Learn how to collect donor data without being annoying, invading privacy, or stepping into legal issues.
Researching donors is important but many people are concerned about how to find the information they need and how to use it ethically and effectively. We will discuss what information you need, where to get it, how to use it, and how to use this information to build strong relationships with prospective donors.
Learning Objectives
- You will be able to define what kind of information you need.
- You will be able to describe where to get the information you need.
- You will be able to explain why researching donors is important.
- You will be able to identify how to find and cultivate wealthy donors.
Agenda
What Kind of Data Should You Collect and Why
- Wealth/Ability to Give
- Propensity to Give
- Interest in Your Cause
Where Do You Find This Data
- Search Firms
- Board and Volunteers
- Ask the Prospective Donor
What Do You Do With This Information
- Determining Ask Amount
- Further Research
- Cultivating the Donor
Assuring Confidentiality
- Storing the Information
- With Whom and When Do You Share the Information
- Record Keeping
Finding the Right Information
- Irrelevant Information
- Talking to Your Donor
- Cultivation Events
Speakers
Linda Lysakowski, ACFRE,
Linda Lysakowski, LLC- One of just over 100 professionals worldwide to hold the Advanced Certified Fund Raising Executive designation
- During her thirty years in the development field, she has managed capital campaigns, helped dozens of nonprofit organizations achieve their development goals, and has trained more than 40,000 professionals in Mexico, Canada, Egypt, Bermuda, and most of the fifty states of the United States
- Prolific writer, with more than two dozen books published for the nonprofit sector and six in the fiction and travel arena
- Developed and manages 14 online courses for the nonprofit sector
- Received the Outstanding Fundraising Executive award from the Eastern PA, Las Vegas, and Sierra (NV) chapters of AFP (Association of Fundraising Professionals), was recognized internationally with the Barbara Marion Award for Outstanding Service to AFP, and will be honored in November with the Lifetime Achievement Award from the Las Vegas Chapter of AFP
- Has written numerous books including The Development Plan; Charity Channel’s Quick Guide to Creating a Development Plan, Fundraising as a Career: What, Are You Crazy?; Capital Campaigns: Everything You NEED to Know; Are You Ready for a Capital Campaign? workbook; Raise More Money from Your Business Community; Raise More Money from Your Business Community - The Workbook; The New Donor (co-author); Fundraising for the GENIUS, 2nd edition; The Fundraising Feasibility Study (contributing author); YOU and Your Nonprofit Board (contributing author); The Leaky Bucket: What’s Wrong With Your Fundraising: And How You Can Fix It (co-author); The Essential Nonprofit Fundraising Handbook (co-author); YOU and Your Nonprofit (co-editor); The Nonprofit Consulting Playbook (co-editor); Nonprofit Strategic Planning (co-author); Recruiting and Training Fundraising Volunteers; and in addition to her full-length books, she has written three AFP Ready reference books and has been published in numerous other publications including International Journal of Nonprofit and Voluntary Sector Marketing, Contributions, Advancing Philanthropy, Associations Now, CASE Currents, Major Gifts Report, Grant Station, New Directions in Philanthropy, and more
- Selected training and public speaking includes AFP International Conference; AFP Hemispheric Conference; dozens of regional and local AFP chapters throughout North America; various statewide associations including PANO, OANO, UNA; nonprofit management centers in TN, OK, TX; numerous national and international association conferences including Variety International, Ronald McDonald House Charities, Junior Achievement, U.S. Tennis Association, Points of Light Foundation, The Centre on Philanthropy, Bermuda, and the United States Olympic Committee; a variety of educational conferences sponsored by CASE, AHP, ALDE, CMA, AACSB, GPA, and others
- Graduate, with majors in banking and finance, theology/philosophy from Alvernia College in Reading, PA; graduate of AFP’s Faculty Training Academy and has received two AFP research grants
Who Should Attend
This live webinar is designed for accountants, CPAs, executive directors, controllers, enrolled agents, tax managers, CFOs, CEOs, presidents and vice presidents, business owners and managers, board members and treasurers.
