AFP DFW 2014: Digital "Do It Yourself" for Major Gift Professionals

Carolyn M. Appleton, CFRE Austin, Texas AFP DFW Philanthropy in Action 2014 Irving Convention Center





 Great idea!

But do they really know what is involved ….

 How Did My Quest Begin?

Risk Assessment  Your personal assessment:

Staff allies Community allies Existing Data Physical plant

Think …  Once your assessment is complete, ponder one last time:

 Should you commence, or stop now  Is the challenge truly worthwhile  Are you willing to roll-up your sleeves  Are you willing to give your “all”

Let’s Do It! 

Changes  “Digital toppled the donor pyramid. Actually, it crumbled it … slowly, surely … until there was nothing left but an empty frame.

A triangle on paper. The donors no longer fit inside of it. R.I.P. donor pyramid.

You had a good run.”

~ Claire Axelrad, Fundraising Success Magazine (May, 2014)

Toolbox   Internal feasibility studies  Microsoft Word and Excel  WealthEngine  Grasshopper  SlideShare  Paperless Post and Cartolina  OpenTable  Social media and blogging  The Cloud

Lending a Hand   For my contacts at WealthEngine, NTEN and Grasshopper, please contact me at carolyn.appleton@att.net  For links to the online platforms discussed (and hints to speed-up your adoption process), contact me at carolyn.appleton@att.net)  I recommend RedCape Company – Microsoft and Excel training (redcapeco.com)

Online Resources   Carolyn’s Nonprofit Blog carolynmappleton.wordpress.com

 Fundraising Resources (tandem blog) fundraisingresources.wordpress.com

NTEN: Nonprofit Technology Network nten.org

 Dealing with Stress

fundraisingresources.wordpress.com/about/dealingwith-stress-preparing-to-write

Thank You!  Carolyn M. Appleton, CFRE Austin, Texas (512) 954-4477 carolyn.appleton@att.net