When: June 17-20, 2013
The Nonprofit Management & Leadership Program's annual Fundraising Institute has trained hundreds of development officers, staff and volunteers from around the region and across the state over the last decade. The Fundraising Institute provides the most up-to-date information on current fundraising practices and ideas.
Six sessions over four days including:
The Nonprofit Management & Leadership Program’s 2013 Fundraising Institute will offer new topics as well as updates to our popular grant writing and fundraising research classes. Participants can enroll in one or more sessions with a discount for registration for all the classes.
To add your name to the mailing list, email Stacy Ross or call (314) 516-6713. For more information, call the Nonprofit Management and Leadership Program at (314) 516-6378.
Monday, June 17, 2013 9:00-4:00 PM | “Successful Grant Writing” | $99
Grant writing is both an art and science and is ever evolving. Hear informative perspectives and the latest practical examples that will give you an edge in writing proposals and obtaining funding. Learn tools and techniques to make your grants more successful in the increasingly competitive private sector market. Hands-on activities provide real-world take-aways that you can use now. From research to thanking the donor, this comprehensive session is good for beginners and seasoned grantwriters. Lunch included.
Instructor: Wendy Dyer
Independent Fund Development Consultant
Wendy Dyer has been a fundraiser and a fundraising consultant for more than 22 years. Her fund development career began at Saint Louis University, where she worked in donor research and prospect management, then major gifts and corporate/foundation relations. In consultation with nonprofit organizations, she provides coaching, grant strategies, major giving programs including annual fund and capital campaigns, board design and engagement. Wendy provides capacity building workshops throughout the state, as well as locally through the Deaconess Foundation Impact Partner program.
Tuesday, June 18, 2013 | 9:00-4:00 PM | "Finding the Right Grant for Your Organization” | $99
Finding appropriate grant opportunities is the first step to successful fundraising. Learn the most effective techniques and resources to uncover the right funding opportunities. Lunch included.
Instructor: Kay Tabscott, Development and Community Relations Manager, Kingdom House, and Independent Development Research and Prospect Research Training
Kirkwood, Missouri 63122
Kay C. Tabscott is currently Development and Community Relations Manager for Kingdom House in St. Louis, Missouri, a social service organization serving low-income residents of south St. Louis City. She is also President of Independent Development Research and Prospect Research Training (IDR), which she founded in 2002. IDR provides a variety of local and national non-profits with corporate, foundation, and major donor (individual) profiles. In 2006, Kay developed and taught the course: “Introduction to Prospect Research” in Washington University’s Master’s Degree in Non-Profit Management program. She began her prospect research career at Washington University, where she was a prospect researcher/senior researcher. Kay received her BA in English from Lindenwood College, holds a Missouri Lifetime Teaching Certificate - Secondary Education, and is a certified Paralegal. She served on the APRA MO-KAN board of directors for five years and is now an APRA Mentor. She is an APRA International and APRA MO-Kan Conference Scholarship winner, and has presented on Prospect Research at APRA Conferences, AFP meetings, at the Grant Professionals Association (GPS), and at other non-profit venues.
Wednesday, June 19, 2013 | 9:00-12:00 PM | “Ethical Dilemmas and Decision-Making for Nonprofit Professionals” | $49
Highly-effective leaders within the nonprofit sector realize that the public trust is earned through transparency, prudent decisions and just actions, and with greater public trust comes better opportunities to cultivate financial support for your organization. This interactive course will challenge participants to consider and debate ethical issues using case studies in order to develop ethical accountability and leadership. Come learn how a commitment to ethical fundraising for your enterprise can lead to not only better fundraising outcomes, but also better management of your organization.
