Education Programs
VP of Education
John Goettler, CFRE
Goettler Associates, Inc.
580 South High Street
Columbus, OH 43215
614-228-3269
2012 Preliminary Education Calendar
Date
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Day of Week
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Lunch
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Brown Bag Round-table
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Audioconference
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Special
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Program
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Location
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January 10, 2012
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Tuesday
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x
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 |
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The Current State of the Philanthropic Sector in Central Ohio—presented by Lisa S. Courtice, Ph.D.
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Lifecare Alliance
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January 25, 2012
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Wednesday
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x
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Revitalizing Your Development Program, 30 Steps in 30 Days
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Grace Brethren
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February 15, 2012*
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Wednesday
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x
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A Glimpse Into the Remarkable Success of Pelotonia—presented by Tom Lennox, Executive Director
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Lifecare Alliance
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February 23, 2012
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Thursday
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x
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How to Create a Written Fundraising Plan in 6 Easy Steps
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Grace Brethren
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March 13, 2012
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Tuesday
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x
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“Generations and Giving: Stage of Life Factors in Philanthropy—presented by Terry Schavone, Senior Philanthropic Advisor
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Lifecare Alliance
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March 20, 2012
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Tuesday
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|
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x
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Fundraising is a Crowded Field: Compose A Compelling Message that will Bring in Bucks!
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Grace Brethren
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April 10, 2012
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Tuesday
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|
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Stewardship, Solicitation, Planning and Results: Why your donor datatbase is your ally!” Presented by Erich Hunker, Assistant Headmaster and Erin Saurborn, Director of Annual & Major Gifts, The Columbus Academy
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Scioto CC
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April 24, 2012
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Tuesday
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|
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x
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Analytics for Successful Fundraising
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Grace Brethren
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April 25, 2012
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Wednesday
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|
|
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x
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Ohio Not-for-Profit Legislative Day
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May 8, 2012
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Tuesday
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|
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Integrating Membership, Marketing and Development: Insights from The Columbus Zoo and Aquarium. Presented by Joe Bull, Senior Vice President for Community Engagement, and Tom Hof, Vice President
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Scioto CC
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May 9, 2012
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Wednesday
|
|
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x
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Online Success Strategies, Tools and Trade Secrets
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Grace Brethren
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June 6, 2012
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Wednesday
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|
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x
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Big Gifts for Small Shops
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Grace Brethren
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June 12, 2012
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Tuesday
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x
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|
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Scioto CC
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July 10, 2012
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Tuesday
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x
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Grantwriting Roundtable
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Grange Insurance Audubon Center
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August 14, 2012
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Tuesday
|
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x
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|
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TBA
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Grange Insurance Audubon Center
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September 11, 2012
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Tuesday
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x
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|
|
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TBA
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Scioto CC
|
September 25, 2012
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Tuesday
|
|
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x
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My Job’s Not What I Want it To Be – Should I Fix it or Forget It?
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Grace Brethren
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October 4, 2012
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Thursday
|
|
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x
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How to Turn Your Volunteers (Board and Non-Board Members) into Great Fundraisers
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Grace Brethren
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October 2012, Date TBD
|
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x
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|
|
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Joint meeting with COPGC
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Scioto CC
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November 6, 2012
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Tuesday
|
|
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x
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The Ever Changing World of Small Non-Profit Boards
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Grace Brethren
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November 20, 2012
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Tuesday
|
|
|
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x
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NATIONAL PHILANTHROPY DAY
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TBD
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December 6, 2012
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Thursday
|
|
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x
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Building A Winning Team: Recruiting, Retiring and Refining Nonprofit Boards
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Grace Brethren
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December 11, 2012
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Tuesday
|
|
|
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x
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Annual Meeting and Holiday Social
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Scioto CC
|
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x
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Fundamentals of Fundraising Course
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* Note non-standard lunch date
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2011 Education Calendar
All AFP Luncheon Meetings and Audioconferences are approved for CFRE credit.
See approval letter and CFRE Tracker below.
Track your attendance with this handy Attendance Tracker:
Date
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Program
|
Location
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January 11
|
Pre Lunch Members Only Session: Ask a Consultant
Lunch Program: Board Development - 15 or More Ideas You Can Upon This Year to Develop a Fund-Raising Board
This fast paced educational program will bring together six local CFRE-accredited consultants to offer you actionable ideas on how to turn your board into a dynamic fund-raising group. Start 2011 off right as each consultant shares his/her top advice on how to organize, engage, prepare and motivate your board members. Walk away with ideas and examples you can put into practice right away. Make 2011 the year you solve this
age-old challenge!
Approved for 1.0 CFRE Credit
|
LifeCare Alliance
670 Harmon Avenue
Columbus, OH 43222
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January 26
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Web/Audio Conference: Legacy Building Blocks - A Simple Approach to Attracting Long Term Support in 2011
Approved for CFRE Credit
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Grace Brethren Church
8225 Worthington-Galena Rd.
Worthington, OH 43085
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February 8
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Pre Lunch Members Only Session: Discussion of possible new acounting/audit and government registration procedures
We will be discussing possible new accounting/audit and government registration procedures and forms Columbus-based fundraisers could be using during 2011. Dale Arnold, Facilitator
Lunch Program: Accounting for Fundraisers and Non Profits
Resource Speaker: Irene Messmer, Chief Financial Officer, Ohio Farm Bureau Federation, Columbus, Ohio. Program Description: Reading, understanding and presenting financial information concerning our organizations is a vital skill in the board room, working with volunteers and public outreach. Discover more about accounting fundamentals, as well as get an update on possible local, state and federal financial reporting requirements, with Ms. Irene Messmer, Chief Financial Officer with the Ohio Farm Bureau Federation, Columbus, Ohio. Ms. Messmer manages programs and organizations that employ annual membership dues, grants, donations, sponsorship agreements, fundraising events and other sources of revenue for non profits on local and state levels. She helps train professional staff and volunteer leaders on account/audit procedures that enhance management and organization effectiveness.
Approved for 1.0 CFRE Credit
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LifeCare Alliance
670 Harmon Avenue
Columbus, OH 43222
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February 24
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Web/Audio Conference: It's Not About You, It's About Them - The New Imperative in Corporate Fundraising
As social issues become business issues, the role of corporate philanthropy is fundamentally changing. CSR, community affairs and citizenship directors are under increasing pressure to demonstrate their value to the business. As such, nonprofits need to rethink the way they are approaching companies. this webinar will teach nonprofits the latest trends in corporate philanthropy and offer practical tools and guidelines for how to effectively “sell impact” to companies in this new funding environment.
About the Presenter:
Jason Saul is one of the nation’s leading experts on measuring social impact. He is the founder and CEO of Mission Measurement LLC, a strategy consulting firm that helps corporations, nonprofits and public sector clients to measure and improve their social impact. He has advised some of the world’s largest corporations, government agencies and nonprofits, including: Walmart, Starbucks, McDonald’s, Kraft Foods, Levi Strauss & Co., Easter Seals, American Red Cross, the Smithsonian and the U.S. Agency for International Development. Prior to founding Mission Measurement, Jason practiced as a public finance attorney at Mayer, Brown in Chicago.
Jason serves on the faculty of Northwestern’s Kellogg School of Management, where he teaches corporate social responsibility and nonprofit management. He also serves on the faculty of Boston College’s Center for Corporate Citizenship. Jason is the founder of the Center for What Works, a national nonprofit focused on benchmarking and performance measurement. He is the author of numerous books and articles on social strategy and measurement, including: Benchmarking for Nonprofits: How to Manage, Measure and Improve Performance (Fieldstone Press 2006); Social Innovation, Inc.: Five Strategies to Drive Business Value through Social Change (Jossey-Bass, October 2010); and The End of Fundraising: How to Raise More by Selling Your Impact (Jossey-Bass, February 2011).
Jason was awarded the Harry S. Truman Scholarship for leadership and public service and was selected as a Leadership Greater Chicago fellow. In 2008, Jason was recognized as one of Crain’s Chicago Business “40 under 40” business leaders, and in 2010, he was named by Businessweek Magazine as one of the Nation’s 25 Most Promising Social Entrepreneurs.
Jason holds a J.D. from the University of Virginia School of Law, an M.P.P. from Harvard University’s John F. Kennedy School of Government, and a B.A. in Government and French Literature from Cornell University.
