Fund Development: Fundamentals, Policies and Procedures

Oct/26/2017

Fund Development: Fundamentals, Policies and Procedures

Thursday, October 26, 2017
9:00 a.m. to 3:30 p.m.

Presented by: Jenn Hayslett and Anne Peyton
Training Fee: $109* (full-day, lunch is included)

Workshop Description

This lively workshop is an introduction to basic systems and procedures for anyone new to fundraising and will give you an overview of the role of philanthropy, development, and fundraising in the life of a successful nonprofit organization.

Join Anne Peyton CFRE and Jenn Hayslett, for an interactive and engaging day.

Through the training you will learn:

  • Elements of a successful fundraising plan including database management, annual giving, events, sustaining gifts, donor stewardship, capital campaigns, and bequests
  • The nuts and bolts of an “annual giving” program—including direct mail, segmentation of donors by gift amount and longevity, sustaining/monthly giving, leadership giving, and online giving
  • Systems, policies, and procedures from thanking donors, recordkeeping and reporting to development evaluation and donor retention
  • Practical ways to engage the Executive Director and the board in fundraising and development

Who is this program for?

Anyone new to fundraising. This program gives you a comprehensive overview for what you need to know from day one.

Structure

With handouts, lecture, dialogue, interactive sessions, individual exercises, and work in groups and pairs. Training materials will be sent ahead of time so that you get the most out of your workshop day.

About the Presenters

Jenn Hayslett is a creative development professional with 25 years of leadership experience as a community organizer, marketer, teacher, fundraiser, and coach, working with individuals and non-profits. Jenn’s deep nonprofit experience includes heading capital campaigns, management of annual funds, leading major gifts efforts, designing donor stewardship programs, writing successful grants, and leading volunteers. Jenn’s specialty is in supporting small and mid-sized nonprofits in building and improving relationship-based fund development programs through board trainings and development coaching.

As a coach and consultant, Jenn supports individuals and organizations in clarifying their vision, designing an action plan, and holding them accountable in delivering their promise to the world. www.jennhayslett.com.

Anne Peyton CFRE, is the owner of Yellow Brick Road™ and has worked in and with nonprofits for more than 35 years.  She has been a watch officer at Hurricane Island Outward Bound, a medical and academic librarian, and major gift officer at Dartmouth College.

Since 1989, Yellow Brick Road™ has worked with a variety of social benefit, nonprofits: conservation and the environment, youth, education (K-12 public, private and higher education), the arts, cultural organizations, museums, hospitals, health care, social service agencies, professional associations, and more.  The metaphor of Dorothy and fellow travelers on the yellow brick road in the Wizard of Oz tells the story of our philosophy of service, strengthening intuitive knowledge and expanding expertise within organizations to fulfill their missions to make the world a better place.

YBR focuses on board governance, organizational development, strategic planning, and fund raising, with facilitation, training, and coaching as additional areas of expertise. A grants management program offers services from one-time funding searches to full-scale grants management. www.yellowbrickroadconsulting.com.

Register

Location

Unless otherwise noted, all workshops are held at the NonProfit Center in the 2nd Floor Community Conference Center, conveniently located in Downtown Boston at 89 South Street, Boston 02111 near South Station. For detailed directions please visit http://www.nonprofitcenterboston.org/directions

* If your organization is a tenant of the NonProfit Center, a fiscally sponsored project or grantee of TSNE Missionworks, please contact trainings@tsne.org before registering to request a scholarship rate of $25.00. Scholarships are limited, and awarded on a first-come, first-served basis; maximum 1 per organization per workshop.