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Major Gifts: Making The Ask—A Call to Action

November 6, 2013 @ 9:30 am

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Presented by  Theresa Shubeck, Executive Vice President, Ruotolo Associates, Inc., Milissa Else,Vice President and Director, Church Division, Ruotolo Associates

 

We can spend a great deal of time talking about major gifts, mining our database, identifying potential major donors, and cultivating donors, but in the end we must actually make the ask.  As a follow up to “Major Gifts: Are You in the Mailbox or the Living Room?,” this workshop will examine a variety of major gift solicitation scenarios.  Participants will glean important insights on all aspects of the actual “ask”, including overcoming fear and objections.  Participants will have the opportunity to interact in staged scenarios as “donors” and “those making the ask.”  Discussion regarding timing, materials and preparation are also included in this program.  The participants will leave the workshop with all the tools needed to make “the ask” with confidence.

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Date and Time


Wednesday, November 6,  2013
9:30 a.m. Registration/Coffee
10:00 a.m. Program
12:30 p.m. Lunch (included)

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Location


Franciscan Spiritual Center

609 S. Convent Road
Aston, PA  (Philadelphia Area)
Directions and Map

 

Overnight Accommodations


Overnight accommodations are available for $35/per person.  To make a reservation, please contact Sharon Tracy of the Sisters of St. Francis Foundation at (610) 558-5352 or via email at stracy@osfphila.org.  Please note, payment is due upon arrival (cash/checks only)

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Registration


Fees:
Members: $50 (Remember to sign in to receive your discount)
Nonmembers: $65

Registration Deadline: November 6, 2013

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Print a flyer and registration form [PDF]

 

For more information, please contact the NCDC Office at 888-TRY-NCDC (879-6232).

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Presenter Biography


Theresa Shubeck
Executive Vice President
Ruotolo Associates, Inc.
Cresskill, NJ

 

Theresa A. Shubeck has 30 years of professional philanthropic experience and is currently Executive Vice President of NCDC Corporate Partner Ruotolo Associates, Inc. (RA), overseeing firm-wide client services. Theresa has been a member of the RA team for 17 years, counseling non-profits of all types, including faith-based organizations. She has been awarded the firm’s Tim Manning Culture of Excellence Award twice and received the 2008 Robert J. Smythe Outstanding Professional Fundraiser Award from the Association of Fundraising Professionals – New Jersey Chapter.

 

Theresa began her professional career with a 13-year tenure in a University advancement office, gaining experience in every area of development, alumni relations and development, and subsequently served as director of development for a private school in Manhattan. Theresa and her daughter Claire Xian, a 6th grader at St. Michael’s, Cranford, NJ, actively serve their parish community.

 

Milissa S. Else
Director, Church Division
Ruotolo Associates Inc.
Rutherford, NJ

 

Milissa S. Else has been a member of Ruotolo Associates Inc., NCDC Corporate Partner, since 1997 and has worked with a number of faith-based clients.  Her experience in development and campaign management encompasses annual giving, major gifts, foundation and corporate research, grant writing, stewardship/donor recognition, special events, database management and strategic planning.

 

She has presented workshops on principles of moves management and managing major gift prospects at at NCDC’s National Conference, NCDC’s regional workshops and the CASE/NAIS Independent Schools Conference. She is a member of National Catholic Development Conference, International Catholic Stewardship Council, and the Association of Fundraising Professionals. In 2004, Milissa received the firm’s Tim Manning Culture of Excellence Award.

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Details

Date:
November 6, 2013
Time:
9:30 am
Event Category:

Venue

Franciscan Spiritual Center
609 S. Convent Road, Aston, PA United States
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