Embed Size (px)
Citation preview
Small Shop Success: Juggling 101 - Knowing How to
Keep the Right Development Balls in the Air
Presented by:
Amy Wolfe, MPPA, CFRE
July 10, 2012
1:00 – 2:30 p.m. Eastern
Noon – 1:30 p.m. Central
11:00 a.m. – 12:30 p.m. Mountain
10:00 –11:30 a.m. Pacific
9:00 – 10:30 a.m. Alaska
Association of Fundraising Professionals 4300 Wilson Boulevard, Suite 300, Arlington, VA 22203-4168
800-666-3863 (U.S. & Canada) • 866-837-1948 (Mexico)
www.afpnet.org
Association of Fundraising Professionals
2012 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21st Century
FOR SITE COORDINATOR ONLY:
FOLLOWING THE PROGRAM, PLEASE EMAIL COMPLETED ROSTER TO
mailto:[email protected] or FAX TO 781-723-0433
The Association of Fundraising Professionals
WEB/AUDIOCONFERENCE 2012
July 10, 2012
Amy Wolfe, MPPA, CFRE
Small Shop Success: Juggling 101 - Knowing How to Keep the Right Development Balls in
the Air
□ If an AFP Chapter is sponsoring this site, please check the box and list the name of the sponsoring AFP
Chapter: ____________________________________________________________
Site Coordinator/Registrant (the name of the person to whom the site is registered):
_______________________________________________________________________________________
Location (City)______________________________________(State/Province)_______________________
Total number of participants at this site ______________
Please Print Clearly
NAME: EMAIL ADDRESS: MEMBER (Y/N)
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
_________________________________ ________________________________________ _____________
SITE ROSTER
Amy Wolfe, MPPA, CFRE
Amy Wolfe is the President and CEO of AgSafe, a statewide non--‐profit organization dedicated to providing employers and employees in the agricultural industry with the education and resources to prevent illness, injuries and fatalities. Her career has included tenure as a professional staff member in the California State Assembly, serving as a public relations specialist for E&J Gallo Winery, as Vice President of the California Agricultural Leadership Foundation and as the owner and principal consultant of P3 Consulting. Ms. Wolfe is also dedicated to her community and profession, serving on the Boards of Directors for the United Way of Stanislaus County and the Agricultural Awareness and Literacy Foundation, as well as being actively involved in the Association of Fundraising Professionals, Modesto Rotary Club, Girl Scouts Heart of Central California, and Leadership Modesto. In 2005, she was selected as a Fellow of the Salzburg Global Seminar, whose mission is to challenge present and future leaders to solve issues of global concern. Her focus was the viability of the Doha Round and a global commitment to free trade for all nations. An active public speaker, Ms. Wolfe has engaged in competitive debate and in 2007 won the American Farm Bureau Federation National Discussion Meet. Ms. Wolfe received her Master of Public Policy and Administration from California State University, Sacramento, her Bachelor of Science from California Polytechnic State University, San Luis Obispo and is accredited as a Certified Fundraising Professional (CFRE).
7/3/2012
1
AFP Web/Audioconference
July 10, 2012
Small Shop Success Juggling 101 – Knowing How to Keep the Right
Development Balls in the Air
Presented by
Amy Wolfe, MPPA, CFRE
President and CEO
AGSAFE
Amy Wolfe, MPPA, CFRE
President and CEO
AGSAFE
Amy Wolfe, MPPA, CFRE is the President and
CEO of AgSafe, a statewide non-profit
organization dedicated to providing employers and
employees in the agricultural industry with
education and resources to prevent injuries,
illnesses and fatalities. Her career has included
tenure as a professional staff member in the
California State Assembly, serving as a public
relations specialist for E&J Gallo Winery, and as
Vice President of the California Agricultural
Leadership Foundation.
Ms. Wolfe currently sits on the Boards of Directors
for the United Way of Stanislaus County and the
Agricultural Awareness and Literacy Foundation.
She is a Fellow of the Salzburg Global Seminar
and in 2007 won the American Farm Bureau
Federation National Discussion Meet.
7/3/2012
2
Learning Objectives
By the end of this session, participants will be able
to:
• Identify the critical components needed in their
small shop to have a balanced, successful
development program;
• Understand how to evaluate the pros and cons of
different development tools specific to their
organization’s strengths and weaknesses; and
• Identify the components of a realistic, small shop
development plan.
