Posts tagged ‘webinar’

October 13, 2020

Avoid Costly Mistakes and Raise More Money

A traditional formula for fundraising success involves having the right person ask the right person, in the right way, for the right gift, for the right project, at the right time. Another way for you to raise more money for your nonprofit organization is to avoid making mistakes that could prove costly by putting potential support in jeopardy.

The public’s trust in the nonprofit sector has been on a steady decline over the past several years. At the same time, the number of charity donors has been decreasing.

So, what can we do to rebuild donor confidence, and inspire much-needed support?

I’ll answer that question in a FREE webinar hosted by the Association of Fundraising Professionals – Delaware, Brandywine Chapter. Here are the details:

Avoid Costly Mistakes & Raise More Money

  • Date: Wednesday, October 28, 2020
  • Networking Time: 9:30 AM to 10:00 AM (EDT)
  • Program Time: 10:00 AM to 11:15 AM (EDT)
  • Audience: This webinar is open to AFP members and non-members everywhere.
  • CFRE Credits: This webinar qualifies for 1.25 CFRE education points.

During the webinar, I’ll cite real-world examples to identify seven common fundraising mistakes that can prove costly to your organization. You will get simple tips for avoiding those mistakes, and you will receive a decision-making model to help you avoid or minimize countless other pitfalls.

By avoiding mistakes and more consistently making solid decisions, you will be able to enhance the confidence that the public has in your organization and, therefore, you’ll raise more money.

July 28, 2020

You Do Not Want to Miss This

I want to let you know about a great opportunity.

Every summer, the Association of Fundraising Professionals Greater Tampa Bay Chapter and the Charitable Gift Planners of Tampa Bay join forces to host a planned giving symposium. Unfortunately, due to the COVID-19 pandemic, this year’s in-person conference on August 18 is being replaced with an online symposium. While this is disappointing for the good people of the Tampa Bay region, it’s great news for fundraisers around the world who will now be able to participate in the program.

Philanthropy researcher Dr. Russell N. James III, JD, CFP® and I are honored to be the featured presenters for the conference. Here are the details:

2020 VIRTUAL PLANNED GIVING SYMPOSIUM ~ THE ART AND SCIENCE OF PLANNED GIVING

TUESDAY, AUGUST 18, 2020

9:00 AM – 11:30 AM (EDT)

SESSION 1: Legacy Fundraising — The Best of Times or the Worst of Times?

PRESENTER: Michael J. Rosen

Pandemic. Protests. Riots, Looting. Unemployment. Recession. Those are some of the words that we can use to describe much of 2020. So, considering this chaotic environment, can you seek legacy gifts now or should you wait? Rosen, a consultant and author, will share the research-based risks and opportunities. He’ll examine a real world case of what not to do. In addition, he’ll provide useful, easy to implement tips on what you can do to help reach your planned giving objectives even during challenging times.

SESSION 2: Using Storytelling in Legacy Fundraising — New Findings, Ancient Origins and Practical Tips

PRESENTER: Russell N. James III, JD, PhD, CFP®

Connecting with the donor’s life story in the right way can be a powerful trigger for legacy giving. But, how do we do that? Professor James shows how understanding the ancient origins and the latest research findings leads to simple, effective, practical techniques that anyone can use to more effectively encourage gifts in wills.

SESSION 3: An Open Conversation with the Planned Giving Experts James and Rosen

In an informal conversation, James and Rosen will answer your questions about planned giving. This interactive session gives you the opportunity to ask the experts for insights and tips to help you enhance your gift planning efforts.

FEE: For members of AFP-GTBC or CGP-TB, the symposium fee is $10. For all others, the fee is $15.

REGISTRATION: For more information and to register, you can go to the AFP-GTBC website or the CGP-TB website.

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June 5, 2020

Avoid the 7 Deadly Sins of Fundraising [WEBINAR]

I don’t have to tell you that these are troubling times. We’ve had to cope with coronavirus (COVID-19), the economic fallout from the pandemic and, now, the heart-wrenching killing of George “Perry” Floyd at the hands of Minneapolis police officers.

