2018 Fund Raising conferences and Seminars

Atlanta, Orlando, Washington DC

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Summer and Fall 2018 fund raising seminars and conferences

Click here for online registration.

Click here for a pdf registration form.

Atlanta Summer Institute on Philanthropy - Atlanta, July 16-18, 2018

Planned Giving 101 Seminar - Atlanta, July 19-20, 2018

Fund Raising 101 Seminar:  Best Practices in Development & Advancement - Orlando, August 2-3, 2018; Washington DC, August 28-29, 2018

Major Gifts & Capital Campaigns 101 Seminar - Orlando, August 1, 2018; Washington DC, August 27, 2018

 

> Please scroll to the bottom of this page for overnight hotel room information, links, and special rates.

 

Our 2018 fund raising seminars and conferences provide you with the education, training and competitive edge to succeed in nonprofit development and advancement.

We provide training and continuing education for fund raising staff, non-profit board members and other volunteers.

Want to learn more about annual giving, planned giving, capital and endowment campaigns, major giving, fund raising trends, and how to secure transformational gifts?  Then get out of the office and attend one or more of our fund raising seminars!

 

atlanta Summer Institute on Philanthropy

July 16-18, 2018 - Atlanta - georgian terrace hotel

registration closed

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Sinclair, Townes & Company is pleased to be the presenting sponsor for the Atlanta Summer Institute on Philanthropy, July 16-18, 2018, at the Georgian Terrace Hotel in midtown Atlanta, across the street from the historic Fox Theatre.

"Building a Non-Profit of Excellence:  Best Practices in Fund Raising For Professional Fund Raisers and Board Members"

10 Leading Presidents, Executive Directors, and Successful Fund Raisers from Healthcare, Higher Education, Human Service, Independent Schools, Membership & Consulting Organizations Share 100+ Best Practices in Fund Raising

Featured speakers include:

2018 Atlanta Summer Institute on Philanthropy presentations include Major Gifts, Planned Gifts, Annual Gifts, Board/Volunteer Training, Prospect Research, Leadership, Management, Consulting Skills - and More:  

• What It Takes To Be a Non-Profit of Excellence

• Best Practices in Fund Raising for Every Non-Profit, Large or Small

• Non-Profit Board Development: Growing Your Board Members as Fund Raisers

• Further Developing Your Culture of Philanthropy

• 2018 Giving Trends for Annual, Capital, and Planned Giving - and Blended Giving

• Leadership Essentials

• Get Prepared for the Impact of the New Tax Act

• Recruiting and Retaining the Most Effective Fund Raisers

• Philanthropy Starts with Your Case for Support

• Generational Fund Raising: Old Guard vs. New Guard

• Ever Close a Major Gift through Social Media? The Uses and Abuses of Social Media

• The New Technology Companies That Want Your Non-Profit's Business

• Corporate and Foundation Gifts, Grants, and Partnerships

• Developing and Improving Your Fund Raising Plan, Your Timeline, and Your Metrics

• Raising Endowments

• So, You Want To Be A Fund Raising Consultant


Fund Raising 101 seminar:

Best Practices in Development & Advancement (2 days)

AUGUST 2-3, 2018 - ORLANDO - ORLANDO WORLD CENTER MARRIOTT

august 28-29, 2018 - washington dc - crystal gateway marriott

Click here for online registration.

Rob Townes, Executive Vice President, has more than thirty years of experience in development and public relations.  Rob holds a Master of Divinity degree from Emory University's Candler School of Theology, a B.B.A. from the University of Mississippi, and has served on Emory University's Alumni Board of Governors.

Gina Snider, Senior Consultant, has fifteen years of fund raising experience, helping non-profits reach their goals through education, identification, cultivation, and stewardship of major donors and prospects.  Gina is also skilled with the development of campaign case statements, feasibility studies, and donor proposals. 

  Presenter:  Rob Townes

Presenter:  Rob Townes

  Presenter:  Gina Snider

Presenter:  Gina Snider

Fund Raising 101 is a comprehensive two-day review of the essentials necessary for a successful development program. In just two days you will gain enough knowledge to overcome the anxieties of being new to the development field -- or you will revitalize yourself and your program by brushing up on the successful formulas and new techniques in each area.

Great for Board members and other key volunteers, too!

Past seminar participants have said:
”Fund Raising 101 was a fantastic introduction to fund raising.”
”Loved the discussion on annual giving.”
”Great basis on which to build!”

Fund Raising 101 Seminar topics include:

Overview of Fund Raising: Covers key factors necessary for fund raising success -- a strong Board, a strong case for support, and more.

Annual Giving: Covers the essential elements of raising money for operations year-in and year-out. Without a strong annual giving foundation, larger gifts will be difficult to secure.

