Live Webinar

65-minute live streaming program
  • May 20
  • 1:00 - 2:05 pm EST

How to Collect Data While Maintaining Donor Privacy

May 20

Learn how to collect donor data without being annoying, invading privacy, or stepping into legal issues.

Researching donors is important but many people are concerned about how to find the information they need and how to use it ethically and effectively. We will discuss what information you need, where to get it, how to use it, and how to use this information to build strong relationships with prospective donors.

Learning Objectives

  • You will be able to define what kind of information you need.
  • You will be able to describe where to get the information you need.
  • You will be able to explain why researching donors is important.
  • You will be able to identify how to find and cultivate wealthy donors.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Agenda

What Kind of Data Should You Collect and Why
  • Wealth/Ability to Give
  • Propensity to Give
  • Interest in Your Cause
Where Do You Find This Data
  • Search Firms
  • Board and Volunteers
  • Ask the Prospective Donor
What Do You Do With This Information
  • Determining Ask Amount
  • Further Research
  • Cultivating the Donor
Assuring Confidentiality
  • Storing the Information
  • With Whom and When Do You Share the Information
  • Record Keeping
Finding the Right Information
  • Irrelevant Information
  • Talking to Your Donor
  • Cultivation Events
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Credits

Live Webinar Registration

  • CPE 1.2 including Finance 1.2
     
  • Lorman Education Services 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 web site: www.nasbaregistry.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 866-352-9539. CPE Credit: Maximum Credit Hours: 1.2 each session (based on a 50 minute credit hour). You must attend at least 50 minutes to obtain credit. Field of Study: Finance for 1.2 hours. Prerequisite: . Level of Knowledge: Intermediate. Teaching Method: Seminar/Lecture. Advance Preparation: None. Delivery Method: Group Internet Based. Please refer to the information in this brochure for outline, course content and objectives. Upon completion of this course, you will receive a certificate of attendance. Final approval of a course for CPE credit belongs with each state's regulatory board. Please note: In order to receive CPE credit for this course you MUST use the streaming audio option, as well as enable and complete the required progress checks.
     

Who should attend?

This live webinar is designed for accountants, CPAs, executive directors, controllers, enrolled agents, tax managers, CFOs, CEOs, presidents and vice presidents, business owners and managers, board members and treasurers.

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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

Faculty

Linda Lysakowski, ACFRE

Linda Lysakowski, ACFRE

Linda Lysakowski, LLC

  • Advanced Certified Fundraising Executive (ACFRE) with over 40 years in the development field
  • Managed capital campaigns, aided numerous nonprofits in achieving development goals, and trained 50,000+ professionals globally
  • Author of three dozen books, including works for the nonprofit sector, fiction, and travel
  • Developed and managed 14 online courses for nonprofits
  • Recipient of Outstanding Fundraising Executive awards from AFP chapters in Eastern PA, Las Vegas, and Sierra (NV)
  • International recognition with the Barbara Marion Award for Outstanding Service to AFP
  • Recipient of the Lifetime Achievement Award from the Las Vegas Chapter of AFP
  • Selected training and speaking engagements at the AFP International Conference, regional AFP chapters, and various national and international association conferences
  • Graduate of Alvernia College with majors in banking and finance, theology/philosophy
  • AFP Faculty Training Academy graduate and recipient of two AFP research grants
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Why Lorman?

Over 37 years and 1.4 million customers worth of experience providing continuing education. Our passion is providing you world-class training to help you succeed in business and as a professional.

All of your training, right here at Lorman

All of your training, right here at Lorman.

Pay once and get a full year of unlimited training in any format, any time!

  • OnDemand Courses
  • Live Webinars
  • MP3 Downloads
  • Course Manuals
  • Executive Reports
  • White Papers and Articles

Additional benefits include:

  • State Specific Credit Tracker
  • All-Access Pass Course Concierge

Questions? Call 877-296-2169 to speak with a real person.

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Product ID: 404634
Published 2024
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