PROGRAMS
Areas of Study Certificate Programs Registration Form Calendar E-Calendar of Courses and Network Opportunities Networking Scholarships MBA Board Member Program.
Fundraising and Development
Finding Funding
Every organization strives to find the necessary funding to meet its mission.
In order to be sustainable, nonprofits must diversify their funding sources.
This introduction to prospect research includes ways to find potential
funding partners using directories, periodicals, and online resources.
Who Should Attend:
Beginners in the fields of grant writing, development, prospect research,
and those new to the nonprofit sector.
You Will Learn:
- To identify three potential philanthropic funding sources of nonprofit organizations
- To research foundations that are interested in funding your mission
- To catalogue and track your funding research
Prerequisite for the Proposal Writing series and required for the Certificate in Proposal Writing.
| Date: | 
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Thursday, September 10, 2009 |
| Time: | 9:00 a.m. - 4:00 p.m. | |
| Tuition: | $120 Members, $220 Non-members | |
| Instructor: | Emily Furlong, Senior Program Manager, Philanthropy Center |
Click here to register.
First Steps in Fundraising
First impressions are critical to any relationship—they can open or close the door to further contact. With nonprofits relying on 12% or more of their funding from foundations, it is important that they learn how to build strong relationships using both the inquiry letter and the concept paper. The First Steps in Fundraising workshop helps you put your best foot forward as you learn:
- key areas involved in first contact with funders
- the distinct components of an inquiry letter and a concept paper
- step-by-step development of a needs statement—the crucial ingredient for these documents
Each document highlights the grant proposal and has a specific role in developing a relationship with potential funders.
Who should attend:
This workshop is designed for beginning fund development staff and grant
writers or other staff who may wish to learn ways to approach potential
funders.
What you will learn:
- how to approach funders
- the differences between an inquiry letter, concept paper, and white paper
- how to write an effective needs statement
Prerequisite for the Proposal Writing series and required for the Certificate in Proposal Writing.
| Date: | |
Thursday, September 24, 2009 |
| Time: | 9:00 a.m. - Noon | |
| Tuition: | $60 Members, $110 Non-members | |
| Instructor: | Ruth Patrick, SFO, Harbor House | |
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Ruth Patrick is the Chief Operating
Officer with Harbor House of Central Florida. Harbor House seeks
to eliminate domestic violence in Central Florida by providing safety,
shelter, empowerment, education and justice. Ruth has a 20+ year
career in the non-profit sector and has held leadership roles in
several organizations including Girl Scouts, Adult Literacy League
and Central Florida Zoological Society. Most recently she served
as the Executive Director of the Central Florida Police Athletic
League, a non-profit organization offering educational and recreational
programs for children between the ages of 5-18 years old in the
inner-cities of Orlando and Winter Garden. She has skills in fund
raising, finance, human resource and program management, marketing
and strategic planning. Ruth is a 1990 graduate of Rollins College,
Crummer Graduate School of Business, Executive MBA, Martin Bell
Scholarship recipient. She graduated from Florida State University
with a B.S. degree in Business Management. |
Click here to register.
Raising Funds Through Special Events
Special events can be an effective fundraising, public relations,
and educational tool! Raising Funds Through Special Events is designed
to assist you in the A to Z of event planning. After providing an overview
of the potentials, limits and pitfalls, this workshop will guide you to
assess whether or not using special events would be a good development
strategy for your organization. Participants will learn how to maximize
donor support through leveraging relationships to gain additional dollars!
