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:

Jeanette Davis-Loeb

Founder & CEO

Rising Oak Foundation

In her current position, Jeanette works as a one-woman-development shop where she does it all: branding, marketing, product development, grant-writing, donor cultivation and volunteer coordination. In addition, Jeanette consults to underdeveloped non-profits helping them achieve measurable levels of self-sustainability, by creating compelling and innovative income streams. At present she is Treasurer and Resource Development Chair of Women In Fatherhood, Inc., and Outgoing Chair of the Pacific Northwest Advisory Board of the United Negro College Fund. Jeanette earned her B.A. degree from The Evergreen State College, and has completed course work towards her M.A. in Not-for-Profit Leadership from Seattle University.

Anuradha Desai

Executive Director

International Center for Conciliation

In her current position, Anuradha is responsible for building the financial, organizational and administrative base of the organization in a one person development shop that raises $500,000 annually. Anuradha’s past experiences include working for eight years as the Executive Director of Organizational Development at Citizen Schools. This involved taking a one person development operation to a team of eight, and building the base from $750,000 to $13 million. She launched the Feinstein International Famine Center at Tufts University, and built and managed a $2 million Major Gifts Unit at Oxfam America as its first director for 10 years. She has served on various boards of regional and international organizations. Anuradha has Masters Degree in Public Administration from Harvard University’s Kennedy School of Government and in Urban Studies and Architecture from the Royal Academy of Denmark.

Ned Hogan

Director of Advancement

Cathedral High School

Ned Hogan is Director of Advancement at Cathedral High School. He is responsible for all aspects of Cathedral High School`s efforts to raise philanthropic funds to support the operating needs, tuition assistance needs and capital needs of the school. He has eleven years experience as the lone professional fundraiser in community based nonprofits. He was President of AFP Connecticut Chapter. He has spoken at the Boston Fundraising Summit in 2007 and 2008 and is an instructor in the AFP Essentials in Fundraising and the CFRE Review Course. He has raised more than $20,000,000 for the missions of small and mid-sized nonprofit organizations, all in a one-person shop. His expertise is taking a small program and making it significantly larger on the same budget. Mr. Hogan holds the CFRE (Certified Fund Raising Executive) certification.

Boston Fundraising Summit

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 Boston Summit focuses on the relationship aspects of fundraising, and offers you several ways to enhance your relationship management skills:

Day One:
In the morning, listen to a panel of private, corporate and community grantmakers who will openly discuss their philosophy on grantmaking, how they operate, and most important, how you can build a more successful relationship with the grantmaking community. In the afternoon, participate in seminars led by experienced grant seekers who have successfully secured many corporate and foundation grants, and have built successful relationships with the grantmaking community.

Day Two:
Attend a series of fundraising seminars covering the hottest areas of fundraising (capital campaigns, major gifts, annual giving campaigns, and many more). Panels of experts will discuss the latest developments in these fields, and then enter into a dialogue with the participants that addresses their most pressing questions.

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 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 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 2009, we are adding 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

Location:

The Summit will take place in the east wing of the Main College Building on the Simmons College Campus. Registration will be setup outside the Linda K. Paresky Conference Center on the third floor of the Main College Building. Simmons College is located only 6 miles from Logan International Airport and is easily accessible by public transportation. The full address is:

Simmons College
300 The Fenway
Boston, MA 02115

Public Transportation:
Due to the limited parking on campus, we highly recommend that you take public transportation to the event.

The Main College Building is accessible by both MBTA Train service (Massachusetts Bay Transportation Authority), MBTA Commuter Rail, and by MBTA bus service.

If Traveling by MBTA Train:

MBTA Green Line E train (Jamaica Plain to Cambridge through Boston) outbound Heath Street/Arborway to the Simmons stop (Museum at Huntington Ave & Louis Prang).
Connections: Red, Blue, and Orange Lines, and commuter rail at North Station.
At the Museum Stop, exit train and take a right onto Louis Prang Street. Walk past the Isabella Stewart Gardner Museum. The Main College Building, 300 The Fenway, will be on left.

MBTA Green Line D Train — Newton to Cambridge through Boston.
Simmons stop: Fenway Station at Park Drive & Brookline Ave.
Connections: Red and Blue Lines.

MBTA Orange Line Train — Roslindale to Malden through Boston.
Simmons stop: Ruggles Station at Ruggles Street & Columbus Avenue.
Connections: Red, Blue, and Orange Lines, and commuter rail at North Station.

If Traveling by MBTA Commuter Rail Service:

Needham Line — Boston to Needham through Roslindale and West Roxbury.
Simmons stop: Ruggles Station at Ruggles Street & Columbus Avenue.

Attleboro Stoughton Line — Boston to Southeastern Massachusetts.
Simmons stop: Ruggles Station at Ruggles Street & Columbus Avenue

If Traveling by MBTA Bus Service:

#8 Bus — Harbor Point/UMass, Dorchester to Kenmore Station, Boston.
Simmons stop: Ave Louis Pasteur & The Fenway.
Connections: Red, Green, and Orange Lines and commuter rail.

#39 Bus — Copley Square, Boston to Forest Hills Station, Roslindale.
Simmons stop: Huntington Ave & Louis Prang.
Connections: Green Line.

#47 Bus — Central Square, Cambridge to Broadway Station, South Boston.
Simmons stop: Avenue Louis Pasteur & The Fenway.
Connections: Orange, Green, and Red Line trains.

#60 Bus — Chestnut Hill, Newton to Kenmore Square, Boston.
Simmons stop: Brookline Ave & The Fenway.
Connections: Green Line.

