Trainer: KC Gartman, Baptist Health Care
• Documenting the Gift
• Letters of Intent
• Gift schedules: Recurring or multiyear payments
• Pledge payments and invoicing
• Recording the gift
• Contracts and agreements
• CRM systems
• Gift announcements
• Donor recognition and appreciation
• Stewardship
Trainer: Cathy Brown
• What did 2020 do to nonprofit fundraising?
• From the highly trusted and anticipated research of Giving USA, learn the definitive answer and what this means for your day-to-day work in 2021 and beyond.
• Building a plan
• Implementing the plan
• Stages of the plan
• Communication needs/vehicles
• Elements of advertising/Promotion
• Staffing-roles and responsibilities
• Follow up and communicating impact
Trainers: Andrea Krieger, Cathy Brown, Dana Hall, Nigel Allen
• Board Governance
• Planned Giving
• Impact & Data
• Grant Writing – led by Cathy Brown
• Panels (Board, Philanthropist, Financial Planning)
• Successful Event Fundraising – led by Dana Hall
• Salary comparisons and expectations
• Realistic job descriptions
• Effective hiring
• Effective Orientation and training
• Portfolio management and expectation
• Evaluation and effective inspiration
• Reporting expectations
• Confidentiality
• Bonus models