[Bcma-l] Fundraising Strategies for Heritage Organizations
bcma-l@museumsassn.bc.ca
bcma-l@museumsassn.bc.ca
Mon, 19 May 2008 15:13:31 -0700
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Apologize for cross-postings.
Please share with colleagues:
The Cultural Resource Management Program at the University of Victoria is p=
leased to offer the following workshop for professionals and volunteers wor=
king in heritage sites and cultural centres.
This workshop is offered in partnership with the British Columbia Heritage =
Branch, Ministry of Tourism, Sport, and the Arts as part of the Historic Si=
tes Stewardship Program. This workshop is being held in conjunction with t=
he Heritage BC annual conference.
Fundraising Strategies for Heritage Organizations
Course code: CMCR243 2008K CO1
Increase your organization's readiness and capacity to fundraise through th=
is one-day interactive workshop. This session builds your understanding of =
the role of fundraising within organizations, current types of fundraising =
activities and familiarizes you with a range of tools available to assist y=
our organization in fundraising. Strategies for marketing and communication=
s as well as engaging constituents in the mission of the organization are a=
lso explored. Through this workshop, you will also consider human and finan=
cial resources in addition to board development as key elements in developi=
ng realistic fundraising strategies. Current trends in philanthropy will be=
discussed in relation to the field of heritage conservation in British Col=
umbia.
This session is designed for staff and board members of heritage organizati=
ons, community heritage foundations, historical societies, local government=
agencies as well as managers of cultural facilities and historic sites.
The objectives of this workshop are to:
* recognize the importance of fundraising within the strategic vision an=
d management of heritage organizations
* provide tools and strategies for future fundraising activities
* outline the components of a fundraising plan
* link fundraising with marketing and communications
* engage staff and board members of heritage organizations in the planni=
ng of both short and long term fundraising activities
Dates: Thursday, June 5, 2008; 9 a.m. to 4:30 p.m.
Location: Fort Langley National Historic Site, Administration Building (D=
epot), 23433 Mavis Ave, Fort Langley, B.C.
For more information about the Fort Langley National Historic Site, please =
visit: http://www.pc.gc.ca/lhn-nhs/bc/langley/index_E.asp
To register through the Division of Continuing Studies: call (250) 472-4747=
or email: register@uvcs.uvic.ca. You may also register online at:
http://www.uvcs.uvic.ca/StudentSite/CourseDetails/index.aspx?sectionid=3D38=
682&SectionCourseID=3D38662
Be sure to cite the course code (CMCR243 2008K C01) when you call or email.
Fee: $100 plus GST; includes resource materials, textbook, lunch and refres=
hment breaks (non credit only)
Instructor and facilitator:
Judy Oberlander, President, Judy Oberlander and Associates Inc., Vancouver
Judy Oberlander and Associates Inc. is a Vancouver-based consulting firm wh=
ich focuses on the design of educational programs for foundations and fundr=
aising strategies for nonprofit organizations in the areas of community dev=
elopment and heritage conservation.
Comments from past participants in Judy's workshop:
"Excellent workshop!"
"VERY informative.
"Great workshop. Timely and very helpful."
"I liked the current knowledge and practical experience of the facilitator.=
Also the reference to current reading and books on the subject. The networ=
king was also valuable."
"Gave me a lot of great ideas."
"I have a better understanding of all the factors of fundraising."
Draft Course Outline:
Welcome and Introductions; An Overview of the Workshop
What is the role of fundraising in your organization?
* Raising money; now and for the future
* Fundraising and "friend raising"
Overview of Fundraising 101
* Why do people give?
* Types of gifts
* The gift cycle
* Who are your potential donors? Individuals; corporations; foundat=
ions
* Building the case for support
* Donations vs. sponsorships
* Fundraising strategies, e.g. special events; annual campaigns; ca=
pital campaigns; endowments; planned gifts; major gifts; face-to-face solic=
itations; direct mail
* The gift cycle
* Roles and responsibilities; ethical considerations
* Organizational readiness
Q and A Session
Break-informal discussions
Tools for fundraising:
* What is the role of a fundraising plan? What does it contain?
* Human resources: staff and board roles; a development committee
* How to reach out to donors; who reaches out to donors?