A Balanced Program
The Small
Shop
Conundrum
7/3/2012
3
Step 1
Get the Lay of the Land
Human Resources
Financial Resources
Existing Fund Development
Programs
Step 2
Conduct a Time Study
For each element in your fund
development program
7/3/2012
4
An Effective Time Study
Starts big and works into smaller
components
(Month, week, day)
Accounts for each aspect of a program
(Pre, during and post-activities)
Considers time spent by all involved parties
(Paid staff and volunteers)
Annual Holiday Direct Mail
Campaign Month Week Activity Time to
Complete
Responsible
Party
September Week
1
Assemble targeted
mailing list
2.5 hours Administrative
Coordinator
Review targeted
mailing list
1 hour Fund
Development
Director
Secondary review
of targeted mailing
list
2 hours Executive
Director and Fund
Development
Committee
7/3/2012
5
Step 3
Prioritize Your Program
Time Study Results
Fiscal Results
Importance to Larger Organizational
Goals
Step 4
Identify the Gaps
What fund development tools
would you add to your program?
7/3/2012
6
Step 5
The Lay of the Land: Now
What?
Compare what you’ve got with
what’s missing
Create your wish list – Top 3
Top 3 Wish List
At least 1 modification to an
existing program
At least 1 new program
7/3/2012
7
Top 3 Wish List
Focus on individual giving
Reflect on the time study – it
always takes longer then you
initially predict
Top 3 Wish List
Set realistic expectations
Delegate, delegate, delegate
7/3/2012
8
Top 3 Wish List
Volunteers and consultants are not
the enemy
When in doubt, scale back
Step 6
Focus on the next:
30 Days
60 Days
90 Days
7/3/2012
9
The Realistic Small
Shop Plan
Acknowledges human and fiscal
realities
Uses data to justify decisions
The Realistic Small
Shop Plan
Conducts performance reviews
regularly
Looks to leverage existing programs
while growing new elements on a
realistic timeline
7/3/2012
10
The Realistic Small
Shop Plan
Sees the
forest for the
trees
The Realistic Small
Shop Plan Understands how to eat an elephant
7/3/2012
11
Questions?
Amy Wolfe, MPPA, CFRE [email protected]
@wolfeamy
209-526-4400
For a listing of the 2012 AFP Web/Audioconference Series, please visit our
website at www.afpnet.org in the professional development section.
Coming Next….
July 26, 2012
1:00 – 2:30 p.m. ET
How to Talk to your Board -
Providing Long-term Development
Vision
Marcy Heim, CFRE
Small Shop Success Juggling 101 -‐ Knowing How to Keep the Right Development Balls
in the Air
Resources Board Hot Topic: http://www.afpnet.org/bbtdetail.cfm?itemnumber=4567 Samples Hot Topic (including fund development plans): http://www.afpnet.org/bbtdetail.cfm?itemnumber=4544 One-‐Person Shop: http://www.slideshare.net/sustainableseattle/fundraising-‐working-‐as-‐a-‐one-‐person-‐shop http://www.thefundraisingauthority.com/strategy-‐and-‐planning/fundraise-‐like-‐the-‐big-‐boys/ Planned Giving Programs for Small Shops: http://www.afpnet.org/Publications/ArticleDetail.cfm?ItemNumber=910 Advancing Philanthropy Articles – Small Shop Mentions (note – AFP membership is required to view these links): Advancing Philanthropy -‐ July/August 2008 (Page 49) Advancing Philanthropy -‐ January/February 2011 (Page 16) Advancing Philanthropy -‐ January/February 2011 (Page 45) Advancing Philanthropy -‐ March/April 2011 (Page 50) Advancing Philanthropy -‐ May/June 2011 (Page 26) Advancing Philanthropy -‐ May/June 2011 (Page 53) Advancing Philanthropy -‐ May/June 2011 (Page 54) Advancing Philanthropy -‐ July/August 2011 (Page 13) Advancing Philanthropy -‐ July/August 2011 (Page 62) Advancing Philanthropy -‐ January/February 2008 (Page 41)
