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TITLE
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Finding Individual Funders: the art of successful research
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CITY
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Chicago , IL
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DATE
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Wednesday, April 28, 2010
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TIME
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3:15 PM - 4:30 PM
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PRICE
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$ 65.00
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Finding Individual Funders: the art of successful research
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 Are you looking to establish a major gifts component to your capital, annual, or planned giving campaign but wondering where to begin? Prospect research is an integral part of any well-rounded fund development plan and can make all the difference in boosting your average gift size, but it can be a daunting task for the uninitiated. Too often, there’s a lack of direction and more importantly, a lack of information. Learning how to describe your ideal donor, developing data mining skills, and devising a plan to cultivate donor relationships is the key to getting to “Yes.”
In this session, learn the basic prospect research building blocks:
- Project planning: what are you trying to find funding for?
- Profile your funders: what (and who) is a prospect?
- Prospect research tools: using web-based tools to identify eligible funders
- Building a pool of potential prospects
- Prospect tracking: planning and recording significant interactions with potential funders
Attendees will leave this session convinced of the importance of prospect research and equipped with the fundamental tools needed to develop a successful plan for getting started. | | Speakers for this session:
| | Raquel Lauritzen, CFRE | | President | | Lauritzen & Associates | | Raquel has been involved in fundraising for 22 years. In her current position, she is responsible for helping clients find new funders through research and networking. Previously, as Director of Development and Marketing at UWM School of the Arts, Raquel was responsible for research and development of prospective donors. Before that, she worked as Director of Development and Marketing at WI Foundation for Independent Colleges where she was responsible for identification, qualification, cultivation, solicitation and stewardship of prospective donors. Raquel currently serves as Board Member for Milwaukee Choral Artists. She earned MA in comparative literature from University of Wisconsin-Milwaukee and a BA in English from Lake Erie College. She is a member of Association of Fundraising Professionals, the Planned Giving Council, and Certified Fund Raising Executives. | | | Larry Van Dyke, CFRE | | International Relief and Development | | World Vision | | Larry has been involved in fundraising for 34 years. In his current position, he is responsible for Major donor fundraising for community development programs in Africa. Through extensive research of existing donors, establishing a variety of affinity groups and numerous trips with donors to Africa and Central America he and his team increased donations from just under $2 million a year to over $6 million. Previously, as Senior Consultant at NCDS, Larry was responsible for Economic Development fundraising. Before that, he worked as President at CMA-Resource Development where he was responsible for capital campaign management, board development and strategic planning for clients ranging from large medical centers to Boys and Girls Clubs. He earned BA in Journalism and Public Relations from University of Washington and a MAR in Education from Emmanuel School of Religion. He is a member of Association of Fundraising Professionals and holds the CFRE. | | | Kelly Weiss | | Business Development Director | | ammado | | Kelly has been involved in fundraising for four years. In her current position, she has helped nonprofits identify and solicit individual funders using a variety of online tools and social media websites. Through these tools she helps raise awareness of social responsibility and citizenship activities, engage in interactive dialogue with interested parties, and run community engagement, cause-related marketing, and employee motivation programs. Previously, as Grant and Media Writer at International Christian School Hong Kong, Kelly was responsible for all grants to corporations and proposals to major donors. She was also responsible for redesigning the school's website and working with the communications team to resdeisgn school materials to better serve the current donor base and attract new donors. She earned Masters in Social Service Administration from the University of Chicago and a Bachelors in English and Hispanic Language and Literature from Boston University. | |
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| 2010 Chicago Fundraising Summit
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A relationship approach to fundraising Nonprofit fundraising has become highly specialized, and each segment of your donor market requires a different set of relationship management skills. Whether you are reaching out to private foundations, wealthy individuals or your own members, you need to understand who they give to, and why. The Chicago Summit focuses on the relationship aspects of fundraising, and offers you several ways to enhance your relationship management skills:
WHY ATTEND THE FUNDRAISING SUMMIT?
Fundraising is primarily a relationship business, and with increasing pressures facing all nonprofit professionals to build key relationships, it is becoming more important, though much more difficult to meet people face-to-face. Our innovative Summit format provides the most efficient and cost effective use of time away from the office by enabling attendees to interact with experts in the field, as well as other nonprofit leaders.
CAN ONE ATTEND SPECIFIC SESSIONS ONLY?
We understand the demands that are placed on you and on your time. That’s why you can attend only the seminars that are of interest to you. Come for the day or stop by for a couple of hours. You pay for only the seminars you wish to attend and only for the information relevant to you. It’s a novel approach to learning that allows you to get exactly what you’re looking for in a short amount of time. In 2009, we are also introducing a two-day pass so that attendees can attend all sessions at a reduced price.
WHAT IS THE FORMAT OF THE SEMINARS?
Each seminar features a panel of 3-4 experts who will give a short overview of the key developments in that field. After that , we will move into a moderated discussion to explore what these developments mean for nonprofit organizations. During the seminar, panelists will engage with the audience in an interactive manner to ensure the real-world implications of these developments emerge, and the session will end with a summary of practical next steps.