Major Gifts and Capital Campaigns: Learn the 5 R’s for maximizing major gifts and capital campaigns. Review all the prep work that should be done before the first dollar is raised!

Planned Giving: Covers tax-wise ways for donors to make current and deferred gifts. Emphasizes the marketing of Wills and bequests, charitable gift annuities, and charitable remainder trusts.

Volunteer Development: Learn how to become more effective in working with Board members and other volunteers. Covers the most effective “how to ask” techniques.

Development Office Management: Reviews the standard duties and functions of am effective development office.

The Role of Board & Staff: Who does what in fund raising? Covers the typical division of responsibilities between and among board members and staff.

Legal & Accounting Basics: Are you doing all that is legally required? Are you proficient in fund accounting? Learn how these fields help define and regulate the fund raising profession.  (No legal or accounting advice is provided!)

Click here for online registration.


Major Gifts & Capital Campaigns 101 Seminar (1 day)

AUGUST 1, 2018 - ORLANDO - ORLANDO WORLD CENTER MARRIOTT

august 27, 2018 - washington dc - crystal gateway marriott

Click here for online registration.

Rob Townes, Executive Vice President, has more than thirty years of experience in development and public relations.  Rob holds a Master of Divinity degree from Emory University's Candler School of Theology, a B.B.A. from the University of Mississippi, and has served on Emory University's Alumni Board of Governors.

Gina Snider, Senior Consultant, has fifteen years of fund raising experience, helping non-profits reach their goals through education, identification, cultivation, and stewardship of major donors and prospects.  Gina is also skilled with the development of campaign case statements, feasibility studies, and donor proposals. 

  Presenter:  Rob Townes

Presenter:  Rob Townes

  Presenter:  Gina Snider

Presenter:  Gina Snider

If your institution or organization is considering a capital campaign, large or small, this seminar will help you in the most critical phase: before the campaign ever kicks off and before the first dollar is solicited.

Successful capital campaigns not only provide significant funds to improve facilities and enlarge endowments, they also help an institution or organization take stock of itself.

No capital campaign on the horizon?  Then, come to this seminar to develop and improve your major gifts program.

 

Past seminar participants have said:
”This is my third seminar - they are always great!”
”Particularly effective were the segments on solicitation and cultivation.”
”We are in the beginning stages of planning for a campaign. The seminar was helpful for us to move forward in an intelligent manner.”

Major Gifts & Capital Campaigns 101 Seminar topics include:

• How the current economic climate is affecting major gifts and campaigns
• What to ask yourself and others in your institution when you are considering a campaign
• What about board involvement? Is the Board ready?
• What is a campaign feasibility study? Why do you need one?
• Do you need campaign counsel? How do you find the right consultant?
• What is a case statement?
• Planning and budgeting your campaign/program
• How to deal with your annual fund
• Campaign and major gifts leadership: a cornerstone
• How to identify, evaluate and assign prospects
• Training volunteers in solicitation techniques
• The “care and feeding” of volunteers
• “Top Down” and “Inside Out” fund raising
• Establishing named gift opportunities and recognition policies
• How to incorporate planned giving into your campaign
• What publications will you need?
• Are you prepared to handle the gifts?
• Tips on acknowledgments and stewardship
• Kick-offs, report meetings and victory celebrations
• Life after the campaign
• Case studies and hypotheticals
• Tips from successful campaigns and major gift programs
• Ideas for incorporating internet resources into your campaign/major gifts program


After this one-day seminar, you will better understand if your institution or organization is ready for a capital campaign and the steps necessary to make your efforts successful.

Click here for online registration.


planned giving 101 seminar

July 19-20, 2018 - Atlanta - georgian terrace hotel

(Planned Giving 101 will also be offered in October, the dates to be announced.)

 Presenter:  Calder Sinclair

Presenter:  Calder Sinclair

Click here for online registration.

Calder Sinclair is an attorney, President of Sinclair, Townes & Company, and the former Director of the Estate Planning Program for Emory University.  He is the former national president of the Omicron Delta Kappa Foundation and a member of the State Bar of Georgia and The Florida Bar.

Without a successful planned giving program, your institution or organization could be losing millions of dollars. Individuals are living longer and leaving more and more of their assets to charitable institutions and organizations through bequests, charitable gift annuities, charitable remainder trusts, and other planned gifts.

This two-day seminar is perfect for those interested in adding planned giving to their overall development programs, starting new planned giving programs, or seeking to revitalize existing programs. After this seminar, you will have the background to begin marketing and closing both current and deferred planned gifts. 

