Campaign Planning and Management

Are you thinking about launching a fundraising campaign? In this course, seasoned fundraising professionals and campaign consultants discuss the process from pre-campaign planning to execution to post-campaign activity. 

Nonprofit professionals discussing documents at table

Learn about planning fundamentals, data analysis for forecasting, engaging volunteers in the solicitation process, metrics for staff performance and analyzing the results. You also have the opportunity to review when and how bringing in a consultant is appropriate.

This course meets the prerequisite requirement for the Comprehensive Fund Development Certificate and the elective requirement for the Leadership Institute for Nonprofit Executives (LINE) Certificate.

Details

Section Instructor Format Schedule start date
CPNL1040.S18.1 Holly Lang, Nicole S. McWhorter, Sarah W. Williams, Cynthia Colbert Riley On-campus 9 a.m. - 4 p.m. Tuesday, April 24, 2018

Instructor: Holly Lang

Job Title: Senior Consultant

Organization: Dini Spheris

Holly Lang truly thrives in her work because of the people. Her relationship skills stand out when she meets, helps and is able to work with and impact organizations. For Ms. Lang, to excel at consulting is to have a trusted, collaborative relationship with client staff and volunteers - one that helps them grow. Where others see problems or difficult and challenging circumstances, Ms. Lang sees the opportunity for change or innovation and works to discover the best solution.

Ms. Lang recently assisted in merging an organization with a limited fundraising history. This organization needed to raise $30 million in a dauntingly short timeline of only 12 months. No matter the situation, she motivates her clients every step of the way, encouraging them to celebrate every success during the journey.

Born and raised in Atlanta, Ms. Lang moved to Houston to attend Rice University. After graduation, she worked in the Rice development office, focusing on young alumni and annual giving. She brings significant experience to the areas of membership, retention programs, campaigns and development assessments.

Ms. Lang's heart for philanthropy is evident in her volunteerism with the University of Houston Nonprofit Leadership Alliance, where she teaches an eight-week fundraising course. She also continues to support Rice University, acting as the leadership chair for her class reunion and an instructor at the Glasscock School of Continuing Studies Center for Philanthropy & Nonprofit Leadership.

Job Title: Consultant

Organization: Dini Spheris

Degree(s): Bachelor's degrees in advertising and public relations, minors in marketing and communication studies

Certifications: CFRE

Nicole S. McWhorter, CFRE, has a deep commitment to her clients and works tirelessly alongside them to accomplish their goals and objectives. With a collaborative and hands-on approach, she is always ready to dig in and tackle the toughest challenges. Ms. McWhorter possesses an uncanny ability to analyze vast amounts of data and, from that data, put in place an actionable and strategic plan to move people, processes and goals forward.

From counseling an institution about to embark on its first capital campaign to an organization laying the foundation for a $1 billion campaign, Ms. McWhorter guides clients of all sizes through their varying philanthropic and fundraising goals. Working through development assessments, strategic planning, campaign messaging and fundraising with clients – Ms. McWhorter enjoys the creative and technical solutions these services produce.

With a double major in advertising and public relations and double minor in marketing and communication studies from Texas Tech University combined with creative agency experience, Ms. McWhorter uses her background to package institutional visions into compelling messages for her clients. An active member of Houston Junior League and instructor at the University of Houston Nonprofit Leadership Alliance and the Rice University Glasscock School of Continuing Studies, Ms. McWhorter is nothing if not motivated and driven for her client’s success.

Job Title: Team Leader for the Analytical Solutions Group

Organization: Marts & Lundy

Degree(s): BA; MPAff

Sarah W. Williams is team leader for the analytical solutions group at Marts & Lundy, where she has served on the board of directors since 2009. She works with consultants and clients on data mining and analysis projects, constituent surveys and custom benchmarking projects of all sizes. She previously worked as a strategic communications and research consultant with Shipley & Associates, Inc., and as a special projects consultant with the Lance Armstrong Foundation. She has been an AmeriCorps volunteer and a reporter/researcher for the Congressional Quarterly. Ms. Williams holds a BA from Trinity University and a MPAff from The University of Texas at Austin.

Job title: Senior Consultant

Organization: Dini Spheris

Degree(s): Master in Liberal Arts, University of St. Thomas

Making a difference is what inspires Ms. Colbert Riley to work tirelessly with non-profit organizations to achieve transformational results in philanthropy. She has served for nearly 30 years as an institutional advancement leader in healthcare, higher education and public broadcasting with significant results in fundraising campaigns, operations and financial management, donor stewardship, board relations and communications. Before beginning her consulting practice at Dini Spheris, Ms. Colbert Riley concluded the Faith in our Future Campaign for the University of St. Thomas raising $146M in its most ambitious campaign to date. She re-joined the University of St. Thomas, where she served for five years in the 1990's as the capital campaign coordinator during the university’s first capital campaign and where she received her Master in Liberal Arts degree. 

Prior to this campaign, she served as the vice president for development at The Methodist Hospital System from 2007-2012, building the organization’s first strategic development program and completing its first major $200M fundraising campaign. Ms. Colbert Riley has also worked for the University of Texas M.D. Anderson Cancer Center, Baylor College of Medicine, KUHT Channel 8 and KWGS 89.5.

Ms. Colbert Riley has been a member of AFP since moving to Houston in 1990. serving on multiple committees including a former AFP board member. She currently serves in the mentorship program. Additionally, Ms. Colbert Riley was named outstanding fundraising professional in 2013.

Term: Spring/Summer 2018

Start Date: Apr. 24, 2018

End Date: Apr. 24, 2018

Schedule: 9 a.m. - 4 p.m.

Length: One Tuesday

Fee: $285

For AFP Members: $242

CEUs: 0.6

CFRE: 6 points

Note: This course is not currently accepting registrations. Please select JOIN WAITLIST to receive a notification when registration is open for the 2019 spring session.

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