JGA Webinars

Complimentary Webinars

JGA occasionally conducts free webinars to share our knowledge on issues of importance to nonprofits. Please register to join us for our upcoming webinar or listen to a recording of one of our past webinars.

 

Understanding High Net Worth Donors – The 2018 US Trust® Study of High Net Worth Philanthropy

Recorded: November 8, 2018 Watch Now

Major gift donors are crucial for the ongoing sustainability of your nonprofit’s mission. In fact, high net worth donors often provide as much as 90% of the campaign funds for nonprofit campaigns. Join us as we examine the latest data on America’s wealthiest donors and how you can use this data to structure your major and planned gift program.

 

The 2018 U.S. Trust® Study of High Net Worth Philanthropy, just released in October, examines the giving patterns, priorities, and attitudes of America’s high net worth households. This seventh edition of the biennial study, researched by the Indiana University Lilly Family School of Philanthropy, provides nonprofits with valuable insights into the giving preferences and motivations for major gift prospects. For the second time, the study includes deeper analysis based on age, gender, sexual orientation, and race.

 

Presenters:

  • Dr. Una Osili, Associate Dean for Research and International Programs with the Indiana University Lilly Family School of Philanthropy; Professor of Economics and Philanthropic Studies at IUPUI; Dean’s Fellow, Mays Family Institute on Diverse Philanthropy
  • William Jarvis, Managing Director, Market Strategy and Delivery with U.S. Trust, Bank of America Private Wealth Management
  • Angela White, Senior Consultant and CEO, Johnson, Grossnickle and Associates

 

 

Translating Nonprofit Jargon into Effective Communications

Recorded: October 3, 2018  Watch Now

Sometimes, the nonprofit world speaks with so much jargon that it can almost seem like it has its own language. The problem is, we often get so wrapped up in our world that we forget to “translate” our language when we’re communicating with the audiences we most need to reach: donors and influencers. We’ll share real-world examples and practical tips that will help you communicate more clearly and effectively.

 

Presenters:

  • John Thomas, Writer/Strategist, with communications firm JTPR, Inc.
  • Angela White, Senior Consultant and CEO, Johnson, Grossnickle and Associates

 

Impact of Tax Law Changes on Donor Behavior

Recorded: August 24, 2018 Watch Now

Significant changes to the federal tax code took effect this year, but will those changes affect the motivations and priorities of your donors? If so, when will the effects become apparent? In this webinar, we will examine the practical planning implications of the changes and their potential impact on donor psychology, along with actions steps for organizations to consider in this new environment.

 

“Giving USA 2018 Annual Report on Philanthropy” – The Findings and Their Implications for Nonprofits

Recorded: Wednesday, June 13, 2018 Watch Now

Join JGA as we delve into the latest release of “Giving USA 2018: The Annual Report on Philanthropy for 2017″ and uncover what the data says about the state of fundraising and donor trends. You will learn what is driving charitable giving within each nonprofit sector and key opportunities and challenges for your continued philanthropic growth.

 

Anna Pruitt, Managing Editor of Giving USA, will join JGA’s Senior Consultant and CEO Angela White for an extended discussion of Giving USA’s findings and their implications for your organization. Hear from the experts the latest giving trends, how to interpret the numbers, and their likely impact on your advancement efforts.

Crafting Campaign Messaging that Inspires Donors 

Recorded: Tuesday, May 15, 2018 Watch Now

You’ve assembled the committee, set the goal, tested the feasibility, and carefully curated the vision for your organization’s next big campaign with key donors. Now it’s time to take it public! In this webinar, we’ll talk to SmallBox CEO, Jenny Banner, about the importance of messaging and how to ensure it helps you reach your campaign goals.    We’ll Share: 

  • How human-centered design, often called design thinking, can fuel campaign messaging
  • Examples of successful campaign messages from various organizations 
  • Methods for gathering audience input and feedback
  • How to test your message before launching the public phase of your campaign

