's "location, location, location." In fundraising, it's "relationship, relationship, relationship." No matter what fundraising vehicle you employ - major gifts, proposal writing, special events, planned giving - success depends on relationship building. This two-day workshop will help you learn to relate to each of your donors in a personal way based on an understanding of their behavioral style as well as your own and enhance your communication and rapport.
This workshop is required for the Certificate in Philanthropic Fundraising.
Date: Thursday - Friday, February 25-26, 2010
Time: 9:00 a.m. to 4:00 p.m.
Tuition: $240 Members, $440 Nonmembers
Instructor: Marina Nice, Sr. Vice President, SunTrust Bank
Fundamentals of Successful Fundraising
The cornerstone of the Certificate in Philanthropic Fundraising, this workshop, designed for those at beginner or intermediate levels of fundraising experience, covers the scope of fundraising vehicles and techniques used to gain the resources for nonprofit success. The workshop will help you identify ways to enhance your fundraising by targeting your organization’s need and matching it to the donor’s interests. Learn how to prepare your organization for fundraising success, build the relationships needed to reach your goals, and foster stewardship that keeps your donors engaged with your mission. Participants must register for and attend all sessions.
This workshop is required for the Certificate in Philanthropic Fundraising.
Date: Wednesday - Thursday, April 21-22, and Wednesday - Thursday, April 28-29, 2010
Time: 9:00 a.m. - 5:00 p.m. each day
Tuition: $560 Members, $1080 Nonmembers
Instructors: Barbara Hathaway Blackwell, Esquire Hathaway Blackwell, Inc. Terri Chastain, Development Director, Adult Literacy League
Leaders Series Lunch: Volunteers as Donors
Co-sponsored by the Council of Volunteer Managers
The Rollins Philanthropy and Nonprofit Leadership Center is partnering with the Council of Volunteer Managers to offer an informative lunch and learn which will be focused on ways for building relationships with volunteers that turn them into donors. Bringing high quality education and hands-on experience of the Philanthropy Center and CVM creates a valuable and enjoyable experience for lunch attendees. This casual lunch and learn will also be a great opportunity for networking.
Date: Tuesday, February 9, 2010
Time: 11:30 a.m. - 1:00 p.m.
Tuition: $15 Members, $20 Nonmembers
Presenter: Cynthia Wood, former VP of Advancement and Development at Rollins College
Panel: Relay for Life, Habitat for Humanity
Major Gifts: Steps Toward Sustainability
Organizational readiness is imperative for implementing the steps that lead to major giving. In this workshop, you'll learn to examine the development process and how it ensures major gift success. Major gifts can be a predominate source of revenue to support both the operations and special programs for your organization. This multi-day workshop provides the elements and essential knowledge to establishing a major donor program or expanding/strengthening an existing one. You will also explore strategies that ensure major gift success.
You will learn:
create an organizational vision for major gifts integrate major gifts into your development plan organize your major gift program develop and articulate the case identify, cultivate, and solicit prospects get resistant volunteers to overcome asking for gifts manage the major gifts process
This workshop is required for the Certificate in Philanthropic Fundraising.
Dates: October 2010 (Official dates TBA)
Time: 9:00 a.m. - 5:00 p.m., First two days 9:00 a.m. - Noon, Last day
Tuition: $300 Members, $550 Non-members
Instructor: Terri Chastain, Development Director, Adult Literacy League
Managing the Capital Campaign
A capital campaign is a critical vehicle for raising significant sums of money necessary to launch new programs, replace aging equipment, renovate existing facilities or build new structures. Capital campaigns make it possible to expand programs and services, or to build an endowment to provide long-term support. Too often organizations, primarily at the impetus of their board, identify major funding needs and immediately decide that a capital campaign is the answer to the funding question. However, because the success or failure of a capital campaign can have a tremendous impact on the life of a nonprofit, e.g., its ability to attract volunteer support and donor investment, it is not be undertaken lightly or without meticulous, thoughtful planning. This two-day workshop introduces participants to all of the steps in planning and implementing a successful capital campaign. Attendees will gain the knowledge, tools, and resources needed to educate others in their organization about conducting a capital campaign.
