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Indiana University Fund Raising School Courses in Flint
FEE REDUCTION! BEST is trying to make this opportunity as affordable as possible for our
nonprofit community. Each course is reduced from the Indiana University fee by over 38%! I have
listed the course descriptions with the reduced fees reflected.
BEST is offering this opportunity in conjunction with Pence Consulting. Carole Pence has been offering the
Fund Raising School courses in MI for the past fifteen years. She is also a member of their faculty. Carole
forwarded your name to me because you expressed an interest in taking some or all of these courses closer to
home.
Please fax the last page to Jenni Dones with all courses listed that you would like to take. Contact me via email
or phone (810.232.8000) if you have any questions.


Course Descriptions
                         Principles and Techniques of Fundraising
Recognized internationally, Principles & Techniques gives you the foundation and inspiration to lead your
nonprofit to its financial goals. It provides you with the framework for operating a successful total
development program. It is an intensive five-day, A-through-Z training program that is the basis for the rest of
the School's courses.
You will learn how to:
    Identify and validate prospective donors
    Manage the fundraising process
    Use research to match a donor's interests and needs with your nonprofit's mission and goals
    Build an annual fund donor base that keeps on giving
    Manage the process of raising money
    Recognize planned giving benefits to your donors and to your nonprofit
    Structure a successful solicitation
    Respond to challenges and ethical dilemmas with professional skill
What you will receive:
    quot;Big Red,quot; a comprehensive 700-page Study Guide including:
    Gift club ideas
    Board Strengths Inventory
    Donor evaluation forms
    Invaluable bibliography from the Center on Philanthropy at Indiana University
    Copies of overheads for training your volunteers and staff
    Formulas for establishing best-practice benchmarks
    A chance to network and build long-lasting, cross-mentoring relationships with other professionals
    The Fundraising Cube, a desktop reminder of The Fund Raising School's Management Process. It is a
        handy reference and a point of pride for alumni
                                                        1
Dates/ Times: THERE MUST BE A COMMITMENT TO THE 5-DAY COURSE
        Monday, May 11, 9am – 5pm; Tuesday, May 12, 8:30am – 5pm; Wednesday, May13, 8:30am – 5pm;
        Thursday, May 14, 8:30am – 5pm; Friday, May 15, 8:30am – 12:30pm
Where: Mott Children’s Health Center
        806 Tuuri Place
        Flint, MI 48503
Cost: $1300 $800
Who Should Attend: This course work is for the front-line fund developer
Presented by: Indiana University Fundraising School Faculty, Carole Pence and Gasby Brown




                     Interpersonal Communication for Fundraising
Learn how you, other staff members, and donors think and act.
You will learn how to:
     Identify communication styles
     Expand your ability to deal with difficult situations
     Manage communication more effectively
     Use questioning skills to motivate
     Manage differences in communication styles in a positive way
     Identify and understand your constituencies
     Identify prospects' possible behaviors and how to influence them
     Listen effectively.
What you will receive:
     A comprehensive, easy-to-use Study Guide to help you incorporate the concepts into your fundraising
        program
     Assessment of your style
     Tips for recognizing others' communication styles
Dates/ Times: THERE MUST BE A COMMITMENT TO THE 2-DAY COURSE
        Thursday, June 11, 8:30am – 5pm; Friday, June 12, 8:30am – 5pm
Where: Mott Children’s Health Center
       806 Tuuri Place
       Flint, MI 48503
Cost: $800 $490
Who Should Attend: This course work is for the front-line fund developer
Presented by: Indiana University Fundraising School Faculty, Carole Pence




                         Planned Giving: Getting the Proper Start
Position your organization to be part of the multi-billion dollar wealth transfer.
You will learn how to:
     Determine if your organization is ready for a planned giving program
     Understand the benefits to donors for making planned gifts
     Recognize which planned gifts are best for certain donor situations
     Match donor needs to your nonprofit's needs
     Understand appreciated property, deposit agreements, wills and bequests, insurance and charitable
        lead trusts
                                                      2
What you will receive:
   Easy-to-understand Study Guide as a handy reference
   IRS information
   How to start and market a new program
   Sample forms and documents that can be applied to your program
   Planned gift development bibliography
Dates/Times: THERE MUST BE A COMMITMENT TO THE 3-DAY COURSE
        Wednesday, September 30, 8:30am – 5pm, Thursday, October 1, 8:30am – 5pm; Friday, October 2,
       8:30am – 5pm
Where: Mott Children’s Health Center
        806 Tuuri Place
        Flint, MI 48503
Cost: $1,040 $640
Who Should Attend: This course work is for the front-line fund developer
Presented by: Indiana University Fundraising School Faculty, Carole Pence



