End of year giving is one of the most stressful times for fundraisers and nonprofits – whether you’re seeking to close the year strong, close a gap in support, or stay on track for success, a strong end of year gameplan is essential; especially for small to mid-size organizations.
In this entertaining, informative, and interactive session, you’ll get the support, ideas, and encouragement you need to have success at the year end and beyond.
The focus will be on developing a multi- channel year end gameplan that can be implemented by any size organization. We’ll walk through identifying initiatives; prioritizing prospects; laying out a gameplan from start to finish for your year-end campaign, and how to engage your board in the year end plan.
Participants will have an opportunity to develop a year-end framework that can be implemented after the session. Templates for end of year plans will also be available for participants.
Recorded 8/2/23.
Paul F Morris, Executive Fundraising Coach, Auxilia
A highly-skilled professional comfortable with strategic visioning and “brass-tacks” tactical fundraising. Over a 30-year career in fundraising, Paul’s work has resulted in tens of millions of dollars being raised and thousands of donors being engaged for a wide spectrum of not-for-profit organizations. He has led successful development efforts in direct health services at the state and national levels; regional theatre; architectural preservation; a statewide organization offering chess to low-income students; lead development, communication, and operations for an organization focused on breaking generational cycles of poverty in outer NE Portland through a classroom curriculum and 1:1 mentoring; and most recently lead development efforts for an environmental education organization set on a 100-acre site in the metro area.
In his consulting practice, Paul works with clients nationwide with a focus on planning/systems, annual and major gift support, and grants.
Paul has a commitment to giving back to the community and the profession, including regular speaking and teaching engagements focused on small or emerging not-for-profits navigating success. In his volunteer work, he utilizes his background and expertise to help other not-for-profits develop their own sustainable and scalable fundraising programs.
Paul lives in Beaverton with his family.