Pre-Conference Workshops


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Planned Giving Session:

Planning to Give — Key Word, Planning!

Presented by: Council of Charitable Gift Planners

Planning an estate, planning to sell your business, planning for retirement, planning to give to your favorite charity, etc. These activities all require planning and many times can be achieved with a planned gift.

Planned gifts are techniques (aka, ways to give, giving vehicles) that typically involve a donor giving an asset (securities, real estate, real property, business interests, etc.) to charity. There are complex planned giving vehicles requiring legal and financial professionals to make gifts to their favorite charity. Most planned gifts though, are generated by bequests in someone's will or trust. Even life insurance and retirement plan beneficiary designations and other direct — but deferred — gift arrangements, are also considered planned gifts.

Is your organization ready to accept and receive planned gifts? It is important as almost any donor has the ability to make one. Helping your donors make planned gifts is a way to ensure that their charitable intentions are carried out and will outlive them. You need not be an expert to make these opportunities available.

In this workshop, we will review the 'Essential Building Blocks' for an organization's planned gift program. We will provide an overview of the essential planned giving vehicles. Next, we will help you identify your potential planned gift audience and offer simple, low-cost marketing strategies. To complete the picture and as you already do with your major gift society, you will charter a legacy society to celebrate and steward planned givers. Walk away from this workshop with a business plan for your Planned Gift program!

Kurt D. Bartley
Senior Director For Gift and Estate Planning, CAPĀ®
UTA Institutional Advancement

Cathy R. Sheffield, CAPĀ®, CSPG, CFRE, FCEP
President
ThinkGiving

Grantwriting Sessions:

The Fundamentals of Fund Development: Show Me the Money!

Presented by: Grant Professionals Association North Texas Chapter

  • Do you have a goal to help your community?
  • Learn the basics of finding and writing grants to support those projects.
  • Applying for grants can be intimidating and frustrating — but you can learn the skills to increase your grant success!

In this short session to introduce you to the Fundamentals of Fund Development, we will discuss ways nonprofit/charitable organizations can improve their grant-writing success.

  • Introduction to funding sources for nonprofits
  • Grant research basics
  • Grant proposal development overview
  • Learn from others who are also committed to improving our world, one grant at a time!

Brenda Lohse, M.Ed., GPC
Coordinator of Grants/Funds Development
Arlington Independent School District

Strategic Growth of a Foundations Relations Team

In this session we will discuss ways to thoughtfully expand the work of a foundation relations position/team and identify ways to align your work to the strategic goals and mission of your organization.

  • Do you want to expand the work you do with private foundations?
  • Is it difficult to identify funding sources that support your organization?

Examples from real experiences and application will be offered in this session, as well as easy strategies to identify valuable connections at your organization in order to expand foundation funding.

  • Help identify and foster relationships with key stakeholders at your organization
  • Present examples from experience working in foundation relations at performing arts, academic, and health organizations
  • Discuss strategies to help you connect to the evolving mission and vision of your organization

Shelly Borders, MA
Associate Director
Foundation Relations
UNT Health Science Center

The Role of Grants in a Capital Campaign

Would you like to grow your foundation giving? Is your organization planning a major campaign in the next two to three years? In this session, we will learn how to strategically increase your foundation giving toward a major campaign. We will also learn how to combine fundraising cultivation strategies into foundation relations with a smaller time investment along with practical tips and tricks to implement at work on Monday. Format will include discussion and interaction.

Alex Dunn, CFRE
Grant Manager
John Peter Smith Hospital

James Stanphill
Manager of Institutional Giving
Fort Worth Symphony Orchestra

Capital Campaign Session:

Capital Campaign Secrets from the Pros

Presented by: Mission Advancement Professionals
Sponsored by: Frost Bank

The very best development leaders know that capital campaigns are hard work. If it was easy, then every organization in town would be in a campaign right now.

Those who have winning campaigns behind them would tell you that the success of your capital campaign is determined BEFORE you ask for your first gift, BEFORE you enlist a campaign chair, BEFORE you decide on a theme, and even BEFORE you determine your financial goal.

The basic building blocks for campaign success seem like common sense — once you know them. This session will help you take advantage of the early preparation that can put you on track to achieving your campaign goals and save you from costly (and embarrassing) mistakes.

Join us for an engaging discussion touching on these important topics and more:

  • Why most campaigns take longer than originally thought
  • Where you will find the donors most likely to give to your campaign
  • What creates an environment for gifts from high-capacity donors
  • Who among your board members make the best campaign leaders
  • When you are ready for a campaign feasibility study
  • How to avoid the two most common mistakes in a capital campaign

Schuyler Lehman
Jennifer Lehman
Chuck Anderson

Fundraising 101 Session:

Fundraising 101: The Basic Steps and Realities of Fundraising on Behalf of Charitable Organizations

Presented by: The Bush School of Government and Public Service, Texas A & M University
Sponsored by: Greater Giving

Educational workshop focused on traditional phases of the fund development cycle: identification, cultivation, solicitation, and stewardship. In alignment with the Bush School of Government and Public Service's emphasis on scholarly literature, presentation incorporates research-informed management and leadership competencies balanced with practitioner-proven methods. Workshop will also address organizations' case for support, acquiring and engaging donors, address why donors say "no" and how to get to "yes", and how to monitor fund development program effectiveness.

Kenneth Anderson Taylor, Ph.D.
Assistant Professor of the Practice | Public Service & Administration Department
Director of Outreach and Professional Development | Center for Nonprofits & Philanthropy


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