Approved for CFRE Credit
|
Grace Brethren Church
8225 Worthington-Galena Rd.
Worthington, OH 43085
|
March 8
|
Major Gifts Programs
Program Presenters
Doug Allinger
Mike O'Sullivan
AFP Member-Only Pre-Lunch Session
Topic: "There Are No Million Dollar Gifts Without Million Dollar Dreams"
Presenters will talk about the critical necessity of knowing "for what" well before you worry about "how to" or "how much".
Lunch and Program
Luncheon Topic: "Starting a Major Gift Program and What Are You Going to Call It"
Our luncheon discussion will focus on "debunking the myths of major gift fundraising". Our current five myths are:
> Its all about the asking process
> Its all about the size of the ask
> Major gifts are always cash gifts
> Its too complicated to involve volunteers
> Donors don't care about "fairness" in recognition (this will include "back office" issues)
Approved for 1.0 CFRE Credit
|
LifeCare Alliance
670 Harmon Avenue
Columbus, OH 43222
|
March 24
|
Web/Audio Conference: Seriously Good Innovation…In Practice!
Innovation is about more than just bright ideas. It is about making them happen! If you ever feel like you could be doing more to make real change, but you just don’t have the tools to do it, then this session is for you! Jon will take you on a powerful journey beyond the creative to help you understand what makes a great idea and how to build a strategy that can transform your fundraising and build a truly innovative organisation.
Learning Objectives
At the conclusion of this session, participants will:
 Understand the principles of innovation and creativity and how to apply them Have experienced and learnt from real-life examples of powerful innovation
Know how to increase the innovation in their organisation
Target Audience
A wide audience will benefit from this presentation. The key is that they are in a position to effect change in their organisations and the vision to understand why it is important.
About the Presenter
Jon Duschinsky is the founder of bethechange, an international non-profit consultancy. He is a thinker, a trainer, a writer, a speaker and a cage rattler. He speaks about the big picture challenges he believes we are facing and shares some solutions that we can all apply.
Approved for CFRE Credit
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Grace Brethren Church
8225 Worthington-Galena Rd.
Worthington, OH 43085
|
April 12
|
“Making Words Work”
Words define who we are. Discover how choice of these basic communication building blocks impact an organization's character with Making Words Work. The program will feature Anthony Huey, President of Reputation Management Associates, LLC, of Columbus, Ohio,
Reputation Management Associates (RMA) is a nationally known media training, speech coaching and communications firm. RMA has helped professional and volunteer leaders with Fortune 500 companies, small businesses, non-profit organizations, and government agencies share their mission and activities through print, broadcast and conversation.
The program will start with an Advanced Professionals Coffee (AFP Members with 5+ years of experience) with Anthony Huey at 10:45 am, and continue with the luncheon at noon.
Approved for 1.0 CFRE Credit
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Scioto Country Club
2196 Riverside Drive Columbus, OH 43221
|
April 20
|
Web/Audio Conference: Social Networking and Online Fundraising Success
Over the past decade nonprofit organizations have been inundated with Internet services and technology options. This session taught by Ted Hart, one of the world’s foremost experts on Nonprofits and the Internet will focus your organization on how it can integrate offline fundraising with online strategies. Content is based on content from the 5 books he has written on this topic.
How to reach the “new breed” of online givers
How to build community through online social networks
Tips for designing your website to raise more money,
Learn how to stay ahead of the curve from our Internationally acclaimed speaker, author and e-fundraising guru, Ted Hart, ACFRE.
Target Audience:
Beginner level
About the Presenter
Ted Hart, ACFRE, is considered one of the foremost experts in both online and traditional fundraising around the world. He is sought after internationally as an inspirational and practical speaker and consultant. He serves as CEO of Hart Philanthropic Services, (http://tedhart.com/) an international consultancy to nonprofits/NGOs. He created People to People Fundraising a movement housed online at http://www.p2pfundraising.org/. He is Founder of the international ePhilanthropy Foundation. Mr. Hart has taken a leadership role in helping nonprofits become more green by founding the http://www.greennonprofits.org/ movement. Hart has served as CEO of the University Maryland Medical System Foundation, and before that as Chief Development Officer for Johns Hopkins Bayview Medical Center. He is certified Advanced Certified Fund Raising Executive (ACFRE). Hart is author to several published articles and editor and author of several books.
Approved for CFRE Credit
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Grace Brethren Church
8225 Worthington-Galena Rd.
Worthington, OH 43085
|
May 10
|
Women Lead, Women Give
Women are reshaping civic leadership and charitable giving. A recent study from the Women’s Philanthropy Institute declared that “...women are as much as 40% more likely to donate than men...women at almost every income level are better givers...” And studies show that philanthropic investment in women and girls can be a powerful tactic to fight poverty and illiteracy; to fuel economic growth and cultural expression. Can your organization harness the power of women’s philanthropy? How? Join us as four powerful women — including 3 honorees of AFP philanthropy awards and the leader of the Women’s Fund of Central Ohio—share their insights and experiences. Panelists include Barbara Fergus, Cindy Hilsheimer and Nicole Dunn in a conversation facilitated by Laura MacDonald.
Approved for 1.0 CFRE Credit
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Scioto Country Club
2196 Riverside Drive Columbus, OH 43221
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May 19
|
Web/Audio Conference: Developing a Planned Giving Marketing Plan
Brochures, mailings, the Internet…all techniques you use to market your planned giving program. But what about those qualified prospects who stay just below your radar? Are you proactively identifying planned giving prospects from analyzing annual giving behaviors; using wealth and planned giving scoring models; and using segmentation strategies? In this session, you will learn how to develop an integrated planned giving marketing plan that will help you increase gift income and improve your overall program performance.
Target Audience:
Mid-level (3 to 6 years) and senior level (7 to 9 years)
About the Presenter
Timothy D. Logan, ACFRE is Vice President and Senior Consultant of Planned Giving Services and Nonprofit Healthcare Services for RuffaloCODY. Tim has worked in both the for-profit and nonprofit sectors and has over 29 years' experience in fund raising, nonprofit management and direct response marketing. In addition to holding the ACFRE credential, he holds a Masters of Nonprofit Management (MNO) degree. Tim's background in the nonprofit sector includes 17 years' experience at the local and national levels. Tim has been a local Executive Director for the Muscular Dystrophy Association, in Harrisburg, PA and for the Leukemia Society of America in Cleveland, OH. Nationally, he was a fund raising consultant for American Diabetes Association and the American Heart Association. He has served as Director of Development Services with Epilepsy Foundation was Director of Individual Giving at USO World Headquarters, and most recently served as the Senior Director of Development for the National Osteoporosis Foundation. His 14 years of Planned Giving experience includes working with advisors, developing donor relationships, and designing effective planned gift marketing and communication strategies. Tim has also spent 12 years as a direct response fund raising consultant. In addition to managing multi-million dollar direct response programs, he has been a leader in developing innovative direct response programs targeted to major and planned giving donors. Tim is past president of the Mandel Center Alumni Association at Case Western Reserve University. He is a past board member of AFP, Greater DC chapter, and a past member of the AFP National Professional Education committee. Tim is a member of the National Capital Gift Planning Council in Washington, DC. He is active in the Direct Marketing Association Nonprofit Council. An AFP certified instructor, he is a seasoned lecturer and author on fundraising and nonprofit management.
Approved for CFRE Credit
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Grace Brethren Church
8225 Worthington-Galena Rd.
Worthington, OH 43085
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June 14
|
Donor Stewardship - Creating Innovative Giving Strategies
Advanced Professionals Coffee, 11:15 am
Topic: So You Want to be a CFRE - Learn more about the national Certified Fund Raising Executive (CFRE) program and the benefits of accreditation with Ruth Stenberg and Central Ohio AFP members with CFRE accreditation. Additional information on the Central Ohio AFP CFRE Review Course, August 8-9 will be highlighted, too.
Luncheon Program, Noon
Topic: Donor Stewardship - Creating Innovative Giving Strategies
Speaker: Krista Rush Sisterhen, President, Columbus Stewardship Foundation
Krista Rush Sisterhen has supported the development and strengthening of faith-based and community initiatives at the municipal, state and national level for more than 15 years. She has served as Social Policy Advisor to Indianapolis Mayor Stephen Goldsmith where she was responsible for introducing competition and performance-based contracting to the purchase and delivery of social services. She also developed and implemented successful cross-sector collaborations to address urgent social and public health issues including efforts to strengthen families and reduce homelessness.