#65 Bus — Brighton Center to Kenmore Square, Boston.
Simmons stop: Brookline Ave & The Fenway.
Connections: Green Line.
Operates Monday-Saturday.

CT2 Bus — Ruggles Station to Sullivan Square Station, Charlestown.
Simmons stop: Ruggles Street & Huntington Ave.
Connections: Green, Red, and Orange Line trains and commuter rail.
Note: An MBTA Subway pass is accepted as fare on the CT2.

CT3 Bus — Andrew Station, Dorchester to LMA.
Simmons stop: Avenue Louis Pasteur & Longwood Ave.
Connections: Green, Red, and Orange Line trains.
Note: An MBTA Subway pass is accepted as fare on the CT3.

Directions by Car:
If Traveling from the West (also NYC and CT)
If traveling from the West take Route 90 east (Massachusetts Turnpike/Mass Pike) to exit 18. Exit from left lane. Bear right. Follow signs for Cambridge. The Doubletree Guest Suites Hotel will be on your right. Turn right at first light onto Storrow Drive to Boston. Follow local directions below.

If Traveling from the South (Route 3, Southeast Expressway)
If traveling from the South take Route 3 north (Southeast Expressway) to Storrow Drive. Follow Storrow Drive west. Follow local directions below.

If Traveling from the North (Route I-93 or Route 1)
If traveling from the North on Route 1-93 or Route 1, at the merge with Route 3 (the Southeast Expressway), take Storrow Drive exit. Follow Storrow Drive west. Follow local directions below.

If Traveling from Logan International Airport (6.5 miles)
If traveling from Logan International Airport take 1A south to I-93/Sumner Tunnel/Boston. Go through Sumner Tunnel. Follow sign to I-93 north. Sign will say "93 North, Storrow Drive, Cambridge." Stay in right lane and take second exit - exit 26. Sign will say "Back Bay, Storrow Drive." Stay left and follow sign for Storrow and drive west. Once on Storrow, stay in center lane and proceed approximately 2 miles, then get in left lane. Follow local directions below.

Local Directions
Look for sign "Kenmore Square, Fenway, Route 1 South" and exit left, following sign for "Fenway 1 South." Do not take Kenmore Square exit. Instead, follow ramp up and exit right. Sign will say "Boylston St. Outbound, Riverway 1." You will be on Boylston Street. Stay in left lane and proceed to first light. Turn left onto Park Drive. Follow Park Drive to second light and cross Boylston Street and Brookline Avenue. Stay left. At third stoplight, bear left following "Fenway" sign. At fourth light, continue straight, crossing Brookline Avenue again. You will be on "The Fenway”. Turn right onto Avenue Louis Pasteur right after Emmanuel College. Simmons’s Parking Garage sign is on left, about 1/2 block down.

Parking near the Main College Building:
Due to the limited parking on campus, we highly recommend that you take public transportation to the event. If you drive, give yourself at least 30-45 minutes to find parking and walk to the Main College Building. Limited parking is available on nearby streets and private garages. There are two parking garages in the area:

P1 on map is no longer available. Please park at a lot below.

Landmark Center Garage [P2 on map]
401 Park Drive
Boston, MA 02115
617-927-0398

0.4 mi – about 7-10 minute walk to the Main College Building

Driving Directions to Landmark Center Garage: Head Southwest on Park Dr to lot at Brookline Avenue and Park.

Parking Rates:
2.5 hrs - 18 hrs. = $15.00

They accept cash and credit cards. You pay as you exit the garage.
Open 24 Hours a day
1500 parking spaces in the garage. The garage typically does not fill up.

Walking Directions to Main College Building: 0.4 mi – about 7-10 min walk
As you exit the parking garage walk down Brookline Avenue and take a left at the street called, "The Fenway" where there is a sign that says Emmanuel College. Continue on “The Fenway.” Continue walking straight past Avenue Louis Pasteur and you will arrive at the Main College Building, at 300 The Fenway.

Trilogy Garage [P3 on map]
180 Brookline Ave.
Boston, MA 02115
There are entrances on Brookline Ave. and Kilmarnock Street
617-236-5558

0.4 mi – about 6-10 minute walk to the Main College Building

Directions to Garage: Head southwest on Brookline Ave and just past Kilmanarock Street you will see the garage.

Special Early Bird Rate: Enter before 8am - exit by 7pm - $10.00

Hourly Rates:
1 hr. or less $6.00
2 hrs. or less $14.00
Anything over 2 hrs is the daily rate of $22.00 unless you arrive before 8 am, then it is the Early Bird rate of $10.00.

They accept cash and credit cards if you pay in the lobby. If pay on the way out, they only accept credit cards.

Open 24 Hours a day

500 parking spaces in the garage. The garage typically fills up by 10:00 am.

If the garage fills up they do valet parking and the price is $22.00 for the day unless you arrive before 8:00 am and then it is $10.00.

Walking Directions to Main College Building:
As you exit the parking garage walk down Brookline Avenue and take a left at the street called, "The Fenway" where there is a sign that says Emmanuel College. Continue on “The Fenway.” Continue walking straight past Avenue Louis Pasteur and you will arrive at the Main College Building, at 300 The Fenway.

Hotel Accommodations:
Most hotels near the Summit venue are within the $175-265 per night range. The following hotels are within a one-mile radius of the hotel.

1. Hotel Commonwealth                                BOOK NOW                       .67 miles from venue
2. Sheraton Boston Hotel            BOOK NOW     .89 miles from venue
3. Hilton Boston Back Bay                            BOOK NOW                        .9 miles from venue
4. Holiday Inn Brookline                                BOOK NOW                        .9 miles from venue
5. Hyatt Regency Cambridge            BOOK NOW                        1 mile from venue

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