KACF Events


Regional Trainings: Transfer of Wealth Marketing, Donor Development, and FIMS Training

9:30 - 5:00 August 7, 8 or 9 in Garden City, Salina or Wichita

Download Agenda/Supplemental Document(s)

Agenda
9:30 Registration opens
10:00 -10:30 New Transfer of Wealth Data and Marketing
Jeremy Hill/Kasey Jolly, CEDBR
10:30 -12:00 Donor Development: Friend-raising vs. Fund-raising
Brian Frederick, CEO Community Foundation of Lorain County
12:00 -1:00 Lunch and networking
1:00 - 3:45 Donor Development continued
3:45 – 4:00 Break
4:00 - 5:00 MicroEdge Tips & Tricks for Community Foundations using FIMS
Tami Brown and Robyn Jaskolka, MicroEdge

New Transfer of Wealth Data and Marketing

Jeremy Hill, Director and Kasey Jolly, Senior Reseach Economist from the Center for Economic Development and Business Research will discuss the new Transfer of Wealth study commissioned by WSU and funded by the KHF. The presenters will articulate what the findings mean for community foundations, and address some of the typical questions one might ask when first looking at the results.

Friend-raising vs. Fund-raising
Community foundations actually do both friend-raising and fund-raising, but most major and planned gifts require donors to know us, like us, and trust us. During our time together, Brian Frederick, CEO of the Lorain County Community Foundation will explore skills, tips and techniques at each of these levels of building a strong donor base. He’ll provide some practical examples to identify prospective “friends” and how to introduce them to our community foundation. He will explore ways to demonstrate value that is connected to the donor’s charitable passions and finally how to maintain and strengthen relationships with our closest donors. Doing the “ask” can seem difficult so we’ll practice how to frame conversations and do the “ask” naturally and comfortably. We’ll discuss how to document conversations.

This workshop is designed to be interactive with plenty of lessons learned and tips from our colleagues across the country as well as opportunities to try-out new approaches to fit your style and comfort level. And most certainly, we’ll take time to answer as many of your own questions as possible.

MicroEdge Tips & Tricks for Community Foundations
A demonstration of best practices – distilled from our experience helping 300+ community foundations manage their finances, funds, and donor relationships - to help you streamline and optimize your usage of your MicroEdge software

Locations:

Garden City
Date: Tuesday, August 7
Location: Lee Richardson Zoo – Finnup Center – Lecture Hall
312 Finnup Drive, (corner of 5th Street and Finnup Drive)
Garden City, Kansas 67846
(620) 276-1250
Parking: Complimentary parking is available in the parking lot located across the street from the Finnup Center.

Salina
Date: Wednesday, August 8
Location: Courtyard by Marriott- Sunflower and Cattleman Meeting Rooms
3020 Riffel Dr.
Salina, Kansas 67410
(866) 539-0036

Parking: Complimentary parking is available in the hotel’s parking lot adjacent to the facility.

Wichita
Date: Thursday, August 9
Location: Go Wichita Convention and Visitor’s Bureau – Large Conference Room
515 S. Main, Suite 115
Wichita, Kansas 67202
(316) 265-2800

Parking: Complimentary parking is available in the parking garage adjacent to the building.