* Role of technology: e.g. tracking donor information
* Researching, identifying, engaging and stewarding donors and spon=
sors (current and future)
Marketing and Communications
* Communicate your message and create a network, e.g. businesses; l=
ocal governments; tourism operators; schools; NGOs; Chambers of Commerce; l=
ocal media; elected officials; donors; foundations
* Find "champions" and spread the word in the community; share the =
stories-e-newsletters; role of your organization's website; on-line donatio=
ns; press releases; social networking opportunities
* Engage constituents-community leaders, businesses, other local or=
ganizations, individual citizens, tourists and seasonal visitors
* Keep people connected to your cause
* Print and/or electronic communications
* Website design and ways to increase fundraising effectiveness
* "Cause-related marketing"; begun by American Express in 1983 to r=
aise money for the restoration of the Statue of Liberty
Group Exercise
Working Lunch
Group Presentations: A Sampling of Ideas
Planning for Fundraising
* What are your organization's strategic goals? Where does fundrais=
ing fit?
* Identify practical considerations-what is the starting point for =
your fundraising program? What are realistic time frames; the human and fin=
ancial resources required; identify and cultivate future sponsors/donors
* Develop your fundraising plan
* Assess your organization's readiness for fundraising
* Select suitable fundraising strategies to meet your goals: sample=
cost analysis; assess human and financial resources (staff, board and cons=
ultants)
* Create a compelling case statement
* Recruit your community leaders
* Develop an administrative infrastructure to support fundraising a=
ctivities--e.g. acknowledge and track gifts; organize events and programs
Break
Setting Goals and Measuring Success in Fundraising
* Setting realistic goals
* Creating a budget: consider all fundraising expenses and human re=
sources (staff and volunteers) and expected revenues for all activities
Looking Toward the Future: Developing your team
* Build a team with staff, board members and volunteers; roles and =
responsibilities; consider governance, financial and legal issues;
* Board development; committee organization
* Staff development; build capacity within your organization
* Evaluate progress: lessons learned, opportunities and challenges
* On-going analysis: "take stock" of each fundraising activity; con=
sider both the short and long term opportunities and challenges; return on =
investment
* Leadership roles of the board of directors, the staff; "Friends" =
in the community; Development Committee; Board of Governors
* Future collaboration/discussion between organizations in your com=
munity
* Revisit your fundraising plan; evaluate your progress and celebra=
te success
* Communicate with your constituencies
* Building relationships; stewardship of your donors
* What will you do in the next week, next month, next year? What do=
you see as the priorities for your organization?
Concluding Discussion and Resources for Future Consultation
* Course evaluations
For more information, please contact:
Anissa Paulsen, Program Coordinator
Cultural Resource Management Program
Continuing Studies, University of Victoria
PO Box 3030 STN CSC Victoria BC Canada V8W 3N6
Tel: 250 721-6119 Fax: 250 721-8774
Email: apaulsen@uvcs.uvic.ca
Visit our Web site! http://www.uvcs.uvic.ca/crmp
--_000_4D3833D516D5F34C96364AD52511A19C9A7EEF855DEXCHANGEuvicc_
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<body lang=3DEN-US link=3Dblue vlink=3Dpurple>
<div class=3DSection1>
<p class=3DInstructorDate style=3D'margin-bottom:0in;margin-bottom:.0001pt;
line-height:normal'><font size=3D2 face=3DVerdana><span style=3D'font-size:=
10.0pt;
font-family:Verdana'>Apologize for cross-postings.<o:p></o:p></span></font>=
</p>
<p class=3DInstructorDate style=3D'margin-bottom:0in;margin-bottom:.0001pt;
line-height:normal'><font size=3D2 face=3DVerdana><span style=3D'font-size:=
10.0pt;
font-family:Verdana'><o:p> </o:p></span></font></p>
<p class=3DInstructorDate style=3D'margin-bottom:0in;margin-bottom:.0001pt;
line-height:normal'><font size=3D2 face=3DVerdana><span style=3D'font-size:=
10.0pt;
font-family:Verdana'>Please share with colleagues:<o:p></o:p></span></font>=
</p>
<p class=3DInstructorDate style=3D'margin-bottom:0in;margin-bottom:.0001pt;
line-height:normal'><font size=3D2 face=3DVerdana><span style=3D'font-size:=
10.0pt;
font-family:Verdana'><o:p> </o:p></span></font></p>
<p class=3DMsoNormal style=3D'text-autospace:none'><font size=3D2 face=3DVe=
rdana><span
style=3D'font-size:10.0pt;font-family:Verdana'>The Cultural Resource Manage=
ment
Program at the <st1:place w:st=3D"on"><st1:PlaceType w:st=3D"on">University=
</st1:PlaceType>
