Planned Giving 101 Boot Camp Series (Part 3)
Agenda: 8:30 a.m. - 9:00 a.m. - Registration 9:00 a.m. - 11:00 a.m. - Session Speaker: Dianne S. Johnson, JD, VP, Insitutional Advancement Missouri Botanical Garden MORE INFORMATION COMING SOON!

Agenda: 8:30 a.m. - 9:00 a.m. - Registration 9:00 a.m. - 11:00 a.m. - Session Speaker: Dianne S. Johnson, JD, VP, Insitutional Advancement Missouri Botanical Garden MORE INFORMATION COMING SOON!
formerly the Saint Louis Planned Giving Council2019 Annual Conference: Left + Right = Whole Brain: Bridging the Gap for a Better Client and Donor Experience Schedule at a Glance 7:45 - 8:15 am - Registration and Breakfast 8:15 - 9:45 am - Welcome and Keynote, Rebecca Rothey, CFRE, CAP 10:00 - 2:00 pm - Conference Workshops 2:00 - 2:50 pm - Closing ...
About the Program: With so many digital fundraising opportunities available, which is best for your organization? Do you have a strategic plan in place for these opportunities? Learn about how you can take advantage of all of the new ways to engage your donors. From making sure you are hitting your target audience to not missing a single donation to ...
Guest Speaker: Vivan Loy, CFP Senior Wealth Strategist, PNC Wealth Management About the presentation: In depth studies have been done by the Nonprofit Community to determine what motivates Major Donors, but more importantly what these high net-worth donor/clients expect of their professional advisors. Above and beyond the legal and tax components, which are expected, these motivated individuals expect EVERY member ...
Award-winning fundraisers Nikki Bell and Simon Scriver, who have overcome anxiety and self-doubt to become public speaking contest winners & successful relationship fundraisers, will share their learnings of how to achieve your fundraising goals when all you really want to do is hide behind your desk. You’re empathetic, creative and skilled in spotting opportunities, all qualities to be a great ...
2-Part Webinar Series Part 1: Tuesday, June 4, 2019 from 2:00-3:00 PM CDT Part 2: Tuesday, June 11, 2019 from 2:00-3:00 PM CDT Fundraising is about getting to know your donors’ values, beliefs, and experiences. Knowing and understanding their generational tendencies (i.e. Matures, Baby Boomers, Generation X, Millennials, and Generation Z) is one way to help build stronger relationships. Learn the characteristic ...
Award-winning fundraisers Nikki Bell and Simon Scriver, who have overcome anxiety and self-doubt to become public speaking contest winners & successful relationship fundraisers, will share their learnings of how to achieve your fundraising goals when all you really want to do is hide behind your desk. You’re empathetic, creative and skilled in spotting opportunities, all qualities to be a great ...
About the Session Choose your own adventure! At this event, you'll be able to select the two sessions that most interest you. We'll have advanced professionals (those with 15 years or more of experience) host conversations around some of the biggest challenges we face as fundraisers - from projecting development revenue to getting your Board involved. Price $30 - AFP ...
Price $10 - AFP Member $20 - Non-member Agenda 5:30 pm - Registration/Networking 6:00 pm - Panel Discussion 6:45 pm - Q&A About the Session Ohhhh….now I get it! For most of us hindsight is 20/20. Just as in life, as fundraising professionals, we make mistakes. If we are smart about it, we look at those mistakes as opportunities, and ...
About the Session At this session Martin will discuss a set of foundational principles that he has observed, experienced and practiced that led to the raising of over $500 million dollars during his 24 year fundraising career. During the talk he will answer several questions: How does fundraising benefit our organizations; What does fundraising do for donors; and What's in it for us? This is an opportunity to gain ...
August 26, 2019 7:30 AM to August 27, 2019 3:00 PM PRICE $400 - AFP Members $500 - Non-members SCHEDULE August 26 7:30 a.m. - 8:00 a.m. - Registration/Check-in 8:00 a.m. - 11:45 a.m. - Morning 11:45 a.m. - 12:30 p.m. - Lunch Break 12:30 p.m. - 4:45 p.m. - Afternoon August 27 7:30 a.m. - 8:00 a.m. - Registration/Check-in 8:00 a.m. - 12:00 p.m. - Morning ...
