APRIL 2020

Often, advancement shops are working hard, making friends and raising money, but are doing so without a plan. There has not been time, but you know you need one. This presentation helps advancement officers to make the case to leadership to spend the money and time to create a strategic advancement operating plan.

Key Takeaways

1. To fully understand the elements of a strategic advancement operation plan.
2. To develop arguments to leadership to undertake the planning process.
3. To be prepared to address objections and common questions from leaders.

Speakers
Paul Yeghiayan, CFRE, AFP Master Trainer
Senior Consultant, Copley Raff, Inc.

Paul Yeghiayan is a senior consultant with Copley Raff, Inc. and has more than 15 years of experience building and directing fundraising initiatives across diverse nonprofits. He has raised more than $28 million in major gifts, planned gifts, and grants, and has served in leadership roles, such as VP of Development at the American University of Armenia and Foundation President at the National Association of City and County Health Officials. 

Kristen Lurye, Project Manager
Intellectual Property Owners Association Education Foundation

Kristen Lurye is the Project Manager for Intellectual Property Owners Education Foundation. She has been with the organization for almost three years and is responsible for fundraising and program management to support the IPO Education Foundation mission of educating the public about the value of intellectual property.

Larry Raff, MPH
President, Copley Raff, Inc.

Larry is president and principal of Copley Raff, Inc., a U.S. and international management and fundraising consulting firm that specializes in raising the sights of nonprofit organizations and helping to meet aspirational goals.

Larry has partnered with organizations of all sizes, advising on a full spectrum of philanthropy, campaign, program design, and governance issues, include dozens of hospitals and health systems, performing arts, higher education, mental health and human services organizations.Larry is a co-founder of the highly acclaimed planMGO immersive, four-day training program that transforms advancement professionals and volunteers into Master Gift Officers and has been publishing the GivingTake blog bi-weekly since 2011.

Registration Fees

Members $15
Nonmembers $25

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Full participation in Strategic Advancement Planning: Who, Why, and ROI is applicable for 1.0 points in Category 1.B – Education of the CFRE International application for initial certification and/or recertification.

Make sure to track the events you attend; you are responsible for submitting this information to CFRE for credit. As an Approved Provider, our events listed as qualifying for CFRE credits will already be accounted for by CFRE International, so no additional documentation should be required from us.