of <st1:PlaceName w:st=3D"on">Victoria</st1:PlaceName></st1:place> is plea=
sed to
offer the following workshop </span></font><font size=3D2 face=3DVerdana><s=
pan
style=3D'font-size:10.0pt;font-family:Verdana'>for professionals and volunt=
eers
working in heritage sites and cultural centres. <o:p></o:p></span></font></=
p>
<p class=3DMsoNormal style=3D'text-autospace:none'><font size=3D2 face=3DVe=
rdana><span
style=3D'font-size:10.0pt;font-family:Verdana'><o:p> </o:p></span></fo=
nt></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span style=3D'font-size=
:10.0pt;
font-family:Verdana'>This workshop is offered in partnership with the Briti=
sh
Columbia Heritage Branch, Ministry of Tourism, Sport, and the Arts as part =
of
the Historic Sites Stewardship Program. This workshop is being held i=
n
conjunction with the Heritage BC annual conference.<o:p></o:p></span></font=
></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span style=3D'font-size=
:10.0pt;
font-family:Verdana'><o:p> </o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 color=3Dblack face=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana;color:black;font-weight:bold'=
>Fundraising
Strategies for Heritage Organizations<o:p></o:p></span></font></b></p>
<p class=3DMsoNormal><b><font size=3D2 color=3Dblack face=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana;color:black;font-weight:bold'=
><o:p> </o:p></span></font></b></p>
<p class=3DMsoNormal><b><font size=3D2 color=3Dblack face=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana;color:black;font-weight:bold'=
>Course
code: </span></font></b><font size=3D2 color=3Dblack face=3DVerdana><=
span
style=3D'font-size:10.0pt;font-family:Verdana;color:black'>CMCR243 2008K CO=
1<o:p></o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 color=3Dblack face=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana;color:black;font-weight:bold'=
><o:p> </o:p></span></font></b></p>
<p class=3DMsoNormal><font size=3D2 color=3Dblack face=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana;color:black'>Increase your
organization’s readiness and capacity to fundraise through this one-d=
ay
interactive workshop. This session builds your understanding of the role of
fundraising within organizations, current types of fundraising activities a=
nd
familiarizes you with a range of tools available to assist your organizatio=
n in
fundraising. Strategies for marketing and communications as well as engagin=
g
constituents in the mission of the organization are also explored. Through =
this
workshop, you will also consider human and financial resources in addition =
to
board development as key elements in developing realistic fundraising
strategies. Current trends in philanthropy will be discussed in relation to=
the
field of heritage conservation in <st1:place w:st=3D"on"><st1:State w:st=3D=
"on">British
Columbia</st1:State></st1:place>.<o:p></o:p></span></font></p>
<p class=3DMsoNormal><font size=3D2 color=3Dblack face=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana;color:black'><o:p> </o:p=
></span></font></p>
<p class=3DMsoNormal><font size=3D2 color=3Dblack face=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana;color:black'>This session is
designed for staff and board members of heritage organizations, community
heritage foundations, historical societies, local government agencies as we=
ll
as managers of cultural facilities and historic sites.<o:p></o:p></span></f=
ont></p>
<p class=3DMsoNormal><font size=3D2 color=3Dblack face=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana;color:black'><o:p> </o:p=
></span></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span style=3D'font-size=
:10.0pt;
font-family:Verdana'>The objectives of this workshop are to:<o:p></o:p></sp=
an></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span style=3D'font-size=
:10.0pt;
font-family:Verdana'><o:p> </o:p></span></font></p>
<ul style=3D'margin-top:0in' type=3Ddisc>
<li class=3DMsoNormal style=3D'mso-list:l1 level1 lfo1'><font size=3D2 fac=
e=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana'>recognize the importanc=
e of
fundraising within the strategic vision and management of heritage
organizations <o:p></o:p></span></font></li>
<li class=3DMsoNormal style=3D'mso-list:l1 level1 lfo1'><font size=3D2 fac=
e=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana'>provide tools and strat=
egies
for future fundraising activities <o:p></o:p></span></font></li>
<li class=3DMsoNormal style=3D'mso-list:l1 level1 lfo1'><font size=3D2 fac=
e=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana'>outline the components =
of a
fundraising plan<o:p></o:p></span></font></li>
<li class=3DMsoNormal style=3D'mso-list:l1 level1 lfo1'><font size=3D2 fac=
