Fund Development Certificate News and Events

Fund Development Management and Leadership

Thu, 26 Apr 2012 20:31:30 +0000

Using a donor-centered approach, this day-long seminar focuses on the role of management and leadership in the resource development process. Topics include: strategic development, ethics, values, relationship building, and creating a fund development plan. We will look at managing and operating the fund development process and providing leadership to staff, volunteers and board members. Participants will discover how personalization and engagement of donors is critical to fund development. The following topics will be included:

How the development plan fits into the strategic plan
Components of a communication plan
Creating the case: the elevator speech, the dinner party speech, the airplane seat speech
Finding, cultivating, soliciting and stewarding constituency.
Making the "ask"
Organizing and managing the process, infrastructure, governance, volunteers
Developing legal/ethical Gift acceptance and acknowledgement policies
Handling difficult situations (For example, an unwanted gift, donor micromanagement, or broken promises/unfulfilled pledges.)
Evaluating the plan, people and performance

This workshop is recommended for individuals who have some experience in fund development and want to improve strategies, policies and techniques.

Date/Time: Thursday June 13, 2013 9:00 AM - 4:00 PM

CEUs: .6 (6 contact hours)

Instructor: James Toscano

Cost: $129 (or $119 if enrolled in the program)

Location: UW-Superior Campus Yellowjacket Union 203

Ways to Register:

Register Online
Contact Julie Elliott at (715) 394-8191

Strategic Marketing

Thu, 26 Apr 2012 20:19:35 +0000

Effective marketing "makes things happen" in an organization. If used strategically, it can dramatically increase an organization's impact. Mastering the foundational elements of marketing can provide organizations with focused objectives including how to increase sales, donations, and volunteer hours.

Participants will learn:
Marketing techniques designed for profit/nonprofit organizations
The role of the board and staff in marketing
Elements of marketing and executing a plan
How to prepare a marketing plan identifying:
- Identify clear marketing goals
- Understand the "Ps" of marketing
- Position your organization to reach your target audience

This will be a hands-on session for participants. Please bring electronic copies and/or hard copies of current marketing materials to the session. This workshop is geared to staff in nonprofit, business or governmental organizations.

Date/Time: Thursday May 23, 2013 9:00 AM - 4:00 PM

CEUs: .6 (6 contact hours)

Instructor: Mary Tripp

Cost: $129 (or $119 if enrolled in the program)

Location: UW-Superior Campus Swenson Hall 2020

Ways to Register:

Register Online
Contact Julie Elliott at (715) 394-8191

Donor Research in Fund Development

Thu, 26 Apr 2012 20:03:42 +0000

In this session, participants will learn how to identify individuals who may be prospective donors and those who might be able to contribute greater amounts to your organization. A variety of public (free) sources will be examined. Learning how to prioritize and segment your database will also be discussed.

For more information, see our long description.

Date/Time: Thursday April 25, 2013 9:00 AM - 4:00 PM

CEUs: .6 (6 contact hours)

Instructors: Sharla Donohue and Jodi Arnold Kohrs

Cost: $129 (or $119 if enrolled in the program)

Location: UW-Superior Campus Yellowjacket Union 203

Ways to Register:

Register Online
Contact Julie Elliott at (715) 394-8191

Developing a Social Media Plan (1/2 day)

Thu, 26 Apr 2012 19:54:01 +0000

Social media has become an essential marketing element for nonprofits. In developing your online strategies, it is important to focus on the outcomes you plan to achieve. In this workshop, we will discuss designing a plan that meets your objectives and the common elements that need to be considered.

Date/Time: Thursday March 28, 2013 9:00 AM - 12:00 PM

CEUs: .3 (3 contact hours)

Instructor: Laura Nefs

Cost: $75 (or $69 if enrolled in thec program)

Location: UW-Superior Campus Swenson Hall 2020

Ways to Register:

Register Online
Contact Julie Elliott at (715) 394-8191

Volunteer Management Recruitment & Retention

Thu, 26 Apr 2012 19:27:31 +0000

This workshop is designed for organizations whose staff and key board members work with volunteers. Topics: recruitment and sources of volunteers, guidelines, policies, role of volunteer coordinator, evaluation, and how to fire a volunteer.

For more information see our long description.

Date/Time: Thursday February 7, 2013 9:00 AM - 4:00 PM

CEUs: .6 (6 contact hours)

Instructor: Boris Frank

Cost: $129 (or $119 if enrolled in the program)

Location: UW-Superior Campus Yellowjacket Union 204

Ways to Register:

Register Online
Contact Julie Elliott at (715) 394-8191

Asking for Major Gifts in Endowment/Capital Campaigns

Thu, 26 Apr 2012 19:18:53 +0000

Whether you are just starting a planned giving program or embarking upon a capital campaign, you will benefit from Matt's seasoned background in development. What is the best technique to use when setting appointments with prospects? How do I determine if I am actually making progress? Matt will answer these questions and more. Among the things you will learn:

How to end procrastination and call reluctance
How to prospect and obtain favorable interviews
Exactly what to say on the phone
Ways to close the gift and follow-up
What you need/don't need to know about taxes, investments and planned gifts
The best way to plan your time and measure your success

By the end of the day, you will feel more comfortable with your role in securing major gifts. You will have learned all of the basics and more about Asking for Major and Planned Gifts. If you have never taken a class like this before, now is the time to consider doing so.

