Fundraising in the one-person development shop: making the most of a shoestring budget | Boston, MA

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

At the best of times, fundraising can be challenging. However, fundraising in the one person development shop can be daunting, especially when one is working with a shoestring budget. The key in situations like these is to know what areas to prioritize, and how to get the biggest bang for your buck because you can't do it all. This seminar will focus on the issues unique to one person fundraising departments, and will drill down in the following areas:

Keeping your organization on track financially: create and maintain a year-round fundraising plan
Research: research your prospects on a shoestring budget
Direct mail: work with an established third party service provider to maximize your returns
Major gifts program: develop and maintain a manageable high dollar giving club
Planned giving: start simple with a wills and bequests program
Donor solicitation: make it easy for your donors to give and for you to receive donations
Special events: conduct a unique annual event that makes efficient use of volunteers
Leadership involvement: find creative ways to get your executive director and/or board involved in the fundraising process

Attendees will walk away with fresh ideas to take their one person development shop to the next level.

Speakers for this session:

Edward (Ned) Hogan

Associate

Ruotolo Associates

Ned has been involved in fundraising for 13 years. In his current position, he is responsible for consulting on philanthropic issues including Annual Campaigns, Major Gifts and Capital Campaigns. He is also responsible for Feasibility Studies, Fundraising Audits and Public Relations programs and campaigns. Previously, as Director of Advancement at Cathedral High School, Ned ran a one-person development shop responsible for the Annual Fund, Major Gifts initiative, Special Events, Communications and Public Relations. He currently serves as Immediate Past President for The Connecticut Chapter of the Association of Fundraising Professionals. He earned a Bachelor's Degree in History from Georgetown University and a Master's Degree in American History from Providence College. He is a member of Association of Fundraising Professionals.

Edith Moricz

Director of Development & Marketing

Hildebrand Family Self-Help Center, Inc.

Edith has been involved in nonprofit development for six years and has raised over $6 million. Currently, as Director of Development and Marketing at Hildebrand, she is responsible for fundraising in the one-person development with minimal resources. She builds awareness of the mission and communicates it internally and externally with the goal of building relationships and raising funds to further grow the organization's programs and service the local and national community. Previously, at Franciscan Hospital for Children and St. Jude Children's Research Hospital, she was a one-person development shop working with a shoestring budget while coordinating development and marketing efforts. Edith obtained her Bachelor of Science in Business Management and her MBA in Business Management from Boston University. She is a member of Boston and Cambridge Chambers of Commerce and the International Association of Independent Registered Financial Consultants.

Dorothy Travis

Project Manager/Clerk of the Works

Temple Beth Shalom of Melrose (TBS)

Dorothy has been involved in fund raising for four years. In her current position, she is responsible for fundraising follow up at Temple Beth Shalom (TBS) of Melrose, Ma. Dorothy was the "Clerk of the Works" for a Capital Campaign culminating in the rebuilding of TBS. She was the center of fundraising, meeting with donors, community outreach, budgeting, financing, etc. She led the design committee and construction committee and was selected by TBS to serve as the liaison between the architect, contractor and the Temple board. She is a self-employed music teacher, music director, and accompanist. Dorothy currently serves as a Board Member of the Massachusetts Music Teachers Association. She earned a Masters in Piano Performance from Northwestern University and a Bachelor of Music from the Crane School of Music.

2010 Boston Fundraising Summit

A relationship approach to fundraising
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 2010, we are also offering 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 break down the fundraising process into a series of phases with measurable outcomes and action steps for each phase. During the seminar, panelists will engage with the audience in an interactive manner to ensure that the sessions are educational and also fun to attend.

ONE-ON-ONE MENTORING SESSIONS
In 2010, we have 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.

