Complex issues affecting major gifts solicitations | San Francisco, CA

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:

John Boop

President

Betty Ford Center Foundation

As President of the Betty Ford Center Foundation, John has overcome many complex issues, such as working in an environment of anonymity, while funding the multiple projects for the Center. At The University of Chicago, John led the Alumni Fund to new heights through the development of a dynamic volunteer structure. He later developed the strategy and led the effort to fund construction of the new Tulane Medical Center Hospital. As a consultant, he assisted three organizations develop free-standing foundations. Joining the Betty Ford Center in 1993, John created their first development effort. He is also a member of the Strategic Planning and Communications Task Forces that guides the nation`s preeminent treatment hospital. He has a B.A. (1966) from Duke, and an M.B.A. (1968) in Finance from The University of Chicago Business School where he studied under Milton Friedman and George Stigler.

Beth Hassett

Executive Director

WEAVE

Beth Hassett has 18+ years of experience in all areas of fundraising. Beth is the Executive Director of WEAVE which just completed a $4 million capital campaign and raises $800,000 in philanthropic contributions annually. As Director of Development for Capital Public Radio she managed a $1.6 million equipment campaign and received the 2003 National Public Radio Major Giving award for increasing major giving revenue by 230% in two years. In addition, she assisted dozens of organizations in setting up major giving programs as a Consultant for MajorGiving.com. She was named the 2008 Public Relations Professional of the Year by SPRA and the 2004 Outstanding Fundraising Executive by California`s Capital Chapter of the Association of Fundraising Professionals. Beth serves on the board of the Planned Giving Forum of Sacramento. She is a frequent regional and national presenter and an instructor for the AFP Essentials of Fundraising course.

Barbara LambHall

Major Gifts Officer

KCSM TV & Radio

In her current position, Barbara directs major gifts and planned giving for the station. In 2008 she launched the Top of the Hill Club, a major giving group, which is developing a growth campaign with givers of $10,000. Before joining KCSM, Barbara was Development Director for Village Enterprise Fund (VEF), where she doubled the donor base, tripled the revenues, and established the Leadership Circle for the growth campaign, by securing multiple six-figure gifts. Prior to VEF, Barbara secured nearly $20 million total for Bay Area non-profits as a Principal with her company, Spain and Lamb Consulting Group. She is on the board of directors of Each One Reach One (www.eoro.org). Barbara is a member of the Association of Fundraising Professionals (AFP) and a member of Thursday Morning Dialogue. She earned a M.S. from Tufts University.

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 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

The Summit will take place at the Event Center at St. Mary’s Cathedral. The registration tables will be located in the hallway outside of 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 $ 2.00
  1-2 Hours $ 4.00
  2-3 Hours $ 6.00
  3-4 Hours $ 8.00
  4-5 Hours $10.00
  5-6 Hours $12.00
  6-7 Hours $14.00
  7-24 Hours $16.00

All Day In and Out Rate     $ 16.00

Early bird special $ 10.00 per day (Must enter by 10:00 a.m. and exit before 10:00 p.m.)

Motorcycle (2 wheels)     $ 5.00 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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One-on-one mentoring

Click on any seminar title or the arrow on the right side to learn more about that seminar

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