From 2003-2007, Krista served as the first Director of the Ohio Governor's Office of Faith-Based and Community Initiatives where she led a number of major initiatives to develop the capacity of small faith-based and community organizations and to more fully engage them as partners with government to strengthen families.
Most recently, Krista has served at the national level to advance and sustain faith-based and community initiatives through volunteerism and effective cross-sector collaborations with the Corporation for National and Community Service. Krista has led strategic planning, organizational development, and performance management efforts in both the public and private sector and has also served as a therapist and mediator.
Approved for 1.0 CFRE Credit
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Scioto Country Club
2196 Riverside Drive Columbus, OH 43221
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June 21
|
Web/Audio Conference: How to Raise More by Selling Your Impact
Why does it cost nonprofits $20 for every $100 raised, when companies spend $4 for every $100 raised? The answer is that we may well be raising money from the wrong people. Most nonprofits focus on selling the “psychic benefits” of our work to donors and foundations who have no direct stake in our outcomes. Today, we need to offer more than “feel good” if we want to create leverage. This webinar teaches nonprofits how to convert their good work into high value outcomes and how to identify a new set of stakeholders who directly value and are willing to pay for those outcomes.
About the Presenter:
Jason Saul is one of the nation’s leading experts on measuring social impact. He is the founder and CEO of Mission Measurement LLC, a strategy consulting firm that helps corporations, nonprofits and public sector clients to measure and improve their social impact. He has advised some of the world’s largest corporations, government agencies and nonprofits, including: Walmart, Starbucks, McDonald’s, Kraft Foods, Levi Strauss & Co., Easter Seals, American Red Cross, the Smithsonian and the U.S. Agency for International Development. Prior to founding Mission Measurement, Jason practiced as a public finance attorney at Mayer, Brown in Chicago.
Jason serves on the faculty of Northwestern’s Kellogg School of Management, where he teaches corporate social responsibility and nonprofit management. He also serves on the faculty of Boston College’s Center for Corporate Citizenship. Jason is the founder of the Center for What Works, a national nonprofit focused on benchmarking and performance measurement. He is the author of numerous books and articles on social strategy and measurement, including: Benchmarking for Nonprofits: How to Manage, Measure and Improve Performance (Fieldstone Press 2006); Social Innovation, Inc.: Five Strategies to Drive Business Value through Social Change (Jossey-Bass, October 2010); and The End of Fundraising: How to Raise More by Selling Your Impact (Jossey-Bass, February 2011).
Jason was awarded the Harry S. Truman Scholarship for leadership and public service and was selected as a Leadership Greater Chicago fellow. In 2008, Jason was recognized as one of Crain’s Chicago Business “40 under 40” business leaders, and in 2010, he was named by Businessweek Magazine as one of the Nation’s 25 Most Promising Social Entrepreneurs.
Jason holds a J.D. from the University of Virginia School of Law, an M.P.P. from Harvard University’s John F. Kennedy School of Government, and a B.A. in Government and French Literature from Cornell University.
Approved for CFRE Credit
|
Grace Brethren Church
8225 Worthington-Galena Rd.
Worthington, OH 43085
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July 12
|
Ethical Issues in Fundraising
Summer “Brown Bag” Program, Sponsored by Central Ohio AFP
in conjunction with Grant Professionals Association Central Ohio chapter
Bring Your Brown Bag Lunch to Network - 11:30 am
Roundtable Mini Sessions Begin at Noon
Facilitator: Carolyn Caldwell, Principal, Raising Awareness, Raising Funds, LLC, Columbus, Ohio
Carolyn has been working on helping non-profit organizations create effective fundraising events and grant proposals that reflect their organization's mission and service activities.
Program participants will have the opportunity to participate in several mini sessions, each focusing on an aspect of the main program theme.
Roundtable Mini Session Topics and Discussion Leaders include:
Solicitation of Funds - Norma Sexton, CFRE, Director of Development, Columbus Museum of Art and Scott Williams, GPC, Lutheran Social Services/Faith Mission Grant Writer
Establishing Relationships with Funders - Lori Green, Director of Investor and Corporate/Foundation Relations at Otterbein College and Eileen Kirsch, GPC, Grant Coordinator at Ohio Dominican University
Ethical Boundaries in Planned Giving - Angela Parsons, JD, Associate Director of Planned Giving at Columbus Foundation and Sindy L. Craig, JD, LLM, Director of Gift Planning, The Ohio State University (OSU) Foundation, Columbus, Ohio
Consultant Compensation - Kerri Laubenthal Mollard, Mollard Consulting, and Hal Merz, President of Paraclete Funding
Professional Obligations - Patty Lavy, President of Nonprofit Strategies; formerly Director of Development at Sinclair Community College and Edison Community College and Carol LeMasters, Senior Grant Manager at the Children's Hunger Alliance
Approved for 1.0 CFRE Credit
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Columbus Foundation
1234 East Broad Street
Columbus, OH 43205
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July 13
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Web/Audio Conference: When Raising Money, Ten Legal Matters to Avoid
When fund raising nonprofit organizations and their fund raising professionals must comply with a myriad of IRS, federal, and state laws. Fund raising professionals must address donor and stakeholder expectations, fulfill their AFP ethical requirements, and operate in an environment of increased transparency and public scrutiny. This session will consider ten key legal topics of concern to the fund raising professional and their organization.
Participants will learn about key principles related to:
IRS requirements
Representative federal and state laws affecting fund raising
AFP ethical guidelines
Board governance and oversight
Target Audience:
Fundraising executive, executive director, and board members.
About the Presenter:
Marty Martin, JD MPA, Martin Law Firm, Raleigh, North Carolina, focuses his practice on providing legal services and training related to nonprofit and tax exempt organizations. Working with a board of directors and senior management, he helps these groups achieve their mission by combining his unique combination of a lawyer’s skills, a nonprofit practitioner’s experience, and advanced training in nonprofit organizations. He is a frequent speaker and trainer for nonprofit organizations, community groups, attorneys, and accountants on related governance, legal, management, and tax issues.
Approved for 1.0 CFRE Credit
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Grace Brethren Church
8225 Worthington-Galena Rd.
Worthington, OH 43085
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August 8 and 9
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CFRE Review Course - Nine Modules, 45 minutes - 1 ½ hours each:
Module I: Why Philanthropy? An Overview of Fundraising and its comcepts
Module II: Current & Prospective Donor Research
Module III: Marketing and Communications for Fundraising and Development
Module IV: Developing a Comprehensive Solicitation Program
Module V: Building and Sustaining Relationships
Module VI: Securing the Gift
Module VII: Volunteer Involvement
Module VIII: Management
Module IX: Accountability
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The CFRE Review Course will be held August 8 & 9, 2011 at the Bishop James A. Griffin Student Center at Ohio Dominican University, 1215 Sunbury Rd in Columbus from 8:00 a.m.-5:00 p.m. The cost will be $390 for members of AFP and $500 for non members. Scholarships will be available to AFP members only.
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August 9
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TOPIC: Using the Internet, Social Media and Emerging Technologies - Things Fundraisers Should Consider Before the “Ask”
With the development of Internet communication, social networking and creation of cyber communities, non-profits are hearing more about using the medium in fundraising. While some organizations are reporting success, others are reporting a variety of challenges.
Many fundraisers appreciate the fact that simply creating a website and asking for donations and support will probably not work. Organizations will have to employ several programs and services, establish relationships and create unique strategies as part of this process.
Facilitator: Dale Arnold, Vice President for Education Programs, Central Ohio AFP and Director, Ohio Farm Bureau Foundation, Columbus, Ohio.
Program participants will have the opportunity to participate in three mini sessions, each focusing on an aspect of the main program theme.
Roundtable Mini Session Topics and Discussion Leaders include:
Developing the Use of Social Media - Dan Toland, Communication Specialist, Ohio Farm Bureau Federation, Columbus, Ohio. Dan will share how the organization has used Facebook and Twitter to establish cyber communities supporting the organization's mission and member issues. This includes governance policies, staff commitments and on-going planning to ensure that the organization continues to maintain and develop relationship.