The workshop includes components on how to develop, organize, promote
and implement a cost-effective event.
| Date: |
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2010 Date TBA |
| Time: | TBA | |
| Tuition: | TBA | |
| Instructors: | Lisa Blackwelder,
Director of Development, BETA
Center Karen Revels, Associate Executive Director, International Fibrodysplasia Ossificans Progressiva Association |
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Lisa Blackwelder joined BETA Center as its Development Director in the fall of 2006, bringing with her more than 15 years experience in fund-raising, major gift cultivation, communications and special event management. Prior to joining BETA Center , she was with the American Cancer Society, Orlando, where she served in several, progressively more responsible positions since 2000. Most recently, she was director of systems initiative and corporate development, responsible for directing and training staff in the entire Florida Division on how to build major individual and corporate relationships. She also served as associate director, unit executive director and area development director. | |
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Karen Neely Revels is the new Associate
Executive Director at the International Fibrodysplasia Ossificans
Progressiva Association (IFOPA); a non-profit that supports medical
research, education and communication for those afflicted by a rare
genetic condition that causes bone to form in muscles, tendons, ligaments
and other connective tissue. The organization is internationally focused
but is based in Oviedo. Her new contact information is Karen.revels@ifopa.org
407-365-4194. Karen was previously the Director of Development at
the Jewish Community Center of Central Florida, where she had overall
responsibility for fundraising and management of the strategic direction
of the Center. During her tenure of three years at the JCC, the center
increased the development income by over 50% while streamlining the
development processes. Prior to working at the JCC, she worked at
the American Cancer Society for 8 ½ years and held many positions
including Income Development Manager, Statewide Relay For Life Manager,
Unit Executive Director and the Area Executive Director positions
for the Brevard Area and the Metro Orlando Area. |
Click here to register.
Evaluating Special Events
How do you determine the true results of special events?
Is it enough to generate goodwill, or do you need to be sure you raise
money? This workshop gives you techniques to evaluate your special event
making the next one a success for sure.
Click here to register.
Ready, Set, Fundraise! BASIC
(Formerly Nonprofit Management 101)
This two-day workshop covers a basic introduction to nonprofit management
best practices with a goal of creating a sustainable organization. Funders
make donations to nonprofits that use valid and reliable methods to meet
community needs. Funders look for proper accounting procedures, internal
controls, strong and active board of directors, consistent program evaluation,
and mission-based strategic planning. This workshop leads participants
through the steps necessary to insure their organizations have a strong
foundation for fundraising.
Who should attend:
Executive Directors/CEO, fundraising/development staff, board members
and volunteers
You will learn:
- The role relationship plays in securing funding
- How to write a clear and concise explanation of our mission
- How to construct a compelling need statement
- What funders look for in a budget
- The importance of evaluating programs to determine if they meet the community need
- The basics of nonprofit accounting and strong internal controls
- The necessary actions that are required for the organization to comply with government reporting guidelines, funders’ requests, and good stewardship
- How to differentiate between the roles of the executive director and the board of directors
- To identify the elements of a strategic plan and how to track progress
towards meeting the plan’s goals
Date:
2010 Date TBA Time: 9:00 a.m. - 5:00 p.m. Tuition: TBA Instructors: Emily Furlong, Senior Program Manager &
Lee Bailey, Program Manager
Rollins College Philanthropy & Nonprofit Leadership Center
Click here to register.
Prospect Research: A Beginner's Search
and Find Workshop
While linkage, interest, and ability are the precursors to
successful fundraising, the biggest challenge comes in determining an
individual’s ability to give. This hands-on workshop equips you
to understand and evaluate an individual’s ability and inclination
to give to your organization. Learn to use Internet resources to determine
individual wealth. Avoid asking for too little or too much. This half-day
workshop fills the gap in your ability to conduct successful prospect
research on individual donors (versus foundations and corporations).
You will learn:
- Gain an understanding of the role of prospect research
- How to prepare an in-depth profile and to qualify prospects for major gifts
- To comprehend donor privacy issues
Participants should bring two major-gift prospect names and their contact information to the workshop (home address, phone and business information are the best matches). The first prospect name should be one you really want to know more about and the second name is your fallback prospect in the event there is no public information available on the first name. Prospect information is confidential and will not be shared with the class.
| Date: |
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2010 Date TBA |
| Time: | 9:00 a.m. to Noon | |
| Tuition: | TBA | |
| Instructor: | Jennifer Filla, President of Aspire Research Group | |
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Before starting Aspire Research Group, Jen worked in Pennsylvania at the Delaware County Historical Society, The Devereux Foundation headquartered in Villanova, and most recently the Jefferson Kimmel Cancer Center in Philadelphia as Associate Director of Development. She has worked in prospect research, corporate and foundation relations and major gift solicitation. |
Click here to register.
