Each fundamental provides an overview of a financial development area and is geared toward volunteers; frontline, program, membership, and branch staff; and staff new to financial development. If your role has changed or you need a refresher, the fundamentals are for you.
Thank you, DBD Group, sponsor of the 2022 Philanthropy School Fundamentals
2022 Fundamentals will be held in Tampa the first day of the conference, Wednesday, April 6, so you can be better prepared for the educational workshops and Hot Topics. Fundamentals are free if you are registered for the conference. Those not registered for the 2022 Conference can attend a session for a $50 fee, which also gives you special access to the Opening Reception and exhibits. All fundamentals are 9:15-11:15 a.m. Eastern, so you can take one. Advance sign-up is required.
Annual Support Fundamentals
Andrew Powers | YMCA of Greater Rochester
Jan Brogdon, CFRE | DBD Group
Audience: New Financial Development Staff, Program and Membership Directors, Executive Directors, CEOs and COOs, Board Members, Fundraising Vounteers, Small and Mid-Size YMCAs
In this session, you will assess your existing annual support campaign to determine your next steps in strengthening your Y’s internal capacity to raise more money from donors who will become loyal and increase their giving over time. Learn campaign planning steps for staff and volunteers and how to articulate the case for support. You will build confidence in your ability to effectively ask for philanthropic gifts. Planning templates ideas and local Y examples of successful strategies will be presented.
Endowment & Planned Giving Fundamentals
Wendy Cornett-Marquitz, CFRE | Gateway Region YMCA
Robyn Furness-Fallin, CFRE | DBD Group
Audience: New Financial Development Staff, Executive Directors, CEOs and COOs, Board Members, Fundraising Vounteers, Small and Mid-Size YMCAs
This session will discuss the fundamentals for building an endowment and legacy giving program at your Y. Included will be the basic elements and best practices for implementing a successful endowment program, including identifying and cultivating prospects. You will assess your current program to identify areas to begin or improve and discover useful resources that can help strengthen an endowment program.
Grants Fundamentals: Navigating a Grant from Start to Finish
Steve Conrad | Valley of the Sun YMCA
Erin Laumer, LMSW | YMCA of the USA
Audience: New Financial Development Staff, Seasoned Financial Development Staff, Program and Membership Directors, Executive Directors, CEOs and COOs, Small and Mid-Size YMCAs
Grants Fundamentals takes you through the basic steps of the grant process, from research to stewardship. It is aimed at helping individuals who are new to writing grants and anyone interested in learning how to write a proposal and be awarded a grant. You’ll learn prospecting tips and tactics, proposal basics, stewardship do’s and don’ts, and how to close out a grant.
Board Development Fundamentals: Strong Boards Fundraise More
Brian Saber | Asking Matters
Michael Hood (Volunteer in Philanthropy) | YMCA of San Diego County
(Designed for Board Members and Staff)
Audience: New Financial Development Staff, Executive Directors, CEOs and COOs, Board Members, Fundraising Vounteers, Small and Mid-Size YMCAs
Join popular NAYDO presenter and board development expert Brian Saber and YMCA of San Diego County Board Member and NAYDO’s VIP (Volunteer In Philanthropy) Chair Mike Hood for an interactive workshop on board development to maximize your board’s effectiveness. Learn best practices in board recruitment, orientation, giving and fundraising. Gain a better understanding of the role of the board in relation to the role of staff. Discover how to use the Asking Styles profiles of board members to strengthen the board’s work. This informative session will answer key board development questions:
- What are the keys to board recruitment, onboarding, and training?
- What are the pros and cons of a board giving policy?
- How do you overcome the resistance to or anxiety of being asked to raise more money?
- What is the personality profile and leadership style of the board chair and executive director, and how can their roles complement one another?
- How can you build camaraderie and a stronger team?
2021 Fundamentals - were held virtually in spring 2021
• Culture of Philanthropy
• Annual Support
• Grants 101
• Applying for U.S. Federal Grants
• Developing & Communicating Your Case for Support
Missed one of these Fundamentals? You can access them on the members-only section of the website!
Earn 2 hours CFRE credit for each 2022 fundamental. Y-USA leadership recertification credits pending.
Contact: Kristen Obaranec, CFRE