Instructor: Bret Heinrich
Director of Advancement
The OASIS Institute
Bret Heinrich is a certified fundraising executive with the OASIS Institute where he guides national fundraising strategy. Prior to OASIS, he was a partner with The Laurasian Institution, a non-profit promoting cultural exchange between the U.S. and Japan. Bret has taught Ethics and Accountability for Nonprofit Leaders as an Adjunct Instructor in the Washington University, University College in Arts & Sciences. He is a past contributing editor to Charity Channel’s Grants and Foundation Review online forum and has made presentations for AFP, the St. Louis Planned Giving Council, the American Society on Aging and the Fundraising Institute, Australia. Bret is an ordained minister through the General Council of Christian Churches. He earned a Master of Fine Arts degree in theatre performance from Western Illinois University and a Bachelor of Arts in English with secondary certification from Eureka College. Bret and his family reside in Kirkwood, Missouri.
Wednesday, June 19, 2013 | 1:00-4:00 PM | “Developing and Marketing a Planned Giving Program for Your Nonprofit Organization” | $49
Learn the basics of a solid planned giving program for any size organization. This class will also cover more sophisticated marketing and development techniques that will help your planned giving activities and efforts to be successful.
Instructor: Steven A. Rosenblum, JD
Director of Planned Gifts
Saint Louis Zoo Foundation
One Government Dr.
St. Louis, MO 63110
Steven Rosenblum has been the Director of Planned Gifts at the Saint Louis Zoo since 2005. He brings a wealth of knowledge in the areas of charitable gifts and estate planning from his seven years at Washington University, his work with the St. Louis Planned Giving Council Board where he serves as Vice President and Leave A Legacy program where he serves as Co-Chair. Steven is also the Co-Chair of the Legacy Awards Dinner and serves on the planning committee for the “Will to Give” program. Steven is a graduate of Washington University Law School and has a BA from the History Honors College at the University of Texas at Austin. His dedication and devotion to the non-profit world and his ability to link high-end donors to the institutions he works at has made him a well-respected member of both the non-profit community and the legal community. Some of Steven’s other speaking experiences include speaking at the annual conferences for the American Council on Gift Annuities and the National Conference on Planned Giving. In addition to his career goals, Steven is active in the community and currently serves on several boards of directors including the Crown Center for Senior Living, an independent living apartment complex for low income seniors where he is the immediate past-president , the Clayton History Society and the Clayton Community Foundation.
Thursday, June 20, 2013 | 9:00-12:00 PM | “Planning and Managing Successful Special Events” | $49
Events pose unique challenges, but they can also yield significant rewards, including opportunities to raise both friends and funds. Learn the basics of planning, managing and sustaining successful special events. This class will cover third party to major fundraising events, and how to start new events and expand existing events. Participants will develop an annual event plan with a timeline, budget, and how to achieve the revenue goal. The class will also help you to establish your event team of staff, chairs, committees, and volunteers, and how to get them to work well together. Events are challenging - but we need them!
Instructor: Jan Rasmussen
Associate Executive Director
St. Patrick’s Center
Jan Rasmussen is the associate executive director for St. Patrick Center, the largest provider of homeless services in Missouri. She served as their chief development officer for 13 years, developing and implementing plans to generate financial resources to fund and expand programs to support the agency’s $14+ million dollar operating budget. As associate executive director Jan works on major projects, board development, advocacy within the community and works with major donors. She advises nonprofit agencies on strategic planning, fundraising programs and board development, mentors development professionals and teaches marketing and direct mail seminars. Jan is a member of the Association of Fundraising Professionals and the St. Louis Planned Giving Council, serving on their Board 2005 - 2009 as Vice President of Outreach. She was also selected as the AFP 2005 Outstanding Fundraising Executive of the Year.
Thursday, June 20, 2013 | 1:00-4:00 PM | “Development Do’s and Don’ts – the View From Tax-Funded Boards, Commissions, and Districts” | $35
Don’t miss this opportunity to learn directly from tax-funded boards, commissions, and districts in our area about what makes for an effective request, how funders like these set priorities, and what makes them look favorably on an agency and its programs. Even if you aren’t looking for funding from one of these agencies, come learn about the perspectives and practices that matter across every kind of tax-funded board, commission, or district.