Go See People! Securing More and Better Face-to-Face Visits; Sponsored by Dylewsky, Goldberg & Brenner, LLC
Successful fundraisers are not born. They don’t wing it. They don’t sit in their office waiting for the phone to ring. Successful fundraisers have a system, a process they follow to help them meet or exceed their goals. Consultant Joe Tumolo combines tried and tested techniques, real world examples, and humor to provide practical content that you can immediately start applying to your daily work.
Balancing an in-depth knowledge of sales, communications and fundraising, Joe will share concrete ideas and tools every fundraiser should know, such as:
- There’s always time to call and visit donors. You’ll learn how to redirect your focus so you can spend more time with donors.
- The skills and mindset of a great fundraiser are the same as a great salesperson. Joe will share proven sales disciplines that apply perfectly to fundraising.
- Learn how to create a plan for seeing people and how to maximize the time you spend with them.
- Learn how to make calling donors to set up a visit an enjoyable part of your job.
- See how the best communicators are not good “talkers”– they are good listeners.
- We need to be good at finding the story in our donors and telling those stories to others. You will learn how you can be a better storyteller.
By the end of this session, you will have more tools to guarantee more donor visits, specific ideas to build stronger relationships and get better results, and a process to improve the outcomes of donor interactions.
About Our Speaker
Joe Tumolo, CAP®, Constellation AdvancementOver the last 11 years, starting with The Planned Giving Company and Virtual Giving, Joe developed a client base of over 300 charities that included Universities, Independent Schools, National Charities and Healthcare and Social Service charities. He helped them with prospect screening, marketing, outbound telephone solicitation and strategy. In 2011 he helped form Planned Giving Marketing, LLC., a boutique agency that provides highly customized direct marketing programs for planned giving. In 2014 he joined the Constellation Advancement Group to focus all his attention to training and coaching charities to take their planned and major giving programs to the next level.
Joe speaks to and coaches fundraisers and board members all over the country. With the trend towards integrating major and planned gift responsibilities, he blends his relational sales training and planned giving approaches to develop well rounded fundraisers who move away from transactional fundraising to developing a connection with donors that leads to valued relationships. Joe is a board member of the Planned Giving Council of Greater Philadelphia. In his personal life and as a volunteer, Joe is planned giving chair for Montgomery County Community College in Blue Bell, PA where he helps in soliciting and stewarding planned giving donors.
More information at www.joetumolo.com. You may download a free copy of the companion book that goes with this program, and Joe will also bring free copies of his book for attendees.
Our Luncheon Sponsor
Dylewsky, Goldberg & Brenner, LLC was founded approximately twenty years ago by certified public accountants committed to providing the highest quality services to not-for-profit organizations, individual taxpayers, business owners and their businesses. We believe that attentive, personal service is the basis for a successful accountant-client relationship. We view this professional bond as an ongoing commitment to our clients’ financial, management, and tax matters – not merely an examination of data. Our dedicated staff of qualified professionals is committed to providing you with diverse services and benefits.
Our experience with not-for-profit organizations is extensive and up-to-date as it is a significant practice area for our firm.
For more information, please contact:
Reservations:
The Fairfield County Chapter of the Association of Fundraising Professionals (AFP) will hold its monthly educational program on Thursday, May 7, 2015 from 12 noon – 1:30 p.m. at The Norwalk Inn & Conference Center, 99 East Avenue, Norwalk, CT. Registration/networking opens at 11:30 a.m., and the buffet opens/meeting starts promptly at 12 noon.
- Contact Marianne Hickey at 203-834-1910, or by e-mail at
- Luncheon fee: AFP Members – $25; Non-Members – $45.
- We accept checks, and online credit card payments. If you wish to register online using your credit card, click here for the link or use https://www.chi-cash-advance.com/sforms/appeal942/Contribute.aspx
- Make check payable to “AFP-FC” and mail to:Marianne Hickey, 29 Black Alder Lane, Wilton, CT 06897
*Payment is appreciated in advance
*Anyone who has made a reservation and cannot attend the luncheon must cancel by 3 pm on the Wednesday preceding the luncheon. If no cancellation has been received, there will be no refund or carry over of the luncheon fee. If pre-payment has not been made and no cancellation has been received by 3 pm on Wednesday, that person will be billed for the amount due for the luncheon.
CFRE Credits:
You earn 1.5 CFRE credits toward certification for each Luncheon Meeting you attend. For more information about CFRE certification, please visit: http://www.afpnet.org/Professional/CertificationList.cfm?navItemNumber=554
We thank the following 2015 Sponsors
for making our Programs available:
January 8, 2015 Luncheon
For wealthy individuals and families with complex wealth management needs, U.S. Trust offers innovative and customized financial solutions to help meet unique lifestyle, family, business and philanthropic goals.
A coordinated team backed by more than 200 years of experience and the resources of one of the world’s largest financial institutions works with each client to understand and address their needs.
U.S. Trust, Bank of America Private Wealth Management
1 Gorham Island, Suite 202, Westport, CT 06880
For more than a quarter century, StaleyRobeson has provided professional fund-raising counsel and guidance to hundreds of not-for-profits. Our clients include independent schools, colleges and universities, medical centers and hospitals, libraries, human service agencies, and character-building organizations.
