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Building Donor Relations

  • Accountant
  • CPA (CA)
  • CMA
  • CPA (US)
  • CA - ICAEW
  • CFA
  • ACCA
  • CA - Ireland
  • CA - Scotland
  • CPA - Ireland
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

Are you attracting the big gifts your cause deserves? Building Donor Relationships that Lead to Major gifts can help you get them.

Donor relations is the comprehensive effort of any non-profit that seeks philanthropic support to ensure that donors experience high-quality interactions with the organization that fosters long-term engagement and investment. It is the process of thoughtfully and proactively cultivating relationships with new donors and stewarding current donors to maximize donor retention, engagement, and investment.

How do you find new donors and keep them involved and interested enough to become dedicated donors, and eventually major donors?

In this CPE webinar, the speaker will talk about identifying donors, cultivating them, and stewarding them so they become faithful to your organization.

Following are the major questions answered in this online CPE webinar are:

  • How to find donors?
  • What is a major gift?
  • Who are Your Best Prospects for Major Gifts?
  • Who can help you identify donor prospects?
  • Ideal funder: Who’s right for you?
  • Why is donor cultivation important?

You can also register for the following E-Books of the speaker available on myCPE:

Learning Objectives

  • Develop a plan to identify new donors.
  • Create a donor and donor prospect cultivation plan.
  • Describe best practices for recognizing and acknowledging donors.
  • To discuss relationship-building skills that result in big gifts.
  • To discuss how to identify potential high-end donors.
  • To explain how to research their ability, linkages, and interests.

Recommended For

  • The Online continuing education webinar is recommended for CPA, CMA, CFA, Current board members, prospective board members, those thinking about serving on a non-profit board, executive directors who need to understand how to build donor relations.

Who Should Attend?

  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Specialized Knowledge for Certified Public Accountants (CPA-US)
  • 1 PL Credit for Chartered Financial Analyst (CFA)
  • 1 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1 CE Credit for Certified Wealth Strategist (CWS)
  • 1 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPD Credit for CA - ICAEW
  • 1 CPD Credit for Chartered Certified Accountants (ACCA)
  • 1 CPD Credit for Chartered Accountants - Ireland (CAI)
  • 1 CPD Credit for Chartered Accountants - Scotland
  • 1 CPD Credit for CPA - Ireland

Additional details

  • Course Level :
    Basic
  • Credits :
    1
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: 143597) 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: www.NASBARegistry.org.

Presenter

About Presenter

Linda Lysakowski

Owner, Linda Lysakowski, LLC

I am one of approximately 100 people world-wide who hold the coveted Advanced Certified Fundraising Executive (ACFRE) designation. I have been in the fundraising profession for 25+ years and have written numerous books on successful fundraising. I do virtual consulting, webinars, training and a mentor to authors.

I have trained more than 30,000 professionals in Mexico, Canada Bermuda, and Egypt as well as in almost all of the fifty states in the United States. I have led numerous web conferences and audio conferences for AFP, Charity Channel, Affinity Seminars, Junior Achievement, The Philanthropy Journal and many others.

I also serve as Acquisition Editor for CharityChannel Press and For the GENIUS Press.

I would love to talk to you about publishing your book and serving as a mentor. 

About Presenter

Joanne Oppelt

Principal, Joanne Oppelt Consulting

Joanne is the creator of The Sustainable High ROI Fundraising System and co-creator of the Nonprofit Quick Guide series. She helps executive directors create vibrant fundraising cultures, adopt simple financial techniques, and find hidden resources to grow their agencies and advance their missions. During her twenty-five-plus years working in the nonprofit arena, she has helped numerous organizations build fundraising programs with high returns on investment, reducing their fundraising costs while raising more money.

Joanne works with local, regional, national, and international nonprofits, helping them increase their revenues and realize continuous net surpluses. She has held positions from volunteer to executive director, working in both small and large organizations. She has experience in a variety of fields including the arts, at-risk youth, child welfare, disabilities, early childhood education, maternal and child health, mental health, parent education, public health, rape prevention, suicide prevention, supportive housing, and youth development. Her extensive background with various agencies in a variety of roles enables her to understand the challenges nonprofit leaders face–both internally and externally.

Joanne is the author of five books and coauthor of fourteen. She has taught at Kean University as an Adjunct Professor in its graduate program. She is also a highly sought-after speaker and presenter.

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

4

2 Ratings

Excellent

1

Very Good

0

Average

1

Poor

0

Terrible

0

GH

Gregory Howell, CPA (US)

Mar 16th, 2022

I liked the ladies’ tag team approach!

AS

Ashley Sanders, CPA (US)

Mar 16th, 2022

It was distracting with two presenters and the content was not relevant for me

Building Donor Relations

FREE

1 Credit

Subject Area

Specialized Knowledge

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