Enhancing Policy Development and Cause-Related Communication - Katherine Stewart, Policy Director with Clean Fuels Ohio, Columbus, Ohio. Katherine coordinates policy development on a variety of legislative and community interests. Industry issues are constantly changing; and the organization must quickly identify, address and communicate with members and other parties interested in supporting the organization's mission, activities and cause-related efforts. Katherine will share how the organization uses blogs and other communication pieces to enhance involvement with the organization.
New Trends and Technologies - Brandon Lynbaugh and John Roscoe, Communication Specialists with Strategic Public Partners, Columbus, Ohio. Brandon and John work for a company that helps a variety of companies and organizations create and execute messaging and communication strategies. Discover more how businesses large and small, political organizations, cause-related organizations and others are employing current and emerging cyber technologies to get their messages into the community.
Approved for 1.0 CFRE Credit
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Columbus Foundation
1234 East Broad Street
Columbus, OH 43205
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August 24
|
Web/Audio Conference: Raising More Money from Your Business Community
Although corporations and businesses contribute just over 4% of all philanthropic dollars (over $14 Billion in 2009) in the United States, much more is given through gifts in kind, corporate sponsorships, and through the personal donations of individual corporate leaders. And, in a typical capital campaign, businesses often provide a much more significant percentage of the overall goal. However many nonprofits fail to touch their local business community for a variety of reasons. In this webinar, we will discuss how to approach corporate leaders, how to motivate them to become involved in your organization, and how to develop a corporate appeal.
At the conclusion of this session, participants will:
List the ways corporations and businesses can get involved in their organizations
List the things corporations are looking for in a nonprofit organization
Outline the structure for a corporate/business appeal using volunteers
Target Audience:
Mid-level fundraisers, executive directors and development officers.
About the Presenter:
Linda Lysakowski is one of fewer than 100 professionals worldwide to hold the Advanced Certified Fund Raising Executive designation and has trained more than 18,000 professionals in all aspects of development in Canada, Mexico, Egypt and most of the 50 United States.
Linda is the author of Recruiting and Training Fundraising Volunteers, The Development Plan, Fundraising as a Career: What, Are You Crazy? Everything You Wanted to Know about Capital Campaigns, The Genius’ Guide to Fundraising, a contributing author to The Fundraising Feasibility Study—It’s Not About the Money, co-editor of You and Your Nonprofit, to be published in 2010 and co-author of The Essential Nonprofit Fundraising Handbook. She is currently working on Raising More Money from Your Business Community, to be published in early 2011.
Approved for CFRE Credit
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Grace Brethren Church
8225 Worthington-Galena Rd.
Worthington, OH 43085
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September 13
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AFP Monthly Lunch Meeting in conjunction with the Ohio Association of
Nonprofit Organizations (OANO)
and Pre-Lunch AFP and OANO Member-Only Session
Tuesday, September 13, 2011
10:30-10:45 Registration for optional Pre-Lunch Session
10:45-11:30 AM - Optional Pre-Lunch Session AFP and OANO Members only
11:30-Noon Registration for Lunch Session
Noon-1:15 PM Lunch Program
10:45-11:30 AFP/OANO Member-Only Pre-Lunch Session
Topic: "Data...How to turn it into effective, secure and strategic information"
(Small-group meeting with presenters and AFP/OANO Members only, no guests for the pre-lunch session.
You MUST be registered and pay for the Luncheon in order to attend pre-lunch session. )
This session will examine how to utilize organizational data in a strategic manner across all the nonprofit business functions such as marketing, constituent management, communications, fundraising, reporting, service delivery and day-to-day operations. The session will also include a discussion of how to effectively secure the organizational data and create a set of policies that can be utilized to manage the data. Facilitators: John Hrusovsky, CEO, GroundWork group
Noon-1:15 Lunch and Program
Topic: "Advocacy, Social Media, and Ethics: How policies, decisions, and data use can help build relationships so that `friending' doesn't harm friendships."
While ethical standards, policies and systems provide guidance for a fundraising professional or organization - client relationships, rapid decision making, and personal communication via social media and the Internet often mean not being able to reference a policy manual at a moment's notice. As a result, we find ourselves needing to instinctively know how to act, react, and make ethical decisions on the fly. Join fellow members of the AFP-Central Ohio chapter and our friends with the Ohio Association of Nonprofit Organizations to hear brief overviews on AFP's “Social Media Guidelines: Ethical, Safe and Effective Practical Standards”, tips on organizational data use, and then work with other attendees to examine ethical dilemmas in order to identify best management practices which tackle these challenging issues.
Facilitators:
Jeff Redfield, Development Director, Grange Insurance Audubon Center
AFP - Central Ohio Public Policy Chair
John Hrusovsky, CEO, GroundWork group
Janet Wermuth, Consultant/Owner, Focus on Funding
Jennifer Eschbach, OANO Interim Executive Director
Approved for 1.0 CFRE Credit
|
Scioto Country Club
2196 Riverside Drive Columbus, OH 43221
|
September 28
|
Web/Audio Conference: Nonprofit Internet Management Strategies, Tools and Trade Secrets
Learn how to harness the power of the Internet for fundraising and community building. What does the "new breed" of online giver want? What is important to know about social networking? What trends in online giving are important to know? Every part of the nonprofit sector will benefit from this high energy masterclass. From this masterclass you will learn:
How to raise money online,
How to harness social networks as well as tips for strong website design.
How to stay ahead of the curve from our Internationally acclaimed speaker, author and e-fundraising guru, Ted Hart, ACFRE.
Target Audience
Advanced level
About the Presenter
Ted Hart, ACFRE, is considered one of the foremost experts in both online and traditional fundraising around the world. He is sought after internationally as an inspirational and practical speaker and consultant. He serves as CEO of Hart Philanthropic Services, (http://tedhart.com/) an international consultancy to nonprofits/NGOs. He created People to People Fundraising a movement housed online at http://www.p2pfundraising.org/. He is Founder of the international ePhilanthropy Foundation. Mr. Hart has taken a leadership role in helping nonprofits become more green by founding the http://www.greennonprofits.org/ movement. Hart has served as CEO of the University Maryland Medical System Foundation, and before that as Chief Development Officer for Johns Hopkins Bayview Medical Center. He is certified Advanced Certified Fund Raising Executive (ACFRE). Hart is author to several published articles and editor and author of several books.
Approved for CFRE Credit
|
Grace Brethren Church
8225 Worthington-Galena Rd.
Worthington, OH 43085
|
October 11
|
AFP/COPGC Monthly Lunch Meeting
A joint meeting of AFP and the Central Ohio Planned Giving Council (COPGC)
10:45-11:30 AFP and COPGC Member-Only Pre-Lunch Session
An Informal Conversation with the lunch Presenters
(Small-group meeting with presenters and AFP/COPGC Members only, no guests for the pre-lunch session.)
You MUST be registered and pay for the Luncheon in order to attend pre-lunch session.
Noon-1:15 Lunch and Program
“Steps You Can Take to Avoid Estate Litigation and How to Deal With It If It Happens Anyway”
This informative program will cover the following:
Steps a charitable development officer can take to avoid contests over charitable bequests in the first place
If there is a contest (whether over a will, trust or beneficiary designation), what are the grounds for bringing it, e.g., mental incompetence, duress, undue influence.
Who has the burden of proof (the contestant) and what do they need to do in order to prove one of these grounds? What does a charity (or the estate or trust of which it is a beneficiary) do to respond?
Misuse of powers of attorney during a donor’s lifetime, with the effect of decreasing what is left for charity under a donor’s estate plan. What is the charity’s recourse, e.g., an intentional interference with expectancy of inheritance claim?
Role of the Ohio attorney general in litigation involving charity, i.e., the AG is our statutorily-mandated friend
Guest Speakers:
Charles “Chuck” E. Ticknor, III, Partner at Dinsmore & Shohl LLP
J. Bradley Britton, J.D., LL.M.
Approved for 1.0 CFRE Credit
|
Scioto Country Club
2196 Riverside Drive Columbus, OH 43221
|
October 27
|
Web/Audio Conference: From Boomers to Echo Boomers - Giving Across the Generations
While philanthropy truly stands at the precipice of a Golden Age, today’s climate feels anything but optimistic. And, with three generations of donors in play—Baby Boomers, Generation Xers, and Millennials—only one thing will ensure that our most dependable sources of giving doesn’t waver: customization.
