Center For NonProfit Success

Annual giving campaigns

Ask any fundraiser and they'll tell you that the annual fund is the foundation for all other fundraising efforts. Though these campaigns tend to bring in smaller donations, they frequently reach a larger number of donors than many other approaches. Your annual fund also contains a valuable pool of supporters from which major donors will emerge. In order to take advantage of your annual fund, you need to develop a robust campaign that will reach every potential donor - both large and small.

Topics we will cover include:

Building a constituent base by focusing on donors' wants, needs and interests
How to make a compelling case for annual support
Creative ways to match institutional needs with donor interests
Effective solicitation strategies
Established ways to measure results

Attendees will walk out with new approaches to (i) better understand donors, (ii) segment donors, (iii) communicate to donors, and (iv) match available fundraising vehicles to donor interests. This session is intended for intermediate to advanced fundraisers.

Speakers for this session:

Cheryl Cobbs, CFRE

Special Gifts Officer

UC Davis

With over fifteen years in fundraising in a variety of nonprofit organizations, Cheryl currently focuses on annual giving and cultivating prospective donors to make larger major gifts to UC Davis. In addition, she coordinates activities for the University’s oldest giving society with more than 575 members. Prior to joining UC Davis, she worked in the College of Natural Sciences & Mathematics at California State University Sacramento during their first successful capital campaign of $50 million. During her five year tenure at the California Dental Association Foundation she was responsible for establishing a comprehensive fundraising program for the newly formed statewide organization. Familiar with all aspects of fundraising, Cheryl’s strengths as a communicator and collaborator unite the donor’s passion with meaningful engagement in the organization. Cheryl holds a BA from CSU, Sacramento and a MA in Philanthropy and Development from St. Mary’s University of Minnesota.

Roxanne Hinds

Development Director

California State University, Fresno

Roxanne is currently a major gifts office for the College of Science and Mathematics at Fresno State University. Her career in academic fund raising began at UC Berkeley where she held the position of Telemarketing Specialist while establishing the first in-house, student-based, phone room serving the extended campus but concentrating on the Cal Annual Fund. At Washington State, Roxanne was involved in the installation of an automated dialing system for the Call-A-Coug program where students secured $2 million annually. At Weber State, she introduced segmented direct mail marketing and faculty/staff campaigning to her duties. Roxanne has a degree in Communication and taught Interpersonal and Small Group Communication at Weber State for 6 semesters.

Beverly Lenihan, CFRE

Principal

Reesults Consulting

Bev is a senior management consultant to non-profits, public-benefit organizations and businesses--planning and managing strategic programs designed to accelerate their success and service. In the past 6 years she has assisted non-profits in raising close to $50 million. In particular, her work with annual giving campaigns, capital campaigns and major gift programs have stimulated the strategic success of her clients. Bev is active in the Board leadership of Cupertino Rotary and AFP (Association of Fundraising Professionals) Silicon Valley Chapter. She heads Fund Development and Marketing on the Board of the San Jose Police Foundation. Bev volunteers with several non-profits, including the Boy Scouts. She has been on the Advisory Board of SJSU Professional Development Department and serves in that capacity for Child Quest International, Conard House and Family Paths. Bev received her CFRE (Certified Fund Raising Executive) certification in 2004 and is a noted facilitator, trainer, speaker, writer and workshop presenter.

San Francisco 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 San Francisco 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.

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.

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 Event Center at St. Mary’s Cathedral. The plenary sessions will be held in the St. Francis Hall, which is located in the Events Center below St. Mary’s Cathedral. St. Mary’s Cathedral is easy to reach by public or private transportation. The full address is:

The Event Center
Saint Mary’s Cathedral
1111 Gough Street
San Francisco, CA 94109

Public Transportation
St. Mary’s Cathedral is accessible by both Muni Bus and BART.

Muni Bus: The Van Ness Station is the closest Muni stop. Take #38L route (not Limited), which runs along Geary or take #47 route or #49 route, which run along Hwy 101 to the Van Ness station. To walk from the Van Ness Station to St. Mary’s Cathedral, walk to the West (left) on Geary for two blocks. You will cross Franklin. St. Mary’s Cathedral is on the corner of Gough and Geary.

BART: The Civic Center Station is the closest BART stop and is 1.59 miles from St. Mary’s Cathedral. To walk from The Civic Center Station to St. Mary’s Cathedral, start out going southwest on Market Street toward Hyde Street. Turn right onto Hayes Street. Turn right onto Van Ness Ave/US-101. Turn left onto Geary Blvd. Turn right onto Franklin Street. Turn left onto Sutter Street. Turn left onto Gough Street.

Directions by Car

From East Bay (Bay Bridge)
If traveling from East Bay (Bay Bridge) take the 9th Street Exit. Go one block, and then turn right onto 9th Street. Stay in the two right lanes – 9th Street turns into Larkin. Stay on Larkin until Ellis and turn left. Just past Gough and the high school, make a right into the parking lot of the Cathedral.

From The Golden Gate Bridge
If traveling from The Golden Gate Bridge take the Lombard Street turnoff, continue on Lombard to Gough and turn right on Gough. Follow Gough across Geary. The parking lot has two driveways on the Gough street side of the Cathedral.

From the South Bay
If traveling from the South Bay you can take either 280 to Highway 101 North or take 101 North directly. From 101 North stay in the extreme left hand lane. Take the 9th Street Exit. Stay in the two right lanes – 9th Street turns into Larkin. Stay on Larkin until Ellis and turn left. Just past Gough and the high school, make a right into the parking lot of the Cathedral.

Parking at the St. Mary’s Cathedral
There is limited visitor parking in the lot at St. Mary’s Cathedral. It is free to park at the church. If the church lot is full, the closest parking is the Japan Center Main Garage located at 1610 Geary Blvd San Francisco, CA 94115 about 3 minutes/0.8 miles away.

Directions to Japan Center Main Garage: Go South on Gough Street. Turn left onto Eddy Street. Turn left onto Franklin Street. Turn left onto Geary Blvd.

Hourly Parking Rates at Japan Center Main Garage:
0-1 Hour     $ 1.75
1-2 Hours     $ 3.50
2-3 Hours     $ 5.00
3-4 Hours     $ 6.50
4-5 Hours     $ 8.00
5-6 Hours     $ 9.50
6-7 Hours     $ 11.50
7-8 Hours     $ 13.50
All Day In and Out Rate     $ 15.00
Early bird special $ 9.50 per day (Must enter by 10:00 a.m. and exit before 10:00 p.m.)
Motorcycle (2 wheels)     $ 4.00 per day

Hotel Accommodations
Most hotels near the Summit venue are within the $139-$269 per night range. The following hotels are within a one-mile radius of the hotel.
1.    Cathedral Hill Hotel                    BOOK NOW              .19 miles from venue
2.    Hotel Kabuki                                 BOOK NOW               .23 miles from venue
3.    Holiday Inn Golden Gateway     BOOK NOW               .37 miles from venue

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