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Webinar Library

AFP Greater Madison webinars feature fundraising professionals from around the country and are organized by AFP International. AFP Greater Madison hosts the webinars via online distribution, and they are open to members and non-members.

SUPER SPECIAL 3 for $30 for Members

Checkout these just released webinars!

High Net Worth Donors - Presenter: Claire Costello, National Philanthropic Practice Executive for Philanthropic Solutions at U.S. Trust, Bank of America Private Wealth Management

State of the Sector Review and 2017 Forecast - Presenters: Jason R. Lee, J.D, interim president and chief executive officer of the Association of Fundraising Professionals (AFP) & Mark Hrywna, Nonprofit Times

Cold Calling and Prospecting for Development Officers - Presenter: Armando Zumaya has been in fundraising for 30 years in a variety of roles that have given him a unique perspective on development offices, prospecting and role of prospect research/management.


  • Webinar links will be emailed to you within 48 hours after notice of your payment is received.
  • You will be able to download and watch or listen to the content from your desk at your convenience.
  • Hand-outs are included for download.
  • Access to the webinar via the provided links will be available for at least one year.
  • An automatic payment receipt will be sent to the email provided when making your payment via PayNow below. 
  • You do not need a PayPal account. Choose "Pay with an online bank account, debit or credit card, or PayPal Credit".
  • Please include the webinar title(s) you wish to purchase in the field as indicated.
  • AFP webinars are each approved for (1) CFRE credit.
  • Contact Erin at if you're having any trouble.
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3 for $30 for AFP Members; 3 for $60 for non-members

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Regular registration fees: $15 per webinar for AFP Members; $25 per webinar for non-members.

The fees can be paid here via CREDIT CARD or your PayPal account.

Webinar Fee

Current Webinar Library

Click on the title to view the presentation description.

Annual Giving



Fundraising Management


Major Gifts

Planned Giving

Volunteers/Boards of Directors

Webinar Descriptions:

Making Each Rung Count: How to Build a Donor Ladder that Goes from Annual Gift to Ultimate Gift
In an increasingly competitive fundraising world, how do you find, cultivate and grow donors to advance your mission? In this session we will define and delineate the best way to construct each rung so that you may build a successful and holistic fund development program - one that moves the needle for your institution and your donors; producing ultimate gifts and increasing life-time value. This session is set at the beginner/intermediate experience level and is aimed at small to medium-sized shops.
Learning Objectives:

  1. Understand the components of a well-run major gift and annual fund shop.
  2. Understand how these components work together to maximize each other.
  3. Learn key tactics and strategies of donor cultivation and solicitation.
  4. Understand that the better we lay down the science of philanthropy the more free we are to practice the art of it.

The 5 Things You Need to Know to Run a Successful Monthly Giving Program
This practical how-to session led by two experts in monthly giving will equip you to start, or continue to grow, a successful monthly giving program for your organization. Filled with helpful tips and action-oriented ideas you can start using right away, you will learn how to plan, implement, monitor and improve any monthly giving program. At the conclusion of this session, participants will know: 
  • The best channels for recruiting monthly donors
  • Best practices for communicating with monthly donors in order to boost their retention and long-term value
  • Effective strategies for recovering donors whose gifts decline
  • The best ways to upgrade gift levels
  • The key metrics you need to track in order to ensure long-term success. 

Nonprofit Videos (on a Budget) that Engage and Retain Donors
In 2016, even the smallest charity on a budget can create a compelling and authentic video that moves the needle for their fundraising goals. In this webinar, Steven Shattuck, VP of Marketing at Bloomerang, will make recommendations for crafting an effective, integrated and low-cost video strategy resulting in content that will resonate with your donors, volunteers and other stakeholders. At the conclusion of this session, you will be able to:

  • Create an in-depth strategy based on your nonprofit's diverse audiences
  • Determine which equipment and technology is best for your organization's needs
  • Learn how to solicit and leverage crowdsourced content
  • Understand how to best utilize web video platforms and social networks like YouTube, Vimeo, Facebook, Instagram and Vine for distributing content

