Major Gifts Boot Camp 2018
San Francisco Bay Area
Overview
It's called a "Boot Camp" but no there will be no push ups or crawling in the mud! But you will learn how to create a starter Major Gifts program that will bring in new major gifts for your organization!
This training is designed for small and medium-sized nonprofits that need to develop and build new Individual Major Giving programs. This training is also good for active Major Gifts and Development Officers to improve their major gifts skills.
This training is unique in that we cover strategy, culture and practical skills needed. At the end of this training attendees from each institution should be able to develop a strategy, plan and have the skills to implement them.
This model of Major Gifts startup is based on building a new portfolio of Major Donors who have made beginning gifts to your institution. The end product should be a portfolio of major donors, organizational knowledge on how to increase and maintain this portfolio.
Who Should Attend?
Development Directors. Ideally an Executive Director and Development Director. If the Executive Director is serving as the Development Director, then an interested Board Member would be useful. When more than one staffer attends the likelihood of implementation with long-term support of the Board and senior staff improves.The best attendance is an Executive Director, Development Director and Board Member.
Details
This will be a Two-Day Seminar at the same location, the fee is $475 per attendee. I give a $100 discount for each Board Member you bring. So their admission is separate at $375. This is to encourage Board Members to attend. There will be a binder with all materials included.
It's called a "Boot Camp" but no there will be no push ups or crawling in the mud! But you will learn how to create a starter Major Gifts program that will bring in new major gifts for your organization!
This training is designed for small and medium-sized nonprofits that need to develop and build new Individual Major Giving programs. This training is also good for active Major Gifts and Development Officers to improve their major gifts skills.
This training is unique in that we cover strategy, culture and practical skills needed. At the end of this training attendees from each institution should be able to develop a strategy, plan and have the skills to implement them.
This model of Major Gifts startup is based on building a new portfolio of Major Donors who have made beginning gifts to your institution. The end product should be a portfolio of major donors, organizational knowledge on how to increase and maintain this portfolio.
Who Should Attend?
Development Directors. Ideally an Executive Director and Development Director. If the Executive Director is serving as the Development Director, then an interested Board Member would be useful. When more than one staffer attends the likelihood of implementation with long-term support of the Board and senior staff improves.The best attendance is an Executive Director, Development Director and Board Member.
Details
This will be a Two-Day Seminar at the same location, the fee is $475 per attendee. I give a $100 discount for each Board Member you bring. So their admission is separate at $375. This is to encourage Board Members to attend. There will be a binder with all materials included.
Wednesday October 24th and Thursday October 25th, 2018
at the Hiller Aviation Museum
601 Skyway Rd, San Carlos, CA 94070
9:00am to 3:30pm Wednesday Oct 24th, 2018
9:00 to 2:30pm Wednesday Oct 25th, 2018 (Food Truck Day)
at the Hiller Aviation Museum
601 Skyway Rd, San Carlos, CA 94070
9:00am to 3:30pm Wednesday Oct 24th, 2018
9:00 to 2:30pm Wednesday Oct 25th, 2018 (Food Truck Day)
Yes ! I want to attend Major Gifts Boot Camp. Buy One Admission Here:
Staff Admission $475
Board Member Admission: $375
20% Discount Rate for Members of Development Executives Roundtable (DER) and Thrive Alliance $380
Upon Registration You Will Receive a Confirmation Email and Directions
48 Hour Discount -30% $333.00
Day 1
9:00am Intro to Major Gifts Prospecting/ Intro of Participants-Overview of Major Gifts work and Prospect Research
10:00 am Being Ready for Fundraising – An assessment of your organization's preparedness for Major Gifts Fundraising.
11:00 am Getting the First Appointment with a New Prospect – The vital skill of getting the first appointment with a difficult to reach prospect. This Training includes role plays
12:45pm Lunch Break- Brown Bag
1:30 pm The Art of Qualification Visit: Once you get the first appointment with a major prospect how do you successful qualify them and advance the relationship?
2:30 pm Innovative Cultivation -Designing the optimal and affordable methods to cultivate your new found Major Gifts Prospects.
3:30pm Discussion/Questions
9:00am Intro to Major Gifts Prospecting/ Intro of Participants-Overview of Major Gifts work and Prospect Research
10:00 am Being Ready for Fundraising – An assessment of your organization's preparedness for Major Gifts Fundraising.
11:00 am Getting the First Appointment with a New Prospect – The vital skill of getting the first appointment with a difficult to reach prospect. This Training includes role plays
12:45pm Lunch Break- Brown Bag
1:30 pm The Art of Qualification Visit: Once you get the first appointment with a major prospect how do you successful qualify them and advance the relationship?
2:30 pm Innovative Cultivation -Designing the optimal and affordable methods to cultivate your new found Major Gifts Prospects.
3:30pm Discussion/Questions
Day 2
9:00 am Introduction to Solicitation: We will explore a range of methods to solicit prospects for introductory major gifts to your institution.
