Resource Development for Community Foundations Course Agenda

DAY ONE
7:30 a.m. Continental Breakfast
8:00 a.m.  Welcome, Overview and Introductions
  • Overview
  • National Standards for U.S. Community Foundations
  • Activity: Class introductions
8:45 a.m. Chapter 1: Endowment Building (Part I)
  • Community Foundation Endowment Funds
  • Types of Funds
  • Unique Aspects: Gift Planning and Endowment Building
  • Asset Development vs. Fundraising
  • Activity: Point/Counterpoint
10:00 a.m.

Partner Walk Break

10:15 a.m. Chapter 1: Endowment Building (Part II)
  • Planned Giving
  • Planned Giving Vehicles
  • Activity: Planned Giving
11:15 a.m.

Chapter 2: The Development Framework (Part I)

  • Resource Development Policy – Standards Specific to Development
  • Activity: The Interesting Gift
  • Major Policy Components:
  • Gift Acceptance
  • Fund Agreements
  • Variance Power
12:00 - 1:00 p.m. Lunch
1:00 p.m.

Chapter 2: Resource Development Policies (Part II)

  • Investment and Management Policies
  • Transparency
  • The Development Plan
1:30 p.m.

Chapter 3: Internal Alliances: Working with Board and Staff

  • Working with Board Members
  • Development Committee
  • Board Members and Development Roles
  • Increasing Board Involvement
  • Activity: Helping Board Members Present the Foundation
  • Other Internal Collaborations
2:30 p.m. - 2:45 p.m. Break
2:45 p.m.

Chapter 4: Community Alliances

  • Working with Professional Advisors
  • How the Foundation Benefits
  • How the Professional Advisors Benefit
  • Balancing Natural Tensions
  • Activity: Attracting Professional Advisors
  • Ways to Attract Advisors
  • Professional Advisor Council
  • Other Community Relationships
3:45 p.m.

Chapter 5: Building the Pipeline (Part I)

  • Prospective Donors
  • Characteristics of Strong Donor Prospects
  • The Uniqueness of Engagement
  • Donor Motivations by Type
  • Diversity of Donor Base
  • Expanding Relationships
  • Activity: Donor Cultivation Strategies
4:45 p.m. Wrap Up / Q & A
DAY TWO
7:30 a.m. Continental Breakfast
8:00 a.m.

Chapter 5: Building the Pipeline (Part II)

  • Communications Plan
  • Challenges in Communication
  • Messages that Resound
  • Proximity Matters
  • Activity: Elevator Speech
  • Friendraising – Building an Audience
  • Strategies for Challenging Economic Times
8:45 a.m.

Chapter 6: Gift Planning – the Best Fit

  • Donors Options within a Community Foundation
  • Choices Available to Planned Giving Donors
  • Understanding the Community Foundation’s Competitive Edge
  • Key Differences Between CF and Private Foundations
  • Stepping Up to Planned Gifts
  • Activity: Donor Scenarios
10:30 a.m. Break
10:45 a.m.

Chapter 7: Accepting Gifts and Serving Donors

  • Components of Donor Services
  • Donor Reporting and Administrative Support
  • Donor Engagement
  • Guidelines for Donors
  • Educating Donors
  • Donor Recognition/Recognition Societies
12:00 p.m. - 1:00 p.m Working Lunch
1:00 p.m.

Chapter 8: Resource Development Goals and Future Trends

  • Indicators of Successful Development Programs – Measuring Success
  • Raising Operating Funds
  • Near Term Concerns
  • Future Trends
  • How can we Prepare?
2:15 p.m. Review and Wrap Up / Final Q & A