The Future of Fundraising: How Digital Technologies and Strategies will Create Your Next Gen Development Operation
Digital Fundraising has made its way into the development programs of hundreds of philanthropies across the country. In concert with the rise in online events such as Giving Days and crowdfunding, digital fundraising has become a critical channel for all non-profit organizations, large and small. We will explore the elements of a next generation development office, from a technology and strategy perspective. At the conclusion of this session, participants will learn: 

  1. Takeaway actionable steps to start and grow a digital fundraising program
  2. Identify areas for growth in the industry, digital communication, stewardship, and major donor identification
  3. Hear case studies from some of the country's best digital fundraisers

Storytelling for Fundraisers
Storytelling in the context of fundraising is VERY different than storytelling in the context of trying to bring down a mastodon for the tribe. The story's about the donor.  In shockingly lucrative communication programs, the donor is the obvious hero. The organization plays a supporting role and yet few charities write this way. Learn how to be one of those few ... and succeed beyond your wildest dreams! 

Creative and Compelling Fundraising Messages for Digital Solicitations
The growth of digital solicitations and online giving has outpaced growth in print and direct mail solicitations. Today's digital messages must also differ from the fundraising messages communicated offline. How do you create memorable digital solicitations and messages that inspire action rather than the delete button? This session will help you understand the best ways to craft digital solicitations and how to create messages that inspire your audience to act.

Learning Objectives:

  • Understand the emotional connection that messages can have with donors
  • Know how to build messaging that inspires action and participation among donors and the general public. 
  • The various components to messaging that will resonate with an audience - especially complex and challenging organizations that need to inspire quickly in a digital environment.

Social Media and Ethics in Fundraising
You finally got your organization to start using social media on a regular basis. However, this openness of sharing online may have given you too much information and now puts you and your nonprofit in an ethical conundrum. What do you do? Through this interactive session, learn how simple tools like the AFP Code of Ethics and simple social media guidelines can help you steer clear of ethical situations on social media before they happen.
Learning Objectives:
  • Audience will learn how to apply the AFP Code of Ethics to ethical scenarios.
  • Audience will learn how social media policies can guide them through sticky ethical situations.
  • Audience will learn about the AFP Social Media Guidelines created for members to use at their own agencies.
  • Audience will learn about online resources for ethical conundrums involving social media. 

Fundraising with Mobile
There are now more cell phones than toothbrushes, and as of 2013, smartphones surpassed regular phone sales.  But what are the implications for your nonprofit, and how can you quickly yet effectively craft a mobile impact strategy to advance your fundraising, programs, and overall work?  Join the best-selling author of Nonprofit Fundraising 101 for a quick primer and leave with a checklist of the most important tips and tools for your cause!
At the conclusion of this session, participants will:
  • Have tips for maximizing mobile fundraisingUnderstand why mobile presents a huge opportunity for any nonprofit
  • Be able to plan for success and have tips for building a mobile website, apps, text to donate campaigns, social media integration, and analyzing & optimizing campaigns

On Beyond Social: In bound Marketing for Fundraisers
How do we make raise money with social media? By now, everyone is familiar with social networking. We've had websites forever, and most of us have Facebook pages and probably a presence on other social networking platforms as well. But how does one use social networking to raise money? The key lies in knowing how to integrate social media and direct communication for maximum effect. In a nutshell, social media is where we drop the bait in order to encourage potential donors to self-identify to receive more personalized messages. The approach is called Inbound Marketing. In this webinar, We'll explain the approach in more detail, and walk you through the creation of your first basic inbound marketing program. At the conclusion of this session, participants will: 
  • Understand the marketing funnel, the journey the average donor undertakes leading up to making a gift;
  • Understand how to use a combination of a blog, social media presence, website landing pages, and incentives to gain the attention of potential donors and rapidly convince them to subscribe to receive direct communication;
  • Develop a basic inbound marketing plan for your own organization. 