Designing a Successful Marketing
and Fundraising Email Campaign
Are you using the emails and the Web to enhance your nonprofit’s
fundraising, marketing, communications? Are you ready to examine the skills
and concepts that experts use in greater depth? Taught by experts from
National Geographic, a world-wide leader in e-mail marketing and fundraising,
this full-day workshop offers a highly interactive setting for participants
to share their experiences and to apply new concepts and tactics to their
email marketing and fundraising strategies.
You will learn:
1. Leave with the tools to create a sustainable long-term email marketing
strategy
2. Why your nonprofit needs to invest in email Marketing/Fundraising
3. Starting your email campaign the timetable, objectives, content, providers
and list
4. Your email campaign in action, monitor and evaluation
5. Expanding your email campaign with new tactics and targeting
6. Sector outlook and current trends
7. Case Studies
| Date: | Friday, September 25, 2009 |
| Time: | 9:00 a.m. - 4:30 p.m. |
| Tuition: | $120 Members (50% scholarships
available), $220 Limited number of seats, register now! |
| Instructors: | Andrew Elliott,
E-Marketing Coordinator, National
Geographic Lauren Skena, Account Director,
Epsilon Marketing |
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Andrew Elliott currently works with over 20 departments within the National Geographic Society including: Development & Fundraising, Missions programs, NG Museum, and the National Geographic Channel. He manages more than 30 email newsletters and promotional campaigns distributed to four million subscribers worldwide, and is responsible for all aspects of e-marketing operations including strategy, campaign development, list growth, deployment, reporting, and analysis. |
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Lauren Skena has been actively involved in email and online marketing for the past 8 years. She brings a unique combination of hands-on experience with email marketing strategy, email customer database implementation, web development, multiple email deployment platforms, and team management. Lauren’s experience is instrumental in assisting several of Epsilon’s clients address the evolving needs of their email marketing strategies, including the integration of online and offline data, and providing strategic thought leadership to improve their marketing programs. |
Click here to register.
Power and Privilege: Diversity in the Nonprofit
Sector Lunch
In
partnership with the AFP Central Florida Chapter
Central Florida thrives on our diverse cultures, experiences
and points of view. Imagine what we can do in the next 20 years if we
more fully engage diverse talents and ideas within the nonprofit sector
to achieve our mission-based work.
Just think how that could increase our effectiveness and impact. Join Association of Fundraising Professionals Central Florida Chapter and the Philanthropy and Nonprofit Leadership Center as we bring together leaders from the community for a thoughtful and meaningful discussion.
| Date: | Wednesday, October 14, 2009 |
|
| Time: | 11:30 a.m. - 1:00 p.m. | |
| Location: | Rollins College | |
| Tuition: | $20 AFP/Philanthropy Center Members, $25 Nonmembers | |
| Panel: | Michael Freeman, Allies/ Diversity
Initiatives Coordinator, University of Central Florida David Odahowski, President/CEO, Edyth Bush Charitable Foundation Sue Idtensohn, President/CEO, Planned Parenthood of Greater Orlando Linda Landman-Gonzalez, Orlando Magic Youth Foundation |
Click here
to register.
Major Gifts: Steps Toward Sustainability
Organizational readiness is imperative for implementing
the steps that lead to major giving. In this workshop, you'll learn to
examine the development process and how it ensures major gift success.
Major gifts can be a predominate source of revenue to support both the
operations and special programs for your organization. This multi-day
workshop provides the elements and essential knowledge to establishing
a major donor program or expanding/strengthening an existing one. You
will also explore strategies that ensure major gift success.