As nonprofit managers and fundraising professionals, we have a choice: We can allow ourselves to be overwhelmed by the horrible events of 2020, or we can continue to do what we always do and help those who depend on us. While the suffering around us pains me, I take some solace in knowing that. like you, I am a member of a noble profession that seeks to make the world a better place. We are needed now more than ever.

That’s why I want to invite you to join me and your nonprofit colleagues for a webinar to help you be more of the fundraising professional you aspire to be. The program is hosted by the Association Fundraising Professionals – Greater Philadelphia Chapter. Here are the details so you can register now:

Avoid the Seven Deadly Fundraising Sins and Raise More Money

Date: Tuesday, June 9, 2020

Time: 1:00 – 2:30 PM (EDT)

Description: Surveys show that the public’s trust in the nonprofit sector has been on a steady decline for years. At the same time, the number of charity donors has been on the decline and, in 2018, total giving fell by 1.7% in inflation-adjusted dollars.

This webinar will use real-world examples cited by the Association of Fundraising Professionals and pulled from news headlines to illustrate seven deadly fundraising sins involving: conflicts of interest, gift restrictions, accountability, tainted money, donor privacy, compensation, and cooking the books. By reviewing these examples, you’ll be better able to avoid making the same mistakes.

Because there are more than seven sins to avoid, you’ll also get a decision-making model to help you sidestep blunders, build trust, and raise more money.

Tickets: $15 (members), $40 (non-members)

Registration: Webinar seating is limited, so register now by clicking here.

As I have written previously:

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May 20, 2020

Your Charity’s Greatest Opportunity is the Rising Need of Donors to Connect

The coronavirus (COVID-19) pandemic has presented fundraising professionals with a large number of significant difficulties. One of those challenges is trying to figure out where to get solid, actionable information to help nonprofit organizations raise much-needed funds.

Now, Prof. Jen Shang, Co-Director of the Institute for Sustainable Philanthropy, comes to our rescue. On Friday, May 22, 2020, she will be presenting a special webinar: “How to Love Your Donors During COVID-19.” I recently received an email from Prof. Shang, along with three tips, that she is kindly allowing me to share with you.

Prof. Shang, the world’s only philanthropic psychologist, has found that the pandemic is causing donors to feel a lack of wellbeing. This is due in large part to a decrease in the sense of connection that people feel during the lockdown. Interestingly, this presents an opportunity for your charity.

When you help your donors feel a sense of real connection, you will help them feel a greater sense of wellbeing. When they associate that greater sense of wellbeing with your nonprofit organization, they will be more likely to renew and increase their support now and well into the future. In other words, by taking care of your donors, you will be taking care of your charity.

One of the things that will make this webinar a valuable experience for you is that it is based on scientific research rather than simply relying on war stories or opinion. In other words, the many bright ideas you’ll learn will be solid and safely actionable. As someone who has taken Prof. Shang’s Philanthropic Psychology course, I can personally assure you that you will get meaningful information that will help you enhance your fundraising efforts.

Here is Prof. Shang’s message:

 

COVID-19 has created such uncertainty in our lives that many are wondering how and when life will ever get back to normal and how we will survive it all in the meantime.

At the Institute for Sustainable Philanthropy, we have not stopped collecting data since the first country locked down at the beginning of this pandemic. And we have been collecting data on how good people feel every other week since.

This [post] will give you a first sneak peak of the findings, and three tips on what to do NOW that you’ll find at the end.

We will release the full results of these studies in a webinar that we will host twice this Friday, May 22 at 6:00 am UK time and again at 3:00 pm UK time.

We studied over 4,000 adults in the US and other countries.

We measured about 30 feelings that people experienced on a daily basis. We found that people’s feelings significantly worsened during the first six weeks of the pandemic. As the lockdown continued, people felt progressively worse.