10:00 am Growing the Forest: Stewardship to Keep and Build Your Major Donors
11:00 am Board Education- Methods to engage and educate your Board as part of a building a Major Giving program.
12:00N Lunch Break
12:30 pm Creating a Viable Major Gifts Plan- We will work together to create a draft Major Gifts Plan especially for your institution.
2:00pm Summary and Questions
9:00 am Introduction to Solicitation: We will explore a range of methods to solicit prospects for introductory major gifts to your institution.
10:00 am Growing the Forest: Stewardship to Keep and Build Your Major Donors
11:00 am Board Education- Methods to engage and educate your Board as part of a building a Major Giving program.
12:00N Lunch Break
12:30 pm Creating a Viable Major Gifts Plan- We will work together to create a draft Major Gifts Plan especially for your institution.
2:00pm Summary and Questions
About the Trainer
Armando Zumaya has been in fundraising for 33 years in a variety of roles that have given him a unique perspective on development offices, prospecting, and role of prospect research/management. Recently his training session at the 2018 AFP International Conference was listed as a highlighted out of the 116 sessions at the conference in the Chronicle of Philanthropy of April 27th, 2018.
He is well known for his work in teaching prospecting, solicitation, cold calling, major gifts techniques and remote constituency fundraising. He has been a tireless advocate for improving the Prospect Researcher/Fundraiser relationship and creating a prospecting culture inside development teams.
Armando is also unique is that he is the only thought leader talking about the rise of Latino Major Giving in the US through his direct experience raising major gifts in the Latino community. He emphasizes the need for a new vision of Latino philanthropy throughout our nonprofit community.
He is a well-known and well-reviewed speaker. He lectures at AFP, The Foundation Center, AFP Chapters, AFP Hemispheric, The Foundation Center, Development Executives Roundtable, APRA, APRA Chapters, CARA, SAWA, MARC, Compass Point, Blackbaud, Forum on Fundraising and Academic Impressions.
He has been widely published including the nationally acclaimed Op-ed in the Chronicle of Philanthropy on March 24, 2014, entitled “Give Fundraising Researchers More Influence and More Credit”. He has also been published in the Stanford Social Innovation Review, the Grassroots Fundraising Journal, Currents (The Magazine of the CASE) The Major Gifts Report, Fundraising Compass, Bloomerang, Frost on Fundraising and others.
His three recent articles "The Crisis of Development Officer Short Tenures", "Silent Service" and "The Nonprofit Achievement Gap" has earned him national recognition.
He has spent the bulk of his fundraising career as a Major Gift, Leadership Gifts and Annual Fund Officer on two $1+ billion-dollar campaigns at Cornell University and the University of California, Berkeley. He began his career in 1985 as a canvasser for SANE/FREEZE in Los Angeles and Ithaca N.Y. where he led door to door canvassers in the field for 5 years. He has served in the Vice President of Development, Director of Major Gifts and Chief Development Officer, Annual Fund and Leadership Gift roles.
He lives in Northern California and is a proud alumnus of the University of California, Riverside and Roosevelt HS in East Los Angeles.
He is well known for his work in teaching prospecting, solicitation, cold calling, major gifts techniques and remote constituency fundraising. He has been a tireless advocate for improving the Prospect Researcher/Fundraiser relationship and creating a prospecting culture inside development teams.
Armando is also unique is that he is the only thought leader talking about the rise of Latino Major Giving in the US through his direct experience raising major gifts in the Latino community. He emphasizes the need for a new vision of Latino philanthropy throughout our nonprofit community.
He is a well-known and well-reviewed speaker. He lectures at AFP, The Foundation Center, AFP Chapters, AFP Hemispheric, The Foundation Center, Development Executives Roundtable, APRA, APRA Chapters, CARA, SAWA, MARC, Compass Point, Blackbaud, Forum on Fundraising and Academic Impressions.
He has been widely published including the nationally acclaimed Op-ed in the Chronicle of Philanthropy on March 24, 2014, entitled “Give Fundraising Researchers More Influence and More Credit”. He has also been published in the Stanford Social Innovation Review, the Grassroots Fundraising Journal, Currents (The Magazine of the CASE) The Major Gifts Report, Fundraising Compass, Bloomerang, Frost on Fundraising and others.
His three recent articles "The Crisis of Development Officer Short Tenures", "Silent Service" and "The Nonprofit Achievement Gap" has earned him national recognition.
He has spent the bulk of his fundraising career as a Major Gift, Leadership Gifts and Annual Fund Officer on two $1+ billion-dollar campaigns at Cornell University and the University of California, Berkeley. He began his career in 1985 as a canvasser for SANE/FREEZE in Los Angeles and Ithaca N.Y. where he led door to door canvassers in the field for 5 years. He has served in the Vice President of Development, Director of Major Gifts and Chief Development Officer, Annual Fund and Leadership Gift roles.
He lives in Northern California and is a proud alumnus of the University of California, Riverside and Roosevelt HS in East Los Angeles.
