|
|
|
|
|
|
|
|
|
TITLE
|
:
|
Complex issues affecting major gifts solicitations
|
|
|
|
CITY
|
:
|
Washington , DC
|
|
|
|
DATE
|
:
|
Wednesday, May 20, 2009
|
|
|
|
TIME
|
:
|
11:15 AM - 12:30 PM
|
|
|
|
PRICE
|
:
|
$ 65.00
|
|
|
|
|
|
|
|
 |
|
|
|
Complex issues affecting major gifts solicitations
| | | |
 Tackling the most challenging aspects of major donor solicitation is possible when you have the skills. In this session, we'll help you steer through advanced aspects of major donor solicitation - from composing a compelling case statement to working with an advisory group to approach high-value donors. Topics to be covered will include:
- Putting together a major gifts advisory group
- Compiling a major gifts case statement
- Overcoming some of the more common challenges in major gifts solicitations
- Benchmarking, goal setting and managing multiple priorities in a major gifts program
Put the final pieces of your major donor program in place by attending this informative session. | | Speakers for this session:
| | Kirenjeet Bansal | | Global Implementation Manager, National Corporate Leadership | | United Way International | | Currently, Kirenjeet is responsible for the coordination and implementation of global account management for United Way`s leading corporate partners. This includes the set up of employee giving, volunteering, corporate and foundation giving, and other opportunities to encourage global corporate philanthropy. Kiren also serves as the liaison for the Caribbean Region United Ways.
Prior to this role, Kirenjeet directed the annual campaign for United Way International managing direct mail, board solicitations, grant writing/reporting, leadership/major giving, online and other fundraising activities supporting general operations.
Kirenjeet has a record of successfully reaching campaign goals earning her the Lorry Vishnia Staff Excellence Award in 2007 from the United Way of Summit County.
In a voluntary capacity, Kirenjeet has 14+ years of fundraising experience for cultural & charitable organizations, with an interest in youth engagement, corporate social responsibility, and diversity and inclusion. Kirenjeet holds a BA from the University of Southern California.
| | | Robert Hansen | | Director of Development | | American Counseling Association Foundation | | Robert came to Alexandria from St. Louis where he served as Major Gifts Director for the Midland Division of The Salvation Army and worked with corporate volunteers. He created a team that approached a foundation for $10,000,000 and received $3,000,000 with the understanding that they would receive additional $2 million after the $5 Million was matched. He holds a Doctor of Ministry degree (D. Min.) from McCormick Theological Seminary in Chicago; a Master’s degree (M. Div.) from Louisville Presbyterian Theological Seminary; and a B.A. from Salem University in West Virginia. He has been a Certified Fund Raising Executive (CFRE) since 1995.
| | | Juanita Ortiz | | Director, Major Gifts Expansion Initiative | | United Way International | | Juanita has over thirteen years of experience working in the non profit world. Currently she works for United Way World Wide, where she helps international members develop major giving programs. Previously, Juanita oversaw a $4 million portfolio, consisting primarily of major donors, at the United Way in Miami, Florida. Her responsibilities included major giving and leadership strategies in the workplace as well as engaging, cultivating and renewing major gifts with individuals of high net worth and developing a strategic plan for the program’s growth locally.
Juanita has also worked abroad with several non profits at the local, national and international level including the Arias Foundation for Peace and Human Progress in Costa Rica, the Colombian Center for Philanthropy in Bogota and with UNICEF`s Latin America Regional Office.
Juanita graduated from Brown University and has pursued master’s level coursework at la Universidad Javeriana in Latin American studies.
| |
|
| DC 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 DC 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 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 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 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
|
The Summit will be taking place at Catholic University which is 3 miles north of downtown DC, and close to all forms of public transportation. The full address is:
Catholic University of America (CUA)
Edward J. Pryzbyla Center, Room 322
620 Michigan Ave NE
Washington, DC 20064
Public Transportation
CUA is located on the Metro Red Line at the Brookland/CUA stop. Exit left out of the turnstile and the CUA campus is at the top of the Metro escalator. You will cross John McCormack Rd. Continue up the sidewalk between Gowan and Pangborn Halls. Turn south at the Crough Center. The Pryzbyla Center is directly behind the Crough Center.
Directions by car
From the West, I-66:
I-66 from Virginia empties onto Constitution Avenue. Continue east on Constitution Avenue and turn left on 6th Street, NW. Turn right on E Street, NW. Turn left on North Capitol Street. Drive approximately 2 miles and turn right on Michigan Avenue, NE. You will soon see the dome of the Shrine on your left marking a university entrance at 4th Street, NE.
From the South, I-95:
When I-95 intersects the Capital Beltway in Springfield, Virginia, follow I-395 North. After crossing the Potomac River, take the "Route 1 North" exit. The road becomes 14th Street, NW. Turn right on Constitution Avenue. Turn left on 6th Street, NW. Turn right on E Street, NW. Turn left on North Capitol Street. Drive approximately 2 miles and turn right on Michigan Avenue, NE. You will soon see the dome of the Shrine on your left marking a university entrance at 4th Street, NE.
From the East, Route 50:
Take Route 50 West (becomes New York Avenue) and exit on South Dakota Avenue. After approximately 1.3 miles, turn left onto Monroe Street. Follow Monroe Street until it merges with Michigan Avenue. You will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.
From the Northwest, I-70 to I-270:
From Frederick, Maryland, take Exit 53, I-270 South to Washington. I-270 divides. Take the 495 East, Silver Spring/College Park exit (two left lanes). You will eventually feed onto the beltway, I-495. Continue on I-495 and take Exit 22 B, the Baltimore/Washington Parkway. Continue traveling south on the Parkway and exit at Route 50 West. Take the South Dakota Avenue exit. After approximately 1.3 miles, turn left onto Monroe Street. At Michigan Avenue, Monroe Street ends. Bear left and you will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.
From the North, I-95 to I-495:
Follow I-95/I-495 South to Exit 22B, the Baltimore/Washington Parkway. Continue traveling south on the Parkway and exit at Route 50 West. Take the South Dakota Avenue exit. After approximately 1.3 miles, turn left onto Monroe Street. Monroe Street ends at Michigan Avenue, NE. Bear left and you will see the dome of the Shrine on your right marking a university entrance at 4th Street, NE.
Parking at Catholic University
Parking for the Pryzbyla Center is available in the nearby McMahon Parking lot. Passes for this parking lot can be purchased in the Pryzbyla Center at $7/day/vehicle. You will need to walk to the Pryzbyla Center to purchase your parking pass, then go back to place it in your vehicle, then return to the Pryzbyla Center. Please account for an additional 15 minutes or so to do this.
Hotel Accommodations
Most hotels near the Summit venue are within the $140-$319 per night range. The following hotels are within a two-block radius of the venue:
1. Fairfield Inn By Marriott BOOK NOW 1.7 miles from venue
2. Holiday Inn Express Washington
National Arboretum BOOK NOW 1.7 miles from venue
3. Renaissance Washington DC BOOK NOW 2.6 miles from venue
4. Holiday Inn Washington-Central/
White House BOOK NOW 2.6 miles from venue
5. Courtyard by Marriott Embassy Row BOOK NOW 2.8 miles from venue |
| |
|
|
|
|
|
 |
|
|
|
|
|
|
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. |
|
|
|
|
| | |
 |
|
|
|
|
|