Join AFP St. Louis for a full day of learning and dialogue about the basics of fundraising. Designed for those new to the fundraising and nonprofit management professions, this interactive seminar offers an overview of a range of topics in fundraising, development, and management including the nature of nonprofits, prospect research and management, annual giving strategies, donor cultivation and stewardship, ...
$140 for AFP members ($165 after July 14) $185 for non-members ($210 after July 14) About the Conference What is changing and what is staying the same? How can we evolve to keep up with new technology that can develop agile and adaptive fundraising campaigns, while at the same time maintain strong relationships through traditional face-to-face cultivation and stewardship? We must ...
About the Session Just like surgeons need to know the shape of the skeleton, the physical layout of the internal organs, and the connective tissues of the muscles and ligaments in order to perform a delicate surgery, fundraisers need to know the essentials of a good letter in order to effectively reach their audience and encourage maximum giving. From what ...
This hands-on workshop explores the value of moves management for major gift programs. You can make moves management a "healthy habit" by institutionalizing this vital process into your development program. Embracing moves management will make you a more intentional fundraiser and you won't have to scramble through the tyranny of the annual fund because you will know - at a ...
More and more, funders are asking nonprofits to describe how their work advances diversity and inclusion in our community. As grant and fundraising professionals, we must be prepared to respond to this question and understand how programs are (and are not) addressing these issues, and how that might impact our ability to meet our fundraising goals. At this half-day conference, ...
AFP of St. Louis and Maryanne Dersch of Superstar Fundraising present: Nearly all nonprofits have fallen into this trap: we've built our homes on rented land, with social media as the main avenue to grow our influence and find new donors. Now that Facebook, YouTube, Instagram and even LinkedIn are public companies, the algorithms that we couldn't control in the ...
We have a Diversity and Inclusion committee!!! Now what? Most organizations these days have a Diversity and Inclusion committee…. That’s great, but what comes next? This is the tricky part that most organizations fall down on - what and how do we do the actual work? During this session, we will explore pitfalls and bumps in the road that others ...
Price: $10 - AFP Members $20 - Non-members Agenda: 8:30 a.m. – 9:00 a.m. - Registration/networking 9:00 a.m. – 9:45 a.m. - Presentation 9:45 a.m. – 10:00 a.m. - Q&A About the Program Ethics can seem more frightening than Dracula and Frankenstein, but they don’t need to! You’ll hear from some of our local leaders about what they’ve learned, test ...
If you think the song "The Most Wonderful Time of the Year" is about the holidays, think again! It's about fundraising!! Did you know that most money donated each year from individuals comes during the months of November and December? And, the major of that comes in the last couple days of the year? It's an amazing time to get ...
TICKETS: $65 - AFP Members $85 - Guests Individual tickets available beginning August 30. Full tables and sponsorship opportunities are also available; please contact Jackie Bode at jbode@aaortho.org for additional information. ABOUT NATIONAL PHILANTHROPY DAY National Philanthropy Day is a special day set aside each year to recognize and pay tribute to those in our region and around the world who have ...
About the Session Choose your own adventure! At this event, you'll be able to select the two sessions that most interest you. We'll have advanced professionals (those with 15 years or more of experience) host conversations around some of the biggest challenges we face as fundraisers - from projecting development revenue to getting your Board involved. Price $30 - AFP ...
Want to start 2020 with a powerful roadmap for raising money? Join us for this hands-on workshop on Creating a Development Plan. Participants will: Learn about the critical elements of a development plan Access templates to make your own Leave with confidence that you can build a practical and "doable with a stretch" plan About the Presenter: Wendy Dyer Wendy ...
Stu on Stewardship will explore the four key fundamentals of donor stewardship and will then delve into how organizations can approach stewardship as an integral part of the overall fundraising cycle. The session will include a discussion on best-practices for capturing stewardship data, the most effective ways to use data to support stewardship activities, and why effective stewardship relies on ...
The Saint Louis Planned Giving Council and the Association of Fundraising Professionals are again partnering to host a three-part Planned Giving 101 Boot Camp Series. The series is designed to introduce the concepts of planned giving to development professionals, executive directors, board members and others who are either new to planned giving or interested in starting a planned giving program. It ...
