Beyond the Ask: Crafting Your Fundraising Strategy
Details
About the event
This workshop will guide you through the essential elements of creating a basic fundraising plan that works for your organization. In this focused two-hour session led by a Certified Fundraising Executive, you'll learn a straightforward fundraising planning framework and apply it to your nonprofit.
Additional Information
This event is part of the Learning Hub program On the Ground. The Santa Fe Community Foundation proudly offers the Learning Hub as an educational space for nonprofit board, executive directors, staff members, and donors. Each year, the Hub offers dozens of events, workshops, and learning circles that promote leadership, skill building, and peer-supported growth.
Are you ready to bring focus to your fundraising efforts? This practical workshop will guide you through the essential elements of creating a basic fundraising plan that works for your organization.
In this focused two-hour session led by a Certified Fundraising Executive, you'll learn a straightforward fundraising planning framework and apply it to your nonprofit. We'll cover the three core elements of an effective fundraising plan:
- Evaluating your current funding sources
- Setting realistic fundraising targets
- Identifying your top 3-4 fundraising priorities for the year ahead
This workshop combines instruction with guided working time, allowing you to start building your plan right in the session. You'll leave with a basic planning template, clear next steps, and practical tips for completing your fundraising plan with your team.
Ideal for:
- Executive Directors and Development Directors
- Board members involved in fundraising
Bring your current fundraising materials and a willingness to think strategically about your organization's future. Together, we'll transform your fundraising from reactive to proactive.
Meet the people leading the conversation
Patti Ward, CFRE
Patti Ward, CFRE
Patti Ward, CFRE (Certified Fund-Raising Executive), is a Nonprofit Consultant with over twenty-five years of experience working with all sizes of nonprofit organizations in various sectors – both urban and rural areas; including faith-based, education, arts, health-related, and social services. She is a knowledgeable trainer and co-created and co-taught the Toolbox for Fundraisers class for ten years through the Nonprofit Service Center, Amarillo Area Foundation program in Amarillo, Texas. She continues to provide training workshops at the Amarillo Area Foundation-Nonprofit Service Center, United Way’s Center for Nonprofit Excellence in Albuquerque and the Santa Fe Community Foundation, and specialized seminars for nonprofit organizations. She was awarded the 2010 Outstanding Fundraising Professional through the Association Fundraising Professionals (AFP) – Texas Plains Chapter. She is a current member of the Association of Philanthropic Counsel and Association of Fundraising Professionals (New Mexico Chapter and Texas Plains Chapter-Amarillo, Texas). Mrs. Ward holds an MBA and an undergraduate degree in Sociology.
Meet the people leading the conversation
Meet the people leading the conversation
Patti Ward, CFRE
Patti Ward, CFRE
Patti Ward, CFRE (Certified Fund-Raising Executive), is a Nonprofit Consultant with over twenty-five years of experience working with all sizes of nonprofit organizations in various sectors – both urban and rural areas; including faith-based, education, arts, health-related, and social services. She is a knowledgeable trainer and co-created and co-taught the Toolbox for Fundraisers class for ten years through the Nonprofit Service Center, Amarillo Area Foundation program in Amarillo, Texas. She continues to provide training workshops at the Amarillo Area Foundation-Nonprofit Service Center, United Way’s Center for Nonprofit Excellence in Albuquerque and the Santa Fe Community Foundation, and specialized seminars for nonprofit organizations. She was awarded the 2010 Outstanding Fundraising Professional through the Association Fundraising Professionals (AFP) – Texas Plains Chapter. She is a current member of the Association of Philanthropic Counsel and Association of Fundraising Professionals (New Mexico Chapter and Texas Plains Chapter-Amarillo, Texas). Mrs. Ward holds an MBA and an undergraduate degree in Sociology.
Understanding Financial Documents
This program is presented in partnership with the Taos Community Foundation.
Confused by financial statements? You're not alone. Featuring guest speaker Alberto Granados, Director of Finance at The Nature Conservancy in New Mexico, this practical workshop demystifies nonprofit financial documents and strengthens your ability to provide meaningful financial oversight as a board member.
Fundraising Immersion Session Five
A deep dive into fundraising best practices and basic tools needed to create and maintain a thriving culture of philanthropy in your organization.
Funder Panel
Connect with diverse funders from Santa Fe Community Foundation, Anchorum Health Foundation, Con Alma Health Foundation, McCune Charitable Foundation, and NewMexicoWomen.org in an intimate setting to understand their priorities and decision-making processes. This panel discussion will provide insights into effective grant writing, relationship building, and aligning organizational goals with funder interests. Includes Q&A time for specific funding questions.