Specifically, people felt less connected to others.

Psychologists have known for decades that feeling connected to others is one of the three most fundamental needs we have as humans. Our need to have this fulfilled cannot be changed. It is as certain as our life exists. Our sense of connectedness declines when we are isolated in lockdown, when we cannot physically see anyone or talk to anyone, and when we cannot hug anyone or kiss anyone. We have seen our connectedness score declining for over six weeks now.

There is no uncertainty in any of it. When humans are locked down, their need to connect rises. With data, we also know what they need and in what quantity.

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April 1, 2020

Stress Relief for Fundraisers: A Special Webinar for You

Help is on the way!

In the best of times, we all experience occasional stress. Sometimes, it’s personal stress. Sometimes, it’s professional stress. Sometimes, it’s both. Now, with the coronavirus pandemic, we are all dealing with a massive, new level of tension.

Most of us are working from home, many for the first time. We don’t go out much. We have personal financial concerns. We have loved ones we worry about and care for. We have anxiety about our own health.

Fundraising professionals are also concerned about continuing to raise the vital resources to help nonprofit organizations fulfill their missions, now more important than ever. As you know, we shoulder a tremendous burden.

If giving into stress were helpful, that would be fine. Unfortunately, stress itself is corrosive. It drains our energy. It erodes our immune system. Stress causes physiological and psychological damage. It makes us less pleasant to be around. It makes us less able to care for others.

To help you cope more effectively with the stress in your life, I’m hosting a special webinar for fundraising and nonprofit professionals:

Stress Relief for Fundraisers

Date: Monday, April 6, 2020, 4:00-5:00 pm (EDT)

Expert Instructor: Michelle Stortz, C-IAYT, ERYT500, MFA

Requested Donation: This is a donation-based webinar. Any contribution amount from $1 to $100 will grant you access. The suggested amount is $20. Your donation will help Michelle to continue to provide services for people living with cancer and chronic diseases at little to no cost.

Platform: This class will happen via Zoom. The link for joining will be sent 15 minutes before the session. Registration will end 15 minutes before the session.

You’ll Learn: Discover practices for managing stress in difficult times:

        • Learn simple breathing techniques to ward off anxiety
        • Get grounded in your body through simple movements
        • Quiet your mind with concentration practices
        • Cultivate a framework for seeing what’s really here

Register Now: Click here to register for this webinar at Eventbrite.

Despite the challenges we face, there are plenty of opportunities to learn and grow. Let’s start by integrating some helpful practices for managing stress. Join me in this one-hour class on stress reduction. When you take some time to take better care of yourself, you’ll be in a much better position to take care of others.

While the webinar will provide a number of techniques for coping with stress, I want to give you one simple technique right now.

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March 20, 2020

Free Webinar: Get Fundraising Tips in the Time of COVID-19

[GOOD NEWS UPDATE (March 21, 2020): If you attempted to register for my free webinar with the AFP Greater Philadelphia Chapter, you may not have been able to do so as the program was immediately over-subscribed. However, AFP-GPC has increased capacity to accommodate more participants. Please try to register now by clicking here. I apologize for the inconvenience, and thank you for your patience.]

[UPDATE (March 20, 2020): Based on how quickly my free webinar became over-subscribed, I realize that there is a massive need for information about how the coronavirus pandemic is affecting the nonprofit sector and what we can do about it. If your charity or professional association wants to deliver an online training program on this, or any other subject, please contact me. Together, we’ll get through this.]

Join me for a free webinar hosted by the Association of Fundraising Professionals – Greater Philadelphia Chapter and sponsored by Merkle Response Management Group. During the program, I’ll outline 12 ways coronavirus (COVID-19) will affect your nonprofit organization. I’ll also share powerful, practical tips for coping with the current fundraising environment. In addition, you’ll get 10 useful survival tips to keep you, your colleagues, and your loved ones safe during this challenging time.

