Find out how to create and implement an effective development plan for your organization.
Does your staff and board come up with spur of the moment ideas and expect you to work on these ideas during all of your other work? Having a clear plan is the best way to avoid these last-minute ideas and focus on the true priorities of your development office. But how do you begin the plan? It starts with knowledge of fundraising and a review of past successes and failures. Then you develop a realistic plan that can be accomplished with your existing resources—staff, volunteers, budget, and time. A solid plan will help keep you sane and your organization focused on the things that make the most sense for your organization.
Learning Objectives
- You will be able to discuss how to develop a plan to involve board, staff, and volunteers in the planning process.
- You will be able to describe how to outline the components of the development plan.
- You will be able to explain how to get the necessary information for your plan.
- You will be able to explain how to develop a realistic plan using your existing resources.
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Agenda
| Why You Need a Plan | |
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| How to Get the Information You Need for Your Plan | |
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| Establishing Goals and Objectives | |
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| Assigning Budget, Areas of Responsibility and Timelines | |
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Credits
Live Webinar Registration
- AIPB 1.0
- This program is acceptable for 1.0 CPEC(s) towards the CB designation through the American Institute of Professional Bookkeepers (AIPB).
CPE 1.2
- Lorman Education Services is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: . Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board.
Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
OnDemand Course
This course was last revised on August 11, 2020.
Call 1-866-352-9540 for further credit information.
This program does NOT qualify, nor meet the National Standard for NASBA accreditation.
Who should attend?
This live webinar is designed for accountants, executive directors, officers, board members, controllers, CFOs, fundraisers, bookkeepers, and tax managers.
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Credit
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
Faculty
Linda Lysakowski, ACFRE
Linda Lysakowski, LLC
- Advanced Certified Fundraising Executive (ACFRE) with over 40 years in the development field
- Managed capital campaigns, aided numerous nonprofits in achieving development goals, and trained 50,000+ professionals globally
- Author of three dozen books, including works for the nonprofit sector, fiction, and travel
- Developed and managed 14 online courses for nonprofits
- Recipient of Outstanding Fundraising Executive awards from AFP chapters in Eastern PA, Las Vegas, and Sierra (NV)
- International recognition with the Barbara Marion Award for Outstanding Service to AFP
- Recipient of the Lifetime Achievement Award from the Las Vegas Chapter of AFP
- Selected training and speaking engagements at the AFP International Conference, regional AFP chapters, and various national and international association conferences
- Graduate of Alvernia College with majors in banking and finance, theology/philosophy
- AFP Faculty Training Academy graduate and recipient of two AFP research grants
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Why Lorman?
Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.
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