Events hosted by OCIC Members & Friends

Fundraising Essentials: 6-Part Workshop Series (Jan – Mar)

Event Summary

Six Online Workshops with AFP Master Trainer Mikhael Bornstein

Event Details

This series is ideal for new fundraisers, part-time fundraisers, and those who work in small fundraising shops.

Mikhael’s mentor once said, “Fundraising is easy, but you have to get the basics right.”  I’m not sure fundraising is ever easy, but it is absolutely crucial to get the basics right. And that is what this series is all about.

Over six weeks, we will focus on the essentials of fundraising. We will explore the fundamental principles of effective fundraising, review the most common forms of fundraising, and learn how to grow your fundraising results.

Each week participants will receive a 90-minute interactive webinar as well as extra resources such as checklists, templates, and step-by-step guides.

Learning outcomes: 

By the end of this seminar series, participants will understand

  1. current trends in fundraising and how they impact fundraising practice
  2. fundraising ethics and fundamental principles
  3. how to effectively ask individuals for major gifts
  4. how to use direct marketing techniques to grow a strong base of support
  5. the practices of effective grant writers
  6. how to organize successful and cost-effective special events
  7. how to generate revenue and awareness through online fundraising
  8. how to structure a fundraising program that will generate results and maximize return on investment

Session 1: Fundamental Concepts
This week is about learning the foundations of effective fundraising practice. You will learn the fundamentals of fundraising ethics. You will explore case studies and real-world examples that introduce the essential concepts that drive effective fundraising. You will receive a 90-minute interactive webinar and a resource manual containing checklists, templates, and step-by-step guides.

Session 2: Major Gift Fundraising
This week will introduce the essential practices of effective major gift fundraising.  You will learn how to identify, cultivate, solicit, and steward major gift prospects. You will learn the essentials of making face-to-face asks and how to deal with rejection. Whether your organization defines a major gift as $500 or $25,000 by the end of this session you will understand how successfully ask for major gifts and grow your fundraising program. You will receive a 90-minute interactive webinar and a resource manual containing checklists, templates, and step-by-step guides.

Session 3: Direct Response Fundraising
This week will introduce the essential practices of effective direct response fundraising.  You will learn about the most common forms of direct response fundraising, including direct mail, email, and telemarketing. You will learn how to identify, cultivate, solicit, and steward direct response prospects.  You will learn how to write effective appeal and stewardship letters.  Finally, you will learn when and how to work with external direct response vendors.  You will receive a 90-minute interactive webinar and a resource manual containing checklists, templates, and step-by-step guides.

Session 4: Grant Writing
This week will introduce the essential practices of effective grant wiring. You will learn how to research and identify philanthropic foundations. You will learn how to cultivate, solicit, and steward foundation funders. You will learn how to organize your grant writing program.  Finally, you will learn how to write effective letters of inquiry and grant proposals.  You will receive a 90-minute interactive webinar and a resource manual containing checklists, templates, and step-by-step guides.

Session 5: Special Events and Online Giving
This week is about rounding out your portfolio of fundraising tools. You will learn the essentials of cost-effective special events. You will learn how to organize fundraising events that raise revenue without burning-out staff and volunteers. You will also learn about the evolving world of online fundraising, including crowdfunding, social media, and virtual events. You will receive a 90-minute interactive webinar and a resource manual containing checklists, templates, and step-by-step guides.

Session 6: Putting It All Together
This week shifts the focus from fundraising techniques to the essential of fundraising planning.  You will learn how to identify the unique fundraising needs of your organization. You will learn how to combine fundraising techniques into effective fundraising programs that grow revenue, awareness, and participation. You will learn how to craft fundraising plans that your board will approve and support.  Finally, you will learn how to measure and report fundraising results.
Sessions will be hosted through Zoom Meeting and all participants will receive a confirmation email from TicketTailor with a link to join.

‍All registrants will be provided with a link to the recording and the presentation slides following each session.

Dates:
January 25
February 1
February 8
February 15
February 22
March 1

About the Presenter
Having worked in the arts, health, social service, and education sectors, Mikhael Bornstein has more than twenty years of experience as a professional fundraiser.

Mikhael is an AFP Master Trainer and a frequent speaker at conferences across North America. He is a Faculty Member of the Canadian Association of Gift Planners and teaches fundraising at both George Brown College and Toronto Metropolitan University.

Mikhael has a Master in Arts in Leadership from Royal Roads University.

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