Bi-Monthly Meeting
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Location: Zoom
Date: September 14, 2021
9:00 AM - 10:00 AM – 1st Session
The Zen of Fundraising: Skills of Successful Fundraisers
What qualities do successful fundraisers possess? The multitude of relationships we build with donors and colleagues is based on a critical set of skills that go beyond technical or trade expertise. These skills, which I call pillars, are ones that successful fundraisers—indeed successful people—possess and continue to hone throughout their careers. Through quotes and a Zen filter, we will uncover key pillars of success.
SPEAKER
Alexandra Brovey, J.D., L.L.M., Senior Director, Gift Planning, Northwell Health Foundation
Alex is a leader, attorney and experienced charitable gift planner with more than two decades of experience at complex educational and health care nonprofits. Currently, Alex is the Senior Director, Gift Planning at Northwell Health Foundation in New Hyde Park, New York, where she has worked since September 2008. Alex previously worked at the Pennsylvania State University, Pace University and Stony Brook University during comprehensive campaigns. She is a career coach and consultant, and has a published trilogy focusing on Zen and the Art of Fundraising. She is currently working on a middle school fiction series applying the pillars to solve problems that young people face.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.
10:15 AM - 11:15 AM – 2nd Session
Planned Giving and Campaigns: Case Studies and Lessons Learned
More than ever, nonprofits must be building their planned giving programs to establish a robust and diverse future income stream. One of the most successful ways to launch or build a planned giving program is through a major campaign.
During this virtual training session, Victoria Dietz will cover:
- How to effectively test readiness when including planned giving in a campaign
- Policies and procedures that should be in place
- How to effectively market a planned giving goal
- Identification of prospects and solicitation planning
- Red flags during the solicitation process
- Effective post-campaign stewardship
Join us as we explore these topics and share practical and applicable tips that will improve your planned giving cultivation, solicitation and stewardship, and ultimately increase your organizations overall fundraising capacity.
SPEAKER
Victoria Dietz, Vice President, The Curtis Group
Victoria Dietz’s experience covers an array of activities in development, from annual fund work to major gift, planned giving and corporate development. In her role as vice president for The Curtis Group, Victoria specializes in helping her clients strategically grow overall fundraising capacity and has worked with clients and volunteers to raise nearly $250 million in her eight years with the firm. Victoria holds a B.A. from The College of William and Mary. She served on the boards of the Association of Fundraising Professionals-Hampton Roads chapter and the Hampton Roads Gift Planning Council, is the past chair for the Virginia Fund Raising Institute, and is currently a board member of the Virginia Association of Museums, and the Giving USA Editorial Review Board—which offers valuable input to Giving USA each year. In 2015 Victoria was selected by Inside Business as a top “40 Under 40” honoree, recognized for both her career and community accomplishments.
CFRE: Participants will earn 1 hour of CFRE credit. CCPG is an approved CFRE provider.
Cancellations/Refunds: Cancellations must be received by 12:00 pm two business days prior to the event in order to receive a full refund. No refunds will be processed after this time. Cancellations must be in writing and may be submitted to cteed@ccpgonline.org. Additionally, payment is expected from no-shows.
