with our Early-Bird pricing!
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Register by Monday, January 16!
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2023 SCHEDULE & SESSION LEADERS
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9AM - 3PM CST |
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The session will be held online via Zoom. Participants are expected to attend and actively engage in every session. Before you register, please be sure you can commit to participating in each session.
**Schedule is subject to change**
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Orientation & Introduction to Certificate Program
Overview of Fundraising: The Practice, Profession, and Ethics
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Will explore mission, vision and values centered fundraising; the diverse nature of what constitutes fundraising; the integration of fundraising within an organization and fundraising staffing, policies and procedures; the overall development of an organization’s fundraising strategy; and a general overview of the present and future fundraising as well as professional ethics and excellence (e.g., AFP professional code of ethics).
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Fayruz Benyousef
Philanthropy Expert & Strategist,
Fayruz Benyousef Consulting
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Creating an Organizational Culture that Supports Fundraising: A Culture of Philanthropy
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Will explore creating a climate of “giving” within your organization; its integration into every aspect of organizational goals, strategies and initiatives; the role of the Board in fundraising; effective use of volunteer leadership; identifying, recruiting and supporting fundraising volunteers; and creating fundraising advisory entities to support organizational initiatives.
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Cookie Gregory Ruiz, CFRE
Executive Director,
Ballet Austin
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Will explore top risk and troubling traps, breach of privacy, unhappy stakeholders, harmonizing risk and reward and volunteer management, and general risk resources.
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Holly Raymond
Chief Financial Officer,
Upbring
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Donor Publics and Donor Centric Communications & Use of Social Media and E-Giving
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Will explore fundraising communications for individuals, corporations and foundations; the importance of identifying and cultivating the various publics appropriate to the fundraising initiative; and analyze participants’ communications strategies and tools.
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Brett J Barnes, CFRE, CFRM
Chief Development Officer,
National Domestic Violence Hotline
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Autumn Keiser
Senior Director of Marketing & Communication,
Planned Parenthood of Greater Texas, Inc.
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Grants – Corporate and Foundation Perspectives
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Will explore trends and practical considerations in soliciting and receiving grants and donations from corporations and foundations; how to build lasting mutually beneficial relationships; and evaluating effectiveness of seeking and receiving such funding.
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Diversity and Donor Motivations
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Will explore the diverse value systems of diverse populations a fundraiser may serve; how different cultures express communal responsibility (e.g., Christians engage in charity, Jews engage in tzedekah, Muslims engage in zakah, etc.), and engage in philanthropic activities; understanding the diverse value systems of diverse populations; the different motivations and ways diverse groups relate to giving and fundraising; and ethical considerations.
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Pam Benson Owens
President & CEO,
Edge of Your Seat Consulting, Inc
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Major Gifts and Special Projects
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Will explore the identification, cultivation and solicitation of major gifts; strategies for recognizing major donors; negotiating major gifts; and endowments.
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Fayruz Benyousef
Philanthropy Expert & Strategist,
Fayruz Benyousef Consulting
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Annual Giving and the Annual Development Process
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Will explore annual giving as a strategy/program, and the development of an annual giving plan; the different forms of annual giving (e.g., cash, appreciated securities); direct mail; special events; raffles’ principles of proportionate giving; and individual giving; marketing strategies and tools.
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Brett J Barnes, CFRE, CFRM
Chief Development Officer,
National Domestic Violence Hotline
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Planned Giving and Overall Legal and Regulatory Issues for Fundraising
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Will explore the various financial vehicles available to potential donors; the pros and cons of each vehicle for donors and the receiving agency; the research process involved prior to solicitation; and the process and practicalities of establishing a planned giving program. She will also explore the legal and ethical context of fundraising; Texas regulated fundraising issues (e.g., consumer fraud and gambling); Internal Revenue Service regulations.
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Holly Raymond
Chief Financial Officer,
Upbring
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Will explore the development of a capital campaign; its management and leadership; underlying motivations of givers; conducting a feasibility study; developing the case for support; researching, cultivating, and soliciting prospects; donor recognition; establishing naming opportunities; and capital campaign management and leadership (e.g., volunteer leadership, steering committee).
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Fayruz Benyousef
Philanthropy Expert & Strategist,
Fayruz Benyousef Consulting
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Engaging and Motivating Volunteers
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Will explore the effectiveness of using volunteers in fundraising. From top leadership, to capital campaign committees, to peer-to-peer fundraising champions, volunteers play a critical role in the most successful fundraising programs. Learn about the challenges of engaging, training, motivating and stewarding great volunteer fundraisers and hear from a panel of volunteers about their own experiences and what works and does not work, from their perspectives.
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Carmine Salvucci
Chief Development Officer,
Communities In Schools of Central Texas
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Fundraising & Event Planning
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Will focus on the use of special events to complement annual and capital campaigning initiatives; exploring the most effective use of events to achieve fundraising success. Attention will be given to considering use of a silent and/ or live auction, initial planning and budgeting, organization and timing, location, venue requirements and negotiations, food and beverage and other considerations essential to ensuring attendees enjoy themselves and your cause benefits from their participation.
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Debbie Tate, CFRE, CFRM
Chief Development Officer,
Center for Child Protection
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Financial Management, Accounting, and Financing
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Will explore the financial management processes required to administer and insure compliance of fundraising operations; the relationship between the fundraiser and the organization’s financial managers; and the impact and implications of nonprofit financial audits for agency fundraising.
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Shannon M. Andre’, CPA, CFE
Vice President/Austin Managing Shareholder,
Brown, Graham & Company, P.C.
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Engaging All Generations | Graduation
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Will explore developing and delivering programs that promote philanthropic motivation among the young; giving circles; and other strategies and tools that ensure philanthropic continuity with Central Texas.
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