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October 7-9, 2024

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An Overview

WHAT
The FOCUS Group Institute brings together a select group of fundraising professionals for two days of learning and relationship building. The end goal is to equip and encourage you to further your mission. You can choose from three tracks:
   1) Preparing Your Organization for a Capital Campaign (FULL - Join Wait List)
   2) Launch Your Legacy Gift Program on a Lean Budget 
   3) Cultivating Major Gifts Training Intensive (FULL - Join Wait List)

WHEN
6 pm Monday, October 7 through 12 pm Wednesday, October 9, 2024

WHERE
Embassy Suites, St. Augustine, FL (closest airports JAX and MCO)

COST
$995 per person (includes all training, materials, and meals)
Lodging - Participants may stay at the Embassy Suites or elsewhere nearby

Track #1 [FULL]
Preparing Your Organization for a Capital Campaign

If your organization is ready to grow to the next level by acquiring property, expanding your facilities, building capacity, or funding key strategic initiatives, it may be time to consider a capital campaign. But how do you know if you are ready? Topics include:
- When and how to launch a capital campaign
- Role of your strategic plan
- How campaigns differ from annual fund
- Preparing your board and staff 
- Key "must-haves" for a successful capital campaign 

Ideal for: Teams thinking through all aspects of carrying out a campaign—invite your President, Development Director and a Board Member to come join us.  (We believe this is so important that your third registration is free! This track only.)

WAIT LIST ONLY
To be added to the wait list for this track, please send an email to seaucremann@thefocusgroup.com

We will contact you if any spots become available.

Track #2 
Launch Your Legacy Gift Program on a Lean Budget

The 70 trillion dollar wealth transfer is coming—is your organization ready? Did you know planned giving offers the highest ROI of all types of giving? You may be putting this off due to staffing limitations, but we have good news: You can actually start now with the staff you have by using committed volunteers and the right plan. Join us for this boot camp to learn how to do it. 

Why is legacy giving so important?
- A legacy donor's future gift is typically larger than their lifetime giving.
- Planned giving has been shown to increase annual giving.
- Legacy giving is a crucial part of securing your organization’s future.
- Every day that you delay starting is potentially lost revenue.

Ideal for: Development or organizational leaders who want to start their legacy giving program and work with limited staffing and resources.

Track #3 [FULL]
Cultivating Major Gifts Training Intensive 

What are the most effective ways of cultivating major gifts? Are your gift officers fully trained for the important role they are called to? Whatever their title, the individuals who invest in your key donor partnerships are absolutely essential to your mission. This comprehensive training will provide the support and knowledge they need to thrive and excel in their role.

Ideal for: Major gift officers or any development leader who cultivates your most significant donor relationships.

WAIT LIST ONLY
To be added to the wait list for this track, please send an email to seaucremann@thefocusgroup.com

We will contact you if any spots become available.

 

“Thank you so much for the time and energy put into the Institute. It was well done and well worth the time and effort.” - a recent TFG Institute participant
“I felt prepared and excited to return and get started!” - a recent TFG Institute participant
“I would ABSOLUTELY recommend offering this again. The practical training and ready encouragement I received transitioned my mindset and moved me into a space of truly believing we could do this.” - a recent TFG Institute participant

 

Questions? Please contact Sue Ellen Aucremann at: seaucremann@thefocusgroup.com