In this session, a representative from each generational segment will offer a personal account of who they are, what they hope to achieve through giving, and what approach would work best in soliciting a gift from them. Session attendees will learn how these groups differ in giving style, capacity and motivation but also in what ways these seemingly disparate groups overlap.
Session Objectives:
Have a clear understanding of who makes up the various donor groups.
Understand how to customize solicitation approaches to meet the needs of each group.
Have practical tips for implementing change that will create a seamless, comprehensive philanthropic plan.
About the Presenters:
Rachel Hutchisson is the Director of Corporate Relations & Philanthropy at Blackbaud, Inc. (NASDAQ: BLKB), headquartered in Charleston, SC. She is responsible for the technology company’s global philanthropic and volunteerism initiatives as well as programs that support the corporate brand. Previously, she ran the marketing programs and events business for the 2,000-person company, launched the firm’s public relations function, and served as project manager for strategic acquisitions.
Rachel is the President Elect of the Association of Fundraising Professionals’ Lowcounty Chapter, was the 2008 chair of the American Marketing Association’s Nonprofit Marketing Conference, and serves on the board of directors of the South Carolina Governor’s School for Science and Math and the South Carolina Association of Nonprofit Organizations.
She is a graduate of Dickinson College in Carlisle, PA, and received a master’s degree from the University of Missouri School of Journalism. A member of Phi Beta Kappa, Rachel is the recipient of the Lloyd W. Hughes Scholar-Athlete Award and the University of Missouri Outstanding Graduate Teaching Assistant Award.
June Bradham, CFRE, is the founder, owner and president of Corporate DevelopMint, a fundraising consulting firm serving non-profit clients throughout the Eastern United States. With thirty years in development, June has led campaigns from $1 million to $100 million for clients representing the healthcare industry, higher education, and community organizations. June is highly regarded within the non-profit community and frequently speaks at national and regional conferences including AFP, CASE, AHP, the American Marketing Association, and Blackbaud’s Annual Conference. She is also active on a number of non-profit boards including the Moore School of Business at the University of South Carolina and the Association of Fundraising International Board and was recently honored by the Charleston Business Journal as one of their most influential women in business for 2008. Her first book, The Truth About What Nonprofit Boards Want will be released by Wiley and Sons in the Summer of 2009.
Since joining Corporate DevelopMint, Tucker Branham, CFRE, has demonstrated keen skills and success in managing major gift campaigns, assessing development office operations, coaching volunteers and staff, and serving as an interim director of development. Tucker has relationship building skills, a personal style, and the professional abilities to help staff and volunteers perform at the high levels necessary to reach challenging fundraising objectives. Through her work in annual giving, major gift campaigns, service as an interim director of development, and board development, Tucker has a comprehensive understanding of how development operations work best. She has emerged as a specialist in facilitating Development Assessments for clients in healthcare (such as Phoebe Putney in Albany, GA) as well as for community organizations (like Camp Boggy Creek in Eustis, FL and The Arts Partnership in Spartanburg, SC). Her experiences have led to the creation of an Assessment model which is now applied to every study we run.
Tucker comes to Corporate DevelopMint following her experience with the Annual Fund team at Emory University in Atlanta. As part of this team, she developed a keen knowledge of a variety of fundraising initiatives such as the Parent Programs, Student Giving Programs, Young Alumni Programs, and Consecutive Giving Programs.
Through community based capital campaigns, Tucker has helped worthy organizations build, market, manage, and achieve fundraising success ($3.5 million campaign for Charleston-based Our Lady of Mercy Outreach Services and Alzheimer’s Respite and Resource of Hilton Head. With a Bachelors degree in English from Warren Wilson College in Asheville, NC and a portfolio from the Portfolio Center in Atlanta, GA, Tucker is able to approach any challenge with a fresh, creative eye and offer solutions that truly drive our clients’ success.
Approved for CFRE Credit
|
Grace Brethren Church
8225 Worthington-Galena Rd.
Worthington, OH 43085
|
November 1
|
DONOR-CENTERED LEADERSHIP
What it takes to build and sustain a high performance fundraising team
In these workshops, Penelope Burk tackles one of the not-for-profit industry's most frustrating and costly problems -- the high turnover rate of fundraisers.
Session 1: Backed by two years of research with more than two thousand Development professionals, CEOs, Board members and donors, Donor-Centered Leadership offers surprising statistical evidence about why good fundraisers move on prematurely and what it will take to keep them on the job longer and working productively. In plain language, Penelope shows organization leaders how they can easily measure the real cost of premature staff turnover and the financial benefits of bringing this pressing problem under control.
Penelope will also address what fundraisers want, illustrating an urgent need to help them gain experience and realize their goals more quickly to address the coming exodus of top fundraising managers already on the verge of retirement.
Penelope will highlight:
Why the old-school culture of “fundraising as a necessary evil” still lurks beneath the surface, how it affects fundraiser retention, and how to help Boards and CEOs modernize their thinking
Which employee benefits and working conditions really influence staff retention and which simply drain the budget
How rapid staff turnover affects donors, their gift values, and their desire to stay loyal to the organizations they support
Session 2: In this workshop, Penelope will cover a lot of the research and info from the first session, but also provide information on how development officers can talk candidly to their bosses about their needs and goals and how the organization can meet them. In this session Penelope will also speak about the conflicting sensibilities of mature bosses who rose slowly through the ranks and their young employees who expect to move up the career ladder much more quickly and what development officers need to know before they move from one job to the next.
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The Columbus Foundation
Davis Hall
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November 22
|
National Philanthropy Day
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The Columbus, A Renaissance Hotel
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December 6
|
Web/Audio Conference: Secrets of Success in the Small Shop
If you’re the one person in your organization focused on fundraising, you know how difficult it can be to juggle all the demands. This session will help you get clear about what you need to be doing with your limited time and resources to be successful in fundraising. Learn the secrets of planning and using systems that will make your life easier. Learn how to best use your time to get the most done during the day, and which fundraising tasks you should focus on to bring in the most money.
Learning objectives:
Identify the core systems needed to be successful in fundraising.
Prioritize fundraising tasks and focus on the most important ones first.
Know the key fundraising strategies that will bring the most results.
Target Audience:
Professional and volunteer fundraisers who work in small nonprofits will benefit most, especially if they are new to fundraising or not seeing the results they want in raising money.
About the Presenter:
Sandy Rees is a nonprofit coach and consultant who specializes in showing small nonprofits how to raise money. She has written several books on fundraising including “The Simple Success Fundraising Plan” and she writes the blog “Get Fully Funded.”
Approved for CFRE Credit
|
Grace Brethren Church
8225 Worthington-Galena Rd.
Worthington, OH 43085
|
December 13
|
AFP Central Ohio Annual Meeting
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Scioto Country Club
2196 Riverside Drive Columbus, OH 43221
|
December 14
|
Blended Fundraising - Building a Major Gifts Program through Integrated Solicitations
A successful organization provides its donors with many opportunities to support its mission, and solicits them multiple times each year through multiple channels (staff, board, volunteers, direct mail, e-mail, etc). However, donors can easily become confused and burned out by uncoordinated and “competing” solicitations for memberships, special event sponsorships, auxiliary dues, capital campaigns, annual fund, planned giving society, etc. One of the greatest challenges, and therefore opportunities, in establishing or growing a major gifts program is to integrate, or "blend," these solicitations into one coherent donor strategy and solicitation. In this webinar we will discuss how to do so, which will result in more meaningful philanthropic discussions with our major gift donors and prospects, and greater support for our organizations’ mission.
