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What Funders Want: What Board Members Need to Know About Fundraising and Funding Strategies

Facilitating Organization and Name of Facilitator:  Capital Strategists Group, Tom Ralser, President

Location:    Embassy Suites, Rogers AR

Day of Week, Date, and Time: April 22, 8:30 to 3:30

Targeted Audience: Board Members and Executive Directors from nonprofit organizations with the following characteristics:

  • Annual budgets under $10 million

Executive Directors and Board members who find their organizations are facing the following:

  • Less funding from traditional sources
  • An uncertain financial future
  • Less than anticipated grant funding
  • Less than stellar fundraising campaigns
  • More competition for existing funding sources

Program Description:  This workshop will allow executive directors and board members to:

  • Differentiate between the various activities of fundraising and learn why the activities alone are not a funding strategy
  • Understand the importance of funder motivations
  • Explore some widely held misconceptions about fundraising and what really works in the new, tight-money economy
  • Be exposed to recent research on funding strategies and funding models
  • Develop their own funding strategy that respects their likely sources of funding, the motivations of funders, and the outcomes they deliver

Program Goals/Objectives/Outcomes:
Based on the experience of “in the trenches” fundraising on a national basis, this program will promote an understanding of funding concepts and/or processes in three major areas:

Fundraising

  • Fundraising models: volunteer vs. professional solicitation
  • Board involvement in fundraising: alternatives and applications
  • Pros and Cons of The Big 4: Events, Campaigns, Fee for Service, and Grants

Funding Strategies

  • Recent research on 10 funding models
  • Matching strategy to your organization: one size does not fit all
  • The importance of funder characteristics: motivations, source of funds, and decision makers
  • Funding portfolio considerations: diversification vs. focus
  • The importance of a long term financial sustainability plan

What Funders Want

  • Funder motivations
  • The importance of credibility: delivering on promises
  • Community impact: outcomes do matter
  • Communication: don’t assume funders get it

These areas will be interactively addressed during the workshop, and participants will leave with a funding framework for their organization that day.

Program Value:  One day of on-site consulting is normally billed at $1,500/day

Program Fee:  $150/organization (two individuals per organization) includes lunch and refreshments

Maximum number of participants: Maximum of 15 organizations, with a minimum of six organizations

Deadline to express interest:  February 15, 2010

Program interest may be expressed by contacting:
Marie Carlson at mariec@capitalstrategists.com or (407)729-8464

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