ONE-ON-ONE MENTORING SESSIONS
In 2010, we added an exciting new component to our Summits: one on mentoring sessions. In these 30 minute sessions, you can sit down with an experienced nonprofit fundraiser to discuss specific questions not addressed by the seminars. Mentoring sessions will cover the same topics as the seminar topics. However, each mentoring session that you sign up for will focus entirely on questions facing your organization.
HOW IS THE SUMMIT DIFFERENT FROM OTHER EDUCATIONAL EVENTS?
The Summit offers a unique format to help you accomplish the following:
- Build relationships: to ensure maximum exposure to the experts and other nonprofit leaders, each seminar offers structured networking before the session starts
- Hear different perspectives: the experts are drawn from different sectors of the nonprofit community to ensure cross-pollination of ideas and practices
- Provide a global view: speakers give an overview of key issues so that you can eliminate any gaps in your understanding of the subject
- Drill down to the specifics: speakers will also focus on providing specific answers to real-world questions that are common to most attendees
- Obtain information you can use: the emphasis in all sessions is on avoiding theoretical discussions in favor of practical tools and techniques that nonprofit leaders can actually use
WHO IS RESPONSIBLE FOR THE SUMMIT?
The Summit is organized by the Center for Nonprofit Success, a nonprofit organization that specializes in bringing highly relevant information that nonprofit leaders need to run their organizations successfully. We developed the Fundraising Summit series as a follow-on to the Nonprofit Success Forum, a highly successful educational series on grantmaking that has been taking place around the country for the past two years. The Fundraising Summit drills down into specific areas of fundraising to give nonproft leaders cutting edge tools and techniques.
HOW DO I REGISTER FOR THE SUMMIT?
Simply click on the seminars listed below to learn more about the topics that will be covered in each seminar. Then select only those seminars that you wish to attend. |
| | Location/Directions
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The Summit will be taking place at the Illinois Institute of Technology which is located just south of the Loop at:
Hermann Union Building (Hermann Hall)
HH Ballroom East
3241 South Federal Street
Chicago, Illinois 60616-3793
Public Transportation
The Summit venue is accessible from the following stations:
- CTA Red Line (Howard-95th/Dan Ryan) to Sox-35th station
- CTA Green Line (Ashland-63rd or 63rd-Cottage Grove) to 35th-Bronzeville-IIT station
- CTA Bus lines with stops on Main Campus (#29-State, #35-35th, #24-Wentworth, #4-Cottage Grove)
Driving Directions
From the North:
Dan Ryan Expressway east to 31st Street exit, continue south to 33rd Street, turn left (east).
From the South:
Dan Ryan Expressway west to 35th Street exit, continue north to 33rd Street, turn right (east).
From Lake Shore Drive:
Exit at 31st Street, go inland (west) to State Street, turn left (south).
Parking - PLEASE CONSIDER USING PUBLIC TRANSPORTATION. PARKING IS LIMITED! IF YOU DO DECIDE TO DRIVE, PLEASE ALLOW 30-45 MINUTES TO FIND PARKING IN ONE OF THE LOTS.
Metered parking (max 4 hours, 30 minutes per quarter) is available to all visitors in Lots B6 and C1 located along Federal Street north and south of 33rd Street. If you wish to park for longer than four hours, parking is available in the Visitor's Parking Lot ( Lot A2-V, A3, A4). When you park in these lots, look for a cash-only pay box in the lot. Park your car, and pay at the cash box. Place the receipt on your dashboard as proof of payment. Rate is $10 for the entire day.
THE LOTS ARE NOT DEDICATED TO THE FUNDRAISING SUMMIT AND WILL BE USED BY OTHER PATRONS. PARKING IS ON A FIRST COME FIRST SERVE BASIS IN EACH LOT.
Lot A2-V is located at 31st and State Street. Entrance is on 31st Street. (A2V: 40 spaces/A2: 96 spaces)
Lot A4-V is located at 32nd and State Street. Entrance is on State Street. (50 spaces)
Lot A3 is located at 31st Street and State Street. Entrance is on 31st Street. (LARGEST LOT - WILL BE USED FOR OVERFLOW)
Hotel Accommodations
Most hotels near the Summit venue are within the $133 - $389 per night range. The following hotels are within a four-mile radius of the hotel:
1. Hyatt Regency McCormick Place BOOK NOW 1.3 miles from venue
2. Best Western Grant Park BOOK NOW 2.4 miles from venue
3. The Blackstone, A Renaissance Hotel BOOK NOW 2.7 miles from venue
4. W Chicago City Center BOOK NOW 3.1 miles from venue
5. Hampton Inn Majestic Chicago Theatre District BOOK NOW 3.2 miles from venue |
| Sponsors
| The event sponsors include:
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One-on-one mentoringOur unique one-on-one mentoring sessions offer you the opportunity to sit down with an experienced fundraising professional for 30 minutes to discuss any questions that are specific to your organization. Mentoring sessions cover the same topics as the seminars, and we will assign you a mentor based on his/her availability at your requested times. Mentoring sessions are available for the cost of $60.00 per session. If you register for a full Summit pass, 2 mentoring sessions are included in the pass. Below is a list of mentors who will be available at the Summit. Please note that you must register to attend at least one seminar in order to sign up for a mentor. |
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