Introducing “Generosity For Life” – How is Generosity Changing in America

Recorded: November 14, 2017  Watch Now
Americans are giving to causes they care about in new ways. What factors explain changes in generosity?  
Listen as a panel of giving experts discuss patterns in giving in America and efforts to increase giving among emerging generations of philanthropists. A new, interactive, online platform from the Indiana University Lilly Family School of Philanthropy called Generosity For Life* seeks to deepen the understanding of American giving and inspire a new generation of philanthropists.   Panelists:

  • Bill Stanczykiewicz (Director, The Fund Raising School)
  • Derrick Feldmann (CEO, Achieve)
  • Dr. Una Osili (Associate Dean for Research and International Programs, IU Lilly Family School of Philanthropy)
  • Chris Jarvis, (Co-Founder and CEO, REALIZED WORTH)
  • Angela White (Senior Consultant and CEO, Johnson, Grossnickle and Associates)

* GenerosityForLife.org was made possible through the generous support of the John Templeton Foundation.

Uncovering What’s Working in Fundraising Campaigns

Recorded: October 24, 2017 Watch Now
Campaigns are an important tool for raising funds for your organization. In this webinar, we will examine recently released data on campaign trends and provide advice derived from experience leading and advising on dozens of campaigns to help you uncover what it takes to be successful and keep the momentum going in a campaign today.   We share in the webinar:

  • A review of the latest giving trends and their anticipated impact on giving in a campaign
  • Examine data on giving in campaigns from a variety of industry resources and our own experience
  • A discussion of campaign best practices including tips to keep momentum in a campaign and reinvigorate a stalled campaign

Blending the Art of Fundraising with the Science of Major Gift Metrics

Recorded: August 9, 2017

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The art of fundraising focuses on fostering support for your mission by developing relationships with donors and aligning their philanthropic goals with organizational needs. Yet, as a leader, you need to focus on both the art and science of fundraising by tracking the metrics behind those relationships. This session will focus on how you can apply metrics to effectively measure major gift metrics and to align internal and external expectations.

You’ll learn:

  • Factors to consider when establishing metrics
  • How to establish metrics that support key institutional strategies
  • Methods to track and reward key behaviors working with the guidelines of professional ethics standards
  • How to optimize staff assignments within your donor prospect pool in a way that provides gift officers time to approach donors strategically
  • Examples of dashboards and measurement tools to provide leadership with a quick visual overview of achievements

Note: Full participation in “Blending the Art of Fundraising with the Science of Major Gift Metrics” is applicable for 2 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Essential Elements of a Successful Major Gift Program

Recorded: February 15, 2017 

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A key element for the long term sustainability of any fundraising program is creating an ongoing and systematic program of major gift philanthropy. This session will focus on developing a process that creates a purposeful, organized, and ongoing program for identifying and cultivating relationships with donors that leads to the successful solicitation of major gifts.

 

Participants will learn tips to strengthen their major gift program, including practical techniques to incorporate right away into major gift solicitations. The presentation will conclude with a checklist for ensuring your current major gift program has the key elements necessary to successfully work with major gift prospects and donors.

Making the Case: Inspiring donor passion for your vision

Recorded: May 12, 2016 Watch Now
Research has shown that transformative giving is driven by sharing a powerful vision for the future. A case for support is one of your organization’s earliest opportunities to invite your current and prospective donors to join you in making that vision a reality. But, there are key elements that must be included to make a case for support effective at inspiring others to support your vision with their best gifts.   Join us as we examine what makes an effective case for support that resonates with current donors and prospects, prep work to undertake before you write your case, key questions to answer in your case statement, and identifying motivations that inspire donors to give.

Integrating Planned Giving into Major and Annual Gift Programs

Recorded: February 10, 2016 Watch Now
Several generational, demographic, and financial trends are converging on philanthropy. This convergence requires us to respond with a donor-centered fundraising approach that integrates our approach to annual, major, and planned giving.   Learn the fundamentals and best practices for incorporating planned gifts into your existing development plan, including how to:

  • Identify opportunities to integrate planned giving and the importance of establishing a planned giving strategy for your organization
  • Identify planned giving prospects in your major gift and annual donor pipelines
  • Incorporate planned gifts into your marketing strategies
  • Strengthen your legacy societies

Considering an Endowment Campaign: Possibilities and Implications for Institutions

