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COURSE INFORMATION

Fundraising Strategies for Arts, Heritage and Cultural Organizations

Increase your organization’s readiness and capacity to fundraise during this two-day interactive workshop. This session builds your understanding of the role of fundraising within museums, arts & culture and heritage organizations and familiarizes you with a range of tools available to assist your organization in fundraising. The important links between fundraising, marketing and communications as well as engaging constituents in the mission of the organization are also explored. Through this workshop, you will also consider human, financial and technological resources in addition to board development as key elements in developing realistic fundraising strategies. Current trends in philanthropy will be discussed.

This session is designed for both staff and volunteer board members of heritage, arts and culture organizations, foundations, historical societies, local government agencies as well as managers of cultural facilities and historic sites.

Location: Whitehorse, Yukon           November 24-25, 2011

Facilitator: Judy Oberlander is the Principal of Judy Oberlander and Associates Inc., a Vancouver-based fund development consultant in the non-profit sector. Judy's professional experience in the areas of community outreach and fundraising have enabled her to build bridges between local governments, ecuational institutions, donors and the community-at-large. She established her own firm in 1989 after working in Ottawa at the Heritage Canada Foundation and Commonwealth Historic Resource Management Ltd. Her recent clients include the Vancouver Heritage Foundation, Vancouver Foundation, The Dr. Sun Yat-Sen Chinese Garden, the Heritage Legacy Fund of BC, and the Provincial Government among others. Judy received her M.S. in Historic Preservation from Columbia University and her B.A cum laude in Art History from Smith College. In 2007 she received a Certificate in Fundraising from the George Heyman, Jr. Center for Fundraising and Philanthropy at New York University. She completed the Institute for Corporate Directors’ Governance Essentials Program for Directors of Not-for-Profit Organizations in 2009.

Fee:   CAD $295 Early Bird Registration before November 15, 2011; CAD $310 Late Registration until November 22, 2011

Fee includes resource materials and text. Payment is due upon registration.

A non-refundable CAD$100 fee is retained for withdrawals after the registration deadline. Please refer to our registration and withdrawal policies.

Outline

Draft Course Outline Highlights

What is the Role of Fundraising Within Your Organization?

• Raising money today and in the future
• The new “normal”—the world economy and its impact on cultural organizations
• Fundraising and “friend raising”

 Fundraising 101: An Overview

• Why do people give?
• Who are your potential donors?
• Fundraising strategies, eg. special events; annual campaigns; capital campaigns; endowments; challenge grants; planned gifts; major gifts; face-to-face solicitations; direct mail; on-line fundraising; uses of facilities and capital assets

Q and A Session

Tools for fundraising:

• What is the role of a fundraising plan?
• How to reach out to donors; who reaches out to donors?
• Role of technology: e.g. tracking donor information; on-line giving

Marketing and Communications

• Communicate your message and create a network
• Print and/or electronic communications and social media
• Website design and ways to increase fundraising effectiveness

 Planning for Fundraising

• Develop the fundraising plan
• Assess your organization’s readiness for fundraising
• Select suitable fundraising strategies to meet your goals: sample cost analysis; assess human and financial resources (staff, board, volunteers and consultants)

 Goal Setting and Measuring Success in Fundraising

• Set realistic goals and revisit them regularly as circumstances change
• Create a budget
• Evaluate your fundraising program

 Looking Toward the Future: Developing your team

• Current economic climate and its impact on arts, heritage and cultural organizations
• Evaluate progress: lessons learned; opportunities and challenges
• Building relationships; stewardship of your donors

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