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Achieve More With Your Phonathon

November 11th, 2013 | No Comments | Posted in Webinars and other Training


Go For It 07
Go For It 07

Stetson University

421 N. Woodland Blvd
DeLand, Florida 32723
Register at:

Or call 832-689-9393


We will cover:

- Phonathon Timeline
- When to Call & Who to Call
- Phonathon Budgets & Goals
- Segmenting
- Scripts and Appeals,
- Pre-Call Mailings
- Recruiting and Advertising!
- Data Integrity
- Data Cleaning
- Matching Gifts
- Voice Messages
- Retaining Callers
- Caller Education
- Caller Responsibilities
- Handling Objections
- Telephone Etiquette
- Caller Expectations
- Nightly Management
- Analyzing Reports
- Games & Activities
- Pledge Reminders
- Fulfillment Expectations
- and MORE!


Phonathon Workshop
Go For It 07

 January 9-10, 2014


Go For It 07

While at the conference, take advantage of
FREE 45 minute consulting sessions
to review your annual giving program
(limited availability, reserve your session by email)


Go For It 07
Go For It 07



Tips, tricks and tactics to get the most out of online prospect screening and research tools

November 4th, 2013 | No Comments | Posted in Webinars and other Training


Tips, tricks and tactics to get the most out of our online prospect screening and research tools 

Tuesday, November 12th, 2 pm Eastern Time

Sign up for this free webinar

Learn all of the new capabilities of ProspectView Online at a free webinar with DonorSearch CEO Bill Tedesco on Tuesday, November 12, from 2-3 pm. In this free one-hour webinar, you’ll learn:


  • The latest improvements to our suite of online tools
  • How to do more effective prospect screening and research
  • How to build customized screening reports
  • How to use DonorSearch to more efficiently use scarce development resources


Bring your questions to this free webinar, and get answers and ideas that can help you find and research more strong prospects every day.To register, please just click the link below or copy it into your web browser.

. Seats are limited, so please don’t delay.

Find Out More

Reserve your spot by email

Reserve your spot by phone:


Brian Lacy and Associates

Brian Lacy


We start with proven philanthropy.

The Best Webinar You’ll Attend This Year

July 1st, 2013 | No Comments | Posted in Webinars and other Training

Markers in Philanthropy is a presentation based on powerful research into major gift philanthropy up to 2011.  In this webinar Bill Tedesco reviews, in order of importance, the most telling indicators that one prospect or another is likely to make five, six, and seven figure gifts.  Bill explains easily applied methods using free data that all non-profits should use in identifying future major gift donors.

Enjoy a well spent hour learning about free services that point out best prospects in any database.


Date: Monday, July 15, 2013
Time: 2:00 PM – 3:00 PM CDT


Date:Tuesday, July 16, 2013Time:10:00 AM – 11:00 AM CDT

Looking for donors who fund organizations like yours? Want to know what your prospects can give or do give?

June 21st, 2013 | No Comments | Posted in Webinars and other Training

The newly redesigned ProspectView online tool is best in class and accesses the most U.S. public gift data available.

Attend a short online demo to learn more.  Webinar attendees qualify for a SEVEN day trial account.

  • Gain a better understanding of your constituents
  • Learn about and analyze key actionable data
  • Confidently prepare development officers and volunteer solicitors
  • Uncover the broadest public view of your prospects’ giving
  • Understand their capacity to give as well as their interests
  • Draw on top industry research in philanthropy and work with leading research professionals
  • Access all of the most respected U.S. databases

ProspectView can help you succeed!

Free 45 minute webinar including closing Q&A.

You must register to attend:

Date: Monday, July 22, 2013
Time: 9:00 AM – 9:45 AM CDT

Date: Monday, July 22, 2013
Time: 2:00 PM – 2:45 PM CDT


For assistance with registration, call Adam at 832-689-9393 or email him at

Develop better strategies to close major gifts with RELATIONSHIP MAPPING

June 12th, 2013 | No Comments | Posted in Webinars and other Training

Attend a short online demonstration to learn more about how Prospect Visual enables universities and other non-profits to see paths to better prospects and bigger gifts.

