Planned Giving and Overall Legal and Regulatory Issues for Fundraising

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 […]

Capital Campaigns

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).Early Bird pricing is available through Monday, January 16, 2023.Must […]

Engaging and Motivating Volunteers

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 […]

Fundraising & Event Planning

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 […]

Financial Management, Accounting, and Financing

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.Early Bird pricing is available through Monday, January 16, 2023.Must be registered by February 1, 2023.