2014 WEB/AUDIOCONFERENCES. Development from the Donor s Perspective

Transcription

1 Association of Fundraising Professionals 2014 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21 st Century Development from the Donor s Perspective Presented by: Alice L. Ferris, MBA, CFRE, ACFRE & James Anderson, CFRE April 24, :00 2:30 p.m. Eastern Noon 1:30 p.m. Central 11:00 a.m. 12:30 p.m. Mountain 10:00 11:30 a.m. Pacific 9:00 10:30 a.m. Alaska Association of Fundraising Professionals 4300 Wilson Boulevard, Suite 300, Arlington, VA (U.S. & Canada) (Mexico)

2 SITE ROSTER FOR SITE COORDINATOR ONLY: FOLLOWING THE PROGRAM, PLEASE COMPLETED ROSTER TO or FAX TO The Association of Fundraising Professionals WEB/AUDIOCONFERENCE 2014 April 24, 2014 Alice L. Ferris, MBA, CFRE, ACFRE & James Anderson, CFRE Development from the Donor s Perspective If an AFP Chapter is sponsoring this site, please check the box and list the name of the sponsoring AFP Chapter: Site Coordinator/Registrant (the name of the person to whom the site is registered): Location (City) (State/Province) Total number of participants at this site Please Print Clearly NAME: ADDRESS: MEMBER (Y/N)

3 Alice L. Ferris, MBA, CFRE, ACFRE Alice L. Ferris, MBA, CFRE, ACFRE, founding partner of GoalBusters, has over twenty years of professional fundraising experience, not including her tenure as the top cookie salesperson in Girl Scouts. Alice started her fundraising career as a volunteer at Wisconsin Public Television in Madison, Wisconsin, blowing bubbles onto the set during pledge breaks for the Lawrence Welk Show, which launched a 25 year affiliation with public broadcasting. As part of her services in outsourced development for small nonprofits, Alice is Director of Development for KAWC Colorado River Public Media in Yuma, Arizona, Foundation Director for the Change Your Brain, Change Your Life Foundation in Costa Mesa, California, and interim Director of Development for KGHR Navajo Public Radio in Tuba City, Arizona. Prior to launching her consulting practice full time, Alice served as Director of Development for Lowell Observatory, Foundation Director for Flagstaff Medical Center, and Director of Development for KNAU Arizona Public Radio. During her tenure at Lowell Observatory, the membership program more than doubled, and during her time at KNAU, she led the station to its first $1 million fundraising year. As Foundation Director for Flagstaff Medical Center, Alice directed FMC s philanthropic grants program, providing over $1.3 million in support to community health in the Flagstaff area. Alice was the 90th professional to receive the Advanced Certified Fundraising Executive (ACFRE) credential, which has been conferred on 101 fundraisers worldwide, and is a two-time honoree as AFP Northern Arizona Fundraising Professional of the Year. In addition, Alice served as Vice Chair, Member Services for the Association of Fundraising Professionals (AFP) International and continues to be an active volunteer. She currently serves on the AFP Foundation for Philanthropy- Canada Board and the ACFRE Credentialing Board, among other volunteer commitments. Alice is recognized for her on-air presence on many public television and radio pledge drives, and on national PBS fundraisers, including Downton Abbey, The Texas Tenors, Inside Foyle's War and Suze Orman's Financial Solutions for You. Alice earned her Bachelor of Arts with a double major in Radio- TV-Film and Economics and her Masters of Business Administration with a double major in Accounting and Management from the University of Wisconsin-Madison. She obtained her Certified Fund Raising Executive (CFRE) in 1999 and is certified through She received her ACFRE in 2010 and has also been an AFP Master Teacher since 2006.

