Define fundraising expectations workshop on April 17, 2018

San Antonio Area Foundation

Discover how to create a culture of philanthropy at our Fundraising: Whose Responsibility Is It? workshop on Tuesday, April 17. This workshop will explore the different roles and responsibilities related to fundraising and how to submit a grant proposal. The workshop will be held at the San Antonio Area Foundation at the Pearl, from 9am-12pm. 

Fundraising is a critical component to the health of a nonprofit, but it is often difficult to integrate fundraising throughout an organization.  Fundraising is treated as a means to an end rather than an integral part of an organization’s mission.  
This course is designed to explore the characteristics of a strong fund development program that is woven into the culture of the organization.  Participants will explore the different roles and responsibilities related to fundraising, who should lead different tasks, and how staff and board can strengthen relationships by setting clearly defined expectations. This interactive session is focused on the board staff partnership in general fundarising; and even more specifically, the major gifts program.

Learning Objectives –  
At the conclusion of this session, participants will be able to:

  • Identify the characteristics of a strong board-staff partnership
  • Identify the three primary roles of a board when it comes to fundraising
  • Explain the process for securing major gifts and the potential roles for board members
  • Articulate the benefits, roles, and structure of a fund development committee 

Who should take this class?
Executive Directors, Board Chairs, Fund Development Committee Chairs, Fund Development Officers. Bring a team of volunteers and staff from your organization or just come as an individual contributor and take the information back to share.

This workshop is included in the Nonprofit Management Certification series and fulfills three hours in the Fundraising competency area.

Cost:  $60.00


Speaker’s Bio: 

Carrie Gray, Co-Founder and Principal of Burnam | Gray brings 26 years of progressive experience in the areas of resource development, strategy, budgeting, organizational development, community partnerships, communications and creating highly effective teams.  Carrie has led teams ranging from two people to a 28-person division focused on resource development, donor services, marketing & communications, advocacy and volunteer services. She has implemented a $25 million multi-faceted campaign for an organization with an annual operating budget of $35 million and has created communications plans that are inclusive of the varying roles needed to carry out such a plan. Prior to co-founding Burnam | Gray, Carrie was the Vice President of Development and Donor Services at the San Antonio Area Foundation where she was responsible for leading a team of 10 professionals focused on the engagement of donors, fund development and communications. She created the initial communications plan for the planned gift of John L. Santikos and instituted a myriad of communication strategies for conveying the Santikos message to a variety of constituent groups working through the initial transition. Carrie has her B.S. in Education from Indiana University, Bloomington, Indiana.

REFUND/CREDIT POLICY: The San Antonio Area Foundation has a strict no refund policy. If the registrant is not able to attend the workshop and/or class, a substitute may be sent. If a workshop and/or class has been unexpectedly cancelled and/or postponed by the Area Foundation, a refund or credit towards another workshop and/or class will be issued. No refunds or credits will be given for cancellations received less than 48 hours before a workshop.