Advancing Philanthropy -‐ September/October 2011 (Page 32) Advancing Philanthropy -‐ September/October 2011 (Page 51) Advancing Philanthropy -‐ September/October 2011 (Page 57) Advancing Philanthropy -‐ November/December 2011 (Page 13) Advancing Philanthropy -‐ November/December 2011 (Page 54) Advancing Philanthropy -‐ November/December 2011 (Page 55) Advancing Philanthropy -‐ January/February 2012 (Page 43) Advancing Philanthropy -‐ January/February 2012 (Page 52) Advancing Philanthropy -‐ March/April 2012 (Page 51) AFP Blogs: http://www.afpnet.org/ResourceCenter/content.cfm?ItemNumber=3092&navItemNumber=548 http://www.afpnet.org/ResourceCenter/contentWIP.cfm?ItemNumber=4271 Small Shop Webinar: http://afp.peachnewmedia.com/store/seminar/seminar.php?seminar=6016 Rural Philanthropy – Small Shop Article: http://www.huffingtonpost.com/teresa-‐huizar/fundraisng-‐in-‐rural-‐ameri_b_651063.html http://www.afpnet.org/Audiences/ReportsResearchDetail.cfm?ItemNumber=4404 NPQuarterly Article on Rural Philanthropy: http://www.nonprofitquarterly.org/index.php?option=com_content&view=article&id=18551:national-‐rural-‐assembly-‐report-‐issues-‐recommendations-‐on-‐rural-‐development-‐philanthr&catid=155:nonprofit-‐newswire&Itemid=986 AFP Resource Center: http://www.afpnet.org/ResourceCenter/?navItemNumber=502 http://www.afpnet.org/ResourceCenter/ArticleDetail.cfm?ItemNumber=3265 http://www.afpnet.org/bbtdetail.cfm?itemnumber=4263 http://www.afpnet.org/files/ContentDocuments/Resource_Center_Brochure.pdf
Miscellaneous Small Shop Links: http://grantseeking.net/?p=13 http://www.slideshare.net/GoalBusters/fundraising-‐for-‐small-‐shops http://www.nxtbook.com/nxtbooks/afp/ap_20110304/index.php
CERTIFICATE OF PARTICIPATION
I was a participant in the AFP Webconference held
July 10, 2012
1:00 – 2:30 PM Eastern
Small Shop Success: Juggling 101 - Knowing How to Keep the Right
Development Balls in the Air
Presented by:
Amy Wolfe, MPPA, CFRE
Full participation in this session is applicable for 1.5 points in Category 1.B – Education
of the CFRE International application for initial certification and/or recertification.
Signed__________________________________________________________
This is for your records only.
Association of Fundraising Professionals
July 10, 2012
Small Shop Success: Juggling 101 - Knowing How to Keep the Right Development Balls in the Air
You may use this form to capture your immediate impressions.
Please complete the evaluation online by July 17, 2012 at:
http://www.surveymonkey.com/s/8LRTTG7 EXCELLENT AVERAGE POOR
(7) (6) (5) (4) (3) (2) (1)
1. OVERALL RATING
2. CONTENT
3. HANDOUTS
4. AUDIO QUALITY
5. EASE OF REGISTRATION
6. SIMILARITY OF ACTUAL PROGRAM
VERSUS ADVERTISED CONTENT
7. VALUE
PRESENTER: OVERALL EFFECTIVENESS
8. Amy Wolfe, MPPA, CFRE
MY SITE PARTICIPATED AS: A WEBCONFERENCE AN AUDIOCONFERENCE YES NO
WOULD YOU PARTICIPATE IN ANOTHER VIRTUAL SEMINAR?
WHAT WAS YOUR OVERALL IMPRESSION OF THE EVENT AND THE VIRTUAL SEMINAR FORMAT? ANY ADDITIONAL COMMENTS?
