Fundraising success never “just happens.” Successful fundraising depends on the right people asking the right prospects, in the right way, for the right amount of money — for the right reason and at the right time. The principle may sound simple, but the execution is not. And if you want to be prepared to raise more money this year than you did last year you need a sound strategy and resilient plan to get there.
This workshop will cover the foundational concepts that must be kept at the forefront of your planning efforts and how to set yourself apart from the competition for funding. Whether you are raising money for a county-wide library system, a large metropolitan library, or especially for a small library in a rural area -- This is information you can use to FIRE UP YOUR FUNDRAISING!
8:30 AM - 9:00 AM
Registration & Continental Breakfast
9:00 AM - 10:30 AM
Part I: How to Create a Successful and Recurring Fundraising Plan for Your Library
David Goettler, CEO, GoettlerAssociates
Lori H. Overmyer, Ex. VP, GoettlerAssociates
We will set the stage for planning by defining the fundraising process, stabilizing your plan with the donor’s tripod of giving, and creating a path for success with the development pyramid. Armed with these essential concepts the discussion will move to helping participants define the best elements for developing their comprehensive fundraising plan, what strategies, methods and appeals should be employed, how to create a unique fundraising metric, and which constituents should be targeted when and for what. Fundraising success is dependent on people, so your fundraising plan must also incorporate a specific plan for involvement of key community leaders and stakeholders, and a dynamic communication plan for inspired advocacy.
About the Presenters: Goettler Associates was founded in 1965 to serve the nation's nonprofit organizations. The firm brought together a group of highly qualified professionals to serve the total funding and marketing requirements of clients' major fund-raising initiatives. Since 1965, GoettlerAssociates has helped more than 1,500 nonprofit entities raise over $1 billion to fund capital projects, build endowment, or facilitate special projects.
David Goettler is CEO of Goettler Associates, Inc., and is a strong proponent of carefully conceived strategies for the mobilization of a total advocacy program. Mr. Goettler first joined the firm's management team in 1987, following a brief career in public accounting. Since that time he has served as counsel for a wide range of cultural, higher education, health care, religious, and social service institutions. As the chief executive officer of the firm, Mr. Goettler will provide periodic consulting services, direct campaign planning studies and development assessments, and provide a supervision and support to many of the firm's engagements.
Lori Hunter Overmyer, MBA, CFRE is Executive Vice President of GoettlerAssociates and has more than twenty-five years of professional fundraising experience. She is skilled in marketing research, proposal writing, personal donor cultivation, recognition strategies and motivating board members to participate in the process. As a former chief development officer, Ms. Overmyer has served and continues to serve on a variety of nonprofit boards where she has lent her expertise in the area of board development, volunteer training and management, strategic planning, and fundraising. An adjunct professor at The Ohio State University Glenn College of Public Affairs since 2011, she teaches graduate and undergraduate courses on Board Skills and Fundraising and Philanthropy. Ms. Overmyer was recently re-elected for a second term to the Association of Fundraising Professionals (AFP) international board of directors, and also serves as the chair of the AFP Research Council.
10:45 AM - 12:15 PM
Part II: Donor Stewardship 101 - Five Simple Things to Grow Your Fundraising
Sophie Penney, Senior Program Coordinator and Lecturer for Penn State Certificate Program in Fundraising Leadership and Founder, i5 Fundraising
Brady Clemens, District Consultant Librarian, Schlow Centre Region Library
Libraries are increasingly in competition with other non-profits for donors and for limited public funding. How can you set yourself apart from the competitors and keep growing your fundraising? This introductory, interactive session will combine theoretical knowledge with practical examples from public libraries to discuss how libraries can better engage donors through the incorporation of five simple, donor-centered fundraising practices.
About the Presenters:
Sophie W. Penney, Ph.D. is the Senior Program Coordinator and Lecturer for Penn State’s all online Certificate Program in Fundraising Leadership. Sophie is also the founder and President of consulting firm i5 Fundraising.
Brady Clemens is the District Consultant Librarian for the Central Pennsylvania Library District. He additionally serves as a Director-at-Large for the Pennsylvania Library Association, and as a member of the Standards for Excellence Committee for the Pennsylvania Association of Non-Profit Organizations.
REGISTRATION FEE: $70 PaLA Members/$85 Non-members.
Registration fee covers the cost of breakfast and both sessions.