Presentations are offered on a wide variety of topics and the ability to customize to your particular need is the hallmark of an NPC speaking engagement. Melanie J. Norton's current presentations are listed below. Typical presentations range from 50-90 minutes unless otherwise noted. Additional presentations on a variety of topics are available upon request.
Qualifying Planned and Major Gift Donors in One Easy Visit
Do you want to quickly get to know the capacity and interests of your prospective donors? This presentation focuses on employing the structured interview process to efficiently determine who may be a major gift prospect for your organization. Learn how to use this intentional question format to get your foot in the door with a new prospect, capture information about what prospects like or dislike about your organization, uncover issues that may affect giving decisions and identify the pertinent donor information fundraisers need to know.
Who’s Giving, What Motivates Them, and How Gift Planning Enters the Conversation
Most development operations are challenged in terms of time, budget and resources. How do you focus your efforts, maximize resources, and increase philanthropic dollars for your organization? How do you weave gift planning into the conversation to make certain you are taking advantage of the largest and most impactful gifts a donor may make? This session will explore the latest trends in giving and cover tips to help you make the most of your precious time and resources in prospect solicitation and cultivation.
Simply Irresistible: Demonstrating the Value of Gift Planning to Decision Makers
This presentation explores different ways to articulate the relevance of gift planning to those who may be less familiar with the intrinsic benefits of a robust program and effort. Attendees will glean creative tools to better understand the stressors decision-makers face when resourcing an operation, and help gift planners "speak the language" when relating to supervisors, boards and others who impact program support. This program investigates options for measuring program and gift planner success (metrics) and develop a narrative that will help build long-term investment in gift planning as an essential part of any comprehensive development program.
Understanding Fundraising in the Context of Higher Education
The world of development and alumni engagement is often a mystery for campus and other constituents not commonly involved in the fundraising process. What are the steps involved in securing a gift? How are the campus priorities determined? Who influences the donor's area of interest? And how can the development office raise more money for my program? These common questions are addressed in this presentation designed to educate campus, board and other advocates about the way fundraising works and gift prospects are moved to donors.
Fundraising 101: How it Works and How You Can Help
Asking for money can seem like a daunting process for those who don't do so on a daily basis. How does fundraising really work? What are the steps from a viable concept to an enthusiastic and happy donor? This presentation takes the listener through the life cycle of a gift and helps debunk the mysteries of the process, equipping fundraising operations with enthusiastic advocates who better understand how the process works and how they can help within their comfort zones.
Weaving Planned Giving into Your Donor Conversations
We've been there before. We have courted and know - or should know - our annual and major gift donors really well. However, we may come to realize that we've never approached the subject of an estate or planned gift and are not sure how to do so now without feeling awkward. In this presentation, the listener learns the techniques that afford an easy transition to what will often be the largest and most impactful gift a donor will ever make. As the massive transfer of wealth begins in earnest over the next two+ decades, organizations that leave gift planning out of the conversation will be leaving money - and potentially the future security of the organization itself - on the line.
Strategic Gift Planning: What We Need to Know to Serve Those Who Give
This three hour session is designed to cover the various components of the traditional planned giving infrastructure to determine how best to combine the key elements of a donor or client’s personal and philanthropic goals with the best giving vehicle to achieve maximum flexibility within the confines of trust law and/or state regulation. The concept of using “blended gifts” as a strategy is gaining in popularity and will be discussed – along with practical examples for advisers – so that the donor or client can achieve current gifting goals in addition to testamentary or legacy objectives. Finally, this session will contain an overview of best practices in interacting with the nonprofit community with the ultimate goal of building and maintaining a team approach to good philanthropic practice.
Additional topics include:
Board Roles and Responsibilities, Marketing, Donor Cultivation, Vision/Mission/Passion, Determining Fundraising Priorities and beyond.
Contact for availability and pricing: Melanie@NortonCounsel.com