Financing Models: Individual Giving AND Planned Giving: Grand Rapids

Date: 
Wed, 04/26/2017 - 8:30am to 12:00pm
Workshop

In an article for Nonprofit Quarterly, Jon Pratt, executive director of the Minnesota Council of Nonprofits, outlined common nonprofit financing models or archetypes. Each archetype requires different systems and structures to bring in contributions or grants and unique relationships with the community and funders, plus provides varying levels of funding reliability and autonomy.  

At the April session of the Healthy Nonprofits, Healthy Communities learning series in Grand Rapids, MN, we will more deeply explore the financing models of individual and planned giving

Cultivation and the Donor Development Cycle: Successful fundraisers know that fruitful donor development programs are built on a strong foundation of donor-centered cultivation strategies. Join Katrina Pierson, CFRE, to learn more about:

  • Why developing and working a donor cultivation plan is critical to your success with individual supporters;
  • How to create pathways for donors and prospects to engage more meaningfully with your mission;
  • How to choose the right cultivation strategies for your donor constituencies that will result in enduring support for your cause.

In addition to the presentation, participants will have an opportunity for a round table discussion to apply what they learned to their own fund development efforts.

For your organization's individual donors, focusing on individuals who are closest to your organization and its mission produces the best results.They are more likely to have a personal connection to and interest in your community, and therefore, may be more inclined to donate and get involved in your cause. Join Wendy Roy to explore how to best cultivate relationships with individual supporters for planned giving.

Katrina PiersonVela Strategy Founder and Principal, has been supporting nonprofits for the past decade, with five of those as an associate and partner at HBH Consultants. She has served as a board chair, communications specialist and development director for organizations in healthcare, the arts, social justice and the environment. She is a skilled fundraiser, leadership coach, and creative communications strategist, and focuses her practice on helping leaders articulate their story to activate support for their cause. Katrina is a Certified Fund Raising Executive (CFRE), and is also a recent fellow of the Hubert Project through the Humphrey School of Public Affairs.

Wendy Roy provides consulting services for nonprofits in the areas of development, fundraising, endowment growth, planned giving, strategic planning, and board training. Prior to starting her consulting firm, she was the executive director of Grand Rapids Area Community Foundation for 15 years. 

The session is free and will take place from 8:30 a.m. to 12:00 noon at the Timberlake Lodge in Grand Rapids. Networking and ample time for discussion are built into every session. You can attend this interactive and engaging session on its own or attend both the February and April sessions in this financing model series. You will also have the opportunity to apply what you have learned in between sessions to test out the tools and resources at your organization.

About the Presenter

Glyn is an eternal nonprofit optimist who sees training and knowledge sharing as a way to celebrate successes and identify opportunities for improvement. Glyn believes that helping organizations better understand their finances allows them to become healthier nonprofits, which leads to healthier communities for all.

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