If the COVID-19 crisis has shown us anything, it’s that nonprofit organizations must shapeshift on demand. In addition to keeping the lights on, nonprofits must also keep thinking about fundraising and innovative programming. During this session, we’ll discuss how to incorporate existing programming with recent changes, and how to build a case statement applicable to different audiences.

This webinar is FREE to attend, but prior registration is required.

Chase Solutions

Much has changed with the recent WealthEngineTM upgrade to WE9. This webinar evolved from discussions with many clients who are finding both the time and urgency to dig deeper for philanthropic dollars in these uncertain times. A small fee will be used to support the heroes at Cape Cod Healthcare in their response to Covid-19. All proceeds will be donated to the Cape Cod Healthcare Foundation. Here is some of what we will cover.

WHO SHOULD ATTEND: Current WE clients who want to take leverage this period of uncertainty by using the powerful wealth intelligence tools that they subscribe to. Past WE clients who want to learn what has changed since they last used WE and organizations currently considering WE for wealth intelligence.

  • Tagging (users create tags to manage screening results and prospect lists)
  • Badges (system and user flags identifying key attributes)
  • List Management (manage screening files and move donors/prospects)
  • Social Media Integration (Facebook, Google, LinkedIn, Twitter)
  • Zillow Integration (view real estate information with one click)
  • Analytics & Giving vs. Capacity (demographics+ potential donor upgrades)
  • Predictive Modeling (find constituents who look like your top donors)
  • Preview of powerful features launching soon

Dave-Chase PRESENTER: Dave Chase, CEO of Chase Solutions Inc. and a senior WealthEngineTM Partner

He has been called the ultimate WE power user by folks at WealthEngineTM and was presented with the Lifetime Achievement Award for his contributions to the company at WE’s 2016 annual meeting. Dave has been advising WE on product development for nineteen years and maintains a close relationship with the product development team. He has been a reseller of WE for fifteen years providing sales, support, training, screening management, analytics and predictive modeling for clients from California to New England.

Dave is the founder of the The Freelance Prospect Research Network and The International Prospect Research Network. He has served on the boards of and as treasurer of the New England Development Research Association and secretary of the New England Association for Healthcare Philanthropy. He is a national presenter of professional seminars on prospect research and wealth intelligence. He has been active for many years with APRANEAHPNEDRAAFPMassachusetts Nonprofit NetworkPhilanthropy Partners of the Cape & IslandsMayflower SocietyCape Cod Genealogical Society, and BoardSource.

As a fundraiser, Dave co-founded and served as president of the Hyannis Youth & Community Center Foundation and chaired its successful $6 million capital campaign to build this $25 million Cape Cod community treasure.

Dave recently completed service on the board and executive committee, serving as vice president, treasurer of the corporation, and chair of the development committee, of Cape Cod Child Development, a $13 million child and family services organization.

Galas, athletic events, auctions and other events are a lifeline for nonprofits. Yet they’ve come to a halt as the coronavirus spreads. To cope, many charities are taking events online and creating virtual events to engage supporters. This webinar is worth 1.25 CFRE credits.

What does it take to create a successful virtual event? How can you create community and hit your revenue goals during this crisis?

  • an arts organization that moved its annual gala online in just three days
  • a company that helps charities raise money through online events
  • a small nonprofit that brings in more than a third of its annual revenue from events including peer-to-peer campaigns

Elizabeth Racheva, chief philanthropy officer at Washington Performing Arts, will explain how the organization transformed its annual gala into a live virtual event in 72 hours with impressive results. Racheva will share advice on how to adapt your in-person plans to minimize financial losses and make the most of an online format. She’ll share tips for creating a dynamic virtual program to keep participants engaged and giving ― including simple ways to optimize an online auction.

Roy Tuscany, founder of the High Fives Foundation, which raises more than a third of its annual revenue from events, will explain how to forge partnerships with companies to boost awareness of events and stretch your budget online. He’ll also offer tips for refreshing events to keep people participating and measuring success. 

Plus, you’ll learn from Megan Fett, account manager at Classy, an online fundraising service that helps thousands of nonprofits raise money online. Fett will share examples from groups that pivoted from in-person to virtual events during the pandemic. She’ll explain how to use digital tools and strategies to maximize results, including creating an easy online registration process that gathers useful data about supporters. She’ll also share dos and don’ts for virtual events, key steps to take when organizing a peer-to-peer campaign and provide a sample toolkit you can adapt to help volunteer fundraisers raise money easily.

What will you learn?

  • How to transform an in-person event into a virtual gathering 
  • Creative ways to engage supporters online, inspire greater giving, and stay within budget
  • How to forge partnerships with companies to defray expenses and boost revenue

PRESENTERS

ELIZABETH RACHEVA, Chief Philanthropy Officer, Washington Performing Arts

MEGAN FETT, Senior Customer Success Manager, Classy

ROY TUSCANY, Founder, High Fives Foundation

HOST: LISA SCHOHL, Editor, Online Learning, Chronicle of Philanthropy