1) Enjoy Relationship Profiling that is quick and lets you focus on fundraising.

2) See Affinity Ranking that helps you understand who is ready to give now.

3) Discover Mutual Connections you need to be leveraging for introductions and access.

4) Learn which constituents have the most important Spheres of Influence.

5) Visually Map your prospects and their networks in seconds.

Free 45 minute webinar including closing Q&A.

You must register to attend on either:

Tue, Jun 25, 2013 at 12:00 PM CT

or  Thu, Jun 27, 2013 at 2:00 PM CT


For assistance with registration, call Adam at 832-689-9393 or email him at

Webinar by Jonathan Gudema

February 7th, 2013 | No Comments | Posted in Webinars and other Training

Initiating the Legacy Conversation and Getting to the Ask

Planned Giving fundraising is about engaging donors in conversations about the legacy they will leave with your organization. Fundraisers need to know how, when, and with whom to initiate these conversations and, once that happens, know how to make an appropriate “ask.”  This session will teach fundraisers how to identify their best legacy prospects, develop a compelling legacy case, and craft a successful “ask.”

Tuesday, April 9th also at 2pm ET / 1pm CT / 12noon MT / 11am PT Register

About Jonathan Gudema, Esq.

Jonathan Gudema has over 17 years of experience advising non-profit organizations on planned gift arrangements and tax-advantaged charitable estate planning options. An attorney by training, Jonathan has played key roles in helping non-profit organizations manage planned giving programs, working with donors and their advisors in cultivating, and closing significant planned gifts.

Prior to co-founding PG Advisors, Jonathan was Managing Director at Changing our World, a U.S. top-three fundraising consulting firm, where he focused on planned giving consulting. As a member of the firm’s senior management team he led consulting projects and teams, and was director of outsourced planned giving for several major clients.

Jonathan also held senior position at several non-profit organizations where he was responsible for providing legal and strategic counsel for major fundraising initiatives. Jonathan is the author of The Planned Giving Blog which receives over 20,000 visitors a year and provides news and commentary on all things planned giving. Jonathan earned a B.A. in Political Science from Rutgers University and a J.D. from Western New England College School of Law.



Jonathan Gudema, Esq.
Planned Giving Advisors, LLC

Webinar by Bill Huddleston

February 6th, 2013 | No Comments | Posted in Webinars and other Training

Webinar: Raising Unrestricted Revenue with the Combined Federal Campaign

In this webinar you will learn what’s needed to apply to the Combined Federal Campaign, (CFC) which generates more than $250 million annually. You will also be taught how to use the CFC as part of your leadership development efforts and the 7 Keys to CFC Success, including the “three magic words” that can triple the size of donations to your non-profit.

Tuesday, February 19th at 2pm ET / 1pm CT / 12noon MT / 11am PT Register
Thursday, February 28th at 12noon ET / 11am CT / 10am MT / 9am PT Register

About Bill Huddleston

Bill earned his MPA in Non-Profit Management from George Mason University, and in  his Federal career served in many CFC campaign leadership roles, including deputy campaign manager, communications chairperson, and special events chair. He specializes in showing non-profits how to generate increased awareness of their story.

Bill is on the faculties of the Foundation Center and the Center for Nonprofit Advancement in Washington, D.C.  He is a frequent writer and speaker  on workplace giving and leadership development.

MPA in Nonprofit Management, George Mason University

Webinars by Jay Frost

February 5th, 2013 | No Comments | Posted in Webinars and other Training

Social Media Webinars

Through the whole webinar series, Twitter, Facebook, and LinkedIn are explored in separate, in-depth sessions with a focus on fundraising. Participants will learn how to establish, maintain, promote and monitor these specific social media channels. Specific examples will be provided to show how to build and engage audiences, manage content and time, and utilize tools to raise both awareness and income. A final webinar on Case Studies will cover how these channels have been used in concert by large and small charities to advance brand identity, attract new supporters and generate new revenue.

Webinars are 1 for $179, 2 for $325, 3 for $450, 4 for $500.