Who should attend:
Nonprofit executive directors, development directors, fundraising personnel,
volunteers, and board members should attend. This
course is required for the Certificate in Philanthropic Fundraising.
You will learn how to:
- create an organizational vision for major gifts
- integrate major gifts into your development plan
- organize your major gift program
- develop and articulate the case
- identify, cultivate, and solicit prospects
- get resistant volunteers to overcome asking for gifts
- manage the major gifts process
Click here to register.
Building the Annual Fund
Make annual giving central to your fundraising!
Your annual giving campaign needs to be central to your development program.
It can lead to corporate/foundation, capital, and planned giving initiatives.
Alyce Lee Stansbury, CFRE and a veteran fundraiser and consultant, discusses
the fundamentals of crafting the campaign plan, managing your campaign,
identifying donors, creating your case statement, establishing attainable
goals, and developing new leadership and volunteer resources. Building
the Annual Fund is a MUST ATTEND workshop for all new to development.
| Dates: |
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Tuesday - Wednesday, September 22 - 23, 2009 |
| Time: | 9:00 a.m. to 4:00 p.m. each day | |
| Tuition: | $240 Members, $440 Non-members | |
| Instructor: | Alyce Lee Stansbury, CFRE, President, Stansbury Consulting |
Click here to register.
Demystifying Government Grants
This workshop features actual grant writing practice, immediate feedback,
as well as team activities. Complex issues will be addressed by offering
workshop attendees practical, real-world solutions. Participants will
learn firsthand about government proposals from experienced proposal writers.
Basic grantsmanship skills are necessary prior to enrolling.
You will learn to:
1. Understand government funding programs
2. Successfully choose the right funding opportunity
3. Read and interpret application guidelines
4. Let the review criteria frame the proposal
5. Dismiss the intimidation of working with Federal funding
| Date: | Wednesday, December 2, 2009 |
| Time: | 9:00 a.m. - Noon |
| Tuition: | $60 Members, $110 Non-members |
| Instructors: | |
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Jeannie Floyd, MA, GPC, Senior Manager, Grants Services, Orange County Public |
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Lee Bailey, Program Manager, Philanthropy Center and Schools |
Click here to register.
Managing the Capital Campaign
A capital campaign is a critical vehicle for raising significant
sums of money necessary to launch new programs, replace aging equipment,
renovate existing facilities or build new structures. Capital campaigns
make it possible to expand programs and services, or to build an endowment
to provide long-term support.
Too often organizations, primarily at the impetus of their board, identify major funding needs and immediately decide that a capital campaign is the answer to the funding question. However, because the success or failure of a capital campaign can have a tremendous impact on the life of a nonprofit, e.g., its ability to attract volunteer support and donor investment, it is not be undertaken lightly or without meticulous, thoughtful planning.
This two-day workshop introduces participants to all of the steps in planning and implementing a successful capital campaign. Attendees will gain the knowledge, tools, and resources needed to educate others in their organization about conducting a capital campaign.
Who should attend:
Nonprofit executive directors, CEOs, fundraising personnel, board members,
and anyone working to earn their Certificate in Philanthropic
Fundraising. This workshop is offered once every other year
and addresses beginning to intermediate level instruction in capital campaigns.
You will learn:
- How to assess organizational readiness for a capital campaign
- The different phases of a capital campaign
- The importance of a feasibility study, how it is conducted, and how the information is used to prepare for a campaign
- How to develop a case statement and gift range chart for a capital campaign
- The responsibilities of staff, board and volunteers in the capital campaign
- How to identify and research prospective donors
- How to solicit gifts for a capital campaign
- How to create a gift receipting and acknowledgment process and a
donor recognition program
Required for the Certificate in Philanthropic Fundraising.
Date:
2011 Date TBA Time: TBA Tuition: TBA Instructor: TBA
Click here to register.
