Fundraising Institute 2018

Fundraising Institute
Delray Beach Marriott, Delray Beach
Saturday, July 28, 2018

9:00AM - 3:00PM

Developing a Successful Fundraising Organization

This unique seminar is designed for heads of school to develop 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 you can call upon throughout your career.


Peter Gallo, Ph.D.
Director of Development, The Landon School


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

Who Should Attend?
Heads of School, Trustees, Chief Financial Officers, and Directors of Advancement/Development and their teams
Consider sharing this experience as a team.

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.

Click here for more information.

Feedback from last year's participants:
What did you find most valuable?

How to develop our advancement/development team and its importance to promoting mission and vision of the school

• Great overview of the “whole” picture

• Peter’s presentation for annual fund, stewardship, and governance was far more “scalable” than most presenters making it more useful for smaller schools.


8:30–9:00AM | Coral Reef Ballroom
Pastries and Coffee

9:00–10:30AM | Coral Reef Ballroom
• Governance
Define the roles and relationships of trustees, heads and chief advancement/ development officers in board development
• Essential Components of Successful Fundraising
Back to the basics with elements fundraisers at any level can apply
• Building a Culture of Philanthropy by Engaging Leadership Distinguish "philanthropy" from "fundraising" and build up board support
• Giving and Getting
Exploring current giving trends and learn how to get your piece of the philanthropic pie


• Major Giving
Building a Major Donor Program & Building a Donor Cultivation Program
• Capital Campaigns
Avoiding the Top 10 Campaign Mistakes: Step-by-step instruction to plan a successful major campaign
• The Art of the Ask
The "ask" is more about planning than asking, so learn how to ask so that you get a “yes".

12:00–1:00PM | SB-Salon C

1:00–1:45PM | Coral Reef Ballroom
• Effective Prospect Research
Learn to conduct good research on potential major donors, a must to identify and cultivate your next top leaders and donors

• Mind Your Philanthropic Manners
How "please" (donor cultivation) and "thank you" (stewardship) can make or break a development program
• Hiring, Attracting and Retaining Development Professionals
The acronym spells HARD, but we will show a clear path to hiring successful fundraisers.

Delray Beach Marriott is located at: 10 North Ocean Blvd., Delray Beach, FL 33483

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

Register for both the Finance Institute and the Fundraising Institute for a reduced cost:
$350 (Members) | $450 (Non-Members)
* Please note: The bundled option is available to one registrant only and cannot be divided between two registrants.

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 online, click here: Delray Beach Marriott Reservations.
(Please note: You will see FCIS New Heads at the top of the page. This is the correct link for the Fundraising Institute.) By phone, call (877) 433-4729 and identify yourself as part FCIS for the group rate.
Once the room block is sold out, there may not be rooms available at this rate.

Registration and Hotel Deadline: June 26, 2018
To receive the FCIS group rate at the resort, reservations must be made on or before this date.

Self-Parking: $7
Valet Parking: $18

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 There is a $50 per person processing fee through June 19, 2018, 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

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:


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