Workshop: Introduction to Fundraising Planning

On August 31 I will be teaching a workshop on Introduction to Fundraising Planning at the Peninsula Community Foundation in San Mateo, CA. The PCF workshops are organized in partnership with CompassPoint Nonprofit Services.

The three-hour workshop (9:30 AM - 12:30 PM) will cover material from my book on Fund Development Planning. I've taught it for CompassPoint/PCF several times before, and it's always a great, motivating, event. The class is designed for those who are new to nonprofits or to a fundraising position.

I will lead participants through exercises on:

• The importance of a diversified funding base
• The players in the fund development process
• How to conduct a nonprofit assets inventory
• How to develop your mission & case statements,
• How to identify new funding opportunities
• How to set realistic goals, and
• How to prepare your development plan & calendar

By the end of the class, participants will be prepared to limit their "crisis" fundraising, motivate their board to participate in the process, and make the best use of their team's time.

If you'd like to join us, you can register online through the CompassPoint web site. The fee is only $55.

Tags: nonprofit, fundraising, fund development, workshop