e=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana'>link fundraising with
marketing and communications <o:p></o:p></span></font></li>
<li class=3DMsoNormal style=3D'mso-list:l1 level1 lfo1'><font size=3D2 fac=
e=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana'>engage staff and board
members of heritage organizations in the planning of both short and lo=
ng
term fundraising activities<o:p></o:p></span></font></li>
</ul>
<p><b><font size=3D2 color=3Dblack face=3DVerdana><span style=3D'font-size:=
10.0pt;
font-weight:bold'>Dates:</span></font></b> Thursday, June 5, 2008; 9 a.m. t=
o
4:30 p.m.<o:p></o:p></p>
<p><b><font size=3D2 color=3Dblack face=3DVerdana><span style=3D'font-size:=
10.0pt;
font-weight:bold'>Location:</span></font></b> <st1:PlaceType w:=
st=3D"on">Fort</st1:PlaceType>
<st1:PlaceName w:st=3D"on">Langley</st1:PlaceName> National Historic Site, =
<st1:PlaceName
w:st=3D"on">Administration</st1:PlaceName> <st1:PlaceType w:st=3D"on">Build=
ing</st1:PlaceType>
(Depot), <st1:Street w:st=3D"on"><st1:address w:st=3D"on">23433 Mavis Ave</=
st1:address></st1:Street>,
Fort <st1:place w:st=3D"on"><st1:City w:st=3D"on">Langley</st1:City></st1:p=
lace>,
B.C. <span lang=3DEN-CA><o:p></o:p></span></p>
<p><font size=3D2 color=3Dblack face=3DVerdana><span style=3D'font-size:10.=
0pt'>For
more information about the Fort Langley National Historic Site, please visi=
t: </span></font><b><span
lang=3DEN-CA style=3D'font-weight:bold'><a
href=3D"http://www.pc.gc.ca/lhn-nhs/bc/langley/index_E.asp"
title=3D"blocked::http://www.pc.gc.ca/lhn-nhs/bc/langley/index_E.asp">http:=
//www.pc.gc.ca/lhn-nhs/bc/langley/index_E.asp</a></span>
</b><o:p></o:p></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span style=3D'font-s=
ize:10.0pt;
font-family:Verdana;font-weight:bold'>To register</span></font></b><font
size=3D2 face=3DVerdana><span style=3D'font-size:10.0pt;font-family:Verdana=
'> <b><span
style=3D'font-weight:bold'>through the Division of Continuing Studies</span=
></b>:
call (250) 472-4747 or email: register@uvcs.uvic.ca. You may also
register online at:<o:p></o:p></span></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span style=3D'font-size=
:10.0pt;
font-family:Verdana'><o:p> </o:p></span></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span style=3D'font-size=
:10.0pt;
font-family:Verdana'><a
href=3D"http://www.uvcs.uvic.ca/StudentSite/CourseDetails/index.aspx?sectio=
nid=3D38682&SectionCourseID=3D38662"><font
face=3D"Times New Roman"><span style=3D'font-family:"Times New Roman"'>http=
://www.uvcs.uvic.ca/StudentSite/CourseDetails/index.aspx?sectionid=3D38682&=
amp;SectionCourseID=3D38662</span></font></a><o:p></o:p></span></font></p>
<p><font size=3D2 color=3Dblack face=3DVerdana><span style=3D'font-size:10.=
0pt'>Be sure
to cite the course code (CMCR243 2008K C01) when you call or email. <o:p></=
o:p></span></font></p>
<p><b><font size=3D2 color=3Dblack face=3DVerdana><span style=3D'font-size:=
10.0pt;
font-weight:bold'>Fee: </span></font></b>$100 plus GST; includes resource
materials, textbook, lunch and refreshment breaks (non credit only)<o:p></o=
:p></p>
<p><font size=3D2 color=3Dblack face=3DVerdana><span style=3D'font-size:10.=
0pt'><o:p> </o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span style=3D'font-s=
ize:10.0pt;
font-family:Verdana;font-weight:bold'>Instructor and facilitator:<o:p></o:p=
></span></font></b></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span style=3D'font-size=
:10.0pt;
font-family:Verdana'><o:p> </o:p></span></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span style=3D'font-size=
:10.0pt;
font-family:Verdana'>Judy Oberlander, President, Judy Oberlander and Associ=
ates
Inc., Vancouver<o:p></o:p></span></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span style=3D'font-size=
:10.0pt;
font-family:Verdana'><o:p> </o:p></span></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span style=3D'font-size=
:10.0pt;
font-family:Verdana'>Judy Oberlander and Associates Inc. is a Vancouver-bas=
ed
consulting firm which focuses on the design of educational programs for
foundations and fundraising strategies for nonprofit organizations in the a=
reas
of community development and heritage conservation.<o:p></o:p></span></font=
></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span style=3D'font-size=
:10.0pt;
font-family:Verdana'><o:p> </o:p></span></font></p>
<p style=3D'margin-left:.5in'><font size=3D2 color=3Dblack face=3DVerdana><=
span
style=3D'font-size:10.0pt'>Comments from past participants in Judy’s
workshop:<i><span style=3D'font-style:italic'><br>
“Excellent workshop!”<br>
“VERY informative.<br>
“Great workshop. Timely and very helpful.”<br>
“I liked the current knowledge and practical experience of the
facilitator. Also the reference to current reading and books on the subject=
