School For Stewardship: How Donor Management and Stewardship Promote Future Fundraising

Date and Time: Wednesday, December 5, 2018 - 09:00 am to 04:00 pmLocation: Ballard Spahr - 1735 Market Street, Philadelphia, PA 19103

$20.00$159.00

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Too often, donor management and gift stewardship are an afterthought instead of integral parts of your fundraising plan. Procedures for accepting, acknowledging and stewarding gifts – from the first donation through the end of the relationship – are essential for both legal and ethical compliance, as well as donor cultivation. Recognizing that it takes far fewer resources to renew or upgrade a current donor than it does to acquire a new donor, accurate and thoughtful management and stewardship are cost effective tools for the development officer.

Responsibility and accountability to donors falls to both the development and finance managers. Both must understand and appreciate what is involved in the management of grants, individual donations and corporate gifts, as well as crowdfunding and online contributions. This requires mastering the different requirements and expectations for various gift vehicles, the management of expenses and the role of recognition and accountability and budgeting. It also demands a partnership that includes understanding each other’s roles and learning to communicate effectively. Accurate, ethical and legal contribution management means satisfying donors, regulators and program staff and creates opportunities for future gifts. Just as you have a plan for raising funds, you need a plan for managing them as well and only a strong alliance between the development and finance staff can ensure accuracy, continuity and accountability to the funder. Real world examples will enable you to understand the significance of what’s included in budgeting, managing expenses, creating positive donor relations and trouble-shooting potential problems to secure future support. Additionally, a review of IRS gift acceptance procedure will enable its integration into your planning.

 

Please note this class has a snow date of 12/12/2018. If we have to cancel this class due to inclement weather it will be moved to this date but it will not necessarily be held at the same location.

SKU: N/A Categories: , Audience: Development staff, finance staff, executive directors, board development and finance chairs, program staff involved in managing and reporting on donations and grants Certificate Programs: Fundraising

Event Location

Date: December 05th, 2018

Location: Ballard Spahr

Address: 1735 Market Street

Philadelphia, PA 19103

Member $129
Non-Member $159

Instructors

  • Richard Przywara

    Richard Przywara, CFRE, is executive vice president, operations for Ashley Addiction Treatment.  Prior to joining Ashley, he was executive director of the West Chester University Foundation, responsible for a $50 million capital campaign and $6 million in annual fundraising and leading a $300 million revitalization project of the student residence halls.  Rich has also been general manager of the Department of Special Service for New Castle County, Delaware where he supervised a staff of over 450 and managed an annual operating and capital budget exceeding $100 million.  He has served as the associate dean for Alumni and Development at Widener University