Learning Objectives:
Learn how a Blended Fundraising approach can be the basis for establishing and/or growing a Major Gifts program
Receive tips & tools to lead and coordinate staff/volunteers in their Blended Fundraising calls
Hear real-life examples of Blended Fundraising calls and their results
Target Audience:
Mid-level fundraisers, Executive Directors and CEO's, and Development Officers, especially those in the arts and small to mid-sized organizations
About the Presenter: Adam Burk, CFRE is President of the Central Ohio Chapter of the Association of Fundraising Professionals and has eight years of professional fund-raising experience in human services and the arts. As the Columbus Museum of Art’s Major Gifts Officer, Adam is responsible for identifying, cultivating, and soliciting individual donors for $100,000+ gifts to the Museum’s “Art Matters” campaign, $10,000+ gifts to the Museum’s annual fund, and growing the Museum’s planned giving program. He is leading a team of staff and volunteers focused on “blended” calls which has raised over $4.7M for the Museum’s annual fund and campaign in the past two years. Adam is an expert in volunteer fundraiser motivation and engagement, and is a Certified Fundraising Executive.
Approved for CFRE Credit
|
Grace Brethren Church
8225 Worthington-Galena Rd.
Worthington, OH 43085
|
2011 Audioconference Details
Audioconferences are a member only benefit!
Audioconferences are FREE to AFP members.
Members may bring their CEO, Development Chair or a fundraising volunteer but reservations are required.
To RSVP, email centralohioafp@cs.com or call our RSVP hotline at 614-884-7780 ext 4
January 26, 2011
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Wednesday
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1:00 PM
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Legacy Giving Building Blocks – a Simple Approach to Attracting Long-Term Support 2011
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February 24, 2011
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Thursday
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1:00 PM
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It's Not About You, It's About Them: the New Imperative in Corporate Fundraising
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March 24, 2011
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Thursday
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1:00 PM
|
Seriously Good innovation… in Practice!
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April 20, 2011
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Wednesday
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1:00 PM
|
Social Networking and Online Fundraising Success
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May 19, 2011
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Thursday
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1:00 PM
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Developing A Planned Giving Marketing Plan, May 19, 2011
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June 21, 2011
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Tuesday
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3:00 PM
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How to Raise More by Selling your Impact (Note non-traditional start time)
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July 13, 2011
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Wednesday
|
1:00 PM
|
When Raising Money, 10 Legal Matters to Avoid
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August 24, 2011
|
Wednesday
|
1:00 PM
|
Raising More Money from Your Business Community
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Sept 28, 2011
|
Wednesday
|
1:00 PM
|
Nonprofit Internet Management Strategies, Tools and Trade Secrets
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October 27, 2011
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Thursday
|
1:00 PM
|
From boomers to Echo boomers: Giving Across the Generations
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December 06, 2011
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Tuesday
|
1:00 PM
|
Secrets of Success in the Small Shop
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December 14, 2011
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Wednesday
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1:00 PM
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Blended Fundraising - Building a Major Gifts Program through Integrated Solicitations
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 ________________________________________________________________
2010
January 12
11:15-11:45 Pre-Meeting
Speed Networking
12:00 - 1:30 Luncheon
Topic: The Columbus Foundation
Presenter: Lisa Courtice
January 13 Audioconference
Markets Review and Outlook
|
February 9
10:30-11:30 Pre-Meeting
Advanced Professionals Coffee
12:00 - 1:30 Luncheon
Topic: Generational Giving
Presenter: Doug Allinger
February 25 Audioconference
Using Evaluation Tools to Strengthen Your Development Program
|
March 9
11:00-11:45 Pre-Meeting
Fundraising Friends: Share your Gift Acceptance Policies
12:00 - 1:30 Luncheon
Topic: Governance and Policies
Presenter: Kevin Kinross, Bricker & Eckler
March 24 Audioconference
The Innovation Impulse
|
April 13
12:00 - 1:30 Luncheon
Topic: Measuring Social Media
Presenter: Cement Marketing
1:30 - 3:00 Post-Luncheon/Extended Session
Topic: Advancing in the New Media world
Presenter: Dave Goettler, Goettler Associates
April 22 Audioconference
The Truth About What Nonprofit Boards Want: Passion and Partners
|
May 11
10:30-11:30 Pre-Meeting
Advanced Professionals Coffee
12:00 - 1:30 Luncheon
Topic: Ethics, A Fundraising Application
Presenter: Paulette Maehara
May 20 Audioconference
The Stalled Campaign
|
June 24-25
Where: The Columbus Foundation, Davis Hall
How much: $395 for members; $495 for non-members
Join AFP now and become eligible for financial aid.
June 8
11:30-11:55 Pre-Meeting
Speed Networking
12:00 - 1:30 Luncheon
Topic: 50th Anniversary of AFP /Principles of Fundraising
Presenter: TBD
June 9 Audioconference
50 Asks in 50 Weeks: How to Jumpstart Your Small Development Office
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July 13
Roundtable at The Columbus Foundation
TOPIC: Fundraising War Stories
July 27 Audioconference
Developing a Planned Giving Market Plan
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August 10
Roundtable at The Columbus Foundation
TOPIC: Donor Retention
August 12 Audioconference
NONE
|
September 14
11:00-11:45 Pre-Meeting
Topic: Compliance 101
Presenter: TBD
12:00 - 1:30 Luncheon
Topic: Legislative Affairs / A Case Example to Prepare Your Legislative Toolkit
Presenter: TBD AG's Office; Jeff Redfield, Alison Circle (Library)
*** Joint Meeting w/ OANO***
September 23 Audioconference
Power Shift: Secrets to Success in the Digital Donor-Centric World
|
October 6
COPGC Invites AFP Members to Join Us for our October Meeting
Wednesday, October 6, 2010 – Noon-1:15PM
TOPIC: Jim Budros will speak on, "Two-way Street of Professionals, Their Clients with Money and Fundraising Professionals."
PRESENTER: James L. Budros, CFP, principal of wealth management firm Budros, Ruhlin & Roe, Inc., Columbus
October 7 Audioconference
Annual Campaign - Raising More Money with Fewer Resources
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November 23
National Philanthropy Day
November Audioconference
NONE
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December
Holiday Party
December 9 Audioconference
AFP Thank Tank: The Law and Nonprofits
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___________________________________________________________________________
2009
|
2009 EDUCATIONAL CALENDAR
To RSVP for any event you may either email centralohioafp@cs.com or call our RSVP hotline at 614-884-7780 ext 4
|
2009 Monthly Luncheon Programs
|
Calendar Color Coding:
g Black: Networking and Monthly Luncheon Educational Meetings (11:30-1:15)
g Green: Advanced Professional Coffees are offered for members with 5 or more years in the fundraising field (10:30-11:30)
g Blue: Fundraising Friends Coffees are a unique opportunity for members to share ideas in an open forum (10:30-11:30)
g Purple: Speed Networking is a chance to spend a short amount of time meeting a large number of fellow Fundraisers (10:30-11:30)
g Brown: Brownbag roundtables free to members and guests
Date
|
Topic
|
Brief Description
|
Presenter
|
January 13
|
Pre-lunch @ 11:30 a.m.
Speed Networking
|
|
“Governance, Fraud, Solicitations, and Charitable Law”
|
Among the topics covered will be working with a board of trustees, fraud prevention and consumer outreach. Presentation will include an interactive discussion on these issues as well as the Charitable Law Section's effort to help consumers make informed decisions regarding solicitations.
|
Beth Short and Berena Seifert
Ohio Attorney General's Office, Charitable Law Section
|
February 10
|
Pre-lunch @ 10:30 a.m.
Advanced Professionals' Coffee
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Dave and Sue Van Wassenhove
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“Motivating and Involving your Board in Fundraising”
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Dave and Sue will discuss how they have been successful in working with boards of trustees in various institutions such as The Catholic Foundation and Ohio Dominican University. They will offer tips on how to motivate your board to join you in a successful pursuit of your organization's mission.
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Dave and Sue Van Wassenhove
Ohio Dominican University, Director of Planned Giving and Director of Alumni Relations
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March 10
|
Pre-lunch @ 10:30 a.m.
Fundraising Friends
|
|
“A Pound of Mail and Pinch of Personal Calls: How to Create an Annual Campaign from Scratch”
|
Dave has been a fundraising professional since obtaining his Bachelor's Degree from The Ohio State University in 1991. A member of the faculty at The Center on Philanthropy at Indiana University's Fund Raising School - where he teaches and conducts customized training programs both nationally and internationally - Dave has broad experience: as Chief Development Officer in a one-person fundraising office for a Greek-letter education foundation, raising money at Butler University, and serving as Acting Director of Development for Prevent Child Abuse Indiana. A founding partner of Loring, Sternberg and Associates, a nonprofit and fundraising management consulting firm, Dave also is a member of the Indiana Chapter of the Association of Fund Raising Professionals, where he has served in a variety of leadership roles. Dave is also the author of Fearless Fundraising for Nonprofit Boards published by Boardsource.
|
Dave Sternberg
Vice President
Mission Achieve (Indianapolis)
|
April 14
|
Pre-lunch @ 11:30 a.m.
