TITLE : Finding Individual Funders: the art of successful research
CITY : Washington , DC
DATE : Wednesday, May 19, 2010
TIME : 3:15 PM - 4:30 PM
PRICE : $ 60.00
Finding Individual Funders: the art of successful research

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:

Elliott Gaskins
Vice President, Resource Development
America`s Promise Alliance

Elliott has been involved in fundraising for 15 years. In his current position, he is responsible for developing strategies and tactics for fundraising from high-net worth individual donors. He is also responsible for managing the overall operations of development. Previously, as Director of Development Operations at The Aspen Institute, Elliott was responsible for developing strategies and tactics for fundraising from individuals, corporate and foundation funders. He also oversaw the development operations including stewardship, budget management, and prospect research. Before that, he worked as Associate Director at The Marrow Foundation where he was responsible for overseeing the operational aspects of development as well as developing strategies for annual giving campaigns. Elliott currently serves as Board Member for The National Federation for Teaching Entreprenaurship and has been a volunteer for Mentors, Inc and Clean and Pure Kids. He earned his BA in Psychology from Temple University. He is a member of Leadership Greater Washington, a network of area leaders working to effect change in the region. He is also a member of the AFP where he started his development career.

Kevin Whorton
Principal
Whorton Marketing & Research

Kevin has been involved in fundraising for many years. In his current position as principal of Whorton Marketing & Research he has worked with more than 120 associations in five years, providing strategy, research, marketing and fundraising support. Previously, as head of direct response fundraising at Catholic Relief Services, Kevin was responsible for raising $250 million in donations over a three-year period. Before that, he worked as consulting services director at Marketing General Inc., VP of marketing and retailer relations at NACDS, division director for marketing and research at ASHP, and director of research for the National Association of Home Builders. Kevin completed his PhD coursework in Industrial Organization at George Mason, and earned a presidential fellowship in economics at University of Maryland-College Park. He is a past co-chair of the Direct Marketing Association Non-profit Federation, the ASAE Marketing Section Council, and the ASAE Member Action Team. He has previously served as faculty for Loyola College and the US Chamber of Commerce's Institute of Organizational Management.

 

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  • Afternoon Seminars
  • Morning Seminars

     

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

7:30 AM - 8:00 AM

Networking Break

10:45 AM - 11:15 AM

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

12:30 PM - 1:30 PM

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

2:45 PM - 3:15 PM

Tuesday May 18, 2010Corporate Giving
Finding Corporate Funders: the art of successful research

8:00 AM - 9:15 AM

$ 60.00

 Beginner
Panel discussion and dialogue with Corporate Grantmakers

9:30 AM - 10:45 AM

$ 60.00

All levels
Exploring the world of corporate sponsorship

11:15 AM - 12:30 PM

$ 60.00

 Intermediate
Cause marketing: building profitable relationships with corporate partners

1:30 PM - 2:45 PM

$ 60.00

 Intermediate
Winning Corporate partnerships: an inside view of three case studies

3:15 PM - 4:30 PM

$ 60.00

 Advanced
Tuesday May 18, 2010Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

$ 60.00

 Beginner
Panel discussion and dialogue with Private Foundation Grantmakers

9:30 AM - 10:45 AM

$ 60.00

All levels
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

$ 60.00

 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

12:30 PM - 1:30 PM

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

2:45 PM - 3:15 PM

Wednesday May 19, 2010Individual Giving
Social Media

8:00 AM - 9:15 AM

$ 60.00

 Intermediate
Engaging your board in fundraising

8:00 AM - 9:15 AM

$ 60.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:15 AM - 12:30 PM

$ 120.00

 All levels
Annual giving campaigns

9:30 AM - 10:45 AM

$ 60.00

 Intermediate
Introduction to Major Gifts

9:30 AM - 10:45 AM

$ 60.00

 Beginner
Complex issues affecting major gifts solicitations

11:15 AM - 12:30 PM

$ 60.00

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

1:30 PM - 4:30 PM

$ 120.00

 All levels
Special events fundraising

1:30 PM - 2:45 PM

$ 60.00

 Intermediate
Capital campaigns

1:30 PM - 2:45 PM

$ 60.00

 Intermediate
Planned giving

3:15 PM - 4:30 PM

$ 60.00

 Intermediate
Finding Individual Funders: the art of successful research

3:15 PM - 4:30 PM

$ 60.00

 Beginner


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