July 15 – 20, 2018
Madison, WI


Fundamentals of Resource Development
Track One


Summary

This fast-paced, highly participatory track provides an overview of skills and knowledge required within a comprehensive development program. A focus on personal gift solicitation is complemented by an overview of special event fundraising and annual, major and planned giving. Special sessions address board & physician giving and tax laws (separate sessions for U.S. and Canadian participants). Attendees also will gain an understanding of development structure, strategic planning, and how privacy laws affect fundraising.

Who Should Attend

This track is ideal for those who are new to fundraising—or for those who want to broaden their understanding of health care development. The Fundamentals of Resource Development track is a great foundational course that will help prepare participants for any of the other AHP Madison offerings in subsequent years.

Curriculum


  Overview
  • Psychology of Giving
  • Case for Support
  • Strategic Planning
  • Development Structures
  • Privacy Laws
  • Fundamentals of Tax Law (U.S. and Canada)
  • Prospect Research, Cultivation and Identification
  • Planning and Budgeting

  Prospect and Donor Constituencies

  • Board Members
  • Employees
  • Physicians
  • Individuals
  • Corporations and Foundations

  Fundraising Tool Kit

  • Direct Mail
  • Tribute Giving
  • Recognition and Donor Clubs
  • Special Events
  • Capital Campaigns
  • Major Gift Solicitation
  • Estate and Planned Giving

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