Words over mountain background with text Fundraising Summit April 13, Helena, with MIchelle Muri of the Ethical Rainmaker Podcast

Impactful, Equitable Fundraising Takes Center Stage

Get ready to boost your fundraising game! Join an energetic community of passionate fundraisers for an unforgettable experience that blends the latest trends and best practices with a fresh perspective on equity and impact. Whether you’re a seasoned pro or just starting out, our event offers the perfect opportunity to learn the fundamentals of fundraising while staying on the cutting edge of industry insights. Don’t miss out on this high-energy extravaganza that will take your fundraising to the next level!

April 13, 2023

Time: 9:30 AM – 5:00 PM 

Location: Delta Hotel, Helena MT

Registration Fee 

CFRE Logo

Fundraising Summit is CFRE Approved. MNA will have CE Tracking sheets available at the registration desk, or you can download your own here.

Cutout photo of Michelle Muri, wearing cat eye glasses and a blue top.

Announcing Keynote Speaker Michelle Muri

of The Ethical Rainmaker

Michelle Shireen Muri is the host of The Ethical Rainmaker podcast, a Co-Founder of Community-Centric Fundraising and founder of Freedom Conspiracy, a small consultant collective bringing values-aligned practices to growth opportunities, with and for communities of color and the npos that serve them. As a co-founder of Community-Centric Fundraising and in collaboration with her clients, Michelle practices community-centric fundraising principles and helps clients align their practices with their values, multiplying their audiences and funding. You can find her work here https://linktr.ee/michelleshireenmuri 

With 19 years of fundraising experience, she’s most interested in how to help our sectors make change more quickly. Michelle is an avid reader, scuba-diver, salsa dancer and karaoke diva when the moment is right. 

Schedule

9:30 AM – 10:45 AM | Keynote with Michelle Shireen Muri

11:00 AM – 12:15 PM | Breakout Sessions

A1 | Engaging Volunteers in the Fundraising Process

Chase Rose and Vanessa Skelton, Bannack Group, LLC

Across the nonprofit sector, volunteerism has become more challenging due to increasing time constraints. Bannack Group has developed a specific onboarding process for volunteers and trains them in a clear, concise process to maximize their efficacy and impact. During this session you will learn the best way to organize volunteer committees, set reasonable expectations and provide tools that help volunteers succeed.

Chase Rose poses in a suit
Chase Rose
Photo of Vanessa Skelton smiling and wearing a blue top.
Vaness Skelton

A2 | Creating a Stewardship Culture

Chany Ockert, Chany Reon Ockert Consulting, LLC

Are stewardship tasks weighing you down? Do you feel like your efforts to thank donors are becoming rote and stale? Come to this interactive workshop to reset your efforts and embark on creating an ethical and transformative stewardship culture in the organization you serve.

Photo of Chany Ockert wearing a bright red top with a blurred green background.

A3 | Introduction to Community-Centered Program Development

Shannon Stober, Jump Start Training & Development

In this session, participants will explore the core elements of the program development lifecycle and receive an introduction to the foundational theories of CCPD, including Design Thinking, the Collaboration Continuum, the Public Participation Spectrum, and Facilitative Leadership.

Photo of Shannon Stober, a woman with long brown hair.

12:15 PM – 1:15 PM | Roundtable Lunch 

1:15 PM – 2:45 PM | Breakout Sessions

B1 | Asking for Gifts: Apply the Capital Campaign Process to Your Fundraising Strategies

Kevin Wallace and Carlyn Schulzke, CampaignCounsel.org

Have your gala or golf tournament revenues flattened? Are you looking for new ways to raise needed funds? If your fundraising events are not bringing in what you need or you’re interested in gaining the confidence to pursue larger donations, consider implementing capital campaign solicitation strategies. Through the capital campaign processes of setting goals, identifying donor prospects, creating materials, and then educating, cultivating, soliciting and stewarding those prospects at an appropriate level, you can reach new levels of fundraising. This webinar is designed to help small- to medium-sized nonprofits that do not have major gift ($10,000+) fundraising experience or capital campaign experience. 

Professional headshot of Carlyn Shultzke
Professional headshot of Kevin Wallace

B2 | Developing Your Development Team

Joel Barker, Great River Strategies

Development is a team activity. That doesn’t mean all teams are the same. Recruiting, training, and holding staff accountable to growing goals is increasingly challenging, especially when salary budgets are limited. Knowing where to focus energy and time is paramount to growing or managing a healthy and successful development team. We will discuss how to build or enhance development efforts across a team, including grant writing, annual fund, major gifts, and corporate partnerships. We will discuss how to build solid judgment on where to place your energy and time. Our group will also talk about ideas on: How to establish a development team. How to grow an existing team and make sure your teammates are collaborating in order to grow philanthropy. We will have time for group idea sharing and practice scenarios. Attendees will walk away with steps that can be implemented immediately to grow fundraising and create a strong development team.