                              Developing Annual Sustainability
Create a program that brings funds year after year. From knowing how to use volunteers most effectively for
your special event to soliciting major gifts on a yearly basis, this course will help you build a solid annual
campaign fund. You will learn how to use the fundraising strategies that most appeal to your potential donors.
Find out how you can create a broad, enduring base of supporters who will take your nonprofit to its annual
funding goal.
You will learn how to:
    Determine which strategies to use and when to use them
    Manage your time effectively
    Make a convincing case for support
    Create gift range charts for planning
    Get volunteers actively involved with your fundraising
    Use the annual fund to support a total development program
    How to put together an annual fund by using worksheets
    How to assess the cost efficiency and effectiveness of your annual fund
What you will receive:
    An easy-to-use, comprehensive Study Guide to use for future reference
    Check lists for organizing special events
    Training exercises to use in your workplace
    Planning tools for your direct mail program
    Tips from annual fund specialists
Dates/Times: THERE MUST BE A COMMITMENT TO THE 2-DAY COURSE
       Thursday, November 12; Friday, November 13 – 8:30am - 5pm
Where: Mott Children’s Health Center
       806 Tuuri Place
       Flint, MI 48503
Cost: $800 $490
Who Should Attend: This course work is for the front-line fund developer
Presented by: Indiana University Fundraising School Faculty



                                                      3
Developing Major Gifts
The eight steps to raising major gifts.
You will learn how to:
     Use your mission to motivate volunteers
     Develop an organizational vision for major gifts
     Organize your major gift program
     Provide and cultivate leadership for your major gifts program
     Help volunteers overcome their resistance to asking for gifts
     Respond to objections in your presentation
     Define the roles of board and staff in major gift fundraising
     Manage the 8-Step Major Gifts Process
     Use current research to guide your approach
     Forge leadership partnerships
What you will receive:
     Planning outlines
     Vision statement outline
     A comprehensive, easy-to-understand Study Guide with background reading
Dates/Times: THERE MUST BE A COMMITMENT TO THE 3-DAY COURSE
         Wednesday, December 2, 8:30am - 5pm; Thursday, December 3, 8:30am – 5pm; Friday, December 4,
               8:30am to Noon
Where: Mott Children’s Health Center
        806 Tuuri Place
        Flint, MI 48503
Cost: $940 $575
Who Should Attend: This course work is for the front-line fund developer
Presented by: Indiana University Fundraising School Faculty


Feedback from former participants:
Principles and Techniques of Fundraising
quot;Although I have been responsible for the fundraising functions at our community hospital for the past 6 years. . . it is only
now, after fundraising instruction with you, that I feel confident moving forward in my role. You have made me a better
fundraising professional and who wouldn't want to be better? Thank you!quot;
Connie McCann
Fund Development Officer
Central Michigan Community Hospital
Mt. Pleasant, MI

Developing Annual Sustainability
(Formerly listed as - Building the Annual Fund)
quot;The instruction and the content were well worth the time and money. This was a great experience whether you are an
established fundraiser or just starting out.quot;
David Rosenthal
MEAPA Coordinator (Maricopa Elder Abuse Prevention Alliance
Area Agency on Aging, Region One
Phoenix, Arizona




                                                              4
Fund Raising School Registration Form

Name:____________________________________________________________________________

Position:__________________________________________________________________________

Organization:______________________________________________________________________

Address 1:_________________________________________________________________________

Address 2:_________________________________________________________________________

City:_____________________________________State:___________Zip:______________________

Phone(s):__________________________________________________________________________

Email:_____________________________________________________________________________

Please check all courses for which you are registering:

___Principals and Techniques – May 11 – 15th; $1,300 $800

___Interpersonal Communication for Fundraising – June 11 – 12th; $800 $490

___Planned Giving: Getting the Proper Start – September 30 – October 2nd; $1,040 $640

___Developing Annual Sustainability – November 12 – 13th; $800 $490

___Developing Major Gifts – December 2 – 4th; $940 $575

__________________________________________________________________________________


Fees: Each course is individually priced. Fifty percent (50%) of the payment is due by April 24, 2009 for each
course requested. The balance is due on the day of the course. Because of limited seating, we are requiring
advance registration for all courses. There will be no refunds of deposits.

Note: We hope that by offering you this opportunity, we will save you the travel and lodging fees you would
have to pay if you take the courses in Indiana. Please call or email me with your questions.


