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I offer a wide variety of Internet and On-site trainings and workshops. Scroll down for more information about these programs. Don't see what you want? Contact me to design a custom training or workshop for your organization.
LIVE INTERNET SEMINARS
- Live Internet seminars on Board governance, Board development, Fundraising and Social Enterprise. Choose one or all from the menu of 10 established webinars or design your own! (click for details and SECURE sign-up form...)
BOARD GOVERNANCE
Overview of Governance Issues
- Responsibility for strategic planning.
- Responsibility for ensuring the organization serves its mission and purpose.
- Responsibility for annual financial contribution and fundraising.
- Sarbanes-Oxley implications for all corporations.
- Trends in federal legislation and oversight.
- Implications of the changes in the IRS Form 990.
- Conflict of Interest.
Overview of Legal and Fiduciary Issues
- Duty of Care: Board members should act in good faith with the care that an ordinarily prudent person would exercise under similar circumstances.
- Duty of Loyalty: Board members must put the interests of the organization first, above personal or professional interests
- Duty of Honesty: Board members must act in accordance with the organization’s stated mission and applicable laws.
BOARD DEVELOPMENT
The ABCs of Building Better Boards ©
- Recruiting the best board members for your organization
- The Importance of the Nominating Committee
- Dealing with unproductive board members
- Training and Retaining your board
- Recognition - what works and what doesn't
- Sample forms for recruitment and commitment.
- And Much, Much More!
For more information about the book, please click here.
The Board’s Role in Fundraising
- Effective recruitment techniques help Board members understand their role in fundraising and other resource development.
- Common objections and how to overcome them.
- Creative ways Board members can be successful in fundraising and resource development.
- Recruitment
- Retention
- Recognition
- Structure, management and more...
BOARD AND STAFF ROLES
- The Board’s Role – strategic governance
- The Staff’s Role – administrative and management
- Test your knowledge
- How to make it work in your organization
FUNDRAISING
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"Your training...was invaluable to me. I dreaded doing this because I couldn't even sell someone a candy bar in the past, but I was inspired by your advice to try. I spent 2003-2004 searching for money and raised about $377,000. After a couple of early successes it became easy and fun. The best advice you gave was about researching the company to see what they get excited about and them offer them something they can't refuse and it worked so many times. I got very few "NOs" through this process. Thank you for your help and advice. They are now calling me Big Bucks Kahuna here!" Joan Shepack "As a senior-level development officer, I have a hard time finding useful workshops. Jean's programs should be required for even us old CFREs." Trisha Dunbar |
Fast Fundraising Facts For Fame & Fortune ©
- Marketing - What's Marketing Got to Do With Fundraising?
- The You : Me Ratio - How To Shift Your Focus From Your Needs To Your Donor's Needs.
- Selling vs. Opportunity - A Paradigm Shift.
- The Secret of Money - "All Sources Of Money Have One Thing In Common."
- Jean's 10 Rules for Fundraising Success!
Ways to Raise Money - From Direct Mail to Special Events.
And More:
- The Etiquette of Asking. The Dos and Don’ts of asking for money and other resources.
- Special Events Essentials. Plan for successful events, perform a cost:benefit analysis of your events and get great ideas for new events, both traditional and virtual.
- Relating to Corporate Sponsors. Learn what corporate sponsors and underwriters need to get involved in your programs.
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"I attended your workshop in St. Louis and left there feeling so uplifted by your motivation. Your training - to make us all savvy marketers - has paid off. Even in this economy, our underwriting is up and our auction donations have blown away everyone in town! We simply feel empowered to ask anyone and everyone AND to tell them WHY we are their market. It's working! Thank you!" Kirsten
Wagmeister "You are a dynamic speaker. I have been in fundraising for 2 years and suddenly you made me realize it really can be fun! Thank you for sharing your experiences with us. I bought and have enjoyed reading your 'Fast Fundraising Facts' book." Sheila
Spriggs "Thank you for the awesome training sessions...As someone (who) would normally walk over hot coals before asking for $, I was amazed by your session. I actually feel fired up at fundraising. I went right home and called two friends with ideas for their non-profits. I hope to give a presentation to my Board encouraging them to have you train us." Heather
Harden, Finance Council Director "Your session at the Southwest Boys & Girls Club conference was excellent. I've been an executive director for thirty years and got some new ideas and information from you. I've enjoyed your fund raising book and am looking forward to your second book." Beverly
Campsey "You are without a doubt my favorite inspirational speaker! You leave everyone in the room with the feeling that they can do anything. But more importantly, you make us all feel and know that what we are doing is so important. Thank you." Julie Viorel |