The Hyannis Golf Club
Tuesday, August 20, 2019
9:00 a.m. – 12:00 p.m.
Principles and Techniques of a Fundraising Plan
1:00 p.m. – 4:00 p.m.
A Four-Step Guide to Evaluate & Buy Fundraising SoftwareContinental Breakfast and Lunch at 12:00 p.m.PLEASE NOTE: This is the makeup date for the June 5th event. If you previously registered for that then there is no need to do it again. View attendees or if you have any questions regarding this please contact [email protected]. Please register before Friday, August 16th as space is limited.
REGISTER by Aug 16

Session 1: 9:00 a.m. – 12:00 p.m.

Principles and Techniques of a Fundraising Plan
In partnership with SCORE Cape Cod

Presented by Rosemarie Resnik

About the Session:

The August 20th morning session from 9:00 a.m. – 12:00 p.m. will be presented by fundraising consultant Rosemarie Resnik on the Principles and Techniques of a Fundraising Plan. Resnik will help attendees identify the major elements of a well-defined development plan including procedures, tactics and strategies. The session will apply to novices as well as to those looking to revitalize an outdated fundraising plan. Resnik will also share and discuss the components needed to build, execute and sustain a fundraising plan in shops of all sizes.

Rose Resnik
Rosemarie Resnik is President of Rosemarie Resnik and Associates, Inc., a full service nonprofit and fundraising consulting firm located in Osterville. She has consulted with nearly 50 non-profit organizations on Cape Cod since 2009. She is a veteran fundraiser and external relations professional with more than 35 years of local, national, and international experience. In the role of practitioner, Rosemarie has career-long experience planning, directing, and executing successful fundraising operations.

Rosemarie has previously held positions in alumni relations and fundraising at Harvard University/Radcliffe College, the Massachusetts Institute of Technology (MIT), and the International Fund for Animal Welfare (IFAW). She has also served as Chair of the Education Committee for Philanthropy Day on Cape Cod, and currently chairs Cape Cod Hospital’s Patient and Family Advisory Council, and is a board member of Philanthropy Partners of Cape Cod and the Islands.

Rosemarie has previously presented at Philanthropy Day on Cape Cod, and is also a regular instructor at Cape Cod Community College’s Workforce Education Resource Center (WERC).

Session 2: 1:00 p.m. – 4:00 p.m.

No More Buyer’s Remorse: A Four-Step Guide to Evaluate & Buy Fundraising Software In partnership with SCORE Cape Cod and Cape Cod Technology Council

Presented by Maureen Wallbeoff

About the Session:

Your donation platform, database, or CRM isn’t working for your organization anymore. Maybe the software you’re using is too basic – or it’s too complicated. Maybe you can’t easily integrate it with your other systems. Maybe you aren’t getting good customer support.

No matter why you’re looking for a new system – it’s risky! It’s expensive! And even worse – you aren’t a tech expert – but you’re the one who needs to evaluate the options and make a recommendation. And there are so many options out there. How do you choose? Where do you start?

Well, you start right here! Join Maureen Wallbeoff, nonprofit digital strategist and technology coach, as she leads you through a proven, simple process that will reduce your risk of picking the wrong platform. Her straight-forward approach will take you from the beginning – figuring out why you need a new fundraising system – all the way through to understanding the vendor’s contract and getting ready for the big move.

Participants will learn how to:

• ** Diagnose the root cause(s) of their fundraising system issue
• ** Create a full picture of their systems and data flow
• ** Map their requirements to their organization’s goals
• ** Communicate effectively with the software vendors
• ** Prepare for the conversion project

Maureen Wallbeoff
Maureen Wallbeoff is a Nonprofit Digital Strategist & Technology Coach.

A resident of Cape Cod MA, Maureen started her nonprofit career at Planned Parenthood of Connecticut, rising from counselor to eBusiness Director over a seventeen-year tenure.

In 2008 she opened the doors to Firefly Partners as an owner and Vice President. After a decade spent working with hundreds of nonprofit organizations, Maureen knew that most nonprofit ‘accidental techie’ staff are feeling overburdened and underserved by the systems and software they use to engage supporters. They aren’t confident in their ability to buy and use the right platforms. And she knew exactly how to help them.

She is now a solo consultant, providing solutions and support to nonprofit staff who are struggling to solve their nagging technology problems. In addition to her work with clients, Maureen has authored two guides on nonprofit engagement software, blogs at her website, and answers questions about technology live on Facebook every Friday afternoon. She has led dozens of workshops around the country at AFP conferences, bbcon, and Bridge, and is an expert trainer for TechSoup and Idealware.

Register Online . The registration deadline is Friday, August 16, 2019. Space is limited.

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