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Fundraising Plans and Policies
February 12, 2018 @ 1:00 pm - 5:00 pm
Stop reinventing the wheel year after year. Set in place plans and policies to help make your life easier, including a plan to evaluate and update your plans! In this half-day workshop, we will assess the fundraising plans and policies you have currently, discuss best practices for accountability and transparency, and set you on a proactive path for the future. The fee for this workshop is $35 for official members (see our Member Directory), and $55 for non-members. Registration link: https://www.eventbrite.com/e/fundraising-plans-and-policies-tickets-42563176607. Join today to get the member rate and future discounts!
We’ll cover:
Why fundraising plans and policies are important
Your annual action plan
Create a plan that addresses the entire donor cycle: identification to cultivation to solicitation to stewardship
Gift policies
Gift acknowledgment
Database maintenance
Donor policies
Privacy and confidentiality
Donor recognition
…and more!
Continuing Education – Certified Fund Raising Executive: Full participation in Fundraising Plans and Policies is applicable for 4 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification. Learn more about CFRE: http://www.cfre.org/