You will learn:
- how to assess organizational readiness for a capital campaign
- the different phases of a capital campaign
- the importance of a feasibility study, how it is conducted, and how the information is used to prepare for a campaign
- how to develop a case statement and gift range chart for a capital campaign
- the responsibilities of staff, board and volunteers in the capital campaign
- how to identify and research prospective donors
- how to solicit gifts for a capital campaign How to create a gift receipting and acknowledgment process and a donor recognition program
This workshop is required for the Certificate in Philanthropic Fundraising.
Date: 2011 Date TBA
Time: TBA
Tuition: TBA
Instructor: TBA
Marketing Your Mission for Fundraising and Program Success
One trait of highly successful nonprofits is the ability to effectively communicate their mission to others.” This workshop will provide you with 20 important tips for engaging your staff and board in the success of your fundraising, major gifts, general marketing, program delivery and volunteer management. These 20 quick-to-implement tips will lead to stronger donor and community involvement with your nonprofit.
You will learn:
- 20 valuable fundraising tips
- Constituency Model for marketing and fundraising
- Empowering the “Ask”
Date: Tuesday, March 2, 2010
Time: 9:00 - 11:00 a.m.
Tuition: $40 Members, $80 Nonmembers
Instructor: Eric Gray, Executive Director, American Lung Association of Central Florida
Planned Giving: The Gift of a Lifetime
Planned giving—the present commitment of future funding—is one of the most legally complex fund-raising techniques you will ever learn, requiring detailed knowledge of current tax laws, financial instruments and gift strategies. Becoming expert in planned giving creates exciting potential for your nonprofit and fund-raising career. This two-and-one-half day workshop will introduce you to the concept of planned giving, how to establish and administer a planned giving program, and the legal and technical requirements and tax considerations associated with such planned giving instruments as charitable bequests (the centerpiece of a planned giving program), charitable gift annuities, charitable remainder trusts, insurance, gifts of real and personal property, and life estates and trusts. You will see how each provides important benefits to the donor, as well as helping to assure the future of the organization. This workshop is offered once every other year and addresses intermediate-to-advanced level instruction in planned giving.
You will learn:
- decide if your organization is ready for a planned giving program
- recognize the benefits to donors for making planned gifts
- determine which planned gifts are best for certain donor circumstances
- understand the various instruments of planned giving
This workshop is required for the Certificate in Philanthropic Fundraising.
Date: 2011 Date TBA
Time: TBA
Tuition: TBA
Instructor: Marina Nice, Sr. Vice President, SunTrust Bank
Measuring for Success: Program Evaluation Series
What difference do your programs make in the lives of the clients you serve? How successful are your programs at meeting their intended goals? How often do you measure impact of service delivery? If you have any problems answering these questions, then please join us for the Measuring for Success series. This series is designed to provide a practical approach to Outcome Based Evaluation.
Everyday non-profit agencies are working hard to provide clients the very best services, in hope of enhancing and strengthening their lives, and resolving the obstacles and challenges they face. However in today’s economy there is less money available to support our programs, and a much greater need. To be competitive for funding it is important for agencies to be able to demonstrate the impact of their programs. Measuring for Success is a three part series where you will learn the benefit of Outcome Base Evaluation, create outcome statements that truly reflect the difference your programs make, identify how to measure your programs, create a plan for implementing evaluation, and learn what to do with your results.
Session I: Outcome Evaluation and Reporting Formats
In this first session we will review the benefit of implementing Outcome Base Evaluation into your agency. You will learn how you can be the catalyst in establishing realistic measurements that are respectful of your agency’s clients, while also providing quantifiable data that reflects the difference your programs make. In addition, in this class you will practice writing outcome statements and begin to explore how to create a realistic reporting model for your programs.
Session II: Measurement Tools, Planning and Analysis
The second session will offer you the opportunity to become familiar with how to measure your outcomes. You will practice identifying your program performance standards, also known as indicators. You will review the process for selecting measurement tools, and learn how to apply a measurement plan to your day to day operations.
Session III: Managing and Telling the Outcomes Stories
In this third session we will discuss how to explain data results in a meaningful way to board members, staff, funders, and clients. We will explore options for reporting your finding that emphasizes the impact of your programs. This session will also focus on managing unfavorable results, and overcoming obstacles to implementing Outcome Based Evaluation.