Beyond Buzzwords: Proven Digital Stratigies for Fundraising

From Snapchat to Slack to Square, there's a million trendy tools your nonprofit organization could be using to reach your supporters and raise more money.  Are you feeling overwhelmed by the amount of buzz in the air?  Don't worry, we've got you covered! 
In this fast-paced and fun session we'll cut through the clutter and talk about which technology trends are making a difference for online fundraising in 2016 and which ones are a bust!
At the end of this session, participants will:
  • Learn which digital, social and mobile strategies are currently trending and how your organization can take advantage of them.
  • Examples of small, medium, and large organizations who have used these strategies to raise money, acquire new members or promote corporate partner initiatives.
  • Strategies to help development professionals "make the case" to internal teams and external partners for trying new initiatives.

Understanding How and Why Millennials Give
So much has been written about this generation of 80 million that will shape the future of philanthropy. But personal preferences and experiences with the generation doesn't mean that is the way this generation wants to give to your organization. This session will review the latest research and findings from the Millennial Impact Project, a comprehensive study of Millennial cause engagement since 2009. In addition, the presenters will offer case studies of successful Millennial fundraising campaigns and ideas for your organization. At the conclusion of this session, participants will:
  1. Understand the motivations behind Millennial giving.
  2. Understand how Millennials engage peers in campaigns.
  3. Understand how technology impacts millennial giving.
  4. Learn the right questions to ask when exploring millennial giving for your organization.  
* This session is eligible for 1 hour of ACFRE Management credit.

Cold Calling and Prospecting for Development Officers
Reach any prospect. Billionaires, your top prospects that haven't been successfully engaged. Philanthropists who everyone calls. You can get those crucial first meetings that make or break major campaigns. This is very unique and hard to find training taught by a 30 year development veteran who still cold calls everyday. Learn to engage your HNW prospects that every other development officer wants to sit down with.

How Social Justice Fuels Philanthropy
Philanthropy and its essential partner, fund development,  are glorious marvels but they raise some concerns.  For example: raising money to fight for justice, not just compensating for injustice. Excessive focus on big donors and major gifts - ignoring gifts of all sizes from diverse donors. It's past time for empowerment, democratizing philanthropy, and producing justice.  This webinar is about thinking in a new way.  At the conclusion of this session, participants will:
  • Understand the distinction between social justice/social change philanthropy and traditional philanthropy.
  • Begin pondering the ethics of access in fundraising.
  • Question the "moral dilemma" of philanthropy.
  • Think beyond strategies and tactics and explore the underpinnings of philanthropy and fund development; the fundamental why of our work; the possible ethical and moral conflicts of our work

The Importance and Opportunity of Diversity and Inclusiveness in Fundraising

Diversity is the seeking and achieving of a broad representation of experiences, perspectives, opinions and cultures. Inclusiveness is an essential source of vitality and strength for the effective pursuit of an organization's mission. Join three diversity-focused fundraisers for a discussion about the importance of, and opportunities provided by, inclusion in the charitable sector.  At the end of this session participants will understand:
  • The relationship and differences between "diversity" and "inclusion."
    How diverse communities are influencing and reshaping the ways we build relationships with donors and volunteers.
    Strategies for cross-cultural fundraising and reaching out to diverse donors.
*This session is eligible for 1 hour of ACFRE Leadership or Ethics credit.

Strategic Doing: Making Plans that Impact
Tired of talking about strategic planning and ready to move on to the next step? Learn how to transform that strategic plan tome that sits on your bookshelf into something you'll actually use. Through this session, learn how to simplify the strategic planning process so that your organization can finally focus on action and impact. Through this session, participants will:

  • Explore the idea of strategic planning for impact
  • Learn how to develop measurable goals and track progress
  • Discover the importance of continuous improvement
  • Develop practical application for everyday success

Is Your Organization Sustainable?
Going out of business is mostly a slow thing. You don't notice. But suddenly you wake up one morning and …oops. So that's what this new webinar tries to help you do. It's time to notice! Too many nonprofits seem too fragile. Maybe that's okay. Maybe some of these organizations aren't sustainable and don’t matter enough to be sustainable. On the other hand…If you think your organization should continue to serve, then let's talk about sustainability.

