EH Pearce Consultants

OUR TRAINING

SHERRY CLODMAN'S SCHEDULE
Keynotes and Workshops

Canadian FundRaiser Key-To-The-Sector Workshops
Ten Steps To A Winning Planned Giving Program

Tuesday, March 27, 2007 9:00 a.m. – 4:00 p.m.
Osgoode Professional Development Centre
Toronto, Ontario

A step by step approach to implementing a planned giving program that gets results. You will learn how to:

Assess your organization’s readiness
Obtain Board commitment
Set up policies, procedures and systems
Develop a budget
Prepare an Action Plan
Create a powerful Donor Recognition Policy
Launch and manage your progam
…and much much more!

Canadian FundRaiser Key-To-The-Sector Workshops
Delivering Your Planned Giving Program

Wednesday, May 2 , 2007 9:00 a.m. – 4:00 p.m.
Osgood Professional Development Centre
Toronto, Ontario

Find out the delivery process, and through group discussion, lecture and exercises, learn the key elements required to manage an effective planned giving program, including:

A review of the 10 steps to launching a planned giving program
Identifying prospective donors and understanding motivation
How door relations differs in a planned giving context
Marketing your program for maximum impact
The instruments of planned giving which to use and when
Relationship building for the long term
Cultivation and solicitation
… and much much more!

Canadian FundRaiser Key-To-The-Sector Workshops
Making Your Planned Giving Visit

Wednesday, June 13, 2007 9:00 a.m. – 4:00 p.m.
Osgood Professional Development Centre
Toronto, Ontario

Walk through the process of creating a successful planned giving visit. You will learn how to:

identify the different styles of planned giving donors and cultivate each type
prepare the planned giving proposal
get comfortable with conducting the visit
make the ask appropriately
avoid the one common mistake that derails many planned giving visits
… and much much more!

Early Bird Registration $187.00 ($200.00 including GST)
Regular Single Registration $217.00 ($232.19 including GST)
Multiple Registrations @ $10.00 off each (Both early bird and regular registrations)
Current Paid Member/Subscribers to the Canadian FundRaiser
Nonprofit Sector Management Information Service
@ 25% Discount $162.75 ($174.14 including GST). No multiple rates.

For information about other Key-To-The-Sector series or to register:
http://www.canadianfundraiser.com/webpages/keyworkshops.asp

DISTANCE EDUCATION – ONLINE

GEORGIAN COLLEGE
Fundraising and Resource Development Program
An adjunct professor, Sherry Clodman, CFRE helped to develop the very first distance education course offered online at Georgian College back in 1998. As the Fundraising Program expanded online, it became so popular with the students that a decision was made in 2004 to discontinue in class teaching. Consequently the Fundraising Program is now offered entirely online. Sherry facilitates the following courses:

PLANNED GIVING – ONLINE COURSE
(Taught Winter Semester)

Course Description:
The purpose of Planned Giving is to increase the potential source of funds available to an organization and, in particular, to address the need for dependable, long-term support. In this course, you will learn how planned giving is different from other fundraising activities in that it places the donor needs first and foremost. The course will focus on the planned giving process, organizing the planned giving program, managing planned gifts such as bequests, gifts of life insurance, annuities, trusts, endowments, estate and tax planning. You will explore the special challenges of planned giving, policies and guidelines as well as donor recognition and stewardship.

ANNUAL GIVING: PRINCIPLES AND PROCESS – ONLINE COURSE
(Taught Fall Semester)

Course Description:
“Successful annual giving is the planned use of proven methods of solicitation designed to produce the required results consistent with the public recognition of need, the maturity of fundraising methods in use, and the reliability of volunteer leadership and performances” (Greenfield, 1991, p.59). In this course, you will learn the building blocks of fund raising, and the principles and the process required for a successful annual giving program. You will have the opportunity to explore various models, to examine and validate short-term, intermediate and long-term goals, and to develop strategies to create and nurture a philanthropic culture.

FOUNDATION GRANT AND PROPOSAL WRITING – ONLINE COURSE
(Taught Summer Semester)

Course Description:
Writing a proposal is one small step in the grant seeking process. Successful grant proposals are those that have been researched and specifically targeted to each respective funder, requesting the type and level of funds that are appropriate to the funding body. This course will provide the opportunity to critically examine the granting process including the motivation of granters. You will explore the research strategies done in advance of proposal writing including assessment of giving histories, requirements, georgraphic limitations and types of support provided. The course will focus on elements of effective proposal writing as well as communication strategies. Relationship building with potential granters, sources of funds and essential resources will be explored.

TO VIEW ADDITIONAL COURSE INFORMATION OR TO VIEW OTHER FUNDRAISING COURSES OFFERED ONLINE:

http://www.georgianc.on.ca/fundraising/online.htm

Note: this information will be updated shortly with information for Summer/Fall/Winter beginning with Summer 2006.

TO VIEW DETAILS ABOUT THE FUNDRAISING PROGRAM WITH OPTIONS FOR FULL OR PART-TIME STUDIES:

http://www.georgianc.on.ca/fundraising

Sherry Clodman, CFRE is also associated with Fanshawe College as an adjunct professor:

FANSHAWE COLLEGE
Business Management and Technology Program

COMPONENTS OF A MAJOR GIVING PROGRAM – ONLINE COURSE
(Taught Winter Semester)

Course Description:
Students will be introduced to both the theory and techniques used in the solicitation of major and planned gifts. Students will learn the mechanics of major gift and planned gift fund raising including rudiments of prospect identification, research, donor cultivation and stewardship, proposal writing and gift illustrations, various gift vehicles, how to ask for a gift and effective use of volunteers. Role-play will help to illustrate donor calls and solicitations. Marketing of a planned giving program will also be explored.

TO VIEW THE FANSHAWE COLLEGE SITE: www.fanshawec.on.ca./

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