Dates & Times:
Session 1: Outcomes Evaluation and Reporting Formats
Wednesday, March 17, 2010 - 9:00 a.m. to 12:00 Noon
Session 2: Measurement Tools, Planning, Analysis
Wednesday, March 24, 2010 - 9:00 a.m. to 12:00 Noon
Session 3: Managing and Telling the Outcomes Stories
Wednesday March 31, 2010 - 9:00 a.m. to 12:00 Noon
Tuition: Series: $145 Members, $250 Nonmembers (20% savings)
Per Session: $60 Members, $110 Nonmembers
Instructor: April Boykin, MSW, LCSW, Consultant
April Boykin is a Licensed Clinical Social Worker and a consultant with non-profit agencies in Central Florida. She is an accomplished educator and trainer in the areas of program evaluation, professional development, strategic planning, team building and agency management. April has worked in the academic, corporate and the non-profit sectors, with managers, boards and staff. April has a Masters Degrees in Social Work from East Carolina University and over 18 years of experience. Her workshops are popular because they provide practical tips and technique that can be put to immediate use.
Prospect Research: A Beginner's Search and Find Workshop
While linkage, interest, and ability are the precursors to successful fundraising, the biggest challenge comes in determining an individual’s ability to give. This hands-on workshop equips you to understand and evaluate an individual’s ability and inclination to give to your organization. Learn to use Internet resources to determine individual wealth. Avoid asking for too little or too much. This half-day workshop fills the gap in your ability to conduct successful prospect research on individual donors (versus foundations and corporations).
You will learn:
- gain an understanding of the role of prospect research
- how to prepare an in-depth profile and to qualify prospects for major gifts
- to comprehend donor privacy issues
Participants should bring two major-gift prospect names and their contact information to the workshop (home address, phone and business information are the best matches). The first prospect name should be one you really want to know more about and the second name is your fallback prospect in the event there is no public information available on the first name. Prospect information is confidential and will not be shared with the class.
Date: 2010 Date TBA
Time: 9:00 a.m. to Noon
Tuition: TBA
Instructor: Jennifer Filla, President of Aspire Research Group
Ready, Set, Fundraise! - BASIC
This two-day workshop covers a basic introduction to nonprofit management best practices with a goal of creating a sustainable organization. Funders make donations to nonprofits that use valid and reliable methods to meet community needs. Funders look for proper accounting procedures, internal controls, strong and active board of directors, consistent program evaluation, and mission-based strategic planning. This workshop leads participants through the steps necessary to insure their organizations have a strong foundation for fundraising.
You will learn:
- the role relationship plays in securing funding
- how to write a clear and concise explanation of our mission
- how to construct a compelling need statement
- what funders look for in a budget
- the importance of evaluating programs to determine if they meet the community need
- the basics of nonprofit accounting and strong internal controls
- the necessary actions that are required for the organization to comply with government reporting guidelines, funders’ requests, and good stewardship
- how to differentiate between the roles of the executive director and the board of directors
- to identify the elements of a strategic plan and how to track progress towards meeting the plan’s goals
Date: 2010 Date TBA
Time: 9:00 a.m. - 5:00 p.m.
Tuition: $280 Members, $520 Non-members
Instructors: Emily Furlong, Senior Program Manager & Lee Bailey, Program Manager, Philanthropy & Nonprofit Leadership Center
Raising Funds Through Special Events
Special events can be an effective fundraising, public relations, and educational tool! Raising Funds Through Special Events is designed to assist you in the A to Z of event planning. After providing an overview of the potentials, limits and pitfalls, this workshop will guide you to assess whether or not using special events would be a good development strategy for your organization. Participants will learn how to maximize donor support through leveraging relationships to gain additional dollars! The workshop includes components on how to develop, organize, promote and implement a cost-effective event.
Date: 2010 Date TBA
Time: TBA
Tuition: TBA
Instructors: Lisa Blackwelder, Director of Development, BETA Center Karen Revels, Associate Executive Director, International Fibrodysplasia Ossificans Progressiva Association
The Philanthropy & Nonprofit Leadership Center was established to strengthen the impact, effectiveness, and leadership of nonprofit and philanthropic organizations through education and management assistance. MORE...
Rollins.edu | Olin Library | Crummer Graduate School of Business | Hamilton Holt School
©2009 Rollins College, 1000 Holt Ave., Winter Park, FL 32789 407.646.2000