Global Philanthropic presents the launch of its 2011 Fall Training program and schedule ...

We will be touring cross-country with an exciting lineup of training sessions for the two-day event including ...

The Fund Development Audit

A Self-Assessment Process for Best Practice

    Speakers: Guy Mallabone, MA, CFRE and Nick Jaffer
Are there objective ways to measure best practice and effective progress in fund development? How can you achieve constant, incremental improvement? How can you prioritize decisions in a program? Do not miss this unique opportunity to learn how your organization can reach its potential!

    Why is a Fund Development Audit Tool vital for fundraising
    performance?
The gap between the expertise of fundraising professionals and the expectations of their Board has increased substantially. The audit is a tool of reflection and strategic improvement and is based upon recognized best practice and standards of operational excellence. Its intent is to nurture exploration into better ways of going about the business of fundraising; to support constant, incremental improvement; to enable better decision-making about where to start, what priorities to address first and how best to achieve your objectives to move forward.

Seminar fee includes a copy of G. Mallabone & K. Balmer ‘The Fundraising Audit Handbook’, which is essential pre-reading for the seminar ($30 value).

Excercising Your Ask Muscle

Effective Face-to-Face Major Gift Solicitation Techniques

    Speaker: Guy Mallabone, MA, CFRE
Knowing when and how to ask is the most essential weapon in any effective fundraiser’s arsenal. Ultimately gift fundraising means asking someone for money face to face. Not a natural thing in many ways, but if you are going to be successful in fundraising, you need to be successful in major gift solicitation. Struggling to find the best way to ask for money? Not sure how to get to the point of asking? Looking for the correct words? Participants will learn the strategic overview of major gift solicitation; review the elements that influence a decision; examine the psychology of a successful ask and the secrets to success; and have fun participating in role play.

ABC's of Prospect Research

Exploring & Implementing the Basics of Best Practice

    Speaker: Tania Brandstrom, MA, CFRE
Do you look at the success of mega campaigns, securing multiple transformational and leadership gifts, and wonder how to achieve similar results for your organization? These organizations have two critical items in common: they have fundraising staff dedicated to asking for these gifts, and the team is supported with solid and timely prospect research.

Even for a smaller shop, implementing some basic prospect management practices can focus limited resources and make the most of the time with your donors. Together participants will explore the basics of prospect research, including an overview of research tools and practices to be applied for immediate results. Discussion also explores the changing role of prospect research: moving from a response-driven profile generator, to providing actionable intelligence throughout the development cycle.

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Speaker Bios

E.H. Guy Mallabone, MA, CFRE

Before leading Global Philanthropic’s Canada region, Mallabone has spent 30 years as a fund development professional. His career includes running highly successful campaigns at the Canadian Red Cross, the University of Alberta and most recently a ten year position as VP External for SAIT Polytechnic. Over the years Mallabone has served on the International AFP and CFRE Boards, presented at national and international conferences worldwide, and consulted for many non-profit organizations.

Nick Jaffer

Jaffer has 22 years of experience in relationship management, capital campaigns, and major and planned gifts. Over his career at the University of Alberta, and later Curtin University and the University of Sydney, Jaffer has helped run several groundbreaking campaigns. Jaffer has received awards from CASE and CCAE, as well he has served on boards for the AFP, FIA and others. Since moving to Global Philanthropic in 2008, Jaffer is the firm’s lead consultant in Sydney, Australia.

Tania Brandstrom, MA, CFRE

Brandstrom came to the charitable sector with a Degree in Political Science, and experience with shareholder relations, event management, and public company compliance. In 2008, Brandstrom completed her Master’s in Philanthropy and Development. An active member of AFP and AASP, Brandstrom is a frequent presenter on issues and trends impacting Advancement Services, and is the sole Canadian representative on AASP’s Best Practices Team.

See Full Session Descriptions Below

Register now and find out how we can add value to your organization.

Session Speakers Include:

Dates

October 12 & 13
Ottawa

October 14 & 15
Toronto

October 24 & 25
Calgary

October 26 & 27
Edmonton

October 28 & 29
Vancouver

Pricing

$590 - Full Day
$315 - Half Day
$990 - Two Days

• plus GST/HST
  
• Early Bird Pricing prior to Sept 1
  
• Group Discounts
• CFRE Credits for all sessions

5 Reasons to Attend "Fundamentals"

1. Hear the latest thinking and best practice on key fundamentals.
   
2. Learn how to turn ideas into results from the best in the industry.
   
3. Obtain CFRE credits for attending.
   
4. Network with attendees and speakers over lunch.
   
5. Enjoy value for your money.
   

PS ..

• All sessions include lunch and refreshments
  
• All sessions to be held in central downtown locations
  
• Program details, dates and locations are subject to change
• Alternatively, you can register at our Eventbrite page by clicking on this link

“Guy, it was a pleasure to attend your course. It can be quite tricky to find experts who are engaging speakers and who also use adult learning approaches, but you did so effectively and seamlessly.”
Alanna Wall, Director of Education, CentrePoint

Inquiries email: Canada@globalphilanthropic.com or call +1 403 453 1462 globalphilanthropic.com