Creating an Upgrading Team: Board Training Workshop
Sales Have Ended
Sales Have Ended
Don't Leave Money On the Table!
Create an Upgrading Team that Actually Enjoys Making the Ask
Many otherwise solid fundraising programs run aground on their inability to create and implement systems for asking the donors they have to consider giving bigger gifts.
A development director or Executive Director can work with the top tier of major donors and the program can be set up to deal with long time smaller donors. But what about all those people who give between $250-2500? Thousands of dollars are left “on the table” because an organization does not have the people power to ask those donors for more money. More paid staff is not the answer. The solution is a strong volunteer team trained to do personal asking working towards a goal.
In this workshop, Kim Klein will help us explore how upgrading works and how to find and maintain the volunteer team who will do the asking and actually learn to enjoy it!
Participants will leave knowing:
- Why it is important to work with mid-range donors
- How to identify which donors might be most receptive to a request to increase their giving
- How to feel more comfortable asking for money
- Logistics of asking for money in person, including some opportunities for practice
- How to create a plan to move forward with upgrading strategies
The workshop is fun and interactive and participants find that they have many more opportunities to raise money than they may have thought. This training is designed for organizations that have at least 100 donors but have few paid staff. Organizations are highly encouraged to bring board members and volunteers. Lunch and snacks are included in the ticket price. CEUs for social workers and CFRE's for fundraisers are available for participation in this course!
Send two people from the same organization, 2nd attendee is only $35 (15% total savings!)
Send three or more people, every attendee is only $35 (30% total savings!)
PRESENTER, KIM KLEIN: Kim Klein is an internationally known speaker and author, well known for her ability to deliver information in a practical and humorous way. For more than 35 years, she has worked in all aspects of fundraising: as staff, as a volunteer and as a board member. Kim is the author of five books including Reliable Fundraising in Unreliable Times which won the McAdam Book Award in 2010. Her classic text, Fundraising for Social Change, recently revised in a 7th edition, is widely used in the field and in university programs. She co-founded the Grassroots Fundraising Journal in 1981 and writes for that periodical in a regular column called “Dear Kim.” She has provided training and consultation in all 50 United States, five Canadian provinces and 21 other countries. She is a lecturer at the School of Social Welfare at the University of California, Berkeley and she has taught in graduate programs in the USA and Canada. She serves on the board of the California Association of Nonprofits and lives in Berkeley, CA.