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Resource Development for Community Foundations
Course Agenda |
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| Course Overview |
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| DAY ONE |
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| 7:30 a.m. |
Continental Breakfast |
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| 8:00 a.m. |
Welcome, Overview and Introductions
- Overview
- National Standards for U.S. Community Foundations
- Activity: Class introductions
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| 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
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| 10:00 a.m. |
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| 10:15 a.m. |
Chapter 1: Endowment Building (Part II)
- Planned Giving
- Planned Giving Vehicles
- Activity: Planned Giving
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| 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
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| 12:00 - 1:00 p.m. |
Lunch |
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| 1:00 p.m. |
Chapter 2: Resource Development Policies (Part II)
- Investment and Management Policies
- Transparency
- The Development Plan
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| 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
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| 2:30 p.m. - 2:45 p.m. |
Break |
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| 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
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| 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
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| 4:45 p.m. |
Wrap Up / Q & A |
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| DAY TWO |
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| 7:30 a.m. |
Continental Breakfast |
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| 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
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| 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
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| 10:30 a.m. |
Break |
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| 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
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| 12:00 p.m. - 1:00 p.m |
Working Lunch |
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| 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?
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| 2:15 p.m. |
Review and Wrap Up / Final Q & A |
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Center for Community Foundation Excellence Home Page
Questions? Contact Sophie Dunbarat leaders@cof.org or 703/879-0768.
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