.
The networking was also valuable.”<br>
“Gave me a lot of great ideas.”<br>
“I have a better understanding of all the factors of fundraising.R=
21;</span></i><o:p></o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span style=3D'font-s=
ize:10.0pt;
font-family:Verdana;font-weight:bold'><o:p> </o:p></span></font></b></=
p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span style=3D'font-s=
ize:10.0pt;
font-family:Verdana;font-weight:bold'>Draft Course Outline:<o:p></o:p></spa=
n></font></b></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span style=3D'font-size=
:10.0pt;
font-family:Verdana'><o:p> </o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Welcome and
Introductions; An Overview of the Workshop<o:p></o:p></span></font></b></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'><o:p> =
</o:p></span></font></b></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>What is the=
role
of fundraising in your organization?</span></font></b><font size=3D2
face=3DVerdana><span lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Ver=
dana'><o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Raising money; =
now and
for the future<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Fundraising and
“friend raising”<o:p></o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'><o:p> =
</o:p></span></font></b></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Overview of
Fundraising 101<o:p></o:p></span></font></b></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Why do people g=
ive? <o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Types of gifts<=
o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>The gift cycle<=
o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Who are your po=
tential
donors? Individuals; corporations; foundations<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Building the ca=
se for
support<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Donations vs.
sponsorships<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Fundraising str=
ategies,
e.g. special events; annual campaigns; capital campaigns; endowments; plann=
ed
gifts; major gifts; face-to-face solicitations; direct mail<o:p></o:p></spa=
n></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>The gift cycle<=
o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Roles and respo=
nsibilities;
ethical considerations<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Organizational
readiness<o:p></o:p></span></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span lang=3DEN-CA style=
=3D'font-size:
10.0pt;font-family:Verdana'><o:p> </o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Q and A Ses=
sion<o:p></o:p></span></font></b></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span lang=3DEN-CA style=
=3D'font-size:
10.0pt;font-family:Verdana'><o:p> </o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Break—=
;informal
discussions<o:p></o:p></span></font></b></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'><o:p> =
</o:p></span></font></b></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Tools for
fundraising:</span></font></b><font size=3D2 face=3DVerdana><span lang=3DEN=
-CA
style=3D'font-size:10.0pt;font-family:Verdana'><o:p></o:p></span></font></p=
>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>What is the rol=
e of a
fundraising plan? What does it contain?<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Human resources=
: staff
and board roles; a development committee<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>How to reach ou=
t to
donors; who reaches out to donors?<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Role of technol=
ogy:
e.g. tracking donor information<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Researching,
identifying, engaging and stewarding donors and sponsors (current and futur=
e)<o:p></o:p></span></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span lang=3DEN-CA style=
=3D'font-size:
10.0pt;font-family:Verdana'><o:p> </o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Marketing a=
nd
Communications<o:p></o:p></span></font></b></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Communicate you=
r
message and create a network, e.g. businesses; local governments; tourism
operators; schools; NGOs; Chambers of Commerce; local media; elected offici=
als;
donors; foundations<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Find
“champions” and spread the word in the community; share the
stories—e-newsletters; role of your organization’s website; on-=
line
donations; press releases; social networking opportunities<o:p></o:p></span=
></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Engage
constituents—community leaders, businesses, other local organizations=
,