The webinar is free of charge and open to fundraising professionals and nonprofit managers and senior volunteer leadership everywhere. Here’s what you need to know:

Coronavirus (COVID-19): Ways It Will Affect You and Your Fundraising Efforts

Wednesday, March 25, 2020

1:00 PM – 2:00 PM (EDT)

You’ll Get:

      • Insights about key ways fundraising efforts will be affected by COVID-19.
      • Tips for keeping yourself, colleagues, and loved ones safe.
      • Bonus materials.

Click here to register now.

Each day, you and I are confronted by new information concerning the spread of the coronavirus and the related implications. It’s a lot to keep up with. Yet, we must for ourselves, our loved ones, and our organizations upon which so many depend. We try to stay on top of the story, but it’s an incredibly fluid situation. Then, there are the nagging questions we ask ourselves or the CEO asks or a board member asks, including:

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April 29, 2019

Update: Get a Free Webinar, Magazine Article, Poll Results

I want to update you about three posts I recently published. In addition, for National Child Abuse Prevention Month, I wish to draw your attention to one of my older posts that will help you keep the children you love safe.

Free Webinar:

Did you miss it? Recently, I presented a webinar for SEI Investments Management Corporation: “Investing in Your Future: Practical Strategies for Growing Your Planned Giving Program.” If you missed the program or wish you could share it with colleagues, I have some good news for you. The webinar is now available for free download by clicking here.

In just 30 minutes, you’ll learn:

  • 8 reasons you should be a planned giving “opportunist”
  • Why you should invest more in planned giving instead of current giving
  • 5 Tips to boost your planned giving results immediately

In addition to the webinar itself, you’ll also be able to download additional resource materials including a list of 20 factoids about planned giving, a planned giving potential calculator, an executive summary of recent research findings from Dr. Russell James’ report “Cash is Not King in Fundraising,” and a digital copy of Dr. James’ book Visual Planned Giving: An Introduction to the Law & Taxation of Charitable Gift Planning.

Advancing Philanthropy Article:

Have you read my recent article published in Advancing Philanthropy, the Association of Fundraising Professionals magazine? “To Sir/Madam, With Love” shares stories from a number of fundraisers about their favorite teachers. Great teachers:

  • help us develop broad skills such as critical thinking,
  • help us develop specific skills such as how to write an effective appeal letter,
  • inspire us,
  • encourage us,
  • move us to think beyond ourselves and better understand others,
  • open our minds to lifelong learning,
  • motivate us to giveback by sharing our own knowledge.

After downloading the free article by clicking here, check-out my recent post that will give you tips that will help you find excellent teachers who can help you enhance your skills and inspire you: “Are You Really Just a Fundraising Amateur?”

Poll Results — Presidential Candidate Philanthropy:

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March 18, 2019

Free Webinar: 5 Easy, Powerful Tips to Boost Planned Giving Results

Is the current environment good or bad for planned giving? Should you invest more money in planned giving or current giving? What are five easy things you can do now to boost your planned giving results? In an upcoming, free webinar, I’ll answer these questions as well as inquiries from participants.

I’m honored that SEI Investments Management Corporation is hosting me for the free, 30-minute webinar: “Investing in Your Future: Practical Strategies for Growing Your Planned Giving Program.”

Planned giving is a vital source of contributions for the nonprofit sector. Organizations that don’t have a gift-planning program envy those that do — and those that do want even better results. While it can certainly present challenges, there are simple things you can do to create or enhance your organization’s gift-planning efforts. In just a 30 minutes, you’ll learn:

  • 8 reasons you should be a planned giving “opportunist”
  • Why you should invest more in planned giving instead of current giving
  • 5 Tips to boost your planned giving results immediately

In addition, all participants will receive a complimentary selection of planned giving tools to help with strategy building.

Register today for this free webinar because the valuable information provided will help you meet your goals. After you register, think about the questions that you’d like to have me address during the live Q&A portion of the presentation.

