TITLE : Introduction to Major Gifts
CITY : San Francisco , CA
DATE : Wednesday, October 28, 2009
TIME : 9:30 AM - 10:45 AM
PRICE : $ 65.00
Introduction to Major Gifts
 

A great deal of expertise and preparation goes into the solicitation of major gifts, not to mention the commitment required by staff, the board, and key volunteers. Selecting prospective donors, developing solicitation strategies, and planning donor recognition and stewardship programs are all important components in a high-value major gift plan. Discover the basics of a rewarding major donor program in this session:

- Defining a major gift
- Getting your organization ready to solicit major gifts
- Selling your board on a major gifts program
- Understanding how a funding cycle works
- Preparing your team to make the most effective ask

Attend this seminar to learn how major gifts can significantly enhance your organization's fundraising potential.
Speakers for this session:

Jim Armstrong
Senior Consultant
Brown Schroeder & Associates

A Brown Schroeder & Associates senior consultant with 40 years of experience, Jim built and guided major gift programs for various universities, hospitals, youth programs, and the United Way. Jim obtained a bachelor’s degree and a master’s level certificate in non-profit organizational management from the University of San Francisco, and is a Certified Fund Raising Executive (CFRE) since 1982. His book entitled "Planning Special Events" was published by Jossey-Bass in 2001. Jim instructs at universities and is a frequently speaker at professional conferences on a variety of development subjects. An AFP-Golden Gate Chapter board member, Jim has board and leadership experience with others organization including AHP, CASE, the USF Green & Gold Club, the Children’s Book Project and San Francisco Little League.

Maxine Epstein
Director, Marin Region
Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma counties

Maxine Epstein is currently the Development Director for the Jewish Community Federation, Marin Region, where she has worked for the past 14 years. In her tenure at the Federation, Maxine has shared responsibility for raising over $27 million dollars for the Annual Campaign with direct responsibility for raising $3 million dollars in her position as the Marin Regional Director. Maxine believes that a successful major gift campaign depends on the preparation of the "ask" and the work leading up to a solicitation. "It`s all about the relationship." Maxine is versed in the art of one on one solicitations and building donor relationships. "It is important to listen to a donor`s story in order to assit them in reaching their philanthropic goals and wishes. She holds a double Masters in Social Work and Jewish Communal Service with an emphasis in fundraising, community organizing, and planning,

Dan Rice
Vice President
K-LOVE & Air1 Foundation

In his current position, Dan coaches philanthropists, solicits principal gifts and conducts charitable gift and estate planning. Formerly, Dan was Senior Philanthropic Advisor in the Principal Gifts department for World Vision, Inc. He was also the National Director for Gift Planning, during his 26 years with World Vision. Dan co-authored the Family Philanthropy Guidebook. Dan is a co-founder and Chairman of Charitable Trust Administration Company. Dan is on the board of the Morgan Stanley Smith Barney Global Impact Funding Trust and a member of the Partnership for Philanthropic Planning, Association of Fundraising Professionals, Planned Giving Forum of Sacramento and formerly served on the advisory committee for the Chair of Philanthropy at The American College. Dan has a B.A. in Political Science from Cal State University, Fullerton, CA.

 

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  • Afternoon Seminars
  • Morning Seminars

     

Breakfast -Prior to panel discussion, participants and experts become acquainted over a continental breakfast

7:00 AM - 8:00 AM

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

12:30 PM - 1:45 PM

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

3:00 PM - 3:30 PM

Tuesday October 27, 2009Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Panel discussion and dialogue with Private Foundation Grantmakers

9:30 AM - 10:45 AM

$ 65.00

All levels
Proposal writing

11:15 AM - 12:30 PM

$ 65.00

 Beginner
Winning proposals: a tour of three successful case studies

1:45 PM - 3:00 PM

$ 65.00

 Advanced
How to build a successful relationship with grantmakers

3:30 PM - 4:45 PM

$ 65.00

 Intermediate
Tuesday October 27, 2009Corporate Giving
Finding Corporate Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Panel discussion and dialogue with Corporate Grantmakers

9:30 AM - 10:45 AM

$ 65.00

All levels
Exploring the world of corporate sponsorship

11:15 AM - 12:30 PM

$ 65.00

 Intermediate
Cause marketing: building profitable relationships with corporate partners

1:45 PM - 3:00 PM

$ 65.00

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

3:30 PM - 4:45 PM

$ 65.00

 Advanced

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

7:00 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 - 1:45 PM

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

3:00 PM - 3:30 PM

Wednesday October 28, 2009Individual Giving
Finding Individual Funders: the art of successful research

8:00 AM - 9:15 AM

$ 65.00

 Beginner
Engaging your board in fundraising

8:00 AM - 9:15 AM

$ 65.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

$ 125.00

 All levels
Annual giving campaigns

9:30 AM - 10:45 AM

$ 65.00

 Intermediate
Introduction to Major Gifts

9:30 AM - 10:45 AM

$ 65.00

 Beginner
Complex issues affecting major gifts solicitations

11:15 AM - 12:30 PM

$ 65.00

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

1:45 PM - 5:00 PM

$ 125.00

 All levels
Special events fundraising

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Capital campaigns

1:45 PM - 3:00 PM

$ 65.00

 Intermediate
Planned giving

3:30 PM - 4:45 PM

$ 65.00

 Intermediate
Direct mail fundraising

3:30 PM - 4:45 PM

$ 65.00

 Intermediate


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