What are the most critical components of sustainability? Definitely not just money, but yes, money. Certainly people and systems and processes. Asking cage-rattling questions regularly and engaging in meaningful conversations. Following research and applying it. And more. So let's talk about what it means to be sustainable, figure out how to increase sustainability, and avoid waking up one morning with an oops.
Learning Objectives:

  • Defining the concept of sustainability and identifying the key componentsUsing cage-rattling questions and conversation to plan for any future that could come along
  • Selecting the people who lead the quest for sustainability
  • Developing the personal and professional competencies to pursue sustainability
  • Following and applying research - the organizational development part
  • Following and applying research - the money part

Developing a Relationship Management System
Alert! This is not a software program and it requires a lot of effort. Do you want to create a relationship management system in your office? Jen Filla will guide you through the big picture, examples for big and small organizations, and the basic building blocks everyone has to start with. Learn to avoid common pitfalls and how to get the right fit for your organization. At the conclusion of this session, participants will be able to:

  • Explain the three main parts of a relationship management system
  • Name the fundamental pieces of every program and why they are important
  • Get started creating their own system using a worksheet

Fundraising Basics
Fundraising can be overwhelming and sometimes daunting for the first-timer. Fundraising: The Nuts and Bolts, is designed to provide you with the framework for fundraising, along with the tools you need to be successful.  Brian Bonde, ACFRE, will share best practices of fundraising basics and answer fundamental questions you have about where to begin on a successful career. This seminar is designed specifically for individuals who are new to the fundraising profession.
Learning Objectives:

  • Understand the basic ethical principles that define professional fundraising.
    Begin to explore the nature of wealth and why people want to give
    Be introduced to the various gift types and the fundamental natural of raising money
    Look at the development office structure and how it should be organized

Donor Retention: Current Rates Are Plummeting! What Can Every Fundraiser Do to Reverse the Trend?
This session explores the Fundraising Effectiveness Project report commissioned by AFP and the Urban Institute. We will focus on what can be done about retaining donors based on the principles of Dr. Adrian Sargeant, the world renowned authority on building donor retention and donor loyalty. Dr. Sargeant's principles are based upon years of research conducted in the sector and can be used by any organization whether you are a one person shop or a large department. We will show examples of his principles in action via various technology tools. The results can be astounding when put into daily use. As Adrian states "even a small change in retention of 10% can double the lifetime value of your current donors!"

Learning Objectives:

  • Be familiar with donor retention tools and donor loyalty techniques
  • Be familiar with current research on these tools and techniques in the nonprofit sector
  • Learn how exciting and fruitful the use of these principals, based on the extensive research of Dr. Adrian Sargeant can be to fundraising results.

Fundraising on a Shoestring (Fundraising for Those with No Time to Fundraise)
So you have to raise money because you have not staff to raise the money and you have no staff because there isn't enough money. It is actually possible to break out of this cycle! In this session, designed for small shops, you will learn how to decide which of the many fundraising activities will work for your organization, get examples of activities that don't usually work in small shops and why, and strategies for how to get volunteers involved in fundraising even when they think they don't like fundraising.

We will touch on:The role of technology and what it can and can't doMobilizing volunteers even if they think they don't want to fundraiseOnline giving and other social platforms - are they the magic bullet?Planned giving for normal peopleWhy you should run screaming from events.
Learning Objectives:

  • Understand how to evaluate proposed development strategies for efficiency and effectiveness based on their available human and capital resources.
  • Identify opportunities to automate fundraising activities, either fully or partially, to better invest available time in high touch activities.
  • Understand how to develop consistent processes so that volunteers and other people can support fundraising activities with little effort.

How to Elevate Your Small Shop Fundraising Plan
You're in a small shop with big goals but you can't do it all. Sounds familiar? Feeling like your fundraising program is in a rut? This webinar will present 10 ideas to help you supercharge your fundraising program and help you reach your fundraising goals without losing your head.
Learning Objectives:

  • Have learned 10 ideas to re-invigorate their fundraising plan
  • Learned tips on how to engage board members
  • Learned tips to identify strategies that have greater results.