Professional headshot of Joel Barker

B3 | Engaging With Donors: Community Centric Fundraising Principle #6

Michelle Muri, The Ethical Rainmaker Community Centric

Principle #6 reads: We treat donors as partners, and this means that we are transparent, and occasionally have difficult conversations. This session will explore what this looks like in practice. Through sharing stories, barriers, strategies, and implementation, participants will consider what it takes to live and implement this principle successfully. Participants will leave with a better idea of next steps, identifying what and who is needed to begin implementing equitable fundraising approaches.

Michelle Muri poses in a backyard, wearing cateye glasses and a blue top. She has long dark brown hair.

2:45 PM – 3:15 PM | Break 

3:15 PM – 4:45 PM | Breakout Sessions

C1 | To Event or Not: Analyzing ROI and Creating Inclusive Events

Lorraine Roach, The Hingston Roach Group

Are fundraising events worth the time and investment? Does your event planning and execution equitably represent your stakeholders?  In this session, we will discuss how to evaluate the pros and cons of fundraising events, how to establish realistic event goals and objectives, and ways to be inclusive in the planning and implementation of events. Some key questions we will answer: How are we accounting for the cost (direct and indirect) of staff and volunteer time? How do we avoid sponsor and donor fatigue in view of multiple organizations seeking their support? What can we do to minimize volunteer and staff burnout? Is our event planning committee representative of our stakeholders, and if not, how can we be more inclusive? What about our $75 per person annual gala event? What are some creative and practical ways to refresh our fundraising events to be more profitable, more effective, and more inclusive?

Photo of Lorraine Roach, a blonde woman wearing glasses and a blue plaid jacket.

C2 | Storytelling with Strategy – How Creative Briefs Set Every Appeal, Newsletter, and Thank You up for Success

Allie Rock, Message Lab Media

Most nonprofits choose stories for their website, appeals and thank yous because they’re “good stories”. Rarely do we take the time to define what a story should give the reader. Skipping this step can lead to missed opportunities to inspire your donors. Creative briefs can help ensure that everything you write captures the essence of why donors should support you. This workshop will walk you through how to complete a one-page creative brief that clearly defines what the reader should think, feel and know after reading anything you share. Creative briefs are also a great tool to help everyone on the team agree on the goals and purpose of the content and gives writers a clear road map to success. Making these briefs part of your process will help you successfully communicate your organization’s story – and we know that, when we do that, fundraising increases.

Professional headshot of Allie Rock, a woman with long blonde hair.

C3 | Equity and Accountability in Stakeholder-engaged Fundraising

Arielle Smith, Presents of Mind Design

Equitable relationships are integral to nonprofit development, and to sustainable community engagement. But how can nonprofits represent the interests and priorities of varying stakeholder groups while staying true to their own missions and values? This breakout session will provide an opportunity for participants to explore how to build and nurture equitable relationships through community partnerships, stakeholder mapping, and collaborative grant writing. Through a series of short presentations and moderated discussions, participants will share their experiences navigating stakeholder interests and reflect on how to ensure equity and accountability in the grant writing process.

Photo of Arielle Smith, a woman with long gray hair and glasses, with a bookshelf in the background.

5:00 PM – 6:00 PM | Optional Happy Hour 


Dark background with blue & green circles and text: Community Centric Fundraising, From Principles to Action: A Cohort Workshop Series with Michelle Muri

Turn Principles into Action!

You’ve been reading about Community Centric Fundraising. You attended Fundraising Summit. You feel like you’re ready to make a change to your fundraising process – you’re inspired by the idea of bringing equity into fundraising, and you’d like to make your model more community centric.. But where do you start? What are the obstacles you’re going to run into? Who can support you in the process?

Enter the Community Centric Fundraising Cohort. In this cohort, you’ll be guided through implementation of CCF principles in your fundraising practice – and you’ll have peers to support you while you do it.

Led by Michelle Muri, this five session workshop series will combine content, peer groups, practice, and dialogue to move you from principle to action in your community centric fundraising.


Need a Scholarship?

MNA is committed to providing access to this event for organizations of all sizes and budgets. If you are an MNA member and finances are a concern in attending, please fill out our scholarship form to be considered for reduced registration rates.

For information on cancellations and refunds, please visit our Training Policies page.

Sponsor the Summit

Premier Sponsor

$3,000

3 Complementary Registrations – To Use or Gift
Event Sponsor Benefits
Swag/Handouts on Attendee Tables
Featured as Premier Sponsor in All Press/Social with interview/quote opportunity
Opportunity to Introduce Keynote Speaker

Event Sponsor

$1,500

2 Complementary Registrations – To Use or Gift
Exhibitor Benefits
Acknowledgement at  Event
Banner at Event
Virtual Exhibitor Booth at Annual Virtual Conference

Exhibitor

$500

1 Complementary Registration – To Use or Gift
Dedicated Social Media Posts 
In-Person Exhibitor Table
Highlight in Event Mailer
Recognition in Event Emails
Recognition on Summit Webpage

Interested in sponsoring? Please reach out to Michael Hale. (406) 449-3717 x1403 or [email protected].

Sponsors

Helena Area Community Foundation logo