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Retreat Topics Include:

STAFF RETREAT:
THE FIVE MOST IMPORTANT QUESTIONS YOU WILL EVER ASK ABOUT YOUR ORGANIZATION


Based on Peter Drucker’s book, The Five Most Important Questions You Will Ever Ask About Your Organization, this five-hour workshop will get your development team thinking and talking about fundraising issues not often articulated. Typically, fundraising team structure has teams working in their own isolated silos. Team members rarely get a clear insight into how the work they do fits in to the overall fundraising picture—and rarely have an opportunity to give their input to the effort. Successful development and advancement teams work together. They understand how their work fits into the overall fundraising process. Required reading prior to the workshop, The Five Most Important Questions You Will Ever Ask About Your Organization is less than 100 pages long and was originally written for the nonprofit sector.

Working with the five questions that Drucker asks in his book, Joe will guide your team through a self-assessment process to determine what your development and advancement team is doing, why the team is doing it, and what must be done to improve team performance and the performance of your organization. The five questions are:

1) What Is Our Mission?
• What are we trying to achieve?

2) Who Is Our Customer?
• Whose life is changed through our work? Donors? Students? Patients? Clients?
• Your answer affects everything else you do – everything.

3) What Does The Customer Value?
• What does the customer need and want?
• Customers value an organization that seeks their feedback, can solve their problems, and satisfy their needs.

4) What Are Our Results?
• Results equal changed lives and changed conditions in people’s behavior, circumstance, health, hopes, and their competence and capacity.
• Need alone does not justify continuing. Nor does tradition. You must match your mission, your concentration, and your results.

5) What Is Our Plan?
• If you have more than five goals, you have none.
• Goals clarify where you will concentrate resources for results.
• Goals flow from mission.
• Goals build on strength, address opportunity, and outline your desired future.

This highly interactive and fun workshop provides all participants clarity on what’s most important in their work, ideas on how to work more closely as a team, and a clear plan to exceed team goals and objectives.

 

DONOR SEMINAR: ABOVE AND BELOW THE LINE


THIS LOW-IMPACT SEMINAR IS DESIGNED TO EDUCATE DONORS ON THE MANY BENEFITS OF CHARITABLE GIVING.

So much of estate planning and gift planning is focused on tax issues, tax strategies, planned giving vehicles, and how to make a planned gift. We call that “below the line.” Below the line components are indeed important for your donors so they understand their options. Above the line components are about the donor’s goals and dreams —the difference they want to make for themselves, their family and the people they serve. We’re willing to bet that many of your donors have not thought about the above the line components. Come to this seminar and learn.

In this seminar which is educational, yet interactive and lighthearted, Joe Tumolo will show your donors what they should be concerned with on both above the line and below the line issues and topics. He’ll discuss:

ABOVE THE LINE:
• How to put together a philanthropic plan.
• Discovering your values—what’s most important to you?
• How much money do your children really need?
• Teaching your children the value of philanthropy.
• Is your favorite charity a good investment for your philanthropic dollars?
• What should you expect from your favorite charity as it relates to your philanthropic planning?

BELOW THE LINE:
• What are gift and estate planning? Why do I need them?
• Why plan and where do I begin? Learn the basics of a will and a trust; what they are and how they work.
• Hear about the four estate planning documents you should not be without.
• What comprises your estate? Alert: You’ll be surprised. Not everything in your estate passes by will!
• Should tax planning be part of your financial and estate plans?

THROUGH THIS SEMINAR, DONORS WILL DISCOVER THREE KEY WAYS TO BENEFIT THEIR FAMILIES, THEIR CHARITABLE INTERESTS, AND AT THE SAME TIME SAVE TAXES. They’ll see how planning today can have an impact on the world tomorrow.

 

ASKING: ART & SCIENCE
A Half-Day Training Seminar


Give everyone the tools and the confidence to ask for a gift

Almost 90% of all gifts come from individuals and the biggest gifts come from asking in person. If you’re going to fulfill your mission, everyone needs to get out and ask more. But they can’t do it without training. And everyone needs more training if they’re going to be comfortable and effective askers. You wouldn’t ask staff and board members to work in a counseling center or art studio without training, but you ask them to fundraise without it. Give your staff and board the tools they need. Asking Matters uses its revolutionary concept of Asking Styles as the basis for a unique half-day in-person training module. Participants learn the power of their own personality and how to apply it to the Five Steps of the Ask.

Participants learn:

• Why asking in person matters
• What their role is – and isn’t
• Their personal strengths and how to use them
• Their challenges and how to address them
• How to choose the best prospects
• How to make a powerful case for support
• How to run a strategic meeting and get the gift

All participants will receive a 15-page workbook

Contact Joe today to arrange for a customized presentation for your organization.