Five Simple Strategies to Boost Donor Retention
Do you ever feel like you're on a fundraising treadmill? That you're constantly looking for new donors because you aren't keeping the ones you already have? Then you may need to change your stewardship approach. Because taking good care of donors, listening to and respecting them, is how you'll raise more money (and get off that pesky treadmill). It's as simple as transforming how you thank donors, how you share the impact of their giving, and how to keep them delightfully engaged with your cause. Learn how during this webinar with Shanon Doolittle and leave with actionable steps you can take now to start building more gratifying, long-term relationships with your donors.
At the conclusion of this session, participates will have learned:

  • How to write better thank you letters
  • How to make donor thank you calls
  • How to easily share impact stories with donors
  • How to ask donors for feedback
  • How to add delight and surprise to the donor experience

Practical Advice to Amp Up Your Mid-Level Program
If you're not investing in mid-level giving, you should be. Whether you're just starting out or looking to up your game, this webinar will be chock full of action steps you can take to cultivate and steward mid-level donors. Join Sea Change Strategies principal Mark Rovner, Planned Parenthood Federation of America's Lori Hutson and Andrea O'Brien of the Wilderness Society for this lively and idea packed session.
At the conclusion of this session, participants will have learned:

  • Common reasons why mid-level programs stagnate or founder
  • Cost-effective tactics for building trust and loyalty among middle donors
  • How to combine the best of major giving and direct marketing to create a unique and effective program

Full Speed Ahead! Lessons from the Fast Lane in Taking Your Small Shop to the Next Level
In a small shop, knowing how best to use your limited human and financial resources can be a challenge.  You're stretched too thin managing volunteers, juggling the next special event and serving as your IT department.  Then what happens when there's an opportunity for the shop to grow?  Expansion of any size creates a whole new set of priorities to juggle while continuing to keep the organization on the right path.  In this session we will discuss how to create a plan that balances those two needs and review real-world growing pains along with strategies on how to avoid going backwards in your effort to move full speed ahead! 

At the conclusion of this session, participants will be able to:

  • Identify the most critical elements within their organization that need time and attention during a growth phase;
  • Determine the resources needed to manage growth and maintain organizational success; and
  • Inventory the essential action items necessary for maximizing organizational growth opportunities.



State of the Sector Review and 2017 Forecast
The amount of data, surveys, research and reports about fundraising and the nonprofit sector is both vast and dizzying. Fundraisers barely have enough time to take a step back and see how their own fundraising is faring, much less scan the sector for key trends to get a sense of the big picture.  This webinar, pulls together the data from AFP's annual State of the Sector report and puts it into a conversational framework, highlighting the key trends and ideas of 2016 and also forecasts what to be looking out for in 2017.
At the end of this session participants will:

  1. Be familiar with what the trends and highlights were for the industry in 2016
  2. Based on this data have a sense of what will be trending in 2017. 

Building a Holistic Approach to Grant Seeking
Join Cynthia M. Adams, CEO of GrantStation, and Dianne Brace, Executive Director of Foundation Relations at NPR, in this fast-paced, information packed webinar on how to build a grant seeking program for your organization. Drawing on decades of experience, our presenters will provide practical advice, suggest processes you may want to adopt, and guide you toward developing a grant seeking program that will change the financial future for your organization. At the end of this session participants will understand how: 

  • To adopt a consistent process for undertaking your grants research
  • To determine how to generate a grants strategy for a particular program or project

How to Make a Successful Call on a Major Donor Prospect
Major donors -- that's where the big gifts are.  But how to approach them? How to show up without seeming that you are all after their money?  How do you make conversation, explore their interest and see where they stand?  Join Gail Perry to discover how to handle this all-important moment in fundraising.  You've gotten in the door, now what?   Will you blow it, or will it be the first step in a long and happy relationship?  Join us to learn how to make the most of your big opportunity! 