4 Jim Anderson, CFRE Jim Anderson, CFRE, Partner, has more than 25 years of sales and training experience through his positions with local media and national consumer research companies such as Nielsen Media, Simmons and Scarborough Research. Consistently recognized as a top revenue producer, Jim earned the Sales Executive of the Year, Negotiator of the Year, the New Business and Over Achiever awards among many other accolades. Jim s teams broke the corporate records for the largest group contract, highest rate of renewal and highest annual revenue. Looking for new opportunities in the third sector, Jim migrated into the nonprofit arena in 2005, and specializes in analyzing donor motivations, implementing marketing and social media campaigns, finding compelling stories for organizational case statements, and making any special event more effective and engaging. In addition, in underwriting sales for public broadcasting, Jim s teams set and still hold the records for highest gross contract year, highest gross contract month and the highest development year in station history. Jim has extensive multi-media production experience with focus in education and training programs. He wrote, directed and produced a series of interactive sales training video programs now implemented in more than 300 television and radio stations throughout the country. As a director/producer of Interactive Instructional Television and Distance Learning for Northern Arizona University (NAU), Jim produced programming utilized by educators in North America, Europe and the Pacific Rim. Jim earned a Bachelor of Arts degree, magna cum laude, in Broadcast Management with dual minors in Business Administration and Spanish Language from NAU. He is an Association of Fundraising Professionals (AFP) Faculty Training Academy graduate and serves as President of AFP Northern Arizona. In 2010, Jim was honored as the AFP Northern Arizona Fundraising Professional of the Year, and in 2013, Jim achieved his Certified Fundraising Executive (CFRE) credential. A northern Arizona resident since 1982, Jim is the proud father of two adult children, Whitney and Justin. He speaks Spanish and is an avid photographer.

5 Presented by Alice Ferris, CFRE, ACFRE James @goalbusters Prezi Presentation Online at: Alice L. Ferris, MBA, CFRE, ACFRE and James Anderson, CFRE Alice L. Ferris, MBA, CFRE, ACFRE and James Anderson, CFRE are partners in GoalBusters, which specializes in outsourced development for small nonprofits; integrated fundraising, marketing and strategic planning; and customized education and training programs with clients in many sectors, including public and community broadcasting, education, arts and culture, social service, healthcare, and Native American causes. Alice and Jim are both AFP Master Teachers and have presented throughout North America. 1

6 James Anderson, CFRE Jim Anderson has more than 25 years of sales and sales training experience and migrated into the nonprofit arena in Jim specializes in corporate sponsorships, donor motivations and the psychology of giving, marketing and social media campaigns, communications, media production and event hosting. In 2010, Jim was selected as the Association of Fundraising Professionals Northern Arizona Fundraising Professional of the Year and he is the President of the AFP Northern Arizona chapter. He received his Certified Fundraising Executive (CFRE) credential in Alice Ferris, CFRE, ACFRE Alice Ferris has over twenty years of professional fundraising experience, and specializes in strategic and development planning, board development, annual giving, nonprofit operations and public broadcasting hosting. Alice has served on a multitude of nonprofit boards over the last 15 years, including 8 years on the AFP International Board. In addition, she is one of 101 in the world to earn the Advanced Certified Fundraising Executive (ACFRE) credential. She also maintains her CFRE credential, which she received in She is a two-time honoree as AFP- Northern Arizona Fundraising Professional of the Year. 2

7 Why do donors want to give? What are we doing that makes it hard for donors to give? What can we do to make things better? Why does someone decide to contribute? Connection Friend asked Grateful recipient Companionship The right thing to doo and 3

8 What Do Donors Want? See Results Trust the Organization Appropriate and timely thanks They want to like YOU! We mostly focus on what s practical for us. We need to understand what drives our donors. 4

9 What s lapsed? I m a Supporter. Strategy: They are not lapsed unless they ask to be removed Wrong appeal I gave to YOU Strategy: Tear down silos. Think donor experience. 5

10 What s major? I give a LOT. Strategy: Reward longevity, cumulative giving. use of Time Always? Seldom? Never? 6

11 Who s major? I ll act how I m treated. Strategy: Create tiers of recognition. Express genuine gratitude. How do I give? (Changing the rules) But I like getting the perks. Strategy: Cultivate philanthropy beyond transaction. 7

12 Missing Stewardship You never call. Strategy: Schedule two appointments today. Internal jargon should stay inside It s okay to speak in shorthand in the office, but remember that s not the language your donors speak. 8

13 How significant is their gift? Talk to your donors regardless of size of gift. It s not about you. What s the donor focused motivation? 9

14 Stem the tide of donor attrition. Find guidance on creative, bold, and genuine ways to form meaningful relationships with your donors and keep them coming back year after year in this FREE ebook. Frank Barry Director of Digital Marketing 10

15 Coming Next. May 7, :00 2:30 p.m. ET Major Gifts for Small Shops Amy Eisenstein, ACFRE For a listing of the 2014 AFP Webinar Series, please visit our website at in the professional development section. 11

16 CERTIFICATE OF PARTICIPATION I was a participant in the AFP Webinar held April 24, :00 2:30 PM Eastern Development from the Donor s Perspective Presented by: Alice L. Ferris, MBA, CFRE, ACFRE & James Anderson, CFRE Full participation in this session is applicable for 1.5 points in Category 1.B Education of the CFRE International application for initial certification and/or recertification. Signed This is for your records only.

