Fundamentals of Fundraising Course

June 5-6, 2017

Delta Hotels by Marriott, Baltimore Hunt Valley (formerly the Hunt Valley Inn)
Hunt Valley, Maryland 

The AFP Fundamentals of Fundraising Course is designed for fundraising professionals with 0 to 4 years of experience and those who have responsibility for the development function, such as:

  • Executive Directors
  • Development Professionals
  • Program Managers
  • Special Event Coordinators
  • Leadership Volunteers

The Fundamentals course is a two-day program.  AFP offers continuing education units (CEU’s) for successful completion of the Fundamentals course.  Participants must attend all sessions on both days to receive the CEU credit.  Registration fees include complete reference workbook, continental breakfast and lunch on both days, including the Outstanding Volunteer Fundraiser of the Year luncheon on Monday.

Monday, June 5th

7:30 am - 8:00 am

Registration & Continental Breakfast

 
8:00 am - 9:30 am

Module 1: Overview of Fundraising

Natalia Ramirez, Director of Special Events, Catholic Charities of Baltimore

A big-picture look at professional fundraising, including the important role philanthropy plays in organizations and key motivations behind why people give.

9:30 am – 10:15 am

Module 2: Developing an Integrated Fundraising Program (Part 1)

Gen Haines, Director of Major & Lead Gifts, Catholic Charities of Baltimore

This module covers the importance of connecting that integrated fundraising program with the organization's overall mission and strategic plan.

10:15 am - 10:30 am  Break / Visit Vendor Area  

10:30 am - 11:30 am

 

Module 2: Developing an Integrated Fundraising Program (Part 2)

Gen Haines, Director of Major & Lead Gifts, Catholic Charities of Baltimore

This module covers the importance of connecting that integrated fundraising program with the organization's overall mission and strategic plan.

 
11:30 am - 12:30 pm Module 3: Marketing for Ongoing Success (Part 1)

Pamela Spears, FAHP, CFRE, APR, Director of Major Gifts and Planned GivingJewish Social Services Agency

This module will cover creating a plan for marketing and communications activities that support development goals and strategies.

12:30 pm - 2:00 pm  

 
 Award Luncheon Join your fundraising colleagues as we honor Raymond L. Bank as the 2017 Volunteer Fundraiser of the Year, with a Keynote Address by Ivilesse Page, Executive Director & Co-Founder of Believe Big
2:00 pm - 3:30 pm

Module 3: Marketing for Ongoing Success (Part 2)

Pamela Spears, FAHP, CFRE, APR Director of Major Gifts and Planned GivingJewish Social Services Agency

This module will cover creating a plan for marketing and communications activities that support development goals and strategies.

 

 

Tuesday, June 6th

8:00 am - 9:45 am

Module 4: Building & Sustaining Relationships

 

Ellen Torres, CFRE Director of Development, The Alzheimer’s Association Greater Maryland Chapter

This module will introduce the powerful role of prospect and donor research, including identifying and segmenting prospects and donors according to appropriate variables as well as effective donor records management to support ongoing relationships.
9:45 am - 10:00 am  Break  
10:00 am - 12:00 pm Module 5: Securing the Gift
 
Julie Cox, CFRE, Vice President of Development, LifeBridge Health

In this module, a closer look will be taken at solicitation strategies for campaign types, focusing most closely on solicitation techniques for annual giving.

 

12:00 pm - 12:15 pm

 
 Break  

12:15 pm - 1:45 pm

 

Module 6: Volunteers - Partners in Fundraising (working lunch)

 
Samantha Zipp Dowd, CFRE Director of Development, College of Arts & Sciences, Loyola University Baltimore

This module will explore effective ways volunteers can be recruited, trained, managed, motivated, evaluated, and recognized.

 1:45 pm - 2:00 pm

Break

 
 

 2:00 pm - 5:00 pm

 

Module 7: Management & Accountability

 

Kathleen Elliott, CFRE, Director of Development, Paul’s Place, Inc.

This module will present an overview of the management aspects of fundraising including budgeting, records management, gift processing, program evaluation, and the key roles and responsibilities of staff and volunteer leadership.