Financial Resource Development Institute Draft
Chair: Marcia Bronstein, JCCs of Greater Philadelphia
Institute Staff: Gwynne Wicks
Sunday, March 11, 2007
2:00 p.m.
Institute #1
“How to Write Knockout Proposals: What You Must Know (and Say) to Win Funding Every Time”
Joe Barbato walks us through the proposal writing process, from research and first draft, to revisions and send out. Learn how to focus on the needs of the funder - not the needs of the organization, to never gloss over shortcomings, to use plain English, and to know where the strengths of an organization lie. This session will serve as a great refresher for experienced proposal writers, and an essential primer for those new to the field. It's an opportunity not to be missed.
Presenter: Joe Barbato, president of Barbato Associates and author of How to Write Knockout Proposals: What You Must Know (and Say) to Win Funding Every Time
Chair: Anita Bruckmeier, development director, Staten Island JCC
Monday, March 12, 2007
11:15 a.m.
Institute #2
“The Non-Event Side of Fundraising”
Effective strategies and tools for raising funds without the rubber chicken dinner. Learn the ins and outs of direct mail, holiday appeals, online solicitation and explore the alternatives to traditional events.
Presenters: Jon Carson, CEO & founder of cMarket; Theodore Hart, MPA, CFRE, founder & president, ePhilanthropy Foundation; Stacey Zeisler, vice president, Marketing & Communication, The Associated, Baltimore
4:00 p.m.
Institute #3
“Getting Your Board of Directors into a Fundraising Frame of Mind”
Learn how to inspire individual board members and the group as a whole to embrace fundraising. Take them with you on the continuum of annual giving, special gifts and planned giving and endowments.
Presenters: Michael Ostroff, president, The Ostroff Group; Hillel J. Korin, vice president, The Ostroff Group
Chair: Marcia Bronstein, vice president of development, JCCs of Greater Philadelphia
Tuesday, March 13, 2007
10:00 a.m.
Institute #4
“Foundations & Grantors”
This session will provide practical approaches to cultivation, compliance and retention of funding from foundations and grantors. It will also address non-Jewish funding sources and funders’ changing target populations and priorities.
Presenters: Nancy Kutler, VP of Center for Funds & Foundations, The Associated, Baltimore; Alan J. Secter, Associate Director, Planned Giving & Endowments, United Jewish Communities, Washington DC; Karen Yoskowitz, Senior Federal Grants Advisor, UJC, Washington DC
1:30 p.m.
Institute #5
“Stress Management and the Art of Juggling”
Does it feel like you are trying to keep a million balls in the air? If one drops will it stress you out? Combining psychological research with down-to-earth practical wisdom this session provides a framework to master and “juggle” all the demands you deal with on a daily basis.
Presenter: Scott Asalone, partner and co-founder of A&S Global Management Consulting
Chair: Bonnie Marks, development director, JCC of Cleveland
3:30 p.m.
Institute #6
"Paying Major Attention to our Major Donors”
Description: What defines a major gift? How do we steward our major donors and set realistic expectations and then realize them? Learn how to rate a prospective major donor, select the right person for the “ask” and secure not just a check but a commitment.
Presenter: Michael Ostroff, president, The Ostroff Group; Hillel J. Korin, vice president, The Ostroff Group
Wednesday, March 14, 2007
10:00 a.m.
Institute #7
“Planned Giving & Endowments”
A comprehensive session on planned giving and endowments featuring the soon to be released Mercifully Brief Book on Bequests. The session will focus on marketing and planning approaches for JCCs of all sizes to establish PG&E programs.
Presenter: David Valinsky, President, David Valinsky Associates, LLC
12:00 p.m.
2007 Professional Conference Concludes
