August 24 | Major Gift Fundraising

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

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September 8 | Giving USA Report on 2020

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.

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September 22 | Annual Giving

• 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

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October 14 | Nonprofit Summit

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

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Nov 3 | Staffing Models for Fundraising

• 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

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