Speed Networking
|
|
"Key Leadership Attributes of Exceptional Fundraising Professionals"
|
What attributes are routinely sought as an organization searches for an upper-level fundraising professional or a new chief executive? Cindy and Pat will offer advice on how to leverage your skills to advance your career.
|
Cindy Hilsheimer,
Principal, SC Search Consultants
Patrick Losinski,
Executive Director, Columbus Metropolitan Library
|
May 12
|
Pre-lunch @ 11:30 a.m.
Speed Networking
|
|
“Serving Donors with a Difference”
|
Having a disability does not mean that a potential donor has an inability to be involved with your organization. Come join us for this opportunity to learn how to make your philanthropic opportunities more easily accessible to all people, whatever their ability or disability.
|
|
June 24
|
OSU/AFP Education Summit
|
July 14
|
Brown Bag: Silent Auctions
Location: The Columbus Foundation
|
|
Roundtables
|
August 11
|
Brown Bag: Fundraising Software
Location: The Columbus Foundation
|
Learn from your fundraising colleagues about the many software options available to meet your donor database needs. Here first hand what works and what doesn't from those who know best, the users!
|
Roundtables
|
September 8
|
Pre-lunch @ 10:30 a.m.
Fundraising Friends
|
|
"Twenty Things to Do Before Year-End 2009: A Panel of Experts Provides Ideas You Can Put to Immediate Use!"
|
A joint meeting with OANO
Join us for a fast and furious session, marking the first collaborative program between the Central Ohio Chapter of the Association of Fundraising Professionals and the Ohio Association of Nonprofit Organizations. This lively "round robin" session will feature five experts from a cross-section of funding agencies and nonprofit organizations, offering their personal and professional "to do" list between now and December 31st!
|
|
October 13
|
Pre-lunch @ 11:30 a.m.
Speed Networking
|
|
“Learning Just Enough about Planned Giving Not to be Dangerous”
|
A joint meeting with the Central Ohio Planned Giving Council
|
|
November 24
|
|
December 8
|
Annual Meeting and Holiday Reception
(Location: BOMA; 5:30-7:30)
|
Revised: 12/16/08
|
2009
Audio-
conferences
|
Audioconferences are a member only benefit! Members may bring their CEO, Development Chair or a fundraising volunteer but reservations are required.
Date
|
Topic
|
January 15
|
Recession-Proof Your Annual Campaign
By Stanley Weinstein, ACFRE
|
February 26
|
Introducing “Donor Touch Point Management” A Marketing Approach to Donor Relations
By Janet Hedrick, CFRE
|
March 24
|
Mobilizing Generation 2.0
By Ben Rigby
|
April 23
|
Twelve “Deadly” Mistakes of Major Gift Campaigns and How to Avoid Them!
By Julia Walker
|
May 6
|
Weaving Ethics Into your Organization's Fundraising
By Paula Maehara, CFRE, CAE
|
May 20
|
Giving Circles and Fundraising in the New Philanthropy Environment
By Angela Eikenberry and Jessica Bearman
|
June 10
|
Evaluating Your Development Program: How Do You Measure Up?
By Linda Lysakowski, ACFRE
|
July 23
|
A Blueprint for Fundraising Success in Any Economy: Creating a Sustainable, Comprehensive Development Program
By Ken Dove
|
August 12
|
Creating a Successful Fundraising Culture: Twelve Tools for Motivating Your Board
By Carole V. Rylander, CFRE
|
September 17
|
Keeping the Plates Spinning: Time Management and Goal Setting for Development Professionals
|
October 8
|
How Great Teams Turn Conflict into Strength
By Diana McLain Smith
|
November 5
|
When the Tides Change: Update on the Economy
|
December 9
|
How to Have Conversations with Donors about Planned Gifts
By Katharyn W. Miree
|
Revised: 12/16/08
Copies of many previously-offered audioconferences hosted by the Central Ohio Chapter may be borrowed from the Chapter Administrator. Please verify continuing education credits with CFRE.org.
Each Audioconference will be hosted by Tim Montgomery, CFRE, held at Grace Brethren. You must still register to attend. Each Audioconference is held from 1 to 2:30 p.m. Grace Brethren Church, Long Distance Learning Lab - Room 208, 8225 Worthington-Galena Rd, Westerville, OH 43081. The Long Distance Learning Lab is on the northwest side of the building. (Directions: http://www.gracebrethren.org/contact/direction.html)
|
___________________________________________________________________________
2008
|
2008 EDUCATIONAL CALENDAR
Click here to download a PDF of our 2008 Educational Programs
To RSVP for any event you may either email centralohioafp@cs.com or call our RSVP hotline at 614-884-7780 ext 4
|
2008 Monthly Luncheon Programs
|
Calendar Color Coding:
g Black: Networking and Monthly Luncheon Meetings
g Green: Advanced Professional Coffees offered for members with 5 or more years in the fundraising field
g Blue: New Program for 2008 - Fundraising Friends Coffees are a unique new opportunity for members
to share ideas in an open forum discussion group
g Purple: New Program for 2008 - Speed Networking is a chance to spend a short amount of time
meeting a large number of fellow fundraisers.
January 8, Tuesday
(Location: Buckeye Hall of Fame Café)
Networking 11:30AM-Noon
Membership Meeting, Noon -1:30 PM
Topic: “Changes to The Columbus Foundation Grants Process”
Presented by Lisa Courtice
Vice President for Community Research and Grants Management, The Columbus
Foundation
February 12, Tuesday
(Location: Buckeye Hall of Fame Café)
Fundraising Friends Coffee, 10:30-11:30 AM
Topic: “Annual Reports” (Bring samples to share and discuss)
Networking 11:30AM-Noon
Membership Meeting, Noon -1:30 PM
Topic: "Branding"
Presented by Bev Bethge, Partner and Chief Creative Officer, Ologie
March 11, Tuesday
(Location: Buckeye Hall of Fame Café)
Speed Networking 11:30AM-Noon
Membership Meeting, Noon -1:30 PM
Topic "Making Events Truly Special”
April 8, Tuesday
(Location: Buckeye Hall of Fame Café)
Advanced Professionals Coffee, 10:30-11:30 AM
Topic: TBA
Networking 11:30AM-Noon
Membership Meeting, Noon -1:30 PM (Co-hosted with the Central Ohio Planned Giving Council)
Topic: "Planned Giving: Getting Started and Raising New Money Through Bequests"
Presented by David Valinsky
May 13, Tuesday
(Location: Buckeye Hall of Fame Café)
Fundraising Friends Coffee, 10:30-11:30 AM
Topic: “Communicating with Donors”
Networking 11:30AM-Noon
Membership Meeting, Noon -1:30 PM
Topic: “From the Donor's Point of View”
Panelists: Mary Cusick, Jeff Lyttle, Bonnie Milenthal, and Lewis Smoot, Jr.
June 10, Tuesday
(Location: Buckeye Hall of Fame Café)
Advanced Professionals Coffee, 10:30-11:30 AM
Topic: What is the CFRE All About?
Networking 11:30AM-Noon
Membership Meeting, Noon -1:30 PM
Topic: Strategic Planning, presentation by Laura MacDonald and small-group roundtables
facilitated by Central Ohio CFREs
July 8, Tuesday
(Location: Columbus Museum of Art)
Networking 11:30AM-Noon
Membership Meeting, Noon -1:30 PM
Topic: “Grants”
Panel Discussion
August 12, Tuesday
(Location: Columbus Museum of Art)
Networking 11:30AM-Noon
Membership Meeting, Noon -1:30 PM
Topic: “Organizational Transparency-Gift Policies, Fundraising Policies and Ethics”
September 9, Tuesday
(Location: Buckeye Hall of Fame Café)
Speed Networking 11:30AM-Noon
Membership Meeting, Noon -1:30 PM
Presenter: Richard C. McPherson, author of "Digital Giving: How Technology is Changing Charity”
October 14, Tuesday
(Location: Buckeye Hall of Fame Café)
Advanced Professionals Coffee, 10:30-11:30 AM
Topic: TBA
Networking 11:30AM-Noon
Membership Meeting, Noon -1:30 PM
Topic: “Winning Campaigns”
November 25
December 9
Annual Meeting and Holiday Social
Columbus Museum of Art
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2008 Audioconferences
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Audioconferences are a member only benefit! Members may bring their CEO, Development Chair or a fundraising volunteer but reservations are required.
