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Fundamentals of Successful Fundraising - Session I of IV
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Fundamentals of Successful Fundraising - Session I of IV
Fundamentals of Successful Fundraising - Session I of IV


When: Thursday, April 3, 2014
9:00 a.m. to 5:00 p.m.
Where: Rollins College, Bush Executive Center Basement Room 10 (Main Campus)
SunTrust Parking Garage
East Lyman Avenue
Winter Park, Florida  32789
United States


Prepare your organization for long-term fundraising success. This workshop provides a comprehensive overview of the fundraising process using ethical, reliable methods that will give your organization the resilience to weather economic ups and downs. Designed for those at beginner or intermediate levels of fundraising experience, it is also required for those working to earn their Certificate in  Fundraising and Development.

Note: This workshop includes interactive activities requiring working lunches for participants during all four sessions. Lunch will be provided. Participants must register for and attend all 4 sessions, including the working lunches.

Participants will learn the basic questions and answers of fundraising:

Q: When are you ready to fundraise?
A: Institutional readiness, planning, & the case for support

Q: What do you raise money for?
A: Operations, endowment, special projects, & capital

Q: From whom do you raise money?
A: Individuals, foundations, corporations, & other organizations

Q: How do you fundraise?
A: Overview of the various strategies and methods used: from annual giving & e-philanthropy to major gifts & comprehensive campaigns

Q: What helps you fundraise?
A: Infrastructure: staffing, technology, research, & stewardship

Q: Who does the fundraising?
A: Managing staff & volunteers

As a result of this course, you will:

  • Understand the components of an ethical, comprehensive, and productive development program.
  • Emerge with a comprehensive understanding of the various vehicles and methods of fundraising.
  • Recognize and organize a layered approach to fundraising, which provides for multiple needs and markets.
  • Know better how to work with volunteers, Boards, and other colleagues.
  • Become a more effective representative of the development perspective within his/her workplace.

Tuition: $595 Members, $1150 Nonmembers

2014 Fundamentals of Successful Fundraising Dates:

I.   Thursday, April 3, 2014 9:00 am – 5:00 pm
II.  Thursday, April 10, 2014 9:00 am – 5:00 pm
III. Thursday, April 17, 2014 9:00 am – 5:00 pm
IV.  Thursday, April 24, 2014 9:00 am – 5:00 pm

Instructors:  Terri Chastain, CFRE, Consultant, and Marina Nice, Esq., Senior Vice President, SunTrust Bank’s Private Wealth Management

Terri ChastainTerri Chastain, CFRE, is a fundraising and training consultant for the Rollins College Philanthropy & Nonprofit Leadership Center. She has over 25 years of experience working for nonprofit organizations, including serving as Development Director for the Adult Literacy League and UCP of Central Florida. Her experience includes major gifts; training & management of staff, board, and volunteers; foundation & corporate support; annual fund; special events; and in-kind support, as well as direct program service in the fields of children’s, family, and disability / special needs services. Ms. Chastain has worked in the nonprofit and government sectors since completing her undergraduate education at Berry College in Rome, Georgia. She is a member, and a former board member, of the Association for Fundraising Professionals; a member and former board member of the Grant Professionals Network of Central Florida; and a Certified Fund Raising Executive, CFRE.

Marina Nice is part of the SunTrust Bank’s Private Wealth Management team in the Winter Park office. A Senior Vice President, Marina previously served as the Regional Fiduciary Services Manager for SunTrust in the Central Florida banking market. In addition, Marina serves as a Director and as Treasurer of The Martin Andersen-Gracia Andersen Foundation, Inc and as a board member for several Central Florida charities. A graduate of Rollins College and Duke University School of Law, Marina practiced law in Central Florida before becoming a charitable gift planner and investment officer for several charitable organizations over the last 15 years.


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