individual citizens, tourists and seasonal visitors<o:p></o:p></span></font=
></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Keep people con=
nected
to your cause<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Print and/or el=
ectronic
communications<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Website design =
and ways
to increase fundraising effectiveness<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>“Cause-re=
lated
marketing”; begun by American Express in 1983 to raise money for the
restoration of the Statue of Liberty<o:p></o:p></span></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span lang=3DEN-CA style=
=3D'font-size:
10.0pt;font-family:Verdana'><o:p> </o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Group Exerc=
ise</span></font></b><font
size=3D2 face=3DVerdana><span lang=3DEN-CA style=3D'font-size:10.0pt;font-f=
amily:Verdana'><o:p></o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'><o:p> =
</o:p></span></font></b></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Working Lun=
ch<o:p></o:p></span></font></b></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'><o:p> =
</o:p></span></font></b></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Group
Presentations: A Sampling of Ideas</span></font></b><font size=3D2 face=3DV=
erdana><span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'><o:p></o:p></sp=
an></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'><o:p> =
</o:p></span></font></b></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Planning fo=
r
Fundraising<o:p></o:p></span></font></b></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>What are your
organization’s strategic goals? Where does fundraising fit?<o:p></o:p=
></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Identify practi=
cal
considerations—what is the starting point for your fundraising progra=
m?
What are realistic time frames; the human and financial resources required;
identify and cultivate future sponsors/donors<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Develop your
fundraising plan<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Assess your
organization’s readiness for fundraising<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Select suitable
fundraising strategies to meet your goals: sample cost analysis; assess hum=
an
and financial resources (staff, board and consultants)<o:p></o:p></span></f=
ont></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Create a compel=
ling
case statement<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Recruit your co=
mmunity
leaders<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Develop an
administrative infrastructure to support fundraising activities--e.g.
acknowledge and track gifts; organize events and programs<b><span
style=3D'font-weight:bold'><o:p></o:p></span></b></span></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span lang=3DEN-CA style=
=3D'font-size:
10.0pt;font-family:Verdana'> <b><span style=3D'font-weight:bold'><o:p>=
</o:p></span></b></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Break</span=
></font></b><font
size=3D2 face=3DVerdana><span lang=3DEN-CA style=3D'font-size:10.0pt;font-f=
amily:Verdana'><o:p></o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'><o:p> =
</o:p></span></font></b></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Setting Goa=
ls and
Measuring Success in Fundraising</span></font></b><font size=3D2 face=3DVer=
dana><span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'><o:p></o:p></sp=
an></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Setting realist=
ic goals<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Creating a budg=
et:
consider all fundraising expenses and human resources (staff and volunteers=
)
and expected revenues for all activities<o:p></o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'><o:p> =
</o:p></span></font></b></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Looking Tow=
ard
the Future: Developing your team</span></font></b><font size=3D2 face=3DVer=
dana><span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'><o:p></o:p></sp=
an></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Build a team wi=
th staff,
board members and volunteers; roles and responsibilities; consider governan=
ce,
financial and legal issues; <o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Board developme=
nt; committee
organization<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Staff developme=
nt;
build capacity within your organization<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Evaluate progre=
ss:
lessons learned, opportunities and challenges <o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>On-going analys=
is:
“take stock” of each fundraising activity; consider both the sh=
