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Workshop

Developing Annual & Long-Range Fundraising Plans

RCC/SOU Higher Education Center Room 226
101 South Bartlett Street
Medford

About this event

Natalie Lamberjack, CFRE, Senior Consultant
The Collins Group
James Plourde, Senior Consultant
The Collins Group

Do you struggle to find the time to plan, or are you looking for new, efficient ways to refresh your planning efforts? Here is an opportunity to dedicate a day to planning—complete with inspiration, ideas, tools, and sample plans. Utilizing group discussion and a take-home tool kit, Natalie Lamberjack from The Collins Group will leave you refreshed and ready to find the resources your organization needs.

Explore:

  • How to align the fundraising plan with your organization’s goals by developing your case for support
  • Key elements of a fundraising plan—whether it’s your first or 50th
  • Staff and volunteer roles in developing and implementing your plan
  • Strategies for getting it all done, especially for smaller fundraising shops
  • How to evaluate, track, and report your progress to others

Workshop Preparation

Bring along any tools you currently use for fundraising planning or for reporting on fundraising progress to your Board. This may include a list of programs/items you are raising money for and how much is needed for each, a list of donor constituencies and prospects, giving history or gift rating for top 20 donors, a donor moves management tool, a calendar of fundraising activities (events, mailings, grant proposals, etc.), a budget that shows income and expenses for your fundraising program, staff and volunteer organizational charts, fundraising dashboard, etc.

About the Presenters

Natalie Lamberjack, CFRE, Senior Consultant, has more than a decade of experience in nonprofit development and has worked with more than 35 organizations in her time with The Collins Group. Her particular expertise includes case development and writing, major gifts fundraising, and development program assessments. Ms. Lamberjack holds an MPA with an emphasis on nonprofit management from the University of Washington, is an active member of the Association of Fundraising Professionals, and presents on fundraising topics both regionally and nationally.

James Plourde, Senior Consultant, brings over 20 years of development and marketing experience to his work at The Collins Group, offering expertise in major gifts, strategic direction, case development, and public relations. Prior to The Collins Group, Mr. Plourde spent 11 years leading Pacific Lutheran University’s development team: he led a $128 million capital campaign and later served as Acting Vice President. Before PLU, Mr. Plourde supervised annual and capital fundraising and public relations efforts for Charles Wright Academy, a 690-student, K-12 independent school and led corporate and foundation relations at Franciscan Health System.

Additional Information

Event fee includes continental breakfast and lunch.

Scholarships available for members of the Rogue Valley Development Professionals. Learn more.

Register Now

 Registration is closed for this event
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Natalie Lamberjack, CFRE, Senior Consultant
The Collins Group
James Plourde, Senior Consultant
The Collins Group

Do you struggle to find the time to plan, or are you looking for new, efficient ways to refresh your planning efforts? Here is an opportunity to dedicate a day to planning—complete with inspiration, ideas, tools, and sample plans. Utilizing group discussion and a take-home tool kit, Natalie Lamberjack from The Collins Group will leave you refreshed and ready to find the resources your organization needs.

Explore:

  • How to align the fundraising plan with your organization’s goals by developing your case for support
  • Key elements of a fundraising plan—whether it’s your first or 50th
  • Staff and volunteer roles in developing and implementing your plan
  • Strategies for getting it all done, especially for smaller fundraising shops
  • How to evaluate, track, and report your progress to others

Workshop Preparation

Bring along any tools you currently use for fundraising planning or for reporting on fundraising progress to your Board. This may include a list of programs/items you are raising money for and how much is needed for each, a list of donor constituencies and prospects, giving history or gift rating for top 20 donors, a donor moves management tool, a calendar of fundraising activities (events, mailings, grant proposals, etc.), a budget that shows income and expenses for your fundraising program, staff and volunteer organizational charts, fundraising dashboard, etc.

About the Presenters

Natalie Lamberjack, CFRE, Senior Consultant, has more than a decade of experience in nonprofit development and has worked with more than 35 organizations in her time with The Collins Group. Her particular expertise includes case development and writing, major gifts fundraising, and development program assessments. Ms. Lamberjack holds an MPA with an emphasis on nonprofit management from the University of Washington, is an active member of the Association of Fundraising Professionals, and presents on fundraising topics both regionally and nationally.

James Plourde, Senior Consultant, brings over 20 years of development and marketing experience to his work at The Collins Group, offering expertise in major gifts, strategic direction, case development, and public relations. Prior to The Collins Group, Mr. Plourde spent 11 years leading Pacific Lutheran University’s development team: he led a $128 million capital campaign and later served as Acting Vice President. Before PLU, Mr. Plourde supervised annual and capital fundraising and public relations efforts for Charles Wright Academy, a 690-student, K-12 independent school and led corporate and foundation relations at Franciscan Health System.

Additional Information

Event fee includes continental breakfast and lunch.

Scholarships available for members of the Rogue Valley Development Professionals. Learn more.

When
October 28th, 2011 from  9:00 AM to  4:30 PM
Location
RCC/SOU Higher Education Center
Room 226
101 South Bartlett Street
Medford, OR 97501
Jackson
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City Medford
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Presenter Natalie Lamberjack, James Plourde
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