Recorded: November 30, 2015 Watch Now
In the last decade, more and more nonprofit institutions have begun including endowment as a part of their campaigns. To be successful, organizations must take a strategic approach and consider the implications of recent trends in philanthropy when considering a campaign to raise endowment funds. For instance, how will the much discussed generational wealth transfer impact endowments? What does the increased tendency of trustees or members of boards of directors to use a combination of current and planned gifting mean for endowment funding? Successfully anticipating these trends can position your next endowment campaign for greater success. Please invite key leadership, finance, and advancement representatives from your organization to this free webinar for a strategic discussion co-presented with Oxford Financial Group, Ltd., a leading investment consultant for endowments and foundations.   Specific issues to be addressed include:

    • Issues and concerns institutions must bear in mind as they consider a campaign with endowment components.
    • How to shape and position endowment as an attractive option for prospective donors.
    • How to internally prepare for gifts to endowment and, hopefully, growth in endowment.
    • Best practices for establishing a goals-based framework for measuring investment success.
    • How to develop an Investment Policy Statement (IPS) and revisit it regularly.

How to Identify Donors and Strengthen Relationships Webinar Series

Part One – Strategies for Donor Identification, Qualification, Cultivation and Solicitation Recorded: August 28, 2015, Watch Now
Part Two – Strategies for Meaningful Stewardship and Outlining Fundraising Roles for Staff, Board, and Volunteers Recorded: September 24, 2015, Watch Now
Fundraising at your nonprofit relies on your ability to successfully shepherd donor relationships through the five-step process of identification, qualification, cultivation, solicitation, and stewardship. In this two-part webinar series, we will share best practices for strengthening donor relationships at all phases. JGA Senior Consultant and CEO Angela White and JGA Consultant Tim Ardillo will lead the sessions and share from their experiences with clients and as front-line fundraisers. Watch Part One of our donor series to learn prospect identification techniques, ideas for developing a cultivation strategy, and tips to prepare for a successful solicitation visit. Watch Part Two of the series as we focus on successful stewardship of donors and also outline best practices for developing team roles in a donor-centered fundraising program for your staff, board, and other volunteers.

Strategic Planning: Preparing to Map Your Organization’s Future

Recorded: Wednesday, April 15, 2015 Watch Now
How can you turn your organization’s dreams into reality? This session will explore the vital role that strategic plans have within our organizations and describe a process for developing a comprehensive plan. A strategic plan is a road map that will assist in leading your organization from where it is today to where it wants to go in the future. We will provide detail on the components of a plan and discuss ways to gather and synthesize the information to build a plan that creates essential buy-in from key stakeholders.

Charitable Solicitation Registration: What does it mean for your nonprofit and how do you comply?

Recorded: Wednesday, February 4, 2015 Watch Now
Do you seek donations (such as meeting with donors to request gifts or sending direct mail solicitations to seek donations) from individuals or businesses in your state or elsewhere? Do you have a “donate now” button on your website? These activities often are regulated by individual states which, in turn, often require registration by a charity seeking donations. These often misunderstood, and often overlooked, legal registration requirements impact nonprofits who solicit in 38 states (and the District of Columbia), and most require registration before soliciting funds.   As this issue has come to the forefront recently, we urge you to join us as we summarize the myriad requirements and exemptions that currently exist, and seek to assist you in understanding the impact of these regulations on your organization and its solicitations of funds. JGA Senior Consultant and CEO Angela White will be joined by representatives from the international law firm of Faegre Baker Daniels to give you a brief overview of charitable solicitation requirements and to answer your questions.

Gender Parity: The Role of Women in Philanthropic Decision Making

Recorded: Friday, December 12, 2014

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Women’s ability to contribute and make a lasting impact in philanthropy is often over looked and under-utilized. In truth, women are driving many of the philanthropic decisions in this country. Research tells us that women behave differently than men in their philanthropic giving. We cannot assume what works for men will be applicable to women. This session will outline key considerations for success when soliciting gifts from women, including understanding the differences between men and women donors, understanding key motivators for women donors, and how to steward and recognize women’s gifts.