Regardless of your organization’s size, constituency or circumstance, StaleyRobeson’s professionals are prepared by training and experience to respond to the unique challenges of the not-for-profit community.
www.staleyrobeson.com
800-659-7247
Craig Rosenberg, CRPC, CDFA
S & R Associates
First Vice President-Wealth Management, Senior Financial Advisor
Portfolio Manager, PIA Program
Merrill Lynch
1499 Post Road, 2nd Floor
Fairfield, CT 06824
T 203.254.6987 T 866.797.9289 F 203.648.4754
April 2, 2015 Breakfast
BlumShapiro is the largest regional accounting, tax and business consulting firm based in New England with offices in Connecticut, Massachusetts and Rhode Island. We have grown to over 400 accounting, consulting and administrative professionals, making us one of the top 60 largest accounting firms in the U.S.
Drawing upon our breadth and depth of experience in our primary service areas — privately held businesses, non-profit organizations and government entities–we strategically tailor and consistently deliver tested solutions for unlocking the full potential of your organization. Our highly valued team members bring their diverse backgrounds and strengths to the table resulting in you receiving a true blend of national firm experience and local firm delivery. We offer a wide range of services under one roof, including audit, tax and business consulting. Our team shares a common passion: a personal commitment to each client’s success as well as to the communities in which we live and work.
Lori M. Budnick, Partner
29 South Main Street, West Hartford, CT 06107
PH: 860-561-6828
www.blumshapiro.com
May 7, 2015 Luncheon
Dylewsky, Goldberg & Brenner, LLC was founded approximately twenty years ago by certified public accountants committed to providing the highest quality services to not-for-profit organizations, individual taxpayers, business owners and their businesses. We believe that attentive, personal service is the basis for a successful accountant-client relationship. We view this professional bond as an ongoing commitment to our clients’ financial, management, and tax matters – not merely an examination of data. Our dedicated staff of qualified professionals is committed to providing you with diverse services and benefits.
Our experience with not-for-profit organizations is extensive and up-to-date as it is a significant practice area for our firm.
For more information, please contact Scott M. Brenner, CPA at 203-975-8830 or .
June 4, 2015 Luncheon
Who We Are
Since 1995, we have helped leading nonprofits across the United States and Canada remove their biggest planned giving obstacles and double the results of their planned giving efforts with limited time and money. We listen to nonprofits—and their donors—and take what we hear to continually perfect the planned giving bridge between nonprofits and their donors. The result is the most cost effective, time efficient planned giving presentation system—donor motivation “in a box.”
Through The Donor Motivation Program® and The Donor Motivation Professionals of North America, a network of trained professionals, we have helped North American charities “motivate planned giving!” Tens of thousands of donors have engaged in our Donor Presentation Experience and rated it either “one of the finest” or “absolutely the best” of its type. Why? It “speaks donor!”
Executive Director
84 West Park Place, Stamford, CT 06901
September 3, 2015 Luncheon
As a nonprofit organization or philanthropic individual, you serve your community and the causes that are important to you with care and compassion, and seek to make a positive difference in the lives of others.
At Wells Fargo, we are dedicated to helping nonprofit organizations, individuals and families achieve their strategic charitable goals and missions. By working together to understand your unique needs, we can provide innovative solutions to help meet your objectives and help bring your charitable vision to life.
To learn more about how Wells Fargo Philanthropic Services can help serve the needs of your nonprofit organization or meet your individual charitable goals, please contact:
Wendy Miller
Vice President – Philanthropic Specialist
Wells Fargo
90 State House Square, 11th Floor
Hartford, CT 06103
860.692.7202
October 1, 2015 Breakfast
Day Pitney LLP is a full-service law firm with close to 300 attorneys throughout Boston, Connecticut, New Jersey, New York, and Washington, DC. With one of the largest and most sophisticated individual clients practices in the country, the firm has extensive experience advising individuals and their families, and helping fiduciaries and tax-exempt entities plan for the future. The firm also offers clients strong corporate and litigation practices, with experience on behalf of large national and international corporations, as well as emerging- and middle-market companies.
Day Pitney lawyers routinely represent charitable organizations, business and industry associations, schools, hospitals, museums and private foundations. These entities are subject to unique tax and regulatory requirements that necessitate experienced counsel. In addition to providing tax and regulatory advice, our lawyers often act as general counsel to these organizations, advising them on contractual matters, governance, mergers, acquisitions and affiliations, employment matters, governmental regulation, environmental issues, and real estate transactions, among other matters, all the while keeping in mind the unique requirements applicable to maintaining tax-exempt status.
Jennifer M. Pagnillo, Partner
24 Field Point Road | Greenwich, CT 06830
| (203) 862 7875
BOSTON CONNECTICUT NEW JERSEY NEW YORK WASHINGTON, DC www.daypitney.com
December 3, 2015 Luncheon
CompuMail has provided marketing communication services for over 21 years, specializing in data processing; graphic design services; digital, offset, and thermographic printing; purl, gurl and QR code development; direct mail services and more – all in our facility in central Connecticut. Whether it is printing your business cards or developing and managing your fundraising campaign, we engage industry leading technologies in order to bring our clients the best products and results.
Call us today to address any of your marketing or fundraising needs!