At the conclusion of this session, participants will learn:

  • How to set objectives for your visit.
  • Reconnaissance: what measurements will tell you the level of your prospect's interest?
  • Where to focus the initial small talk. What will turn your donor off quickly.
  • What are the 3 most important things to look for?
  • What are the 3 most important things to avoid?
  • What type of presentation?
  • When should you leave?
  • How to leave the meeting with useful follow-up steps.
  • How to move your prospect to help you with your cause.

In It for the Long Haul: How Donor Retention and Major Gifts Can Transform Your Nonprofit
Donor transiency is perhaps the single most catastrophic element in today's fundraising world. In this highly-anticipated webinar, John Greenhoe, CFRE, will examine the trend of donor attrition and provide helpful major-gift focused strategies to keep your benefactors. He will share personal experiences and examples from the philanthropy world that illustrate how thoughtful bond-building measures can lead to dramatic increases in donor retention, as well as transformational major and planned gifts. 

Learning Objectives:

  • Understand how donor retention and major gift fundraising are intricately related.
  • Be ready to use strategies that will both increase opportunities for major gifts, as well as favorably impact donor retention.
  • Know how the effective use of donor discovery calls can lead to long-term fundraising success.

Find High Capacity Prospects Hiding in Plain Sight
Do you believe you have donors in your file with the capacity to do major gifts who aren't? Most organizations have high capacity donors hiding in plain sight. A whopping 40% of donors in a recent study admit to having greater capacity than they are giving. But how do you connect the dots? What data do you have to inform you? Chances are you have valuable observational data about your donors not being mined. Today's technology allows us to collect and analyze a plethora of data about our donors. How can you leverage it efficiently to find your prospects, deepen your relationship with them and upgrade their giving? Whether you're a one person shop or large organization, you'll walk away with insights to uncover your hidden gems and grow them into major gifts. As a special bonus participants will receive a free guide of "25 tools and tips to find prospects."
Learning Objectives:

  • The 3 core types of data for prospecting (giving, marketplace and observational)
  • The low hanging fruit of basic prospecting strategies and approaches for small shops
  • How digital tools like video can dramatically enhance prospecting
  • The myth of the giving pyramid and critical insights into midlevel donors

Seven Secrets of Successful Solicitations
If you want a gift, you have to ask for it! That's easier said than done: people consistently rate asking for money at the top of the list of things they fear most. Whether you're an experienced solicitor looking for some new strategies, or new to the game and seeking help, this session will explore the art of asking for a gift. This session explores real, boots-on-the-ground situation and models what should come out of your mouth for a successful ask. As the great Wayne Gretsky said "You miss 100% of shots on goalyou never take." Come learn how to take some new shots!
Learning Objectives:

  • Learn different strategies to use in varied solicitation situations
  • Hear multiple ways to ask for gifts, and understand how to leverage the prospect's trigger points
  • Understand how to effectively deal with a 'no' and help turn it into a 'maybe' or even a 'yes'

The Whats, Hows and Whys of Major Gifts
As fundraising professionals, we are expected to know how to talk with a potential donor, how to ask them for a major gift, and how to get them to a yes.. This may not be a skill we were born with. The good news is that it can be learned and what we are doing already can be made better.

This session will explore interacting with your prospective donor, stating your case, asking for a gift, encouraging your prospective donor to talk, the importance of listening, what to listen for, and how to respond. We will also look at donor motivations, objections, and overcoming those objections. Here's to enhancing what you know and exploring what you don't!

Money Wellness: Unleash the Power to Big Gifts
Money Wellness is the awareness that every decision you make in life involves money, which causes stress that affects your health in a very BIG way. Having Money Wellness will allow you to work out your Money Blockers, those thoughts that you have about money that are preventing you from having your best relationship with money and preventing you from having the best relationship with your donors. An example of a Money Blocker maybe that while you have debt you have no trouble asking for 6, 7 and 8-figure gifts; don't make that much or have THAT kind of title to ask for THAT kind of money; or working more hours will get me that raise or promotion. This Webinar will ensure that you are Money Well and then you can see and hear the signs of your donors as they may be struggling to make the gift because they have Money Blockers. You will have the tools and techniques to unlock their Money Blockers, have off-the-charts engagement with them, then be able to ask them for large and repeat gifts!! At the conclusion of this session, participants will:

