YANA WEBINAR SERIES
Join Yale alumni experts as we explore the dynamic and rapidly-evolving facets of the social impact sector. Each session will be 1-hour: a 40-minute presentation, followed by 20 minutes of Q&A.
YANA is offering these webinars — free of charge — with the goal of being accessible to the widest possible audience. If you have found any value from being a part of the YANA network, and/or from attending our events and webinars, please help us sustain our impact by becoming a YANA member today.
Session 1. Wednesday, October 3, 1:00-2:00 PM ET
Fundraising 101: Understanding the Landscape, the Layout, and the Leadership — Jerry Henry, Alexander Haas (Vice Chair, AYA Board of Governors)
This fast-paced webinar will give you a clear knowledge of the building blocks for succeeding in raising philanthropic dollars for your nonprofit organization. Topics that will be addressed include:
- Understanding the Basics of Giving
- Outlining the 3 Keys to Success (hint: your Board is VERY important!)
- Surveying the Sources of Philanthropic Giving and Strategies for Addressing each
- Reflecting on Current Trends and the future of fundraising
- Answers to Your Questions!
Jerry W. Henry, current Vice President of the AYA Board of Governors, will share the foundational information you must have in dealing with the ever-changing and competitive fundraising environment for today’s nonprofit organizations. Drawing on nearly forty years of experience in the nonprofit sector – from his roles in grassroots development to national executive leadership as well as two decades as a national consultant – he will offer practical information to strengthen your organization’s ability to raise philanthropic dollars.
Session 2. Wednesday, November 7, 1:00-2:00 PM ET
Establishing Strategy — Vivien Hoexter, H2Growth Strategies
The Strategic Fundraising Plan: A Roadmap for Success
- Developing a Plan
- What are you offering
- Who will support you
- How do you build relationships over time
- Who are your best partners
- Who they are partnering with (board, staff or other) in the quest to raise funds
Join master fundraiser Vivien Hoexter, Yale College ’82, for an action-packed session on creating your fundraising plan — even if your organization has never had one before. Learn how to start where you are, build on your strengths, set reasonable goals, develop winning strategies and tactics, and measure your progress. Come away with a framework for your own fundraising plan.
Session 3. Wednesday, December 5, 1:00-2:00 PM ET
Online Strategies for Fundraising — Rob Leighton, iMission Institute
Digital is transforming fundraising! These technologies – used well – enable fundraising teams to do-more-with-less and work-smarter-not-harder. In this webinar, you will learn:
- Two core approaches – the engagement funnel and strategic social network design – for getting online success
- How to use digital data and online communications for qualification, cultivation, solicitation, and stewardship
- Why it still is about real people and how to blend online with offline efforts to optimize results
Rob Leighton, Yale SOM ’88, works exclusively with nonprofits in the design and implementation of strategic resource development initiatives. He’s passionate about helping his client deploy digital technologies for constituent outreach, development, and community-building.
Session 4. Wednesday, February 13, 1:00-2:00 PM ET
The Art of the Ask — Miriam Droller, Kimberly Kicenuik Hubbard, Kimberly Ueyama, CCS Fundraising
Fundraising is a personal business. Development professionals are detectives, gathering critical bits and pieces of information to build meaningful request strategies. In this webinar, we will review best practices for the “ask” – from preparation, to the ask itself and reacting to a donor’s response.
- Getting the word out for a broad campaign
- How to run a broad campaign
- Approaching Big Donors
- Corporate Entities
Kimberly Ueyama (Yale SOM ’16) moderates a discussion about the art of the ask between Miriam Droller (Yale SOM ’07) and Kimberly Kicenuik Hubbard (Yale SOM ’09) from CCS Fundraising. CCS is a strategic fundraising firm that partners with nonprofits for transformational change that plans, manages, and implements programs that achieve fundraising goals and mission impact.
Session 5. Wednesday, February 6, 1:00-2:00 PM ET
Planned Giving — John Bacon, The Metropolitan Museum of Art
Planned giving can be an important source of support for your organization, no matter how big or small. In this webinar, you will learn about:
- The different types of planned gifts and what motivates them
- The importance of bequests and beneficiary designations and the benefits and pitfalls of life income gifts
- How to prospect for planned gifts from your supporters
- The importance of stewardship of planned giving donors
- Back-end considerations including how to use realized bequests and how to deal with problem estates and surviving family
John Bacon ’85 shares best practices and examples from his experience running the planned giving programs at The New York Public Library and The Metropolitan Museum of Art. Even if your organization cannot devote major resources to such a program, you can take simple steps to identify and secure legacy commitments to supplement your others sources of financial support. The donors are out there and your organization can be included in their estate plans!
Session 6. Wednesday, March 6, 1:00-2:00 PM ET
Innovation in Social Enterprise — Elan Babchuck, Rabbi & MBA, Glean Network
In this webinar, Elan Babchuck will share reflections, insights, and gleanings from his two decades of social and commercial entrepreneurship. Specifically, he will focus on sharing tools around:
- How to best identify the real needs of individuals you seek to serve (using Jobs-to-be-Done theory)
- Why removing barriers is more important that any marketing you’ll ever do (using Competing Pressures theory)
- Why rule-breakers are the most important constituents (using Bright Spots methodology)
Elan Babchuck is a rabbi and an entrepreneur, and spends much of his time exploring the rich intersections between these two traditions and the abundant possibilities therein. He is the Founding Director of Glean Network, an incubator and network for entrepreneurs who are building new ventures and communities in light of their faith, and Director of Innovation at Clal, a think-tank focused on the future of faith in America.
Session 7. Wednesday, April 3, 1:00-2:00 PM ET
Governance Best Practices: Bylaws, Trustee Agreements, And Other Essential Documents — Sara Goldsmith Schwartz, Schwartz Hannum PC
Serving on the Board of Trustees of a non-profit organization is a significant contribution to the community, and also a significant responsibility. Each Board member must ensure that the non-profit, including the organization’s governing documents, agreements, and policies, all comply with applicable laws.
This interactive webinar will review key documents for non-profit legal compliance, including:
- Key Updates To Your Organization’s Bylaws
- Trustee Agreements And Codes Of Conduct
- Good Governance Policies From IRS Form 990
- Other Essential Documents For Risk Prevention
Sara Goldsmith Schwartz, Yale College ’87, is the Founder and President of Schwartz Hannum PC, a certified woman-owned law firm based in Andover, MA. Sara graduated from Concord Academy, and is a cum laude graduate of both Yale College and Harvard Law School. She began her legal career at the law firm of Ropes & Gray in Boston, after completing a federal court clerkship with The Honorable William Young in Boston. Sara founded the Firm in 1995. Schwartz Hannum PC now has 13 attorneys. Sara serves as a trusted advisor to hundreds of non-profit entities, including independent schools, colleges, hospitals, museums, and social services agencies. Using real-life hypotheticals, and drawing on her nearly 30 years of legal experience, Sara will guide participants through the significant responsibilities that Board Members have in ensuring that an organization’s key documents comply with legal requirements and best practices.