TITLE : Winning proposals: a tour of three successful case studies
CITY : San Francisco , CA
DATE : Tuesday, October 26, 2010
TIME : 1:30 PM - 2:45 PM
PRICE : $ 60.00
Winning proposals: a tour of three successful case studies
 

Even when you understand the principles of effective proposal writing, it can still be challenging to understand why a certain proposal stands out above the others. In this session, we will take you on a tour of four winners so that you can learn what makes a proposal truly fundable:

The session will provide an advanced analysis of tone, writing style and format, and includes a discussion of the following topics:
  • Building the case for support: how to make a favorable impression from the outset
  • Sustainability: giving funders the comfort they need that you will be around after they leave
  • Testimonials: using the power of stories to create a strong impression
  • Project outcomes: describing outcomes in a way that the funder can immediately understand them
  • Project budgets: avoiding the pitfalls that bedevil this section of the proposal
  • Sources of support: what is the funder looking for here, and what if you don't have them?
This session is intended as a follow-on to the first session on proposal writing.
Speakers for this session:

Hagar Berlin
Director of Development
Summer Search

Hagar has been involved in fundraising and business development for educational organizations for over 7 years. In her current position, she is responsible for raising $3.4 million to support Summer Search programming throughout the Bay Area. To raise this money, she engages a portfolio of 2,000+ unique donors through grants, sponsorships, moves management, and events. She also manages a staff of four people, and partners with three Executive Directors and Boards in San Francisco, Silicon Valley and the North Bay. Previously, Hagar was an Independent Fundraising Consultant on grant writing, strategic revenue planning, budget and systems development, and staff training. Before that, she worked as the Senior Development Director at Jumpstart for Young Children, Inc. where she was responsible for increasing regional fundraising from $1.6 to $3.6 million in private and government funds over three years. Hagar earned a Masters of Arts in Education from Stanford University in 2010 and a Bachelors of Arts in English from Wesleyan University in 2002.

Michael Lombardo
CEO
Reading Partners

Michael has been involved in development for eight years. In his current position, he is responsible for serving as the chief executive officer of a K-5 school support nonprofit that has grown by 800 percent over four years to become the largest organization of its kind in the country, with offices in Oakland, Silicon Valley, Los Angles, and Washington DC. Michael acts as the overall executive manager for a staff of 60, conducting high-level fund development and personally managing a team of three full time fundraisers. Previously, as Director of Development and College Relations for the College of Letters and Science at the University of California, Berkeley, Michael was responsible for managing a portfolio of high capacity foundations and individual donors interested in the Arts, Humanities, and Social Sciences. Before that, he worked as Director of Scholarships at UC Berkeley's Alumni Association where he was responsible for overseeing a $34M scholarship program and partnering with Central Development to cultivate major gifts from foundations and individuals. Michael currently serves as an advisory board member for the Foundation for Self-Reliance and the Daily Californian Education Foundation. He earned a BA in History and English from the University of Michigan.

Zeke Weiner
Director of Fund Development & Marketing
Community Housing Partnership

Zeke has been involved in development for 10 years. In his current position, he is responsible for obtaining foundation grants, strengthening major donor development, marketing, public relations and events. Previously, as Director of Asset Management at Community Housing Partnership, Zeke was responsible for asset and risk management of a 100M+ real estate portfolio owned/managed by nonprofit housing provider Community Housing Partnership, as well as organizational strategic planning and generating grant proposals. Before that, Zeke worked as Director of Administration at Community Housing Partnership where he was responsible for corporate governance, finance, and human resources. Zeke earned a Masters of Arts in Anthropology from University of Chicago and a Bachelor of Arts in Philosophy of Religion from Wesleyan University. While newer to fund development than many, Zeke has been involved in nonprofit work for 20 years, including ten years in senior management with Community Housing Partnership. During his tenure with this organization, Community Housing Partnership has tripled in size and achieved national recognition for its many pioneering successes in the field.

 

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Tuesday October 26, 2010Corporate Giving
Finding Corporate Funders: the art of successful research

8:00 AM - 9:15 AM

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 Beginner
Exploring the world of corporate sponsorship

11:15 AM - 12:30 PM

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 Intermediate
Cause marketing: building profitable relationships with corporate partners

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Winning Corporate partnerships: an inside view of three case studies

3:15 PM - 4:30 PM

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Tuesday October 26, 2010Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

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Panel discussion and dialogue with Private Foundation Grantmakers

9:30 AM - 10:45 AM

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Proposal writing

11:15 AM - 12:30 PM

$ 60.00

 Beginner
Winning proposals: a tour of three successful case studies

1:30 PM - 2:45 PM

$ 60.00

 Advanced
How to build a successful relationship with grantmakers

3:15 PM - 4:30 PM

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 Intermediate

Breakfast -Participants registered for the first session become acquainted over a continental breakfast

7:30 AM - 8:00 AM

Networking break -Participants registered for the next session are served mid-morning refreshments

10:45 AM-11:15 AM

Lunch -Participants and experts registered for the next session make new contacts over lunch

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Networking break -Mid-afternoon refreshments are served to attendees registered for the next session

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Social Media

8:00 AM - 9:15 AM

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Engaging your board in fundraising

8:00 AM - 9:15 AM

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Online fundraising: harnessing technology to build and maintain relationships

9:15 AM - 12:30 PM

$ 125.00

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Annual giving campaigns

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Introduction to Major Gifts

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Complex issues affecting major gifts solicitations

11:15 AM - 12:30 PM

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Capital campaigns

1:30 PM - 2:45 PM

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Fundraising in the one-person development shop: making the most of a shoestring budget

1:30 PM - 4:30 PM

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Special events fundraising

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Finding Individual Funders: the art of successful research

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