A Certified Fund Raising Executive (CFRE) is a fundraising professional who has gone the extra mile to confirm their own mastery of fundraising practices. The CFRE is the only accredited, globally recognized certification for fundraising professionals. The 2018 Compensation and Benefits Study conducted by the Association of Fundraising Professionals shows that in 2018, CFREs in the United States earned on ...
Let's unwind and have a little fun together this spring! We'll meet up at 5:30 p.m. at the Budweiser Brew House for a happy hour, appetizers on us. You’ll get your first drink free and be able to learn more about the various event spaces within Ballpark Village. (Did you know they offer various event spaces? You may just leave ...
Nearly all nonprofits have fallen into this trap: we've built our homes on rented land, with social media as the main avenue to grow our influence and find new donors. Now that Facebook, YouTube, Instagram and even LinkedIn are public companies, the algorithms that we couldn't control in the first place are now being dictated more and more by paid posts. ...
When: Thursday, March 26, 2020, 1-4 p.m. The class will provide an overview of key strategies to execute your most successful campaign, whether capital, endowment or comprehensive. Instructor Dan Reynolds will share best practices, priorities activities, pillars for success, and stories and lessons from the field regarding what works well and perhaps not so well. Instructor Dan Reynolds has been ...
Leading local funders discuss what their organizations are doing in response to the current pandemic. Find out what resources are available for nonprofits and individuals who have been impacted by the disease or by the resulting downturn in the economy. They will discuss what community needs they are seeing, how they have changed their grantmaking programs, what areas they are ...
AFP Global knows times are tough, but you still need to stay at the top of your fundraising game. That's why registration fees have been waived for the next three webinars for all members! Not an AFP member yet? You can join here: https://afpglobal.org/join Done well, surveys can empower you with real, actionable, and surprising insights into what your current and prospective donors ...
AFP Global knows times are tough, but you still need to stay at the top of your fundraising game. That's why registration fees have been waived for the next three webinars for all members! Not an AFP member yet? You can join here: https://afpglobal.org/join You’ve grown your legacy program, you have an impressive pipeline of donors interested and considering leaving a legacy gift ...
This year, we’ll use our 20/20 vision to take a look back and jump forward to the future of fundraising. What have you learned in 2020 that you will take with you to 2021, and what would you leave behind? What do you expect to find in 2021? What do you expect 5, 10, or 20 years into your fundraising ...
Join us to hear from local professionals about the lessons they've learned during the COVID-19 pandemic. Featuring Michael Rubin, Rhonda Gray, Dan Reynolds, and Michael McMillan (not pictured). Moderated by Rachel Covington. Agenda Each section consists of a 15 minute presentation followed by a 5 minute q/a session. 11:30 am: Stay the Course, Michael Rubin 11:50 am: Developing a New Community ...
Join Anthony R. Alonso as he discusses the tools and techniques you should use to maximize communication efforts with your donors, especially during times where face to face visits are not always an option. Cultivation is key for the long-term sustainability of your annual fund, so make the most of a multi-channel strategy that incorporates email, direct mail, phone, text, ...
As development professionals, we are charged with the huge task of juggling many different segments of donor activities: major donors, direct mail, marketing, events, board relationships, and even planned giving. This presentation will help prioritize and give clarity to those individuals who always feel they are reacting rather than being proactive in their work to ensure the greatest return. This presentation ...
Major gifts provide one of the highest returns on investment of any development shop. Learn how the increasing wage gap in the U.S. is impacting major gifts, what you can do to capitalize on the trends, and why it's important to nurture gifts of all levels. About the Presenter: Wendy Dyer Wendy has enjoyed working with hundreds of nonprofits in more ...
As development professionals, we are charged with the huge task of juggling many different segments of donor activities: major donors, direct mail, marketing, events, board relationships, and even planned giving. This presentation will help prioritize and give clarity to those individuals who always feel they are reacting rather than being proactive in their work to ensure the greatest return. This ...
You’ve done all the right things. Collected the emails at every logical interaction with donors. Now what do you do with them? The leadership team from M&C will share strategies and tactics for making the most of this contact information goldmine. Learn about the best platforms for your organization and particular goals Demystify the magic of an effective welcome series ...