For more information see our long description.

Date/Time: Thursday December 6, 2012 9:00 AM - 4:00 PM

CEUs: .6 (6 contact hours)

Instructor: Matt Musel

Cost: $129 (or $119 if enrolled in the program)

Location: UW-Superior Campus Yellowjacket Union 203

Ways to Register:

Register Online
Contact Julie Elliott at (715) 394-8191

Special Event Fundraising and "Friend-Raising" (1/2 day)

Thu, 26 Apr 2012 19:11:46 +0000

Take a few tips from someone who has over 30 years of experience in special event planning. Learn some of the basic rules of thumb for planning your event. Scott's "Twelve Tenets" will help guide you. Minimize your mistakes and maximize your success by attending this workshop.

Date/Time: Thursday November 15, 2012 9:00 AM - 12:00 PM

CEUs: .3 (3 contact hours)

Instructor: Scott Keenan

Cost: $75 (or $69 if enrolled in the program)

Location: UW-Superior Campus Yellowjacket Union 203

Ways to Register:

Register Online
Contact Julie Elliott at (715) 394-8191

How to Get Grants and Gifts

Thu, 26 Apr 2012 19:03:22 +0000

Whether you are new to the grantwriting field or just need a refresher, this workshop will provide a great overview to the whole process from why grants are made to how to fix them and what to do once you receive one. A definite must for any grantwriter.

Date/Time: Friday September 21, 2012 9:00 AM - 4:00 PM

CEUs: .6 (6 contact hours)

Instructor: Boris Frank

Cost: $129 (or $119 if enrolled in the program)

Location: UW-Superior Campus Yellowjacket Union 203

Ways to Register:

Register Online
Contact Barb Fuhrman at (715) 394-8191

Fundraising Basics and Beyond

Thu, 26 Apr 2012 18:47:48 +0000

Are you a volunteer, a director, or a staff member who has been charged with the responsibility of fundraising? If this is one of your roles and you want to develop your knowledge of fundraising, this is the workshop for you.

Topics to be covered include:

Legal and ethical considerations of Fundraising
First Steps: Setting the Stage for Success
Basic approaches to: annual campaigns, special events, direct mail, major gifts, capital campaigns
Personal solicitation: Preparation is key
Who raises the money: staff or board?
What to include in a grant proposal
Donor's Bill of Rights
Key Pieces of a 'case statement'
Developing a strategic fundraising plan
Measuring fund development progress and success
Hear from guest experts about accountability

Lunch with a panel of local funders is included in this workshop. Get the insider's perspective to fundraising and learn about local opportunities.

Participants will need to bring program materials and brochures to class as well as information about sources and amounts raised in the previous year. This class will be structured in an interactive way so as to allow participants to learn from one another as well. Please bring your best fundraising ideas to share!

Date/Time: Thursday September 13, 2012 9:00 AM - 4:00 PM

CEUs: .6 (6 contact hours)

Instructor: Reid Zimmerman

Cost: $129 (or $119 if enrolled in the program)

Location: UW-Superior Campus Yellowjacket Union 203

Ways to Register:

Register Online
Contact Barb Fuhrman at (715) 394-8469

Fund Development Management and Leadership

Thu, 04 Aug 2011 19:59:00 +0000

From individual to corporate, religious to government, and everyone in between, personalize your fund raising tactics to engage the donors. We will examine potential donor constituencies, development plans, communication plans and managing fund development staff.

Instructor: James Toscano .6 CEUs

Thursday, June 14, 2012, 9AM-4PM UWS-YU 203 $125 (or $110 if enrolled in the program)

Strategic Marketing to Advance Your Organization

Thu, 04 Aug 2011 19:54:03 +0000

Participants will learn marketing techniques designed for profit/nonprofit organizations, how to prepare a marketing plan, the role of board and staff in marketing, elements of marketing and executing a plan. (This takes place in a computer lab.)

Instructor: Mary Tripp .6 CEUs

Thursday, May 31, 2012, 9AM-4PM UWS-Marcovich Wellness Center Lab 1729, $125 ($110 if enrolled in the program)

Donor Research in Fund Development

Thu, 04 Aug 2011 19:48:38 +0000

Instructors: Sharla Donohue and Jodi Arnold Kohrs .6 CEUs

Thursday, April 26, 2012 9AM-4PM UWS-YU 203 $125 (or $110 if enrolled in the program)

Developing a Social Media Plan (1/2 day)

Thu, 04 Aug 2011 19:28:28 +0000

Instructor: Laura Nefs .3 CEUs

Thursday, March 22, 2012 9AM-12PM UWS-Marcovich Wellness Center 1729, $75 ($69 if enrolled in the program)

Volunteer Management Recruitment & Retention

Thu, 04 Aug 2011 19:16:48 +0000

Instructor: Boris Frank .6 CEUs

Thursday, February 2, 2012, 9AM-4PM, UWS-YU 203 $125 (or $110 if enrolled in the program)