| Faculty | Tom D. Wilson, Vice President and Western Regional Manager |
| Trish Roth, Senior Consultant | |
| Duration | 90 minutes (1.5 CEUs) |
| Time/Date | Available on-demand |
Description
Why do major institutions succeed in BOLD campaigns? Planning, planning, planning! We’ll explore organization-wide planning to clarify fundraising project opportunities, lay the foundation for campaign case statements, develop comprehensive project budgets, prioritize tasks in every size development office – and raise more money. Part one of the Campbell Cornerstone series.
Target Audience
CEOs, CFOs, Chancellors, Presidents, Vice Presidents, Deans, Heads of School, Board members, Advisory Committee members, Chief Development Officers, Major gift officers, Planned giving officers, Corporate and foundation fundraisers, Annual fund directors, Development communication directors, Alumni relations directors
Learning objectives and desired outcomes
- Learn how institutional planning clarifies and prioritizes fundraising needs
- Better use your institutional plan as the foundation for annual fund and capital campaign case statements
- Strengthen fundraising by developing project budgets that cover even the (sometimes) hidden needs
- Better prioritize projects/strategies/tactics to raise more money
Agenda (outline what will be covered):
- Why planning is essential to fundraising success and integrating the planning process at each level
- Creating/analyzing an institutional vision/plan
- Planning the fundraising project
- Planning the fundraising program
- Working the plan
- Keys to success
PURCHASE THE ARCHIVED (RECORDED) SESSION
Click here to learn about viewing archived (recorded) sessions
Full participation in Bold Plans, Sound Strategy: Preparing for Campaign Success is applicable for 1.5 points in Category 1.B-Education of the CFRE International application for initial certification and/or recertification. "Bold Plans, Sound Strategy" was first presented on October 16, 2007.