Contact: Jenni Dones
Phone: 810.232.8000
Fax: 810.232.9122
Email: jdones@bestprojectonline.org
Mail: Jenni Dones
      BEST Project
      PO Box 3128
      Flint, MI 49502



                                                          5

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Carole Pence Best Iu Fund Raising School Flint 09 Discounted

  • 1. Indiana University Fund Raising School Courses in Flint FEE REDUCTION! BEST is trying to make this opportunity as affordable as possible for our nonprofit community. Each course is reduced from the Indiana University fee by over 38%! I have listed the course descriptions with the reduced fees reflected. BEST is offering this opportunity in conjunction with Pence Consulting. Carole Pence has been offering the Fund Raising School courses in MI for the past fifteen years. She is also a member of their faculty. Carole forwarded your name to me because you expressed an interest in taking some or all of these courses closer to home. Please fax the last page to Jenni Dones with all courses listed that you would like to take. Contact me via email or phone (810.232.8000) if you have any questions. Course Descriptions Principles and Techniques of Fundraising Recognized internationally, Principles & Techniques gives you the foundation and inspiration to lead your nonprofit to its financial goals. It provides you with the framework for operating a successful total development program. It is an intensive five-day, A-through-Z training program that is the basis for the rest of the School's courses. You will learn how to:  Identify and validate prospective donors  Manage the fundraising process  Use research to match a donor's interests and needs with your nonprofit's mission and goals  Build an annual fund donor base that keeps on giving  Manage the process of raising money  Recognize planned giving benefits to your donors and to your nonprofit  Structure a successful solicitation  Respond to challenges and ethical dilemmas with professional skill What you will receive:  quot;Big Red,quot; a comprehensive 700-page Study Guide including:  Gift club ideas  Board Strengths Inventory  Donor evaluation forms  Invaluable bibliography from the Center on Philanthropy at Indiana University  Copies of overheads for training your volunteers and staff  Formulas for establishing best-practice benchmarks  A chance to network and build long-lasting, cross-mentoring relationships with other professionals  The Fundraising Cube, a desktop reminder of The Fund Raising School's Management Process. It is a handy reference and a point of pride for alumni 1
  • 2. Dates/ Times: THERE MUST BE A COMMITMENT TO THE 5-DAY COURSE Monday, May 11, 9am – 5pm; Tuesday, May 12, 8:30am – 5pm; Wednesday, May13, 8:30am – 5pm; Thursday, May 14, 8:30am – 5pm; Friday, May 15, 8:30am – 12:30pm Where: Mott Children’s Health Center 806 Tuuri Place Flint, MI 48503 Cost: $1300 $800 Who Should Attend: This course work is for the front-line fund developer Presented by: Indiana University Fundraising School Faculty, Carole Pence and Gasby Brown Interpersonal Communication for Fundraising Learn how you, other staff members, and donors think and act. You will learn how to:  Identify communication styles  Expand your ability to deal with difficult situations  Manage communication more effectively  Use questioning skills to motivate  Manage differences in communication styles in a positive way  Identify and understand your constituencies  Identify prospects' possible behaviors and how to influence them  Listen effectively. What you will receive:  A comprehensive, easy-to-use Study Guide to help you incorporate the concepts into your fundraising program  Assessment of your style  Tips for recognizing others' communication styles Dates/ Times: THERE MUST BE A COMMITMENT TO THE 2-DAY COURSE Thursday, June 11, 8:30am – 5pm; Friday, June 12, 8:30am – 5pm Where: Mott Children’s Health Center 806 Tuuri Place Flint, MI 48503 Cost: $800 $490 Who Should Attend: This course work is for the front-line fund developer Presented by: Indiana University Fundraising School Faculty, Carole Pence Planned Giving: Getting the Proper Start Position your organization to be part of the multi-billion dollar wealth transfer. You will learn how to:  Determine if your organization is ready for a planned giving program  Understand the benefits to donors for making planned gifts  Recognize which planned gifts are best for certain donor situations  Match donor needs to your nonprofit's needs  Understand appreciated property, deposit agreements, wills and bequests, insurance and charitable lead trusts 2
