Leading Educational Excellence

Fundraising Institute 2017

Fundraising Institute
Developing a Successful Fundraising Organization
Sheraton Sand Key Resort, Clearwater Beach

Saturday, July 29, 2017

This unique seminar is designed for Heads of School and Development/Advancement Officers to build and cultivate practices, policies and procedures that will strengthen the organization’s fundraising effectiveness. This workshop is critical to properly training your board, volunteers and staff to be confident, effective fundraisers. Through presentation, role playing, sharing of best practices, and social interaction, you will gain practical tactics to apply immediately; policies, procedures, and techniques to implement at your school; and a network of like-minded peers to call upon throughout your career.

Topics include:

Governance ~ Essential Components of Successful Fundraising ~ Building a Culture of Philanthropy by Engaging Leadership ~ Giving and Getting ~ Major Giving ~ Capital Campaigns: Avoiding the Top 10 Campaign Mistakes ~ The Art of the Ask ~ Effective Prospect Research ~ Mind Your Philanthropic Manners ~ Hiring, Attracting, and Retaining Development Professionals

View Schedule

Speaker: Peter Gallo, Ph.D., Director of Development, The Landon School
Click here for more information.

Who Should Attend?

Heads of School, Trustees, Chief Financial Officers, and Directors of Advancement/Development and their teams

In accordance with the standards of the National Registry of CPE sponsors, CPE credits will be granted based on a 50-minute hour. In order to be awarded the full credit hours, you must be present, registering your attendance and departure on the attendance sheets at the registration desk for each session.

Feedback from last year's participants: What did you find most valuable?
• Having our Board President, Business Officer, and Director of Marketing/Development in attendance
• Being new to this position, it was incredibly insightful to see where and how I can focus my efforts to maximize the benefit to my school. Appreciated the wide scope of every fundraising avenue addressed!
• I am leaving today with a ton of great ideas…tangible things that I can do as soon as I get back to the office to better my work.
• Discussions about annual fund program – leadership giving – interdependent model – role of Board in fundraising – using data to identify donors

Time: 8:30AM - 3:00PM

Location: Sheraton Sand Key Resort is located at 1160 Gulf Boulevard, Clearwater Beach, FL 33767

$199 (Members) | $249 (Non-Members)(includes workshop, pastries and coffee, and lunch)

Please note: If you register for both the Finance Institute and the Fundraising Institute, there is a reduced registration cost of $350 for Members and
$450 for Non-Members.

Hotel Room: $169 (plus applicable taxes)
Participants are expected to make their own hotel reservations. Registration fee does not include the price of the guest room. To make a reservation, click here to go to the hotel's website: Sheraton Sand Key Resort. By phone, call (727) 595-1611 and mention the reservation code FG23AA for the FCIS group rate. Once the room block is sold out, there may not be rooms available at this group rate.

Registration and Hotel Deadline:
Monday, July 3, 2017
To receive the FCIS group rate at the resort, reservations must be made on or before this date.

Cancellation & Refunds:
All hotel cancellations must be made directly through the hotel and in accordance with hotel policy. Workshop refund requests must be made in writing and emailed to kdanger@fcis.org. There is a $50 processing fee through June 19, 2017, with no refunds after this date.

View Complaint Resolution Policy

For any questions or more information regarding refund, complaint and program cancellation policies, please contact Alison Carlson in the FCIS office at 813-287-2820 or acarlson@fcis.org.



FCIS is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

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