ort
and long term opportunities and challenges; return on investment<o:p></o:p>=
</span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Leadership role=
s of the
board of directors, the staff; “Friends” in the community;
Development Committee; Board of Governors<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Future
collaboration/discussion between organizations in your community<o:p></o:p>=
</span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Revisit your
fundraising plan; evaluate your progress and celebrate success<o:p></o:p></=
span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Communicate wit=
h your
constituencies<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Building relati=
onships;
stewardship of your donors<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>What will you d=
o in the
next week, next month, next year? What do you see as the priorities for you=
r
organization? <o:p></o:p></span></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span lang=3DEN-CA style=
=3D'font-size:
10.0pt;font-family:Verdana'><o:p> </o:p></span></font></p>
<p class=3DMsoNormal><b><font size=3D2 face=3DVerdana><span lang=3DEN-CA
style=3D'font-size:10.0pt;font-family:Verdana;font-weight:bold'>Concluding
Discussion and Resources for Future Consultation</span></font></b><font siz=
e=3D2
face=3DVerdana><span lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Ver=
dana'> <o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'margin-left:1.75in;text-indent:-.25in;mso-lis=
t:l0 level1 lfo2'><![if !supportLists]><font
size=3D2 face=3DSymbol><span lang=3DEN-CA style=3D'font-size:10.0pt;font-fa=
mily:Symbol'><span
style=3D'mso-list:Ignore'>·<font size=3D1 face=3D"Times New Roman"><=
span
style=3D'font:7.0pt "Times New Roman"'> =
</span></font></span></span></font><![endif]><font size=3D2 face=3DVerdana>=
<span
lang=3DEN-CA style=3D'font-size:10.0pt;font-family:Verdana'>Course evaluati=
ons<o:p></o:p></span></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DVerdana><span style=3D'font-size=
:10.0pt;
font-family:Verdana'><o:p> </o:p></span></font></p>
<h4 style=3D'margin:0in;margin-bottom:.0001pt'><b><font size=3D2 color=3Dbl=
ack
face=3DVerdana><span style=3D'font-size:10.0pt'>For more information</span>=
</font></b><span
style=3D'font-weight:normal'>, please contact:</span><o:p></o:p></h4>
<p class=3DMsoNormal style=3D'text-autospace:none'><font size=3D2 face=3DVe=
rdana><span
style=3D'font-size:10.0pt;font-family:Verdana'> <o:p></o:p></span></f=
ont></p>
<p class=3DMsoNormal style=3D'text-autospace:none'><font size=3D2 face=3DVe=
rdana><span
style=3D'font-size:10.0pt;font-family:Verdana'>Anissa Paulsen, Program
Coordinator<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'text-autospace:none'><font size=3D2 face=3DVe=
rdana><span
style=3D'font-size:10.0pt;font-family:Verdana'>Cultural Resource Management
Program <o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'text-autospace:none'><font size=3D2 face=3DVe=
rdana><span
style=3D'font-size:10.0pt;font-family:Verdana'>Continuing Studies, <st1:pla=
ce
w:st=3D"on"><st1:PlaceType w:st=3D"on">University</st1:PlaceType> of <st1:P=
laceName
w:st=3D"on">Victoria</st1:PlaceName></st1:place> <o:p></o:p></span></font>=
</p>
<p class=3DMsoNormal style=3D'text-autospace:none'><st1:address w:st=3D"on"=
><st1:Street
w:st=3D"on"><font size=3D2 face=3DVerdana><span style=3D'font-size:10.0pt;=
font-family:
Verdana'>PO Box</span></font></st1:Street><font size=3D2 face=3DVerdana><=
span
style=3D'font-size:10.0pt;font-family:Verdana'> 3030</span></font></st1:ad=
dress><font
size=3D2 face=3DVerdana><span style=3D'font-size:10.0pt;font-family:Verdana=
'> STN CSC
Victoria BC <st1:place w:st=3D"on"><st1:country-region w:st=3D"on">Canada</=
st1:country-region></st1:place>
V8W 3N6 <o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'text-autospace:none'><font size=3D2 face=3DVe=
rdana><span
style=3D'font-size:10.0pt;font-family:Verdana'>Tel: 250 721-6119 Fax: 250
721-8774 <o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'text-autospace:none'><font size=3D2 face=3DVe=
rdana><span
style=3D'font-size:10.0pt;font-family:Verdana'>Email: apaulsen@uvcs.uvic.ca=
<o:p></o:p></span></font></p>
<p class=3DMsoNormal style=3D'text-autospace:none'><font size=3D2 face=3DVe=
rdana><span
style=3D'font-size:10.0pt;font-family:Verdana'>Visit our Web site!
http://www.uvcs.uvic.ca/crmp<o:p></o:p></span></font></p>
<p class=3DMsoNormal><font size=3D2 color=3Dblack face=3DVerdana><span
style=3D'font-size:10.0pt;font-family:Verdana;color:black'><o:p> </o:p=
></span></font></p>
<p class=3DMsoNormal><font size=3D2 face=3DArial><span style=3D'font-size:1=
0.0pt;
font-family:Arial'><o:p> </o:p></span></font></p>
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