SAVE THE DATE Building A Better Ask: Planning and Implementing a Successful Annual Appeal

Sponsored by the Community Foundation for South Central New York and WSKG
It’s more than raising money. A successful approach to “making the call” will 1) energize
those involved—board, staff, volunteers, and donors, 2) give confidence and experience to new generations of leaders, and 3) elevate a community’s sense of what it is capable of
accomplishing.

AUDIENCE: Board Members, Executive Directors /CEOs, Development Officers. We encourage teams of two key volunteers/board and staff to attend this workshop together.
LEVEL: Intermediate through advanced.
DESCRIPTION: This half-day seminar will focus on the skills and activities needed to plan and implement an annual campaign successfully. The presenter will focus on practical and helpful information based on real life fundraising challenges and success stories. Better Asks = Better Outcomes

WORKSHOP TOPICS WILL INCLUDE:

• The five tenets of successful fundraising
• Creating a compelling case for giving—packaging the dream so others can buy into it!
• Identifying, recruiting, and motivating board and annual campaign leaders
• Proper fundraising sequence—everybody in the pool, but who’s first?
• Making the “right ask”
• Building a constituency—relational fundraising
• Overcoming call reluctance and making effective calls face-to-face

PRESENTED BY: Susan J. Palmer Building a Better Ask: Planning and Implementing a Successful Annual Appeal

DATE Thursday, August 20, 2009
TIME 8:00AM–12:00PM
LOCATION WSKG Studios
601 Gates Road, Vestal, NY 13850
COST Free

AGENDA:
8:00AM Coffee, juice, muffins
8:30AM Welcome and Thank You
Diane Brown, Executive Director, Community Foundation
Brian Sickora, President and CEO, WSKG
8:40AM Introductions
9:00AM Review of Agenda and Overview
Susan Palmer
• Case
• Donor confidence
• Constituency of donors
• Leadership
• Organizational capacity
9:15AM Are You Campaign Ready?
Susan Palmer
• Making your case
• Building your board
• Building your team
9:45AM Annual Appeal Fundraising Sequence
Susan Palmer
• Board Solicitation
• Campaign Team Solicitation
• Prospect Research
• Cultivation
• Solicitor Training
• Gracious, one-on-one fundraising
11:30AM Comments, Questions, and Answers
All participants
12:00PM Thank You and Adjourn
Diane Brown

REGISTRATION:
To register for this program, please provide the following information by Thursday, August 13. For your convenience, you can register by filling out and mailing the form below, give us a call, or send us a fax or E-mail to: The Community Foundation for South Central New York, 70 Front Street, Binghamton, NY 13905, Phone: (607) 772-6773,
Fax: (607) 722-6752 or E-mail to: cfscny@stny.rr.com