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Presentations
These are some examples of presentations that may be
custom-tailored for nonprofit board education or staff
training opportunities.
FundRaising Success in the New Economy – 3 new trends
that will improve your fundraising today
Are you a small to mid-size nonprofit struggling to
raise money consistently? Use your intangibles to expand
your development effort and attract new donor markets,
strengthen connections with donors, and fill your
pipelines with new talent. This session is for executive
directors, board members, and staff who want to learn
practical and sustainable development strategies to
incorporate today – easily and non-technically.
You will learn:
- 3 trends in the new economy that affect fund raising
success
- How those trends build endowment, create new donor
markets, and identify new talent.
- Specific ways to bridge the gap between the annual
fund and the future.
This presentation, sponsored by the Executive Service
Corps of Charlotte and held at Queens University was a
sell-out in 3 days, a first for the sponsor. It raises
new questions about nonprofit development. Included with
this presentation is a complimentary copy of an
excellent book as a gift for someone in the audience.
Why We Do Planned Giving: What Every Nonprofit Board
Should Know About Getting Started in Planned Giving
– How can planned giving build the nonprofit endowment?
What is the role of the board in planned giving? Do we
need a lawyer? What kind of training does a
non-technical staff need – especially when they wear
many different hats? When can we expect results? What
type of planned gifts can we attract? Board members will
learn the answers to these questions and more. This
presentation uses non-technical language and is designed
for board members considering adding planned giving to
the on-going development effort.
Planned Giving Basics for Non-Technical Staff –
Do you know how to recognize major and long-term givers?
The signs are not what you may be thinking and you
probably have relationships already in place. Do you
know how to talk to someone about a bequest or
retirement fund? When the board gives the green light
for planned giving, will your staff know what to do?
This can be designed as a 1-time workshop or as an
on-going staff training series.
Energizing New Growth With Shared Vision -
Strategies for board success in the current economy have
changed. Is your board on-board with a shared
organizational vision? Are board members clear on their
roles and responsibilities and are they fully engaged
with programs and activities? Every board member has
something to offer and when everyone works from a
position of strength, magic can happen. This session
spells out ways for board volunteers to be effective,
productive, fulfilled, and have fun working together for
an important cause.
Other topics may be custom-tailored for board education
and staff training opportunities. And many of these
topics are a natural focus for on-going coaching and
consulting. Also consider teaming up with another
organization with similar needs as your own. Please let
me know if your board or staff would benefit from an
interactive learning experience.
For presentation experience, please see
About Us.
“In the over ten years that Jean Long and I have worked with one
another, I have come to value highly her principled approach to
fund-raising. Jean places the integrity of her client
organization at the forefront of her professional endeavors.
Donors sense this characteristic and are thus reassured about
maintaining or establishing a relationship with the
organization. She balances the interests, concerns and
intentions of prospective donors with those of the organization
to effect not mere fiscal year-end gains for the organization,
but rather, the genuine and profound realization of a shared
vision. Jeans blends graciousness with forthrightness in her
relationships with donors, a highly effective quality in this
day and age of non-profit proliferation. Donors feel respected
and offer their respect in return."
-- Jane Starnes, staff member, Winthrop
University Office of Development,
professional historian and published author.”
"I feel like I’m on her mind all the time. When
Jean Long is out walking and thinks of an idea for
us, that’s more than dollars, more than business.
It’s a relationship. I trust that she’s watching out
for us."
-- Cheryl Pletcher, Executive Director, Serenity House, North Carolina’s
first comfort care home, providing end-of-life care
in a home-like environment.
“Jean Craig Long brought to us a depth of
understanding that quickly challenged us to better
frame our value proposition to our donors and
patrons. Not only did she help us learn where we
stand in the minds of our supporters, she helped
shape our strategic direction for moving to a higher
level of engagement with them. Our board is excited
about the opportunities for growth that were brought
into focus through Jean’s work with us.”
--Mark Ritchie; Chairman; Center for Faith & the
Arts; Salisbury, NC
“Jean’s planning skills are at the expected
professional level…the unexpected bonus for us came
in her insight and interpretation of spoken and
unspoken ‘messages’ from our potential benefactors!”
--Ervin E. Lampert, Jr.; Past Chairman of the Board,
Center for Faith & the Arts; Salisbury, NC
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