NAME (OPTIONAL): _____________________________________________________________________
SITE LOCATION: _______________________________________________________________________
YOUR FEEDBACK IS IMPORTANT! YOU MAY COMPLETE AN ELECTRONIC EVALUATION AT
http://www.surveymonkey.com/s/8LRTTG7
JANUARY 25, 2012, WEDNESDAY
Revitalizing Your Development Program, 30 Steps in 30 Days Linda Lysakowski, ACFRE
FEBRUARY 7, 2012, TUESDAY
Blue Ribbon Recipes for Capital and Endowment Fundraising
Success Penelope Cagney, MA, CFRE
FEBRUARY 23, 2012, THURSDAY
How to Create a Written Fundraising Plan in 6 Easy Steps Sandy Rees, CFRE
MARCH 8, 2012, THURSDAY
Nonprofit Branding: Strategies to Stand Out and Win Donors Jocelyne Daw
MARCH 20, 2012, TUESDAY
Fundraising is a Crowded Field: Compose A Compelling
Message that will Bring in Bucks! Mark Grimm
APRIL 12, 2012, THURSDAY
Spinning Like a Top: 8 Secrets to Well-Oiled Fundraising
Operations Christopher Cannon, CFRE
APRIL 24, 2012, TUESDAY
Analytics for Successful Fundraising Joshua Birkholz
MAY 9, 2012, WEDNESDAY
Online Success Strategies, Tools and Trade Secrets Ted Hart, ACFRE
MAY 22, 2012, TUESDAY
Fundraising from Canada Mark Blumberg, B.A., LL.B, LL.M, TEP
JUNE 6, 2012, WEDNESDAY
Big Gifts for Small Shops Alice Ferris, MBA, CFRE, ACFRE
JUNE 21, 2012, THURSDAY
The Feasibility Study…Start to Finish Jill Pranger, ACFRE
JULY 10, 2012, TUESDAY
Small Shop Success: Juggling 101 – Knowing How to Keep
the Right Development Balls in the Air Amy Wolfe, MPPA, CFRE
JULY 26, 2012, THURSDAY
How to Talk to Your Board – Creating a Long-Term
Development Vision Marcy Heim, CFRE
AUGUST 1, 2012, WEDNESDAY
How Planned Giving and the Annual Fund Work Together Timothy Logan, ACFRE and Heather Albrecht, CFRE
AUGUST 8, 2012, WEDNESDAY
The New Face of Fundraising – Smartphone & Mobile Web
Technology Tonia Zampieri
AUGUST 23, 2012, THURSDAY
Ethics Paul Pribbenow, CFRE and Barbara Levy, ACFRE
SEPTEMBER 13, 2012, THURSDAY
Building a Major Gifts Pipeline despite BIG Obstacles Adrienne Capps, MBA, CFRE
SEPTEMBER 25, 2012, TUESDAY
My Job’s Not What I Want it To Be – Should I Fix it
or Forget It? Valerie Lambert
OCTOBER 4, 2012, THURSDAY
How to Turn Your Volunteers (Board and Non-Board
Members) into Great Fundraisers Amy Eisenstein, MPA, CFRE
OCTOBER 23, 2012, TUESDAY
The Planned Giving Toolbox Greg Hammond, CFP, CPA
NOVEMBER 6, 2012, TUESDAY
The Ever Changing World of Small Non-Profit Boards Sean Hammerle, CFRE
NOVEMBER 28, 2012, WEDNESDAY
Year-End Fundraising … It is Still Not too Late Alphonce Brown, ACFRE
DECEMBER 6, 2012, THURSDAY
Building A Winning Team: Recruiting, Retiring and Refining
Nonprofit Boards Tom Nisbett, Ph.D, CFRE
DECEMBER 13, 2012, THURSDAY
Fundraising Trends ... What worked over the last few years ...
What we can expect for 2013and BEYOND! Laura Fredricks, JD
Association of Fundraising Professionals
2012 WEB/AUDIOCONFERENCES Educating Fundraisers in the 21st Century
CFRE Approved Continuing Education Provider *Please note each Web/Audioconference session offers CFRE points!
Web/Audioconferences will be held at 1:00-2:30 p.m. Eastern / 12:00-1:30 p.m. Central
11:00 a.m.–12:30 p.m. Mountain / 10:00-11:30 a.m. Pacific / 9:00-10:30 a.m. Alaska
FEES: $159 (U.S.) per member session; $295 (U.S.) per nonmember session
Special AFP Member Bundle - $99 per session when registering for 10 or more programs at one time!