Twitter: Tuesday, March 5th at 2pm ET / 1pm CT / 12noon MT / 11am PT Register

Linkedin: Friday, March 15th at 12noon ET / 11am CT / 10am MT / 9am PT Register

Facebook: Wednesday, March 20th at 1pm ET / 12noon CT / 11am MT / 10am PT Register

Case Studies: Thursday, March 28th at 12noon ET / 11am CT / 10am MT / 9am PT Register

About Jay Frost

Jay Frost is a 25 year veteran of the world of philanthropy and one of the most popular speakers in the field of fundraising.  Over the years, Jay has played a leadership role in several companies serving the third sector, including, WealthEngine and Wealth ID. In addition, Jay has also served as Director of Major Gifts at the International Rescue Committee, Editor of WFC/International Philanthropy, Development Associate at Meridian International Center and as a Program Specialist at the National Endowment for the Arts.  As a volunteer and educator, Jay has been a member of the CASE Industry Advisory Council, a past board member of the Association of Professional Researchers for Advancement (APRA) and a featured speaker at conferences in the US, UK and Asia.

Jay Frost
Jerold Panas, Linzy & Partners
500 North Michigan Avenue, Suite 2008
Chicago, IL  60611
312-222-1212 – Phone
312-222-9411 – Fax
571-426-6214 – Mobile

Webinar by Valarie Minetos

February 5th, 2013 | No Comments | Posted in Webinars and other Training

Webinar: Better Auction Planning for Better Fundraising Results

Valarie Minetos brings tremendous experience in special events fundraising.  If you are contemplating an auction event and need that “WOW” factor, this webinar is for you!  With a roadmap to reach your destination, we will cover the best practices, the common mistakes to avoid, and ideas to increase your auction revenues. The goal is to in inspire you with new ideas on increasing your auction revenues.


Tuesday, February 19th at 12noon ET / 11am CT / 10am MT / 9am PT Register
Thursday, February 28th at 2pm ET / 1pm CT / 12noon MT / 11am PT Register 

About Valarie Minetos

Valarie Minetos, Sales & Marketing Director of CrestWare, Inc. (providers of AuctionStar® software and services) has chaired and consulted on silent auction fundraising events. Valarie was drafted into fundraising by her children’s soccer teams, where she became enamored with helping non-profit organizations through the application of technology and volunteer management. She has written several articles that have been published in Ronald McDonald House Charities Headquarters “Flash Facts”, Ronald McDonald House Charities “Hearts and Hands” and Advancing Philanthropy magazines.  Valarie has worked with non profit organizations since 2001, assisting with servicing auction fundraisers with software and event services.  She has had the privilege of seeing schools and non profits streamline their auction process and increase their revenue stream.  She enjoys the opportunity to share her event knowledge so that everyone has a positive auction experience leading to greater auction revenues.

Valarie leverages extensive commercial experience including small business management, sales and marketing management and accounting in various positions with Prudential Insurance Company, Prudential Health Maintenance Organization and Chevron Corporation, as well as international business experience with the National Bank of Greece.  Valarie holds an MBA and a Bachelor of Science degree in Marketing and International Business from the Ohio State University.
(713) 665-1231
Houston, TX

October/November Webinar Series

September 12th, 2012 | No Comments | Posted in Webinars and other Training

Brian Lacy & Associates is arranging seven webinars in October and November.

Scott VanDeusen

  • Growing Constituent Engagement Through Direct Mail
    Wednesday October 31

Abbie J. von Schlegell, CFRE

  • Major Gifts in Small Shops
    Monday November 12
  • Women in Philanthropy
    Wednesday November 14

Jay Frost

  • How Much Are They Worth?
    Monday October 29
  • Global Fundraising
    Wednesday November 7

Sean D. Hammerle, CFRE

  • Board Development: Your Dream Team Board
    Monday November 5
  • Event Fundraising: Special Event Fundraising Is Sometimes Neither Special Nor Fun
    Tuesday November 13

All webinars are at 2pm ET / 1pm CT / 12pm MT / 11noon PT.
Webinars are 1 for $179, 2 for $325, 3 for $450, 4 for $500, 5 for $550.