TITLE : Finding Individual Funders: the art of successful research
CITY : St. Louis , MO
DATE : Wednesday, March 11, 2009
TIME : 8:00 AM - 9:15 AM
PRICE : $ 45.00
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:

Kay Tabscott
President
Independent Development Research & Training

Kay Tabscott is currently Development and Community Relations Manager for Kingdom House in St. Louis, Missouri. She is also President of Independent Development Research and Training (IDR), which she founded in 2002. IDR provides a variety of local and national non-profits with corporate, foundation, and individual (major donor) profiles. In 2006, Kay developed and taught the course: “Introduction to Prospect Research” in Washington University’s Master’s Degree in Non-Profit Management program. She began at Washington University, where she was a prospect researcher/senior researcher. Kay received her BA in English from Lindenwood College, holds a Missouri Lifetime Teaching Certificate - Secondary Education, and is a certified Paralegal. She served on the APRA MO-KAN board of directors for 5 years and is now a Mentor. She is an APRA International and APRA MO-Kan Conference Scholarship winner and has presented on Prospect Research at AFP meetings and APRA Conferences.

Vicki White, CFRE
Consultant

Vicki White, BSPA, MS, CFRE is currently a nonprofit organization consultant. She has worked with NPOs on development activities as well as overall strategic planning. Her development projects include the creation of on-line fundraising programs, introduction of individual donor research methods, and expanding the giving pyramid. Through implementation of these development projects, she has assisted nonprofits in attracting new volunteers and donors, the creation of a junior board of directors, increased outreach and public awareness, improved communication via e-mails and surveys, as well as event and membership on-line registration Ms. White is a member of the (AFP) Association of Fundraising Professionals, St. Peters City Economic Development Commission, Coro National Alumni Association, and a participant of the current Focus-Leadership St. Louis class. Ms. White is past board member of AFP, Support Dogs, and a founding board member for Belas Artes.

 

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  • Afternoon Seminars
  • Morning Seminars

     

Breakfast -Prior to morning sessions, 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 March 10, 2009Corporate Giving
Finding Corporate Funders: the art of successful research

8:00 AM - 9:15 AM

$ 45.00

 Beginner
Panel discussion and dialogue with Corporate Grantmakers

9:30 AM - 10:45 AM

$ 45.00

All levels
Exploring the world of corporate sponsorship

11:15 AM - 12:30 PM

$ 45.00

 Intermediate
Cause marketing: building profitable relationships with corporate partners

1:45 PM - 3:00 PM

$ 45.00

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

3:30 PM - 4:45 PM

$ 45.00

 Advanced
Tuesday March 10, 2009Foundation Giving
Finding Foundation Funders: the art of successful research

8:00 AM - 9:15 AM

$ 45.00

 Beginner
Panel discussion and dialogue with Private Foundation Grantmakers

9:30 AM - 10:45 AM

$ 45.00

All levels
Proposal writing

11:15 AM - 12:30 PM

$ 45.00

 Beginner
Winning proposals: a tour of three successful case studies

1:45 PM - 3:00 PM

$ 45.00

 Advanced
How to build a successful relationship with grantmakers

3:30 PM - 4:45 PM

$ 45.00

 Intermediate

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 March 11, 2009Individual Giving
Finding Individual Funders: the art of successful research

8:00 AM - 9:15 AM

$ 45.00

 Beginner
Engaging your board in fundraising

8:00 AM - 9:15 AM

$ 45.00

 Intermediate
Online fundraising: harnessing technology to build and maintain relationships

9:00 AM - 12:30 PM

$ 95.00

 All levels
Annual giving campaigns

9:30 AM - 10:45 AM

$ 45.00

 Intermediate
Introduction to Major Gifts

9:30 AM - 10:45 AM

$ 45.00

 Beginner
Complex issues affecting major gifts solicitations

11:15 AM - 12:30 PM

$ 45.00

 Advanced
Special events fundraising

1:45 PM - 3:00 PM

$ 45.00

 Intermediate
Capital campaigns

1:45 PM - 3:00 PM

$ 45.00

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

1:45 PM - 5:00 PM

$ 95.00

 All levels
Planned giving

3:30 PM - 4:45 PM

$ 45.00

 Intermediate
Direct mail fundraising

3:30 PM - 4:45 PM

$ 45.00

 Intermediate


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