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

The Summit will take place at The John Hancock Hotel & Conference Center. Registration will be setup outside the Robert Peary Room. The John Hancock Hotel & Conference Center is located 7.5 miles/15 minutes from Logan International Airport and is easily accessible by public transportation. The full address is:

The John Hancock Hotel & Conference Center
40 Trinity Place
Boston, MA 02116

Public Transportation

By Subway/Commuter Rail

Back Bay Station

Orange Line or Commuter Rail. Turn right on Dartmouth Street. Make first right onto Stuart Street. Make first right onto Trinity Place. We are on the left.

Copley Station

Green Line. Walk diagonally across Copley Square towards Trinity Church. Walk between Copley Plaza Hotel and John Hancock Tower onto Trinity Place. We are one block down on left.

Directions by Car

From Logan Airport

Follow signs to Sumner Tunnel. After exiting the tunnel take second right onto Rt. 93 north. Exit at Cambridge/Storrow Drive. Follow Storrow Drive signs to Back Bay and exit at Copley Square (a left exit). Turn right at the lights onto Beacon Street. At the second set of lights, turn left onto Clarendon Street. Follow Clarendon St. through (7) sets of lights and look for the Garage @ 100 Clarendon on the right.

From the West

Follow the Mass Pike (Rt. 90) East towards Boston and take Exit 22 (Prudential Center/Copley Square). Bear right to Copley Square. This will bring you onto Stuart Street. At the second set of lights, take a right onto Clarendon Street and look for Garage @ 100 Clarendon on the right.

From North or South

Follow Route 93 towards Boston and take Exit 26 (Storrow Drive/Cambridge). Follow signs onto Storrow Drive/Back Bay. Follow Storrow Drive signs to Back Bay and exit at Copley Square (a left exit). Turn right at the lights onto Beacon Street. At the second set of lights, turn left onto Clarendon Street. Follow Clarendon St. through (7) sets of lights and look for the Garage @ 100 Clarendon on the right.

Parking at the John Hancock Hotel & Conference Center
The Garage @ 100 Clarendon is right next-door. Day parking validated at $27 per day for less than 10 hours

Garage @ 100 Clarendon
100 Clarendon Street
Boston, MA 02116
617-275-0151

Hours: Open 24 hours a day, 7 days a week
This is a public lot and is not dedicated to CFNPS attendees. They have 2000 spaces and the lot never fills up.

Parking Rates:

$ 7.00 - 1/2hr or less

$10.00 - 1/2hr up to 1hr

$14.00 - 1hr up to 1 1/2hrs

$17.00 - 1 1/2hrs up to 2hrs

$22.00 - 2hrs up to 2 1/2hrs

$27.00 - 2 1/2hrs up to 10hr

Note: Posted Daily Rates Start at 5:00 AM

Form of Payment Accepted: Cash, check and most major credit cards are accepted.

Self-Payment or Attendant: Self-Payment
A validation stamp is available to CFNPS guests who stay overnight in the John Hancock hotel if the vehicle stays in the garage for a 24 hour period. If not staying for a 24 hour period, you will be charged at an hourly rate as listed above.

Driving Directions to the lot: See above under Directions by Car.

Walking Directions from the lot to the registration table: Head north on Clarendon Street toward Stanhope Street. Turn left at Trinity Place. Enter the John Hancock Conference Center and take the elevator to the 3^rd floor. Exit the elevator and go to the left through the Foyer and head to the right into the Atrium. Our registration table will be located in the Atrium.
Walking time: 5 minutes

Hotel Accommodations
Most hotels near the Summit venue are within the $169 - $315+ per night range. The following hotels are within a half-mile radius of the hotel.

1. John Hancock Hotel BOOK NOW 0 miles from venue

2. Radisson Boston Hotel BOOK NOW .4 miles from venue

3. Hilton Boston Back Bay BOOK NOW .5 miles from venue

4. Sheraton Boston Hotel BOOK NOW .5 miles from venue

5. Courtyard by Marriott

Boston Tremont Hotel BOOK NOW .5 miles from venue

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One-on-one mentoring

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