January Professional Development | Prospect Research The recording of this program is available via YouTube HERE. The slides for this presentation are available for download HERE. Despite what the big vendors may want you to believe, basic prospect research can be done on a budget of absolutely nothing at all. Prospect research relies on information that is by definition public, and there’s more of it than you might realize! In this session, we’ll go step-by-step through a basic prospect profile template to learn about freely available resources to fill in each area. Bring your Google-fu, your curiosity, [...]

February Professional Development | Why a Gift Acceptance Policy Saves Embarrassment and Reduces Confusion The recording of this program is available HERE. The slides for this program are available for download HERE.   Every not for profit no matter what its size needs a gift acceptance policy. Why? To protect you from having to receive gifts you don't want (are there such things???? Yes!!!) and to ensure the donor is aware of your organization's values. Our Zoom session will cover such topics as what are our organizations' blues? How do I discover them and who codifies them? What is an example [...]

May Professional Development | The Annual Fund - Unsung Hero of Fundraising A recording of this program is available HERE. The slides for this program are available for download HERE. The annual fund is the building block for all fund raising. It can create a base of donors who consistently demonstrate their commitment to the mission of an organization, give those treasured unrestricted gifts and respond to simple but heartfelt solicitations. This program will focus on the practicality and math of a solid and successful annual fund program. Presented by Kimerly Hinkelman Kimerly [...]

August Professional Development | Quantifying Connection: The 5 Evolutions of AI in Philanthropy The recording of this program is available HERE. The slides for this program are available for download as PDF HERE.   Nonprofit organizations are facing an ongoing Generosity Crisis as the pool of potential donors continues to shrink. However, advanced technology is the only scalable solution for reversing downward trends in charitable giving. By leveraging AI technologies like machine learning and generative AI like ChatGPT, fundraisers can create efficiencies while prioritizing relationships over revenue and target the best donors with the greatest long-term value. [...]