For more than 30 years, Diane M. Carlson has been helping her clients ask for and receive millions of dollars in support for their organizations. In this 45-minute webinar, Diane walks her audience through the process of managing the “ask”, starting with prospect identification and ending with how to handle saying “thank you”.
Looking for ways to grow your fundraising team’s engagement, focus, and performance? Join host Robin LeVan, SVP of Marketing and Partnership and Sam Goodson, Nonprofit Cloud Consultant at Buzzbold and special guest Jarel Loveless, Chief Development Officer at Annie Malone Children's and Family Services for virtual coffee as we chat about how Salesforce's Nonprofit Cloud helped Jarel lead his team and ...
2021 is finally here, ready or not. It's time to dust off those yearly budgets and find the funds to make this year a success! Join us for this interactive workshop to add new tools to your fundraising toolkit and hone in on healthy habits that result in fundraising success. Topics covered include better donor engagement, adding a gift table ...
Choose your own virtual adventure! At our annual roundtable event, you'll be able to select the three sessions that most interest you. Advanced professionals (those with 10+ years of experience) will host important conversations as the world has gone virtual and changed for fundraisers, donors, and within our communities. Learn how non-profit professionals have adapted, lead change, and re-imagined the ways in ...
Join AFP St. Louis for two half-day virtual learning sessions and dialogue about the basics of fundraising. Designed for those new to the fundraising and nonprofit management professions, these interactive seminars offer an overview of a range of topics in fundraising, development, and management including the nature of nonprofits, prospect research and management, annual giving strategies, donor cultivation and stewardship, ...
Join AFP St. Louis for two half-day virtual learning sessions and dialogue about the basics of fundraising. Designed for those new to the fundraising and nonprofit management professions, these interactive seminars offer an overview of a range of topics in fundraising, development, and management including the nature of nonprofits, prospect research and management, annual giving strategies, donor cultivation and stewardship, ...
Increasing your focus on diversity and inclusion and raising money aren’t mutually exclusive. In this webinar, we’ll help you assess and revitalize your development program to take an anti-racist approach that results in successful fundraising and a high return on investment. In addition to providing practical advice and anti-racist actions you can take in your fundraising, we’ll also consider the ...
WHAT’S THE BIG IDEA? We all want to be part of an epic story where we are the hero. We have wanted it since we were children reading bedtime stories with our parents or watching our first films on the Big Screen. We are the central figure in our life’s epic of breakups, successes, failures, and adventure. However, when your nonprofit ...
In 2018, the Animal Protective Association (APA) of Missouri, with the help of The Rome Group, launched a Planned Giving Advisory Council consisting of estate planning attorneys, financial advisors, and wealth managers. This Council was tasked with helping formalize and support a planned giving program for the APA. Since the inception of this Council, the APA has launched a comprehensive ...
This fast-paced, two-hour interactive workshop is designed for development professionals early in their career who want to hit the ground running with healthy habits that will last a lifetime. Build your working toolkit with techniques you can put to immediate use for individual fundraising - including major gifts and digital platforms - plus best efforts to secure foundation and corporate ...
Major gifts provide one of the highest returns on investment of any development shop. Learn how the increasing wage gap in the U.S. is impacting major gifts, what you can do to capitalize on the trends, and why it's important to nurture gifts of all levels. About the Presenter: Wendy Dyer Wendy Dyer, President of Wendy Dyer Fund Development Consultants, has ...
About the Workshop: This fast-paced, two-hour interactive workshop is designed for development professionals early in their career who want to hit the ground running with healthy habits that will last a lifetime. Build your working toolkit with techniques you can put to immediate use for individual fundraising - including major gifts and digital platforms - plus best efforts to secure ...
About the Workshop: Ever wonder why it’s so hard to break out of the mostly grant-funded model and into more diverse funding streams? In this hands-on 2-hour workshop, explore the Stanford Social Innovation Review 10 Funding Models to see the public’s perception of your nonprofit. Then, discuss ways to start building an individual giving program from scratch. About the ...