17 Association of Fundraising Professionals April 24, 2014 Development from the Donor s Perspective You may use this form to capture your immediate impressions. Please complete the evaluation online by May 1, 2014 at: EXCELLENT AVERAGE POOR (7) (6) (5) (4) (3) (2) (1) 1. OVERALL RATING 2. CONTENT 3. HANDOUTS 4. AUDIO QUALITY 5. EASE OF REGISTRATION 6. SIMILARITY OF ACTUAL PROGRAM VERSUS ADVERTISED CONTENT 7. VALUE PRESENTER: OVERALL EFFECTIVENESS 8. Alice L. Ferris & James Anderson MY SITE PARTICIPATED AS: A WEBCONFERENCE AN AUDIOCONFERENCE WOULD YOU PARTICIPATE IN ANOTHER VIRTUAL SEMINAR? YES NO WHAT WAS YOUR OVERALL IMPRESSION OF THE EVENT AND THE VIRTUAL SEMINAR FORMAT? ANY ADDITIONAL COMMENTS? NAME (OPTIONAL): SITE LOCATION: YOUR FEEDBACK IS IMPORTANT! YOU MAY COMPLETE AN ELECTRONIC EVALUATION AT

18 Association of Fundraising Professionals 2014 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21 st Century JANUARY 28, 2014, TUESDAY Inbound Marketing: The Latest Techniques To Attract More Donors, Volunteers and Others Allan Pressel JUNE 25, 2014, WEDNESDAY Creative Design for Fundraising Campaigns Derrick Feldmann FEBRUARY 12, 2014, WEDNESDAY Developing Earned Income Streams For Your Nonprofit Mazarine Treyz JULY 10, 2014, THURSDAY Developing a Relationship Management System Jennifer Filla FEBRUARY 27, 2014, THURSDAY Firing Lousy Board Members And Helping the Others Succeed Simone Joyaux, ACFRE JULY 22, 2014, TUESDAY Building Donor Loyalty: How to Double Your Major Gift Revenue Rachel Muir, CFRE MARCH 13, 2014, THURSDAY Millenial Motivation: What Makes Millenials Want To Give S. Michelle Cline, J.D. AUGUST 13, 2014, WEDNESDAY Opening the Door to Major Gifts: Mastering the Discovery Call John Greenhoe, CFRE MARCH 26, 2014, WEDNESDAY The Shifting World of Business and Community Jocelyne Daw, Joe Waters SEPTEMBER 9, 2014, TUESDAY Extreme Social Media Makeover: Nonprofit Edition! Allan Pressel APRIL 9, 2014, WEDNESDAY Creating a Breakthrough Strategy for Your Nonprofit Robert Sheehan, Ph.D., CFRE SEPTEMBER 24, 2014, WEDNESDAY Getting Your Organization Onboard with Fundraising: Weaving a Philanthropic Culture Andrea McManus, CFRE APRIL 24, 2014, THURSDAY Development from the Donor s Perspective Alice Ferris, MBA, ACFRE Jim Anderson OCTOBER 8, 2014, WEDNESDAY Incorporating Stories Into Your Fundraising Program Leah Eustace, CFRE MAY 7, 2014, WEDNESDAY Major Gifts for Small Shops Amy Eisenstein, ACFRE OCTOBER 21, 2014, TUESDAY Fundraising Basics Brian Bonde, ACFRE MAY 20, 2014, TUESDAY Case Studies: 24 Hour Turn Around Campaigns Michelle Conklin, CFRE NOVEMBER 18, 2014, TUESDAY Growth in Giving/Fundraising Effectiveness Project Erik Daubert, MBA, ACFRE JUNE 12, 2014, THURSDAY 6 Figure Fundraising: How to Create and Run Your First $100,000+ Major Gifts Campaign Sandy Rees, CFRE DECEMBER 10, 2014, WEDNESDAY Small Shop Success: Building Something from Nothing Starting a Well-Rounded Development Program Amy Wolfe, MPPA, CFRE CFRE Approved Continuing Education Provider *Please note each Web/Audioconference session offers CFRE points! ** Denotes ACFRE credit Web/Audioconferences will be held at 1:00-2:30 p.m. Eastern / 12:00-1:30 p.m. Central 11:00 a.m. 12:30 p.m. Mountain / 10:00-11:30 a.m. Pacific / 9:00-10:30 a.m. Alaska FEES: $159 (U.S.) per member session; $295 (U.S.) per nonmember session Special AFP Member Bundle - $99 per session when registering for 10 or more programs at one time!

