Super-size your Meeting of the Minds experience and add one of two FREE workshops! Wednesday Morning, February 4, 9-11:30 a.m. at the Kellogg West Conference Center
An Introduction to Annual Giving with Bob Burdenski
It’s been twenty years since Bob wrote his first “Innovations in Annual Giving” book for CASE. Much has changed since, but much remains the same. Bob has provided an introduction to annual giving at CASE fundraising institutes for more than two decades. Come and get your annual giving overview — a great foundation for the conference sessions that will follow!
Take-away learning outcomes from this workshop will include:
An overview of an annual giving program’s role in engaging a broad base of support, prospect identification and segmentation, and subsequent donor relationship pipeline development;
A discussion of traditional, new and emerging annual giving fundraising methods and channels, from the author of three CASE books on “innovations in annual giving;”
A collection of examples of annual giving case for support messages that resonate (and why) with their audiences;
Essential metrics for measuring and evaluating annual giving program success in a multi-channel world;
This annual giving orientation is ideal for new members of the team (or those in need of a refresher). What do pipelines, pyramids, “the wave,” Starbucks, Cheerios, and Michael Bloomberg all have to do with annual giving and a broad base of support? Bob will provide an overview of the institutional reasons for annual giving, the fundraising channels in use today, case for support messages that resonate (and with which audiences), and the metrics that define annual giving success.
Advancement Services Fundamentals:
Accepting Weird and Bizarre Gifts With John Taylor
This workshop will address key gift acceptance topics. The initial emphasis attempts to address how donors are attempting to donate unique, and not always desired, forms of non-cash gifts. The workshop will focus on the establishment of protocol and policy to facilitate acceptance or rejection of these gifts. Part of this will address the importance of Gift Acceptance Policies and the associated Gift Acceptance Committee. The participants will learn how CASE addresses these topics, providing valuable insights for all nonprofit organizations regardless of type. This will include a look at gifts of securities, as well as the IRS’s concern regarding related versus unrelated gifts of property. Accompanying these discussions will be a discussion of counting versus valuing and the numerous IRS forms and documents required when accepting and processing various forms of property gifts. The workshop will conclude a lightning round covering a dozen or so forms of non-standard gifts – including cryptocurrency!