Planned Giving: The Gift of a Lifetime
Planned giving—the present commitment of future funding—is
one of the most legally complex fund-raising techniques you will ever
learn, requiring detailed knowledge of current tax laws, financial instruments
and gift strategies. Becoming expert in planned giving creates exciting
potential for your nonprofit and fund-raising career.
This two-and-one-half day workshop will introduce you to the concept
of planned giving, how to establish and administer a planned giving program,
and the legal and technical requirements and tax considerations associated
with such planned giving instruments as charitable bequests (the centerpiece
of a planned giving program), charitable gift annuities, charitable remainder
trusts, insurance, gifts of real and personal property, and life estates
and trusts. You will see how each provides important benefits to the donor,
as
well as helping to assure the future of the organization.
Who should attend:
Nonprofit executive directors, CEOs, fundraising personnel, and anyone
working to earn their Certificate in Philanthropic Fundraising.
This workshop is offered once every other year and addresses intermediate-to-advanced
level instruction in planned giving.
You will learn:
- Decide if your organization is ready for a planned giving program
- Recognize the benefits to donors for making planned gifts
- Determine which planned gifts are best for certain donor circumstances
- Understand the various instruments of planned giving
Required for the Certificate in Philanthropic Fundraising.
| Date: |
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2011 Date TBA |
| Time: | TBA | |
| Tuition: | TBA | |
| Instructor: | Marina Nice, Sr. Vice President, SunTrust Bank | |
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Marina Nice recently joined SunTrust Bank’s Private Wealth Management team in the Winter Park office. A Senior Vice President, Marina previously served as the Regional Fiduciary Services Manager for SunTrust in the Central Florida banking market. In addition, Marina serves as a Director and as Treasurer of The Martin Andersen-Gracia Andersen Foundation, Inc and as a board member for several Central Florida charities. A graduate of Rollins College and Duke University School of Law, Marina practiced law in Central Florida before becoming a charitable gift planner and investment officer for several charitable organizations over the last 15 years. |
Click here to register.
Relationship Building for Gift
Giving
In real estate, it's "location, location, location." In fundraising,
it's "relationship, relationship, relationship." No matter what
fundraising vehicle you employ - major gifts, proposal writing, special
events, planned giving - success depends on relationship building. This
two-day workshop will help you learn to relate to each of your donors
in a personal way based on an understanding of their behavioral style
as well as your own and enhance your communication and rapport.
Required for the Certificate in Philanthropic
Fundraising.
| Date: |
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2010 Date TBA |
| Time: | 9:00 a.m. to 4:00 p.m. | |
| Tuition: | TBA | |
| Instructor: | Marina Nice, Sr. Vice President, SunTrust Bank | |
|
Marina Nice recently joined SunTrust Bank’s Private Wealth Management team in the Winter Park office. A Senior Vice President, Marina previously served as the Regional Fiduciary Services Manager for SunTrust in the Central Florida banking market. In addition, Marina serves as a Director and as Treasurer of The Martin Andersen-Gracia Andersen Foundation, Inc and as a board member for several Central Florida charities. A graduate of Rollins College and Duke University School of Law, Marina practiced law in Central Florida before becoming a charitable gift planner and investment officer for several charitable organizations over the last 15 years. |
Click here to register.
The Fundamentals of Successful
Fundraising
The cornerstone of the Certificate in Philanthropic Fundraising, this
workshop, designed for those at beginner or intermediate levels of fundraising
experience, covers the scope of fundraising vehicles and techniques used
to gain the resources for nonprofit success. The workshop will help you
identify ways to enhance your fundraising by targeting your organization’s
need and matching it to the donor’s interests. Learn how to prepare
your organization for fundraising success, build the relationships needed
to reach
your goals, and foster stewardship that keeps your donors engaged with
your mission. Participants must register for and attend all sessions.
Required for the Certificate in Philanthropic Fundraising.
Click here to register.