  • Identify their Money Blockers, their co-workers or staff's Money Blockers and their donors' Money Blockers and work through and beyond those insidious barriers;
  • Listen for donors' money clues that they reveal in conversations and then have the skill set to know if it's really MONEY that is preventing the gift or their beliefs, attitudes and behaviors about MONEY that are postponing the gift;
  • Have the best relationship with MONEY for themselves so that it does not affect their sleep; diet; exercise; and lifestyle so that they will have the  advantage over the competition when it comes to TOTAL Donor ENGAGMENT; and
  • Feel empowered, energized and ignited to have deep, meaningful, transparent and transformational conversations with donors that will transform them into life-time givers.

Corporations and What They Want in Today's World of Employee Engagement
"I haven't met you before, but how about a million dollars?" An outrageous ask, right?  And perhaps a bit of an exaggeration.  But why do fundraisers, who approach major donors so carefully feel it's ok to zing asks like this on potential corporate partners?  Approaching companies effectively means understanding what they value and what they want and need, just like that major donor you're cultivating.  In this session, you'll hear insights from a Corporate Social Responsibility professional who is on the receiving end of asks and, moreso, what companies value in today's competitive work world.  With this insight, you'll be better equipped to approach potential partners to work with your organization in new ways (hint: it's not just about the money). At the conclusion of this session, participants will: 

  1. Be familiar with the common mistakes fundraisers make when asking companies for money (so they can avoid that)
  2. Understand what companies care about today (purpose, culture, employee engagement)
  3. Be thinking bigger and more creatively about how to approach a company about a partnership



High Net Worth Donors
The 2016 U.S. Trust Study of High Net Worth Philanthropy examines giving patterns, priorities and attitudes of America's wealthiest households. Since 2006, this biennial study has been written and researched in partnership with the Indiana University Lilly Family School of Philanthropy. The largest, longest running series of its kind, the study is an important barometer for wealthy donors' charitable engagement and viewpoints, offering valuable insights that inform the strategies of their peers, nonprofit professionals, charitable advisors, and others.
At the end of this session participants will:

  1. Hear the latest data on America's wealthiest donors
  2. Be given strategies on how to apply that data to the fundraising needs of their respective nonprofit organizations.

Getting Started in Charitable Gift Planning
Most fundraisers see gift planning as a technical part of the business best left to experts. They are uncomfortable with both the technical aspects of gift planning and having a conversation about gifts at death. However, with the emergence of the New Philanthropists (born 1946 to the present) as the primary giving audience, and with the Traditionalists (born pre-1946) finalizing their estate plans as part of the largest intergenerational transfer of wealth in history, gift planning has a vital role in the short and long-term success of your fundraising operation. Fortunately, gift planning does not have to be complicated and building a strong program is within reach of every fundraising shop. During this session, Brian and Robert will share information from their upcoming book Getting Started in Charitable Gift Planning (Charity Channel Press) on the different phases of a gift planning program and how to build a program that is appropriate to your nonprofit. This will demystify planned giving and set your organization on the road to maximizing gifts from your donors while integrating their philanthropy with their tax, estate and financial planning.
At the conclusion of this session, participants will: 

  • Understand the urgency of integrating gift planning into their overall fundraising efforts right away
  • Learn about the three different phases of a gift planning program
  • Be able to determine which phase of program they should pursue for their nonprofit
  • No longer be afraid of gift planning as an integrated solution for helping donors in a donor-centered model

Integrating Planned Giving into Your Campaign/Major Gifts Program
During this session, Brian will describe the findings of his research with Robert Wahlers on changing generational cohorts as published in their book The Philanthropic Planning Companion: The Fundraisers' and Professional Advisors' Guide to Charitable Gift Planning, (Wiley 2012), part of the AFP Fund Development Series and winner of the 2013 Skystone Partners Prize for Research in Philanthropy. In particular, Brian will focus on how changing generational cohorts have created a need for non-profits to move to an integrated, philanthropic planning process when working with top level prospects, utilizing annual giving, major/campaign gifts and gift planning tools to meet donor needs while maximizing philanthropy. Learning Objectives:  

