Fundraising Seminar

October 7, 2014
9:00am - 1:30pm

7 E 12th St., Room 321


Naomi Levine, BA, LLB, JSD, Executive Director, George H. Heyman, Jr., Center for Philanthropy and Fundraising, NYU-SCPS


Taught using a variety of techniques including, slides, interactive lecture and discussion, presenter led demonstrations, and handouts, this training for social work professionals and those in related fields will provide an overview and methodology for raising funds in the current not-for-profit landscape.

Learning Objectives

  1. Learn the art of fundraising;
  2. Learn fundraising strategies; and
  3. Learn skills of assessment of needs and priorities, identification of fundraising sources, establishment of relationship and the art of the ask.


9:00 – 9:15 am Coffee
9:15 – 10:30 am

Different Forms of Fundraising

Naomi Levine & Marian Stern

  • An analysis of Giving USA report on national fundraising picture
  • Who gives; why do people give; what groups receive the gifts
  • Importance of individual donors and major gifts; grantwriting
  • Research (how to find potential donors and involve them)
  • Board development
10:30 – 11:00 am

Planned Giving

Stacy Sulman


11:00 – 11:45 am Break
10:55 – 11:40 am

The Art of the Ask

Laura Fredricks

  • Preparing for the ask meeting
  • Conducting an effective solicitation
  • Constructing ask sentences
  • Handling objections, negotiating and closing the deal
  • Assessing the next steps
11:45 am – 12:00 pm Break
12:00 – 12:30 pm

Corporation, Government, and Foundation Fundraising: Events, Sponsorship, Community Engagement

Michael Evers


12:30 – 1:15 pm

Technology and Social Media

Marian Stepanek



1:15 - 2:00 pm

Special Events

Susan Shattuck & Laurie Krotman