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ILD Course Schedule

Alumni, steering committee, mentors and faculty are invited to return to campus to audit a variety of ILD courses. Review the schedule for the year below. Leadership courses are reserved for members of the current cohort. 

Space is limited! 

To sign up to attend, please email Sarah Stockton.

New Date

Navigating Key Development Relationships & Influencing Culture (9am-2pm)      

Scott Arthur, Vice Chancellor for Advancement, University of Colorado Anschutz Medical Campus 


Participants will learn how to navigate key relationships in the nonprofit hierarchy that will help them be more successful in raising funds for their organizations. How does culture show up on the frontline? Understanding the “why” of our work will inform “how” we approach it.


Objectives and Outcomes:

  • Changing hearts and minds, both within your organization and with your donors/stakeholders.
  • Donor-centered cultivation, solicitation, and stewardship from an abundance, rather than scarcity, standpoint. 
  • Organizational culture/culture of fundraising team.
  • Co-creating philanthropic visions to help benefactors realize their dreams and your organizations’ aspirations.
  • Understand yourself, your authority in your environment, how to use those things with key stakeholders to grow their confidence in you.
  • Shift from needs based to vision based fundraising, framing visionary narrative
  • Cultural leadership, what we look for in staff, manage up, talent management.

Discovery Visits (2pm-4pm)

Cheryl Balchunas, Senior Director of Development, University of Colorado Anschutz Medical Campus 

  • Acquire techniques for effectively setting and preparing for discovery visits 
  • Gain insights on what to look and listen for during discovery visits
  • Learn discovery visit key phrases and qualifying questions
  • Learn a five-step process to qualify/disqualify prospects
  • Hear outcomes of real-life Discovery Visits 
  • Learn when to disqualify using the disqualification checklist                         

New Date        

Development Plan & Motivating a Team

Jennifer Darling, President, Children’s Hospital Colorado Foundation and Christy Clay, Strategic Planning & Organizational Effectiveness Facilitator


What is a development plan? Learn how to develop, execute and interpret results for future planning. Additional topics may be covered that round out the session on looking at the big picture and how to accomplish the tasks necessary for reaching the big goals. 


 To learn the fundamentals of a strong development plan, including:

  • Strategic planning
  • Tools and traits of a strong development office
  • Institutional readiness
  • Organizational staff and key stakeholders
  • Determine how to build and execute a plan.
  • Carving out time to be strategic/prioritization
  • Metrics, staffing, bringing people back on track, what works, organizational staffing, step into scenarios for expansion and subtraction, culture of benefits and balance, flexibility

New Date

Major Gifts  

Patrick Gaines, Executive Director, Gates Center for Regenerative Medicine and Matt Wasserman, Founder & CEO, MPW Strategies

                                                

This session will reveal both the art and the science of major gifts fundraising. Participants will learn about and discuss the concept of organizational lifecycles and why it matters for major gift work, the donor relationship lifecycle any organization has with its donors, and the roles of the CEO, the Board and staff in major gift fundraising. There will be ample discussion in both a large and small group format aimed at preparing participants for implementing and/or improving upon the major gifts work they are doing or want to do accomplish. Finally, the session leaders will share their experiences in creating and maintaining major gift programs in a variety of settings.


Objectives and Outcomes:

  • What is a Culture of Philanthropy?
  • Philanthropy Overview and Impact
  • The Giving Experience/Why Donors Give (motivation)
  • Loyalty vs. Major Gifts
  • Donor-centered engagement and involvement in Fundraising
  • Donor engagement lifecycle

New Date

The Art and Science of Planned Giving 

Gordon Smith, Associate Vice President of Development, Planned Giving, National Jewish Health  

                                                

Planned Giving is a critical aspect of Development for most organizations yet for so many fundraisers it remains elusive and confusing. Our hope is to dispel much of the confusion and to help students gain a fundamental understanding of planned giving. In addition to explaining some of the basics, we hope to share what a typical planned gift donor looks like and how they differ from many other donors. We will touch on the important role of taxes in planned giving and review the different assets and vehicles that are typically used to create a planned gift.  We will discuss the process for cultivating, soliciting and closing planned gifts and will review and practice various scenarios in each of these areas. 


Objectives and Outcomes:
  • Understand the basic planned giving functions in development
  • Understand how to identify planned giving prospects
  • Become familiar with “blended gifts” and the importance in today’s giving environment
  • Learn about different gift assets and gift plans
  • Become familiar with the different processes for cultivating, soliciting and closing planned gifts
  • Become familiar with the “soft” skills necessary to be successful in gift planning 

New Date

Behind the Scenes:Understanding Financials (9am-12pm)

Peter Konrad, Ed.D. Philanthropic Advisor, Konrad Consulting   


The session will focus on better understanding nonprofit financial statements in order to communicate this important facet with donors. The class will review numerous nonprofit financial statements in order to better understand the underlying accounting principles. Class will review sample statements connected with grant applications to analyze the projects likelihood of funding. Look for more details about this session to follow soon.

  • Introduction to and discuss of key accounting terms.
  • Learn how to read and analyze financial statements by reviewing examples.
  •  Overview of key nonprofit accounting best practices.

Managing Endowments, Qualifying Your Prospects (1-2:30pm)        

Rebecca Olchawa Barker, Director of Philanthropic Services, Community First Foundation 


Endowments are long-term funds invested for the future needs of a nonprofit so the good work happening at the organization can keep going. Endowments provide a steady revenue source and allow donors to leave a lasting legacy. Rebecca will walk you through the readiness factors an organization should consider before establishing an endowment and how to identify, cultivate and solicit prospective donors. Lastly, we’ll dig into why it is important to establish a sustained planned giving program and a stewardship plan for these donors.

  • Understand what an endowment is and what it isn’t 
  • Learn about true and quasi endowments
  • Understand the readiness factors that can help determine if an organization is ready for an endowment 
  • Learn about the benefits of endowment to your organization and the donors 
  • Understand who your best prospects are for endowment giving 
  •  Learn strategies to build endowment

New Date                

Ethics (Morning)

Morning | A Comprehensive Look at Ethics in Fundraising 

Sarah Harrison, Vice President of Philanthropic Services, The Denver Foundation and Christiano Sosa, Executive Director, the Arc of Colorado

                                                

The ethics session introduces the definition and history of Ethics and explores applications of ethical decision-making to fund development and nonprofit management. Participants review case studies and learn from outside speakers on ethical dilemmas that crop up regularly for all of us in our daily work.

  • Definition and history of ethics.
  • Applications of ethical decision-making and nonprofit management, through case studies.
  • Insight into the funders perspective.
  • Review of the AFP Code of Ethical Principles and Standards and Donor Bill of Rights.


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Institute for Leaders in Development
at University of Denver

University Hall 301
2197 S. University Blvd.
Denver, CO 80208

Email: ildcolorado@gmail.com

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