About the Workshop: Nearly all nonprofits have fallen into this trap: we've built our homes on rented land, with social media as the main avenue to grow our influence and find new donors. But we don't control that space and who sees our content. And the algorithms change, older platforms fall out of favor as new ones emerge and it is hard ...
About the Workshop: Explore the myriad of challenges in fundraising - a potential Recession, relentless inflation, lingering Covid-19, and more - and learn ways to navigate the land mines to manage a successful year-end to 2022! At this virtual 2-hour session, openly discuss the greatest threats to your fundraising program given the current landscape, and also how to seize the ...
Fundraising 101 About the Workshop: This fast-paced, two-hour interactive workshop is designed for development professionals early in their career who want to hit the ground running with healthy habits that will last a lifetime. Build your working toolkit with techniques you can put to immediate use for individual fundraising - including major gifts and digital platforms - plus best efforts ...
About the Workshop: Want to start 2023 with a powerful roadmap for raising money? Join us for this hands-on workshop on Creating a Development Plan. Participants will: Learn about the critical elements of a development plan Access templates to make your own Leave with confidence that you can build a practical and "doable with a stretch" plan This is a ...
About the Workshop: Ever wonder why it’s so hard to break out of the mostly grant-funded model and into more diverse funding streams? In this hands-on 2-hour workshop, explore the Stanford Social Innovation Review 10 Funding Models to see the public’s perception of your nonprofit. Then, discuss ways to start building an individual giving program from scratch This is a virtual workshop. ...
About the Workshop: In this workshop, you’ll hear from philanthropist Nina Needleman about the donor perspective. In this 1.5 hour session, you’ll be introduced to the Giving Questionnaire, which she developed as she thought through her charitable goals. She shares this valuable tool with you for you to use to help other donors think through their charitable intent and priorities. ...
About the Workshop: Does strategy make you yawn? Grimace? Run? Unlock the basics of an effective strategic planning process that is engaging, real and can help you bring your organization to the next level. We’ll give you tools to have an inclusive, thoughtful and energizing strategy process with outcomes that are measurable and satisfying. You’ll walk away from this session feeling ...
Gearing Up for a Successful Year End About the Workshop: Explore the myriad of challenges in fundraising - a potential Recession, relentless inflation, lingering Covid-19, and more - and learn ways to navigate the land mines to manage a successful year-end to 2023! At this virtual 2-hour session, openly discuss the greatest threats to your fundraising program given the current ...
Fundraising 101 About the Workshop: This fast-paced, two-hour interactive workshop is designed for development professionals early in their career who want to hit the ground running with healthy habits that will last a lifetime. Build your working toolkit with techniques you can put to immediate use for individual fundraising - including major gifts and digital platforms - plus best efforts ...
About the Workshop: This fast-paced, two-hour interactive workshop is designed for development professionals early in their career who want to hit the ground running with healthy habits that will last a lifetime. Build your working toolkit with techniques you can put to immediate use for individual fundraising - including major gifts and digital platforms - plus best efforts to secure ...
Diversifying Funding Streams Ever wonder why it’s so hard to break out of the mostly grant-funded model and into more diverse funding streams? In this hands-on 2-hour workshop, explore the Stanford Social Innovation Review 10 Funding Models to see the public’s perception of your nonprofit. Then, discuss ways to start building an individual giving program from scratch. This is a ...
Fundraising 101 Join veteran fundraiser Monica Cawvey Gallagher from Three Foxes Consulting to learn about how to build effective relationships that will help you raise funds for your organization. This course will help you understand the role fundraising plays in your organization, the types of donors who could give to your cause, and how to build relationships with those donors. ...
The Fundamentals of Capital Fundraising Bruce will present the fundamentals of a capital campaign for your organization. He will review what needs to be determined prior to the decision to launch a campaign, how to identify and approach donor prospects, and how to develop a timeline and budget. Perhaps more importantly, he will share stories on the successes and failures ...
Gearing Up for a Successful Year End Explore the myriad of challenges in fundraising - a potential Recession, relentless inflation, lingering Covid-19, and more - and learn ways to navigate the land mines to manage a successful year-end to 2024! At this virtual 2-hour session, openly discuss the greatest threats to your fundraising program given the current landscape, and also ...