AFP 2012 WEB/AUDIOCONFERENCE SERIES
January 25, 2012 Linda Lysakowski: Revitalizing Your Development Program, 30 Steps in 30 Days
February 7, 2012 Penelope Cagney: Blue Ribbon Recipes for Capital and Endowment Fundraising Success
February 23, 2012 Sandy Rees: How to Create a Written Fundraising Plan in 6 Easy Steps
March 8, 2012 Jocelyne Daw: Nonprofit Branding: Strategies to Stand Out and Win Donors
March 20, 2012 Mark Grimm: Fundraising is a Crowded Field: Compose a Compelling Message that will Bring in Bucks!
April 12, 2012 Christopher Cannon: Spinning Like a Top: 8 Secrets to Well-Oiled Fundraising Operations
April 24, 2012 Joshua Birkholz: Analytics for Successful Fundraising
May 9, 2012 Ted Hart: Online Success Strategies, Tools and Trade Secrets
May 22, 2012 Mark Blumberg: Fundraising in Canada
June 6, 2012 Alice Ferris: Big Gifts for Small Shops
June 21, 2012 Jill Pranger: The Feasibility Study…Start to Finish
July 10, 2012 Amy Wolfe: Small Shop Success: Juggling 101 – Knowing How to Keep the Right Development Balls in the Air
July 26, 2012 Marcy Heim: How to Talk to your Board – Creating a Long-Term Development Vision
August 1, 2012 Timothy Logan and Heather Albrecht: How Planned Giving and the Annual Fund Work Together
August 8, 2012 Tonia Zampieri: The New Face of Fundraising – Smartphones & Mobile Web Technology
August 23, 2012 Paul Pribbenow and Barbara Levy: Ethics
September 13, 2012 Adrienne Capps: Building a Major Gifts Pipeline despite BIG Obstacles
September 25, 2012 Valerie Lambert: My Job’s Not What I Want It To Be – Should I Fix It or Forget It?
October 4, 2012 Amy Eisenstein: How to Turn Your Volunteers (Board and Non-Board Members) into Great Fundraisers
October 23, 2012 Greg Hammond: The Planned Giving Toolbox
November 6, 2012 Sean Hammerle: The Ever Changing World of Small Non-Profit Boards
November 28, 2012 Alphonce Brown: Year-End Fundraising … It is Still Not Too Late
December 6, 2012 Tom Nisbett: Building a Winning Team: Recruiting, Retiring and Refining Nonprofit Boards
December 13, 2012 Laura Fredricks: Fundraising Trends … What worked over the last few years … What we can expect for 2013 and
BEYOND!
This order is for [ ] Live Event, [ ] Download, [ ] CD ($5.00 for shipping in the U.S., $20 for International orders)
Webconferences will be held at 1:00-2:30 p.m. Eastern / 12:00-1:30 p.m. Central
11:00 a.m.–12:30 p.m. Mountain / 10:00-11:30 a.m. Pacific / 9:00-10:30 a.m. Alaska
FEES: $159 (U.S.) per member site per session; $295 (U.S.) per nonmember site per session
Special AFP Member Bundle - $99 per session when registering for 10 or more programs at one time!
Four ways to register: Online: http://afp.peachnewmedia.com
Fax: 781-723-0433
Phone: 770-805-6292
Mail: Peach New Media, 3300 Highlands Parkway, Suite 290, Smyrna, GA 30082
Please print clearly (especially the email address)
Name________________________________________________Member ID#____________________Title__________________________
Organization_______________________________________________________________________________________________________
[ ] My Site is sponsored by an AFP Chapter Chapter Name ________________________________________________________
Street Address______________________________________________________________________________________________________
City_______________________________________State/Province_______________Zip/Postal Code______________Country_________
Phone________________________________Fax___________________________Email__________________________________________
Can’t make a Webconference? Purchase the recorded session as a download or on CD.
Call 877-728-3904 or visit our website at http://afp.peachnewmedia.com
(Payment must accompany registration and must be paid in U.S. funds)
Method of payment (check one):
[ ] Check enclosed payable to Peach New Media
[ ] MasterCard [ ] VISA [ ] AMEX [ ] Discover
Card #___________________________________CVV Code_________Exp._____________ Signature_______________________________
Billing Address:__________________________________________ City________________________ State__________Zip______________
3-digit code on back of card