Here are the details you need to know:

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July 28, 2016

Do You Know that “Planned Giving” is Bad for #Fundraising?

That’s right. “Planned Giving” is bad for nonprofit fundraising.

For years, I’ve been writing and talking about the problems with the term “Planned Giving.” Now, new research underscores what I’ve been advising: You should stop using the term!

Sometime ago, The Stelter Company conducted a survey that I cite in my book, Donor-Centered Planned Gift Marketing. Stelter found only 37 percent of Americans over the age of 30 have a familiarity with the term “Planned Giving.” We have no way of knowing what percentage of those claiming familiarity really, in fact, know what the term truly means.

Other terms have become increasingly popular as substitutes for “Planned Giving.” However, none has yet to gain sufficient traction to overtake the use of “Planned Giving.” Consider the results from simple Google searches I conducted for this post:

  • Planned Giving — 14.8 million results
  • Philanthropic Planning — 11.1 million results
  • Gift Planning — 5.7 million results
  • Legacy Giving — 2.1 million results

What we know is that the general public has little understanding of the term “Planned Giving” although it appears to be the best term we have. Unfortunately, popular does not mean effective.

William Shatner in The Grim Reaper by Tom Simpson via FlickrWhile “Planned Giving” is a reasonable, inside-the-development-office catch-all term to describe, well, planned giving, it’s not a particularly good marketing term. That’s according to the findings of philanthropy researcher Russell James, JD, PhD, CFP.

James conducted a study to answer this vitally important marketing question: “What is the best ‘front door’ phrase to make people want to read more Planned Giving information?”

Think of it this way: Will a “Planned Giving” button at your website encourage visitors to click through to learn more or is there a more effective term?

To be a successful term, James believes two objectives must be met:

  1. Individuals have to be interested in finding out more.
  2. Individuals have to expect to see Planned Giving information (i.e., no “bait and switch”).

To find the strongest marketing term, James asked people to imagine they were viewing the website of a charity representing a cause that is important in their lives. In addition to a “Donate Now” button, the following buttons appear on the website:

  • Gift Planning
  • Planned Giving
  • Giving Now & Later
  • Other Ways to Give
  • Other Ways to Give Smarter
  • Other Ways to Give Cheaper, Easier, and Smarter

James asked participants to rate their level of interest in clicking on the button to read the corresponding information. In a follow-up, James asked study participants what kind of information they would expect to see when clicking the buttons mentioned above.

The winning term is:

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June 2, 2016

Avoid a Big Mistake: Stop Asking for Bequest Gifts!

Nonprofit organizations are making a big mistake. Many charities ask individuals to consider making a “Bequest Gift.” Of course, an even bigger mistake is not asking at all. However, there is a better way.

Russell James, JD, PhD, CFP, a leading philanthropy researcher based at Texas Tech University, reports that the latest research shows that asking Words that Work IIpeople to consider “Gifts in your will” generates far more interest. When asking prospects to consider a “Bequest Gift,” 18 percent responded, “I might be/am definitely interested.” By contrast, when prospects were asked to consider “Gifts in your will,” 28 percent expressed interest!

James will offer additional research-based insights in a FREE webinar, Words that Work II: The Phrases that Encourage Planned Giving, hosted by MarketSmart on Wednesday, June 8, 2016 at 2:00 PM EDT. Registration is required and space is limited so click here now.

During the webinar, you’ll get the following information:

  • How to describe bequest gifts and tax benefits in a way that will increase a person’s desire to learn more;
  • What elements of a charitable gift annuity advertisement make people want to get one;
  • What the latest data patterns say about trends in charitable estate planning;
  • The best “front door” phrase to get people to read about planned giving information;
  • Test results that showcase the responses to different charitable gift annuity advertising messages;
  • And much more of great interest and value!

In short, James’ webinar will provide you with powerful, practical insights that will help you enhance your planned giving results.

So, why is asking for a “Bequest Gift” less effective than asking for “Gifts in your will”?

read more »

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