  • 3. What you will receive:  Easy-to-understand Study Guide as a handy reference  IRS information  How to start and market a new program  Sample forms and documents that can be applied to your program  Planned gift development bibliography Dates/Times: THERE MUST BE A COMMITMENT TO THE 3-DAY COURSE Wednesday, September 30, 8:30am – 5pm, Thursday, October 1, 8:30am – 5pm; Friday, October 2, 8:30am – 5pm Where: Mott Children’s Health Center 806 Tuuri Place Flint, MI 48503 Cost: $1,040 $640 Who Should Attend: This course work is for the front-line fund developer Presented by: Indiana University Fundraising School Faculty, Carole Pence Developing Annual Sustainability Create a program that brings funds year after year. From knowing how to use volunteers most effectively for your special event to soliciting major gifts on a yearly basis, this course will help you build a solid annual campaign fund. You will learn how to use the fundraising strategies that most appeal to your potential donors. Find out how you can create a broad, enduring base of supporters who will take your nonprofit to its annual funding goal. You will learn how to:  Determine which strategies to use and when to use them  Manage your time effectively  Make a convincing case for support  Create gift range charts for planning  Get volunteers actively involved with your fundraising  Use the annual fund to support a total development program  How to put together an annual fund by using worksheets  How to assess the cost efficiency and effectiveness of your annual fund What you will receive:  An easy-to-use, comprehensive Study Guide to use for future reference  Check lists for organizing special events  Training exercises to use in your workplace  Planning tools for your direct mail program  Tips from annual fund specialists Dates/Times: THERE MUST BE A COMMITMENT TO THE 2-DAY COURSE Thursday, November 12; Friday, November 13 – 8:30am - 5pm Where: Mott Children’s Health Center 806 Tuuri Place Flint, MI 48503 Cost: $800 $490 Who Should Attend: This course work is for the front-line fund developer Presented by: Indiana University Fundraising School Faculty 3
  • 4. Developing Major Gifts The eight steps to raising major gifts. You will learn how to:  Use your mission to motivate volunteers  Develop an organizational vision for major gifts  Organize your major gift program  Provide and cultivate leadership for your major gifts program  Help volunteers overcome their resistance to asking for gifts  Respond to objections in your presentation  Define the roles of board and staff in major gift fundraising  Manage the 8-Step Major Gifts Process  Use current research to guide your approach  Forge leadership partnerships What you will receive:  Planning outlines  Vision statement outline  A comprehensive, easy-to-understand Study Guide with background reading Dates/Times: THERE MUST BE A COMMITMENT TO THE 3-DAY COURSE Wednesday, December 2, 8:30am - 5pm; Thursday, December 3, 8:30am – 5pm; Friday, December 4, 8:30am to Noon Where: Mott Children’s Health Center 806 Tuuri Place Flint, MI 48503 Cost: $940 $575 Who Should Attend: This course work is for the front-line fund developer Presented by: Indiana University Fundraising School Faculty Feedback from former participants: Principles and Techniques of Fundraising quot;Although I have been responsible for the fundraising functions at our community hospital for the past 6 years. . . it is only now, after fundraising instruction with you, that I feel confident moving forward in my role. You have made me a better fundraising professional and who wouldn't want to be better? Thank you!quot; Connie McCann Fund Development Officer Central Michigan Community Hospital Mt. Pleasant, MI Developing Annual Sustainability (Formerly listed as - Building the Annual Fund) quot;The instruction and the content were well worth the time and money. This was a great experience whether you are an established fundraiser or just starting out.quot; David Rosenthal MEAPA Coordinator (Maricopa Elder Abuse Prevention Alliance Area Agency on Aging, Region One Phoenix, Arizona 4
  • 5. Fund Raising School Registration Form Name:____________________________________________________________________________ Position:__________________________________________________________________________ Organization:______________________________________________________________________ Address 1:_________________________________________________________________________ Address 2:_________________________________________________________________________ City:_____________________________________State:___________Zip:______________________ Phone(s):__________________________________________________________________________ Email:_____________________________________________________________________________ Please check all courses for which you are registering: ___Principals and Techniques – May 11 – 15th; $1,300 $800 ___Interpersonal Communication for Fundraising – June 11 – 12th; $800 $490 ___Planned Giving: Getting the Proper Start – September 30 – October 2nd; $1,040 $640 ___Developing Annual Sustainability – November 12 – 13th; $800 $490 ___Developing Major Gifts – December 2 – 4th; $940 $575 __________________________________________________________________________________ Fees: Each course is individually priced. Fifty percent (50%) of the payment is due by April 24, 2009 for each course requested. The balance is due on the day of the course. Because of limited seating, we are requiring advance registration for all courses. There will be no refunds of deposits. Note: We hope that by offering you this opportunity, we will save you the travel and lodging fees you would have to pay if you take the courses in Indiana. Please call or email me with your questions. Contact: Jenni Dones Phone: 810.232.8000 Fax: 810.232.9122 Email: jdones@bestprojectonline.org Mail: Jenni Dones BEST Project PO Box 3128 Flint, MI 49502 5