Past seminar participants have said:
”I’d heard this information before [from other planned giving seminars from other presenters] but it was the first time I really ‘got it’!”
”Particularly effective were the typical donor profiles for different planned gifts.”
”This was GREAT! I feel so much more empowered to speak to my donors about planned giving options now.”

Planned Giving 101 Seminar topics include:

• Establishing your planned giving program
• Making your present planned giving program more productive
• Gifts of cash, securities, real estate and tangible personal property
• Gifts by Will
• Bargain sales
• Bequests
• Charitable gift annuities
• Charitable remainder unitrusts
• Charitable reminder annuity trusts
• Charitable lead trusts
• Gifts of life insurance
• Planned giving websites
• Federal estate and gift tax
• Case studies and hypotheticals
• Motivation of the planned giving donor
• Matrix of planned giving opportunities
• Who are the best planned giving suspects and prospects?
• Researching the planned giving donor
• Closing the planned gift
• Continuing cultivation techniques
• How to have repeat donors
• Use of board members and other volunteers
• Planned giving “centers of influence”
• Establishing a planned giving council or committee
• Managing the planned gift
• Advertising
• Planned giving seminars and workshops
• Planned giving publications
• Evaluating your planned giving program

Click here for online registration.


registration & Hotel information

2018 Fund Raising Conferences and Seminars


Click here for online registration.

Click here for a pdf registration form.

Seminar and conference registration fees include:  the comprehensive conference/seminar manual (approximately 100 pages -- and perfect for reference back at the office), continental breakfast, luncheon, and coffee and soft drinks.

If you are attempting to register within 5 business days of the seminar/conference, please call our office to confirm whether there is still availability — (770) 988-8111. 

10% Discount Available for Multiple Registrations

If you are registering for multiple seminars at the same time -- or if you are registering multiple attendees from the same non-profit institution or organization at the same time -- you are entitled to a total discount of 10% on all registrations. Please use the following coupon code at checkout: MoreThanOne

Program Hours

All conferences/seminars run from 9:00 a.m. to 4:30 p.m.  (The second day of Fund Raising 101 and the second day of Planned Giving 101 will end at 3:00 p.m.)  Sign-in and the continental breakfast are from 8:30 a.m. to 9:00 a.m.  A luncheon will be served and beverages and light snacks are provided during breaks.

Cancellation Policy

Cancellations received 5 business days before a seminar commences will receive a full refund, less a $25 administrative fee. There will be no refunds for cancellations received within 5 business days before the seminar or for “no shows.” However, the seminar materials will be shipped after the program.

Locations and Hotel Arrangements - You are responsible for any overnight hotel rooms.  We recommend making your hotel reservations as soon as possible to help insure you receive the best possible rate.

Atlanta - Georgian Terrace Hotel, 659 Peachtree Street NE, Atlanta, GA 30308.  The Georgian Terrace is a beautiful, historic Midtown Atlanta luxury hotel, located directly across Peachtree from the fabulous Fox Theatre.  Book sleeping room reservations directly through the hotel's website or your favorite travel site at approximately $160-$180/night (prices subject to change).  [An alternate hotel to consider is located immediately next door:  Hotel Indigo Atlanta Midtown, 683 Peachtree Street, NE, Atlanta, GA 30308 at approximately $135-$145/night (prices subject to change).]

Atlanta - Atlanta Summer Institute on Philanthropy, July 16-18, 2018

Atlanta - Planned Giving 101 Seminar, July 19-20, 2018

Orlando - Orlando World Center Marriott, 8701 World Center Drive, Orlando, FL 32821.  The Orlando World Center Marriott is your family theme park headquarters.  Escape to one of the premier resorts in Orlando for $134/night (+ resort fee).  Call Marriott Reservations at 1(800) 228-9290 or (407) 239-4200 on or before
Friday, June 29, 2018, (the “Cutoff Date”) to make sleeping room reservations.  Identify yourself as part of the Sinclair, Townes & Company group staying at the Orlando World Center Marriott, located at 8701 World Center Drive.

Orlando - Major Gifts & Capital Campaigns 101 Seminar, August 1, 2018

Orlando - Fund Raising 101 Seminar, August 2-3, 2018

Washington, DC - Crystal Gateway Marriott, 1700 Jefferson Davis Highway, Arlington, VA 22202.  The Crystal Gateway Marriott is less than one mile from Reagan National Airport with an interior corridor connecting to the Crystal City Metro.  Book sleeping room reservations directly through the hotel's website or your favorite travel site at approximately $159-$189/night (prices subject to change).

Washington DC - Major Gifts & Capital Campaigns 101 Seminar, August 27, 2018

Washington DC - Fund Raising 101 Seminar, August 28-29, 2018

Click here for Sinclair, Townes & Company online conference/seminar registration.