Copies of many previously-offered audioconferences hosted by the Central Ohio Chapter may be borrowed from the Chapter Administrator. Please verify continuing education credits with CFRE.org.
Each Audioconference will be hosted by Tim Montgomery, CFRE, held at Grace Brethren. You must still register to attend. Each Audioconference is held from 1 to 2:30 p.m. Grace Brethren Church, Long Distance Learning Lab - Room 208, 8225 Worthington-Galena Rd, Westerville, OH 43081. The Long Distance Learning Lab is on the northwest side of the building. (Directions: http://www.gracebrethren.org/contact/direction.html)
January 16, Wednesday
“The Fundraising Feasibility Study- It's Not About the Money”
Martin L. Novom, CFRE
February 19, Tuesday
“Listening to Donors-Essential Skills for the Win-Win Ask “
Thomas D. Wilson
March (Date TBA; will not be offered on March 11 as that date conflicts with our monthly luncheon)
“Fundraising in a Diverse World”
David Brown
April 24, Thursday
“Creating Your Policies and Procedures Manual”
Barbara L. Ciconte, CFRE
May 8, Thursday
“Ethical Fundraising: What's the Effect on Your Bottom Line?”
Janice Gow Pettey, CFRE
June 3, Tuesday
“How to Create Benchmarks for Naming Opportunities”
Terry Burton
July 9, Wednesday
“Keep Your Donors Part 1: Building Donor-Centered Relationships”
Simone P. Joyaux, ACFRE
August 13, Wednesday
“Keys to Fundraising Success”
Carole V. Rylander, CFRE
September 4, Thursday
“Redefining Fundraising Success Through Analytics”
Josh Birkholz
October 2, Thursday
“Marketing Planned Giving- Maybe We Have It All Wrong?”
Ken Ramsay
October 29, Wednesday
“Boom Generation Women Create New Horizons for Fundraisers”
Margaret May Damen, CFP, CLU, CHFC, CDFA
December 10, Wednesday
“Guerilla Tactics: Motivating Your Board and CEO to Raise More Money”
Paula K. Parrish, CFRE
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All Monthly Lunch Meetings will be held in the lower level Ballroom of the Buckeye Hall of Fame Café (1421 Olentangy River Rd. between 5th and King). Free valet parking. Meetings start at 11:30 with social time followed by a noon lunch. Lunches will be served; therefore we must have an RSVP for each person attending. Cost is $20 per member and $25 for each guest.
Advanced Professionals with 5 or more years experience are invited to attend special one-on-one coffee meetings with the guest speaker. No additional cost for this opportunity, although you must be registered for lunch to attend.
The Roundtable Meetings in July and August will be held at the Columbus Museum of Art. These events and are free to both members and guests, but RSVPs are required. Lunch can be purchased at the Museum or carried in. AFP will provide beverages and desserts.
Audioconferences are a member only benefit! (Members may bring their CEO, Development Chair or a fundraising volunteer but reservations are required.) Each Audioconference will be hosted by Tim Montgomery, CFRE, held at Grace Brethren and are free to members. You must still register to attend. Each Audioconference is held from 1 to 2:30 p.m. Grace Brethren Church, Long Distance Learning Lab - Room 208, 8225 Worthington-Galena Rd, Westerville, OH 43081. The Long Distance Learning Lab is on the northwest side of the building.
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2007
2007 EDUCATIONAL CALENDAR
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January
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January 9, 2007
Membership Meeting, 11:30 AM -1:30 PM
“How to Benchmark Your Work Relationships”
Presented by Celia Crossley, President
Celia D. Crossley & Associates, Ltd
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February
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Cause Marketing for Nonprofits: Partner for Purpose, Passion and Profits
Jocelyne Daw
February 13, 2007
Advanced Professionals Coffee, 10:30-11:30 AM
"There are No Million Dollar Gifts without Million Dollar Dreams"
Presented by Doug Allinger
Allinger Fund Raising Consulting, Inc.
Membership Meeting, 11:30 AM - 1:30 PM
"Big Gifts Are More Fun and You Can Do It...a How to Primer"
Presented by Doug Allinger
Allinger Fund Raising Consulting, Inc.
Confronting the Elephants in the Room: How to Become an Exceptional Nonprofit
Pamela J. Wilcox
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March
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New Demographics Call for New Approaches in Fundraising
Samuel N. Gough, Jr., CFRE and Alandra L. Washington
March 13, 2007
Membership Meeting, 11:30 - 1:30 PM
Panel Discussion on "Mergers- How Non profits Can Survive and Thrive"
Kathy Rayder - CEO - Girl Scouts - Seal of Ohio Council, Inc.
Bill Dolan - CEO - Children's Hunger Alliance
Chuck Gehring - CEO - Lifecare Alliance
Steve Votaw - CEO - Directions for Youth and Families
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April
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April 10, 2007
Advanced Professionals Coffee, 10:30-11:30 AM
“Trends in Emerging Funding Sources- How to Tap into Them”
Presented by Gail Sudore
Director of Resource Development
Health Policy Institute of Ohio
Membership Meeting, 11:30 - 1:30 PM
“Emerging Funding Sources- How to Tap Into Them”
Panel Discussion on giving circles, rural philanthropy, intellectual property, etc.
How to Write Donor-Centric Communications and Raise Lots More Money
Tom Ahern
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May
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Involving Your Board in Fundraising, Even When They Aren't Perfect
Sandra Renner, CFRE
May 8, 2007
Membership Meeting, 11:30 - 1:30 PM
“Leadership Societies”
Presented by: Tom Suddes, CEO, “For Impact.org”
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June
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A Planned Giving Program Anyone Can Create
Alexander (Sandy) Macnab, FAHP, CFRE
June 12, 2007
Membership Meeting, 11:30 - 1:30 PM
“Lessons from the 2007 AFP International Conference
Presented by Chapter Scholarship Recipients Katie Mellett and Ruth Watkins
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July
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July 10, 2007
Membership Meeting, 11:30 - 1:30 PM
Roundtable Forum at the Columbus Museum of Art, Bellows Room.
Open Forum with Local Fundraising Consultants
Pick the brains of Central Ohio's most knowledgeable fundraisers on varied topics
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August
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Avoiding Ethical Nightmares!
(Chapters may use this for ethics programming)
Barbara R. Levy
August 14, 2007
Advanced Professionals Coffee: 10:30 - 11:30 AM
“AFP Mentoring Program”
Presented by Terry Schavone
Vice President for Donor Services and Development
The Columbus Foundation
Membership Meeting, 11:30 - 1:30 PM
Presented by Terry Schavone
Vice President for Donor Services and Development
The Columbus Foundation
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September
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September 11, 2007
Membership Meeting, 11:30 - 1:30 PM
“Philanthropy in Diverse Communities”
Presented by Guadalupe A. Velasquez
New Americans Coordinator
City of Columbus Community Relations Commission
AUDIOCONFERENCE: September 20
Turning Passion into Action: Creating a Rainmaker Board
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October
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AUDIOCONFERENCE: October, 3, 2007, Wednesday
Never, Ever Use Public Relations Without Measurement…New Metrics for Fundraising!
Clarke L. Caywood
October 9, 2007
Membership Meeting, 11:30 - 1:30 PM
Roundtable Forum/Book discussion
"Blink: The Power of Thinking Without Thinking" by Malcolm Gladwell
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November
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November 20, 2007
National Philanthropy Day Celebration
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December
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AUDIOCONFERENCE: December 11, 2007, Tuesday
Navigating Beyond “No”: The Nuances of Negotiation for Major and Planned Gifts
Pat Moline, CFRE, CFP and Bradley R. Shafer, J. D.
December 13 2007
Annual Meeting and Holiday Social
Columbus Museum of Art
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