19 AFP 2014 WEB/AUDIOCONFERENCE SERIES January 28, 2014: Inbound Marketing: The Latest Techniques To Attract More Donors, Volunteers and Others Allan Pressel February 12, 2014 Developing Earned Income Streams For Your Nonprofit Mazarine Treyz February 27, 2014 Firing Lousy Board Members And Helping the Others Succeed Simone Joyaux, ACFRE March 13, 2014 Millenial Motivation: What Makes Millenials Want To Give S. Michelle Cline, J.D. March 26, 2014 The Shifting World of Business and Community Jocelyne Daw, Joe Waters April 9, 2014 Creating a Breakthrough Strategy for Your Nonprofit Robert Sheehan, Ph.D., CFRE April 24, 2014 Development from the Donor s Perspective Alice Ferris, MBA, ACFRE and Jim Anderson May 7, 2014 Major Gifts for Small Shops Amy Eisenstein, ACFRE May 20, 2014 Case Studies: 24 Hour Turn Around Campaigns Michelle Conklin, CFRE June 12, Figure Fundraising: How to Create and Run Your First $100,000+ Major Gifts Campaign Sandy Rees, CFRE June 25, 2014 Creative Design for Fundraising Campaigns Derrick Feldmann July 10, 2014 Developing a Relationship Management System Jennifer Filla July 22, 2014 Building Donor Loyalty: How to Double Your Major Gift Revenue Rachel Muir, CFRE August 13, 2014 Opening the Door to Major Gifts: Mastering the Discovery Call John Greenhoe, CFRE September 9, 2014 Extreme Social Media Makeover: Nonprofit Edition! Allan Pressel September 24, 2014 Getting Your Organization Onboard with Fundraising: Weaving a Philanthropic Culture Andrea McManus. CFRE October 8, 2014 Incorporating Stories into Your Fundraising Program Leah Eustace, CFRE October 21, 2014 Fundraising Basics Brian Bonde, ACFRE November 18, 2014 Growth in Giving/Fundraising Effectiveness Project Erik Daubert, MBA, ACFRE December 10, 2014 Small Shop Success: Building Something from Nothing Starting a Well-Rounded Development Program Amy Wolfe MPPA, CFRE This order is for [ ] Live Event, [ ] Download, [ ] CD ($8.95 for shipping in the U.S., $20 for International orders) Four ways to register: Webconferences will be held at 1:00-2:30 p.m. Eastern / 12:00-1:30 p.m. Central 11:00 a.m. 12:30 p.m. Mountain / 10:00-11:30 a.m. Pacific / 9:00-10:30 a.m. Alaska FEES: $159 (U.S.) per member site per session; $295 (U.S.) per nonmember site per session Special AFP Member Bundle - $99 per session when registering for 10 or more programs at one time! Online: Fax: Phone: Mail: Peach New Media, 1100 Circle 75 Parkway, Suite 900, Atlanta, GA Please print clearly (especially the address) Name Member ID# Title Organization [ ] My Site is sponsored by an AFP Chapter Chapter Name Street Address City State/Province Zip/Postal Code Country Phone Fax Can t make a Webconference? Purchase the recorded session as a download or on CD. Call or visit our website at (Payment must accompany registration and must be paid in U.S. funds) Method of payment (check one): [ ] Check enclosed payable to Peach New Media [ ] MasterCard [ ] VISA [ ] AMEX [ ] Discover Card # CVV Code Exp. Signature 3-digit code on back of card Billing Address: City State Zip