: September 2009
The Advancement Year Has Begun – Have You?
by Terry Fairholm on 2009-09-15
The advancement clock began ticking on July 1- is your plan complete? Do you know what your objectives are for this year? Is you first annual fund piece ready to go? Have you made your first major gift solicitation call? Have you made your first cultivation visit? If you answered ‘no’ to any of those questions, you’re behind schedule – and there are no timeouts! You can’t stop the clock in this game. Step one is to get your plan together: annual fund, major gifts, special events, cultivation visits. The annual fund should have four personalized mailings – two in the fall, two in the spring; specific asks (“you did $100 last year, would you consider $150 this year?”); segmented (alumni are different than parents); and you must do personal solicitation of the top annual fund prospects ($500+).
Categories: Planning
API Summer Seminar a Huge Success!
by Terry Fairholm on 2009-09-10
The Advancement Partners annual summer seminar at the University of Notre Dame was a huge success! There were thirty-five participants, twenty-two schools and one religious order. The theme, ‘Philanthropy in Challenging Economic Times’, was most appropriate as the most critical advancement issues we are all facing at this unique point were covered.
Our seminars are smaller and more personalized so that the participants receive individual and focused attention. Accordingly, during the three-day summit, we spent individual time with participants discussing their unique challenges. Also, during the opening session, each participant conveyed a personal account of how the economy has affected their fundraising efforts during the past year. Since all participants had completed a pre-seminar survey, the presenters were able to customize their specific topics so that each key issue that was submitted was addressed.
Categories: Seminars and Workshops
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