
<h3 class="wp-block-heading">COURSE DESCRIPTION: </h3>



<p>End of year giving is one of the most stressful times for fundraisers and nonprofits – whether you’re seeking to close the year strong, close a gap in support, or stay on track for success, a strong end of year gameplan is essential; especially for small to mid-size organizations.</p>



<p>In this entertaining, informative, and interactive session, you’ll get the support, ideas, and encouragement you need to have success at the year end and beyond.</p>



<p>The focus will be on developing a multi- channel year end gameplan that can be implemented by any size organization. We’ll walk through identifying initiatives; prioritizing prospects; laying out a gameplan from start to finish for your year-end campaign, and how to engage your board in the year end plan.</p>



<p>Participants will have an opportunity to develop a year-end framework that can be implemented after the session. Templates for end of year plans will also be available for participants.</p>



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<iframe loading="lazy" title="Planning a Successful Year End" src="https://player.vimeo.com/video/851009728?dnt=1&amp;app_id=122963" width="500" height="281" frameborder="0" allow="autoplay; fullscreen; picture-in-picture"></iframe>
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<p>Recorded 8/2/23.</p>



<h3 class="wp-block-heading">PRESENTED BY: </h3>



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<p><strong>Paul F Morris, Executive Fundraising Coach, Auxilia</strong></p>



<p>A highly-skilled professional comfortable with strategic visioning and “brass-tacks” tactical fundraising. Over a 30-year career in fundraising, Paul’s work has resulted in tens of millions of dollars being raised and thousands of donors being engaged for a wide spectrum of not-for-profit organizations. He has led successful development efforts in direct health services at the state and national levels; regional theatre; architectural preservation; a statewide organization offering chess to low-income students; lead development, communication, and operations for an organization focused on breaking generational cycles of poverty in outer NE Portland through a classroom curriculum and 1:1 mentoring; and most recently lead development efforts for an environmental education organization set on a 100-acre site in the metro area.</p>



<p>In his consulting practice, Paul works with clients nationwide with a focus on planning/systems, annual and major gift support, and grants.</p>



<p>Paul has a commitment to giving back to the community and the profession, including regular speaking and teaching engagements focused on small or emerging not-for-profits navigating success. In his volunteer work, he utilizes his background and expertise to help other not-for-profits develop their own sustainable and scalable fundraising programs.</p>



<p>Paul lives in Beaverton with his family.</p>


Training: Planning a Successful Year End