YANA WEBINAR SERIES
Announcing the YANA Fundraising Webinar Series! Join Yale alumni fundraising experts to learn everything from the basics of fundraising to tips on making the most of social media. Each session will be 1 hour: a 40-minute presentation, followed by 20 minutes of Q&A.
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
Join Miriam Droller (Yale SOM ’07) and Kimberly Kicenuik Hubbard (Yale SOM ’09) from CCS Fundraising for a discussion about the art of the ask, moderated by Kimberly Ueyama (Yale SOM ’16). CCS is a strategic fundraising firm that partners with nonprofits for transformational change. We plan, manage, and implement 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 will share 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!