  • Understand the behavior differences of generational cohorts and how they impact philanthropy
  • Be able to apply generational differences to their fundraising approaches with individuals
  • Have new tools to maximize revenue from existing prospects of all different generational cohorts

Engage Your Board in Fundraising
In the small shop, fundraising can be a big job. Having a Board that is involved in raising money can make a huge impact and help you raise hundreds of thousands more than you can do alone. Unfortunately, many nonprofit organizations struggle with Boards that are well-meaning but reluctant and inexperienced in fundraising. In this training, we'll uncover the reasons why Board members won't help with fundraising and how to overcome them. You'll learn how to match up the right fundraising activities with the right Board members, and how to give them the tools, skills, and knowledge they need to succeed.  You'll get tips for holding them accountable and for providing them the support they need so they can help you raise big money. 

At the conclusion of this session, participants will: 

  • Understand why Board members shy away from fundraising.
  • Know the tools, skills, and knowledge Board members need to be successful, and how to provide them.
  • Identify the 4 steps elements of engaging Board members in fundraising, and how to work with them regularly.
  • Have a clear idea of what to do next to move their Board in the right direction.

Engaging Your Board in Fundraising for the Small Shop
In the small shop, fundraising can be a big job. Having a Board that is involved in raising money can make a huge impact and help you raise hundreds of thousands more than you can do alone. Unfortunately, many nonprofit organizations struggle with Boards that are well-meaning but reluctant and inexperienced in fundraising. In this training, we'll uncover the reasons why Board members won't help with fundraising and how to overcome them. You'll learn how to match up the right fundraising activities with the right Board members, and how to give them the tools, skills, and knowledge they need to succeed. You'll get tips for holding them accountable and for providing them the support they need so they can help you raise big money.
Learning Objectives:

  • Know the tools, skills, and knowledge Board members need to be successful, and how to provide them.
  • Identify the 4 steps elements of engaging Board members in fundraising, and how to work with the regularly.
  • Have a clear idea of what to do next to move their Board in the right direction.

Getting Your Organization Onboard with Fundraising: Weaving a Philanthropic Culture
We may be great at cultivating relationships with our donors but are we equally as great at building and nurturing a philanthropic culture top to bottom in our organizations?  And if we are not focusing on this then why are we not?  If organizational culture reflects the way an organization operates, and if the unique nature of non-profit organizations is a reliance on philanthropy to fulfill their mission, and if fund development is the engine that drives philanthropy – then why do so many organizations fail to understand the value of understanding how a 'philanthropic' (not fundraising!) culture is crucial to have woven throughout the organization?  Why are we relegating ourselves into that dreadful 'silo' and not taking every possible step to increase philanthropic investment in our organization?
Learning Objectives:

  • Understand both the differences and the synergies between fundraising and philanthropy.
  • Have a new perspective on the relationship between fundraising and philanthropy that will change the way you engage others in your work.
  • Be able to assess your own organization's culture and identify areas for improvement and practical tips and techniques to help you change it.

Three Steps to a Fantastic Board Retreat
Are you planning a board retreat but not quite sure what to include on the agenda? Have you had board retreats before where board members walk away without a plan or next steps?  Are you considering whether or not to hire an outside facilitator? Not sure how to provide fundraising training to your board members? If so, this webinar will walk you through the 3 essential steps to having a fantastic board retreat, so your board members walk away energized, rejuvenated, and ready to help raise funds! At the conclusion of this session, participants will:

  • Learn how to draft a fantastic agenda, including ice breakers, strategic planning, and fundraising training.
  • Ensure your board members walk away from your retreat with an action plan for engaging in fundraising and advocacy.
  • Understand the pros and cons of using an outside facilitator.
  • Learn new strategies and exercises for engaging your board members in fundraising.