The Quaker Fundraisers Gathering is a biennial educational and networking conference for fundraising professionals and volunteers working in Quaker schools, organizations, meetings and churches. Friends Fiduciary Corporation has coordinated and sponsored the event since 2003, working with a volunteer planning group each year composed of Quaker fundraisers that guide, shape and assist with the Gathering.
Each Gathering provides a wide range of valuable learning and networking opportunities with dynamic speakers and presenters offering both formal and informal learning and networking opportunities throughout the Gathering.
“I look forward to the Gathering for its fellowship and the opportunity to share the successes and challenges of our development work with other organizations. Having several of our staff attend enhances team-building and provides insights that support our work.”
– Jack Rogers, Chief Development Officer
William Penn Charter School
|Friday, October 2||State of Quaker Organizations ||Groups by interest with presenters
|Friday, October 9||Planned Giving 101 ||• Fundraising from Afar
• Virtual Worship & Our Quaker Communities
|Friday, October 16||Planned Giving 201 ||• How to Book a Planned Gift
• Virtual Fundraising Events
|Friday, October 23 ||Building Empathy through Video Storytelling||• Legalities of Virtual Fundraising*
• Talking about Money in Meetings
|Friday, October 30 ||Grants: A Friendly Perspective ||Closing/Meeting for Worship
|*Legalities of Virtual Fundraising will be a full session (1:30-2:45pm EST)
State of Quaker Organizations
- As fundraisers, often our focus becomes highly specialized and responsive to our particular setting. The State of Quaker Organizations panel broaden that view by bringing together leaders from life care communities, schools, national organizations, and meetings to share their diverse perspectives, successes, and challenges. Christina Repoley, founding Executive Director of Quaker Voluntary Service and currently Senior Director of Experience Design at Forum for Theological Exploration, will serve as moderator.
Planned Giving 101
- Planned Giving 101 will focus on the most donor-friendly deferred gift vehicles, the bequest and the charitable gift annuity. The session will also review the benefits of gifts of appreciated securities. Learn why a planned giving program is an important fundraising tool for organizations of every size and how to get started.
- Presenters: Mimi Blackwell, JD, Friends Fiduciary Corporation & Andrea McCabe, Foulkeways at Gwynedd
Planned Giving 201
- Planned Giving 201 moves beyond the basics to take a look at the concepts of charitable trusts (CRAT, CRUT, CLAT, CLUT), donor advised funds, and working with advisors. We will also discuss gifts of life insurance, real estate and life-estates. This session will broaden your understanding of charitable giving options for your donors and increase philanthropic revenue for your organization.
- Presenters: Lise Twiford, MBA, CFRE, CAP Germantown Friends School & Ray Slater, CAP, Westtown School.
Building Empathy through Video Storytelling
- Salient Fact 1: Videos are 12 times more likely to be watched than text is to be read.
- Salient Fact 2: 57% of people who watch nonprofit videos go on to make a donation.
- This presentation will explain how people respond to videos on a neurological and emotional level, and how you can create compelling videos that tell the story of your organization and move people to action.
- Presenter: Karl Vela, GiveCampus
Legalities of Virtual Fundraising
- Auctions. Sponsorships. Lotteries. Reporting. Charities utilizing events to raise funds for their program have struggled for years to stay compliant with the law. Now that in-person events are more difficult, if not impossible, they are often turning to “virtual” events that involve new or modified legal issues. This webinar will take event planners through a step-by-step review of key legal issues, from initial planning to final reporting. It will discuss both traditional in-person events and a variety of new virtual formats.
- Special events or other activities that involve sponsorships, keynote speakers, auctions, lotteries, or thank-you gifts must deal with a variety of technical legal requirements in advertising, calculating, and acknowledging the income. This webinar reviews those rules so that charities can comply with the interlocking requirements.
- Presenter: Don Kramer, editor of Nonprofit Issues® and attorney at Montgomery, McCracken in Philadelphia, and Wendy Epstein, principal of the Epstein Consulting Group who has more than 30 years of experience in nonprofit management and fundraising issues. Tish Mogan, Standards for Excellence Director of the Pennsylvania Association of Nonprofit Organizations, will facilitate the program.
Grants: A Friendly Perspective
This interactive workshop is designed for beginners, as well as experienced grant writers at Quaker-based organizations that are rooted in the testimonies of integrity, equality, stewardship, community, simplicity and peace. We will discuss ways in which you and your organization can think outside of the box! Are you still relying on the same funder, year after year to fund the same project year after year? How do you take steps and find the courage to expand your funding vision for the future?
Attendees will explore critical elements of grant writing and identify strategies that are responsive to the funders’ requirements as well as your organization’s needs.
Workshop participants will:
- Discover how to let your proposal speak your Quaker values
- Learn how to research and identify potential donors
- Review critical elements of grant writing, including speaking the language of the funder and telling your story from the funder’s perspective
- Discuss strategies and best practices
- Identify program sustainability areas
Presenter: Nikki Mosgrove, Grants Professional